FINC 355 and FINC 440 Week 7

finc_440_company_anaylsis_and_valuation.docx

FINC 440 COMPANY ANAYLSIS AND VALUATION

USE GLBZ COMPANY FOR THIS PART***

Value Investment Analysis

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· Competitive Advantage 

·  Economy of Scale  

1 Does the company run its operations so that economy of scale is present?

2 Are operating income levels (EBIT % of sales) level when sales are rising?

3 What is the degree of operating leverage?

4 What is the degree of financial leverage?

·  Product-Service Differentiation         

· Moat 

·  Barrier to Entry   Defensible brand       

· Growth Enhancing Value 

·  Return on Capital          

·  Operating Income %         

· Intrinsic Value and Market Value 

·  Cash Flow          

·  Earnings Yield          

·  Rank          

·  Return on Capital Employed         

· Risk Management for Value Investing 

·  Margin of Safety          

·  Portfolio Effects          

·  Position Sizing         

· Value Fundamentals 

·  Operating Income          

·  Unlevered Free Cash Flow          

·  Absolute and Relative Value         