E-Trade Case Study
Strategic Analysis of E*TRADE Financial Corporation
Strategic Management
BA 598
8/9/04
Instructor: Dr. Melcher
Comments:
You made good use of critical feedback in strengthening the descriptive sections. Despite your problems in building a combined analytical map in the analytical section, you show good understanding of Newtonian analysis and recommendations, and a reasonable handle on Euclidian analysis. Overall, your group demonstrates a handle on doing strategic analysis. It earns the group an A on the project.
Table of Contents | | | I. Introduction to the Project | 1 | II. Environmental Description | 1 | A. Industry Definition | 1 | 1. In General | 1 | 2. Broad Definition | 1 | 3. Narrow Definition | 1 | 4. Selected Definition | 1 | B. Background on E-Trade and the Selected Competitors | 2 | 1. Focus on analysis – E-Trade. | 2 | 2. Competitive firm – Charles Schwab, Inc. | 4 | 3. Competitive firm – A.G. Edwards, Inc. | 6 | C. Performance Description | 8 | 1. Select financial information for each company | 8 | 2. Fiscal year reporting | 8 | 3. Ratio analysis | 9 | a) Return on stockholder equity | 9 | b) Return on assets | 10 | c) Net profit magrin | 11 | d) Asset turnover ratio | 12 | e) Inventory turnover ratio | 13 | f) Receivables turnover ratio | 14 | 4. Market Share | 15 | 5. Summary of financial analysis | 16 | D. Defining the structure of the industry | 17 | 1. General overview of the industry | 18 | 2. Our approach to analyzing the industry structure | 19 | 3. Porter’s underlying
Strategic Management
BA 598
8/9/04
Instructor: Dr. Melcher
Comments:
You made good use of critical feedback in strengthening the descriptive sections. Despite your problems in building a combined analytical map in the analytical section, you show good understanding of Newtonian analysis and recommendations, and a reasonable handle on Euclidian analysis. Overall, your group demonstrates a handle on doing strategic analysis. It earns the group an A on the project.
Table of Contents | | | I. Introduction to the Project | 1 | II. Environmental Description | 1 | A. Industry Definition | 1 | 1. In General | 1 | 2. Broad Definition | 1 | 3. Narrow Definition | 1 | 4. Selected Definition | 1 | B. Background on E-Trade and the Selected Competitors | 2 | 1. Focus on analysis – E-Trade. | 2 | 2. Competitive firm – Charles Schwab, Inc. | 4 | 3. Competitive firm – A.G. Edwards, Inc. | 6 | C. Performance Description | 8 | 1. Select financial information for each company | 8 | 2. Fiscal year reporting | 8 | 3. Ratio analysis | 9 | a) Return on stockholder equity | 9 | b) Return on assets | 10 | c) Net profit magrin | 11 | d) Asset turnover ratio | 12 | e) Inventory turnover ratio | 13 | f) Receivables turnover ratio | 14 | 4. Market Share | 15 | 5. Summary of financial analysis | 16 | D. Defining the structure of the industry | 17 | 1. General overview of the industry | 18 | 2. Our approach to analyzing the industry structure | 19 | 3. Porter’s underlying