🎓CFA Final Prep All Topics

Non-GAAP Measures and Adjusted Metrics

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Question

Why can non-GAAP measures fall lower on the quality spectrum than GAAP earnings?

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Answer

They may exclude real economic costs and bias performance upward.

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Question

Why should an analyst compare pro forma earnings with GAAP earnings over multiple periods?

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Answer

To see whether adjustments persistently inflate reported performance.

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Question

If a company excludes stock-based compensation from adjusted earnings, what should an analyst ask first?

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Answer

Whether it is truly non-recurring or a normal compensation cost.

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Question

Why is excluding restructuring charges every year a reporting-quality warning sign?

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Answer

A recurring exclusion suggests an ordinary business cost, not one-time.

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