Investor presentation
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Week2Template.pptxSignature Assignment: Investor Presentation
FIN571 – Corporate Finance
YOUR NAME
DATE
Table of Contents
Key Indicators
Stock and the P/E Ratio
Market Cap
Trends
Recommendation
Conclusion
References
2
Key Indicators
The company and its ticker symbol
Cash flow from operations
Price-to-earnings ratio
Stock dividends and the yield
Earnings per share ratio
Revenue estimates for the next 12 months
Revenue from the previous 3 years
Statement of cash flows and identify net cash from operating, investing, and financing activities over the past 3 years
Average trade volume.
Current stock price, 52-week high, and 1-year estimated stock price
Analysts’ recommendations for the stock (buy, sell, hold)
Market cap for the company
Provide the answers for all items below using Yahoo Finance. Use the link provided to you within the references slide. A discussion is not required for any of these items. Simply, provide the answers.
The company and its ticker symbol
Cash flow from operations (TTM)
Price-to-earnings ratio
Stock dividends and the yield
Earnings per share ratio
Revenue estimates for the next 12 months (use the average figure for next year 2021)
Revenue from the previous 3 years (you need 3 figures for 2019, 2018, & 2017)
Statement of cash flows and identify net cash from operating, investing, and financing activities over the past 3 years (you need 9 figures for 2019, 2018, & 2017)
Average trade volume
Current stock price, 52-week high, and 1-year estimated stock price
Analysts’ recommendations for the stock (buy, sell, or hold)
Market cap for the company
3
Stock to P/E Ratio
Stock price
P/E ratio
Relationship between the two
What is the current stock price (from slide 3)?
What is the current P/E ratio (from slide 3)?
Discuss the relationship between the stock price and the P/E ratio.
4
Market Cap
Market cap
Importance to investor
What is the current market cap (from slide 3)?
Discuss the importance of the market cap to an investor.
5
Trends
Stock price
Dividend payment
Total stockholder’s equity
Trends in these figures based on recent events and market conditions
What is the current stock price (from slide 3)?
What is the most current dividend payment? This is not the dividend rate or yield, but the actual dividend payment per share.
What is the most current annual stockholder’s equity figure (as of 12/31/19)?
Discuss trends in these figures based on specific recent events and market conditions. You need to discuss the historical basis, changes and where these figures are headed.
6
Recommendation
Based on all of your research, do you recommend this stock? Why or why not? Please provide substantial reasoning and validation.
7
Conclusion
Summarize your presentation.
8
References
Brealey, R., Myers, S. C., Marcus, A. J. (2020). Fundamentals of corporate finance (10th ed). McGraw-Hill Education.
Yahoo! Finance. (2020). Johnson & Johnson. https://finance.yahoo.com/quote/JNJ?p=JNJ&.tsrc=fin-srch
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