Cab Company Investment Analysis for XYZ Private Equity Firm

The Client

XYZ is a private equity firm based in the US. Due to the remarkable growth of cab transportation over the last few years, the firm plans to invest in the cab industry.

The Engagement

XYZ has provided multiple datasets containing information on two cab companies: Black Cab and Red Cab. Each dataset represents different aspects of the company’s profile. The goal is to use actionable insights to identify the right company for investment.

Focus Areas

1. Profit Analysis: Determine which company, Black Cab or Red Cab, is making the highest profit.
2. Performance Over Time: Identify which company is performing well over a period, regardless of the year.
3. Top Customers: Find the top 10 customers in terms of income and identify the highest profitable customer.
4. Travel Frequency by Gender: Determine which gender (male or female) records the greater number of travels.
5. Income Group Analysis: Analyze which income group has a greater number of travelers and make this analysis dynamic by adding slicers.
6. Payment Preference in 2018: Investigate whether people preferred to pay by cash or card in the Red Cab company in the year 2018.
7. Age Group Analysis: Identify which age group has less willingness to travel in cabs.
8. Demographic Travel Patterns: Determine which gender, age group, and income group people travel more in cabs.
9. Profitability Dashboard: Create a profitability dashboard across demographics.

Project Outline

1. Data Collection: Gather datasets for Black Cab and Red Cab.
2. Data Cleaning: Process and clean the data for analysis.
3. Profit Analysis:
   • Calculate total profit for each company.
   • Visualize profit comparison.
4. Performance Over Time:
   • Analyze trends over different periods.
   • Visualize performance trends.
5. Top Customers:
   • Identify top 10 customers by income.
   • Determine the highest profitable customer.
6. Travel Frequency by Gender:
   • Analyze travel records by gender.
   • Visualize gender-based travel frequency.
7. Income Group Analysis:
   • Group travelers by income.
   • Add dynamic slicers for interactive analysis.
8. Payment Preference in 2018:
   • Analyze payment methods (cash vs. card) for Red Cab in 2018.
9. Age Group Analysis:
   • Identify age groups with less willingness to travel.
10. Demographic Travel Patterns:
    • Analyze travel patterns by gender, age group, and income group.
11. Profitability Dashboard:
    • Create a comprehensive dashboard showcasing profitability across demographics.

Presentation to XYZ Executive Team

• Visuals: Use engaging and clear visualizations to present data insights.
• Analysis Quality: Ensure thorough and accurate analysis of the data.
• Recommendations: Provide valuable recommendations based on the insights.

This structured approach will help XYZ Private Equity Firm make an informed decision on which cab company to invest in, based on data-driven insights and comprehensive analysis.