Equity Analysis History and Strategy Case Study

Equity Analysis History and Strategy Case Study

Equity Analysis History and Strategy Case Study

PepsiCo Inc. (PEP)

For ratios and historical growth rates, the Morningstar website is great: www.morningstar.com

FIN 315 Investments

Equity Analysis History and Strategy Case Study
Equity Analysis History and Strategy Case Study

Semester Project ñ Equity Analysis Case Study

Learning Goals: The purpose of this assignment is for you to apply what you are learning in class in the analysis and valuation of a company’s equity. Specifically,

Equity Analysis History and Strategy Case Study

ï Develop an outlook for the US economy to inform an industry and company analysis using economic data;

ï Apply the Porter framework and ratio analysis to analyze an industry;

ï Determine whether the company is fairly valued based on financial, discounted cash

flow, and P/E analysis, and recommend whether or not to purchase the company’s stock;

ï Synthesize the course material into an analysis of a company and integrate the quantitative and writing elements of the course into a concise report.

ï Present supporting data effectively using tables.

Equity Analysis History and Strategy Case Study Instructions and Description

? Assume you are doing your analysis on the day the company released its last annual financial statements (probably either December 31, 2018 or June 30, 2018). Your forecast will be for one year after the date of last annual financial statements.

? Write the paper from the point of view of a junior equity analyst presenting a valuation to your boss.

? Do not include definitions of financial terms such as beta, return on equity, etc.

? The tables and graphs should be neat and integrated into the report. They should only include data that you reference (don’t just copy a whole table of industry ratios and paste it in).

? Look at a real equity report for guidance on the format, style of writing, etc. Samples from past CFA Research Challenge Winners:


? Your case study should be 5-10 pages in total length of text (double-spaced), plus the tables, graphs, and financial statements.

? Attach 5 years of Balance Sheet and Income Statement data at the end of your paper as an appendix (be sure to cite the source of this and all data you obtain). You should format it nicely so that your boss can read it easily and it looks integrated into the paper.

Equity Analysis History and Strategy Case Study

? Cite all sources using footnotes. Include a bibliography. Use the APA style (NOT MLA

List of Works Cited)

? The paper must include all the elements below to earn full credit. Partial submissions

(just the industry analysis, e.g.) will not be graded and will receive a grade of F.

Required Elements of the Paper

Cover Page (Executive Summary):

? The Cover Page will be an Executive Summary of your company and recommendation

(whether you think the stock is a buy or sell, and why). A template will be provided to

you. (Note: As you are constructing your report, you will complete this section last.)

Introduction, Economic Environment, and Industry Dynamics (1-2 pages):

? Write an introduction to the paper. Describe the company, its primary business(es), current strategy, and its industry/competitors (1 paragraph).

? Select 3 economic indicators relevant to your company and its industry.

o Graph the past 10 years of data. Make sure the units are appropriate and the

graphs make sense (e.g., Year-on-year % changes, not absolute $ amounts, graphs are labeled, etc.).

? Discuss the indicators and your outlook for the economy.

Want help to write your Essay or Assignments? Click here

Unlike most other websites we deliver what we promise;

  • Our Support Staff are online 24/7
  • Our Writers are available 24/7
  • Most Urgent order is delivered with 6 Hrs
  • 100% Original Assignment Plagiarism report can be sent to you upon request.

GET 15 % DISCOUNT TODAY use the discount code PAPER15 at the order form.

Type of paper Academic level Subject area
Number of pages Paper urgency Cost per page: