Data Inventory & Collection for Company Valuations In the Table below, insert the name of your 2 companies in the highlighted boxes below. For each company, collect the following data from the respective data sources. Use the following Table as your guide

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Data Inventory & Collection for Company Valuations

In the Table below, insert the name of your 2 companies in the highlighted boxes below. For each company, collect the following data from the respective data sources. Use the following Table as your guide and checklist. Complete the table below by placing an “X” in the “Name of Company…” column if you found the data and an “M” if you were unable to find it in the respective data sources. Save a copy of the datasets for future use.  Submit a copy of the completed table below to Assignment 8 on Canvas.


 

 

Company specific data

Item

Data Source

Name of Company 1

 

BMW Group

 

Name of Company 2

CNH industrial N.V

 

 

Stock Report  1

Morningstar

 

 

Income Statement  (at least 3 years)

Morningstar (export to excel)

or

Hoovers (copy and paste)

 

 

2 Balance Sheets  (at least 3 years )

Morningstar (export to excel)

or

Hoovers (copy and paste)

 

 

Data for YTM on Long Term Bond

(10-20+ years)

Finra

http://finra-markets.morningstar.com/MarketData/Default.jsp

 

 

 

 

Stock Report 1

Standard & Poor’s

 

 

 

Stock Report 2

ValueLine (pdf file)*

 

 

 

Financial Ratio Peer Comparison

(current year)

Hoover’s

Competitive Landscape

(copy/paste)

 

 

Forecasted growth rates

Zacks

Choose “Detailed Estimates” for growth estimates

(copy/paste)

 

 

 

 

Annual Report (most recent)

Company website

 

 

Sustainability Report  or

Corporate Social Responsibility Report

(most recent)

Company website

 

 

 

 

 

 

General Market Data (not company specific)

Treasury Yield (ST)

6 months-1 year

Treasury

http://www.treasury.gov/resource-center/data-chart-center/interest-rates/Pages/TextView.aspx?data=yield

 

 

Treasury Yield (LT)

10-20  years

Treasury

 

     


 

    • 10 years ago
    Data Inventory & Collection for Company Valuations In the Table below, insert the name of your 2 companies in the highlighted boxes below. For each company, collect the following data from the respective data sources. Use the following Table as your guide
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