Case Study Finance

Company

Industry

Three Primary Competitors

Stock Market (S&P, DOW, Nasdaq, etc)

Financial Report Years Used

Financial Report Closing Dates

Stock Price Report from (website)

Stock Price Data Range (Date to and From)

Method (e.g. Average Close, Year End, Fiscal Year End, Max / Min) Chapter Highlights (Select top 3 to 4 highlights from each section to answer the following questions)

Company Background

SWOT

PESTLE

Conclusions Worksheet

Is this a new company or long-term company? What is the primary geographical market (worldwide or US Only)?

How does the SWOT compare to company background. Is this a new or existing company? Stable or unstable environment?

How does the PESTLE perspective differ from the SWOT? How is it the same?

Financial Ratios

Stock Analysis

Comparison Analysis

FV of Stock Investment Using 5 Year Growth - with or w/o dividends (w/ dividends PMT = Dividend * (1+ dividend growth) (w/o dividend PMT = 0)

FV of Stock using 5 Year Market Growth Rate * Beta

FV of RF investment of 5%

Company Beta

Expected Growth based on Beta

5 year growth for company

Standard Deviation growth for company

Stock Dividends?

5 year dividend growth

Market Growth Rate estimated for 2017

How has the stock trended relevant to the financial reports? Have financial ratios trended with or against stock value? Has the stock trended with the market? How has the market trended relative to the SWOT and PESTLE factors? How does the expected growth rate compare with the market? Does the Beta accurately reflect the overall performance?

How do financial ratios reflect the SWOT and PESTLE analysis? Do they differ / contrast what you would expect? Do they indicate new strengths or weaknesses?