Scalability Thinking – Mental Models

While making these comparisons and drawing conclusions, can we look at:

1. Reasonable time frames, say 5 years, for analysis to account for shock events, cycles etc. I see some with 3 or 2 years and that comparison with a 20 year track does not seem logical.
2. Can we also try and see growth in the PAT ratio CAGR for 5 year periods and see if that gives additional insights? Say a 20 year track will give us 19 5 year PAT multiples.
3. Like Donald has hinted, scalability is definitely affected by size, inversely. So, bucketing by sizes does make better sense.
4. How do we eliminate effects of regulatory change or shock events so that we can actually examine operational excellence which will be long term?