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Decomposition of Net Final Values: Systemic Value Added and Residual Income

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Author Info
Carlo Alberto Magni (Universitý di Modena e Reggio Emilia)

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Abstract

This paper proposes a model aiming at decomposing the Net Final Value of a project under certainty. It makes use of a systemic outlook: the investor's net worth is regarded as a dynamic system whose structure changes over time. On this basis, a profitability index is presented, here named Systemic Value Added (SVA), which lends itself to a periodic decomposition: the periodic shares formally translate the economic concept of residual income (or excess profit). While as an overall index the Systemic Value Added coincides with the Net Final Value (NFV) of an investment, the systemic partition of a SVA is shown to differ from the NFV decomposition model proposed by Peccati (1987, 1991, 1992), which in turn bears a strong resemblance to Stewart's (1991) EVA model. The SVA model and the NFV-based model bear interesting relations: by introducing the concept of a shadow project the SVA model can be re-shaped so that the decomposition of the SVA can be accomplished by applying Peccati's argument to the shadow project, or, which is the same, by computing the shadow project's Economic Value Added. The paper then generalizes the approach allowing for a portfolio of projects, multiple debts and multiple synchronic opportunity costs of capital, for which a tetra-dimensional decomposition is easily obtained. Copyright Blackwell Publishing Ltd and the Board of Trustees of the Bulletin of Economic Research 2003.

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Article provided by Blackwell Publishing in its journal Bulletin of Economic Research.

Volume (Year): 55 (2003)
Issue (Month): 2 (04)
Pages: 149-176
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Handle: RePEc:bla:buecrs:v:55:y:2003:i:2:p:149-176

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  1. Magni, Carlo Alberto, 2007. "In search of the "lost capital". A theory for valuation, investment decisions, performance measurement," MPRA Paper 5719, University Library of Munich, Germany. [Downloadable!]
  2. Magni, Carlo Alberto, 2005. "On decomposing net final values: EVA, SVA, and shadow project," MPRA Paper 12357, University Library of Munich, Germany. [Downloadable!]
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  3. Magni, Carlo Alberto, 2007. "Residual income and value creation: An investigation into the lost-capital paradigm," MPRA Paper 7335, University Library of Munich, Germany. [Downloadable!]
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  4. Magni, Carlo Alberto, 2005. "Economic profit, NPV, and CAPM: Biases and violations of Modigliani and Miller's Proposition I," MPRA Paper 6359, University Library of Munich, Germany, revised 22 Jun 2008. [Downloadable!]
  5. Carlo Alberto Magni, 2007. "A Sum&Discount Method for Appraising Firms: An Illustrative Example," Department of Economics 0572, University of Modena and Reggio E., Faculty of Economics "Marco Biagi". [Downloadable!]
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  6. Magni, Carlo Alberto, 2003. "Opportunity cost, excess profit and counterfactual conditionals," MPRA Paper 5695, University Library of Munich, Germany. [Downloadable!]
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  7. magni, Carlo Alberto, 2006. "Zelig and the Art of Measuring Excess Profit," MPRA Paper 5663, University Library of Munich, Germany. [Downloadable!]
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  8. Carlo Alberto, Magni, 2008. "Splitting Up Value: A Critical Review of Residual Income Theories," MPRA Paper 10506, University Library of Munich, Germany. [Downloadable!]
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  9. Magni, Carlo Alberto, 2004. "Rating and ranking firms with fuzzy expert systems: the case of Camuzzi," MPRA Paper 5889, University Library of Munich, Germany. [Downloadable!]
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