Case Study Finance

binzaal9
DataCollectionWorkbook2.xlsx

Comparison

Investment $ 100,000.00 Shares 1,848
2013 2014 2015 2016 2017 Forecast Average
Price 54.10 58.51 56.89 50.95 46.99 45.48
Growth 8.15% -2.77% -10.44% -7.77% -3.21% Average Growth
-3.46% Compound Growth
8% Standard Deviation
Market Value $ 100,000.00 $ 108,151.57 $ 105,157.12 $ 94,177.45 $ 86,857.67 $ 84,071.56
Dividends per Share 1.43 1.30 1.20 1.14 1.06 0.98
Growth -9.09% -7.69% -5.00% -7.02% -7.20% Average Growth
-7.21% Compound Growth
2% Standard Deviation
Dividends $ 2,643.25 $ 2,402.96 $ 2,218.11 $ 2,107.21 $ 1,959.33 $ 1,818.26
Total Value $ 102,643.25 $ 110,554.53 $ 107,375.23 $ 96,284.66 $ 88,817.01 $ 85,889.81
7.71% -2.88% -10.33% -7.76% -3.31% Average Growth
-3.55% Compound Growth
8% Standard Deviation
Investment $ 100,000.00
2012 2013 2014 2015 2016 Forecast
Growth 5.00% 5.00% 5.00% 5.00% 5.00% 5.00%
Value $ 105,000.00 $ 110,250.00 $ 115,762.50 $ 121,550.63 $ 127,628.16 $ 134,009.56
Nasdaq Composit 2013 2014 2015 2016 2017 Forecast Average
Growth 27.82% 19.89% 1.62% 37.86% 28.24% 23.09% Average Growth
13.59% Standard Deviation
Based on ________ model, the next year growth is expected at _________ give or take _______%. Therefore
the minimum closing stock value forecast for next year is estimated at $_________ and the maximum at $____________.
The growth rate range is ____________% to ___________%
Therefore, the minimum required return is ____________%
Given a risk free return rate of 5%, the net realized return is __________%