Resilient Valuation Under Scrutiny: 20 Questions Institutional Investors Are Asking Today

It is critical that public companies articulate strategies that drive foundational strength, unlock growth, and create sustainable long‐term value. Here are 20 questions on the minds of institutional investors today.

Foundational Valuation Questions

(Focusing on core stability, risk management, and the predictability of future cash flows.)

1. How resilient is their core business model against current macroeconomic headwinds, and what quantitative metrics do you use to forecast its long-term cash flow stability?
2. In today’s evolving geopolitical environment, how are they refining your risk management framework to safeguard operational stability and ensure an attractive discount rate?
3. How do they balance cost management with selective strategic investments to protect and enhance your cash flow generation?
4. What recent improvements has the company made in capital allocation and financial risk management to optimize your balance sheet and funding profile?
5. How are they addressing emerging technological and cybersecurity risks to protect revenue streams and ensure the reliability of your cash flow forecasts?
6. What is the plan to mitigate potential global economic disruptions and market volatility to maintain the predictability of your cash flows?
7. With ongoing global trade challenges, what quantifiable strategies does the company plan to implement to secure your supply chain and sustain market access?

Growth Valuation Questions

(Emphasizing strategic investments, market expansion, and drivers of top-line revenue growth.)

1. What strategic initiatives is the company deploying to leverage emerging technologies for competitive advantage, and how do you expect these to drive incremental revenue growth?
2. How are they adapting your product and marketing strategies to demographic shifts and changing consumer behaviors to unlock new revenue streams?
3. How are they leveraging digital transformation to enhance operational efficiency and build scalable, high-margin revenue channels?
4. What are their plans for market expansion and increasing your global footprint, and how do these initiatives support a robust long-term revenue trajectory?
5. How is the leadership fostering an innovation culture that accelerates breakthrough advancements and drives sustained top-line growth?
6. In what ways do they plan to capitalize on the convergence of digital and physical economies to create synergistic business models?
7. How is the company using data analytics and artificial intelligence to uncover untapped market opportunities and deliver personalized customer experiences?
8. What strategic partnerships and collaborative initiatives are they pursuing to accelerate digital transformation and broaden your market reach?

Sustainable Value Creation Questions

(Addressing long-term strategic alignment, resilience, and the integration of immediate performance with future value creation.)

1. How is the company integrating long-term strategic planning with short-term performance metrics to ensure that today’s results lay the groundwork for future value creation?
2. How is the company evolving the global talent strategy to secure a competitive edge and drive innovation in the future of work?
3. What approach do is the company taking to balance the pressure for short-term shareholder returns with sustained long-term investments in R&D and innovation?
4. How is the company managing the transition toward a low-carbon economy—addressing both the challenges and opportunities—while preserving profitability?
5. How are they embedding organizational resilience to not only weather current challenges but also to seize emerging opportunities and maintain a robust strategic vision over time?