Industry & Company Analysis Project

Industry & Company Analysis Project
Industry & Company Analysis Project

Industry & Company Analysis Project (Fall 2018)

Primary Competitor: from Industry/Sector

Use data from Yahoo!Finance, Google Finance, Mergent Online, Bloomberg, the company’s annual report,

and other public data to complete the following.

Assignment: Conduct industry and financial company analysis of assigned company and its competitors

to provide recommendation to management on future goals and strategy. Provide a written report which summarizes your analysis and provides recommendations to management. Your summary analysis should be based upon your detailed research of your assigned company, its industry/sector, and its competitors in the industry/sector.

SUMMARY ANALYSIS MUST INCLUDE (narrative with supporting charts and graphs; no more than 8 pages):

(1) Industry Overview and Analysis (25 pts). What is the industry outlook for your assigned company? How does your company compare to competitors in the industry? Discuss the following:

  1. a) Each company’s market share or market position.
  2. b) How current economic conditions impact these companies.
  3. c) Overall perception (leadership, goodwill, social responsibility, and employee relations) of each company.
  4. d) Future outlook of your company.
  5. e) Market Ratios (also, compare to industry averages)

 Price / Earnings Ratio

 Price / Book Ratio

(2) Company Analysis Summary (20 pts). Discuss SWOT (strength, weaknesses, opportunities, and threat) Analysis for your assigned company.

(3) Financial Ratio Analysis (40 pts). Compute and discuss the 3 year trend for your company and one of its competitors using the most recent 3 years of annual financial statements. Compare and contrast each company for the following ratios. Discuss the meaning of each ratio. Provide charts and graphs to summary and highlight your findings.

  1. Liquidity Ratios

 Current Ratio

 Quick Ratio or acid test

  1. Solvency Ratios

 Total Debt to Equity Ratio

 Times Interest Earned Ratio (if company does not have interest expense, discuss the

meaning or impact)

  1. Asset Management Ratios

 Total Asset Turnover Ratio

 Days Sales in Receivable Ratio

  1. Profitability Ratios

 Profit Margin Ratio

 Return on Assets Ratio

1 | Page(4) Financial Trend Analysis (10 pts). Conduct a 3 year trend analysis of your assigned company’s sales and profit growth trends. Discuss the outlook for your company.

(5) Stock Performance (25 pts). Compare and contrast the monthly stock price performance of your company and one of its competitors over 36 months (3 years). Discuss each company’s standard deviation, coefficient of variance, and beta as it relates to its standard alone and market risk. Provide graphs to summary your findings.

(6) Investment and Capital Budgeting (20 pts). Discuss the company’s most recent and planned capital budgeting activities. Discuss each company’s capital budgeting activities in comparison to the industry. Discuss your inference from this data about the company’s growth potential.

(7) Recommendations (40 pts). Provide specific recommendations to the CEO to enable the company to improve its financial position and growth, overcome potential weaknesses and threats, and implement opportunities. Identify the time frame that these recommendations should be implemented and what resources will be needed.

Format (10 pts). Submit one Microsoft Word file or Adobe (*.pdf) file containing the following:

 An Industry Analysis report of less than 6 pages in the format of a Fact Sheet (see examples posted on Blackboard)

 Your name, assigned company and its competitor, and the industry/sector.

 A written summary report with narrative, supporting graphs, tables, figures, and page numbers.

 Figures and tables are embedded in the document (not a separate file) to supplement your discussion. Do not expect the reader to interpret your figures and tables. Do not use charts and graphs from Yahoo!Finance or other on-line sources.

 All the topic areas listed above must be included. Use the bolded words for each item as a section header before presenting the requested information.

 Do not include extraneous information which does not support your analysis.

 Include references, as appropriate. Note: this should be your analysis and not on-line analysis from Yahoo!Finance and other sources.

 Submit report via Blackboard before the due date listed in syllabus. Late submissions will receive a zero.

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