ACCU 360 Week 7 Assignment Help | Brandman University
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- 22 Aug 2019
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ACCU 360 Week 7 Assignment Help | Brandman University
Assignment #4– Investor Analysis
Using the company that you
selected for Assignment #1- Examining Financial Statements you will be
conducting an investor analysis. You will also need to select two additional
companies within the same industry for comparative analysis.
Note: Please read the documents
related to investor analysis under Documents & Resources. Additionally,
search online for information regarding investor/investment analysis. Some
suggested websites are Invest podia, Yahoo! Finance, MSN Money, and The Wall
Street Journal. Other reputable websites can also be used. [Don’t skip this
step! It will provide background context and insight into what you will be
doing for this assignment.] You will notice that there are many methods of
performing analysis from the perspective of an investor. Some are quantitative
while others are qualitative. A mix of the two is used for an effective
analysis. There is no one exact way to perform this type of analysis. The
analysis you will be performing for this assignment is considered as a type of
‘fundamental’ analysis.
Introduction
Briefly describe each company.
Discuss the similarities and differences among the companies. Your discussion
should include relative size (revenues, employees, markets, etc.), diversity of
operations, markets in which they operate, and strategic focus. Any
other talking points that are stressed by analysts should also be mentioned.
Also, state your personal objective as a potential investor. For example, are
you looking for high growth potential? High dividend payout? Ethical
investment? Etc.…. Explain.
Ratios
The ratios you will be
analyzing for all 3 companies are as follows:
• Earnings
per share (EPS)
• Price-earnings
ratio (P/E)
• Dividend
Payout
• Dividend
Yield
• Leverage
ratio
• Gross
Margin
• Net
Profit Margin
• ROA
• ROE
• In
this section, define AND discuss all NINE ratios. What information does Does each ratio give? Explain why investors would be interested in these particular
ratios. You may need to research online for additional resources related to the
selected ratios (include references).
• You
will also need to show the ratios for ALL 3 companies. This means that you will
provide a chart with a total of 27 ratios, nine for each company. Ratios can
either be calculated using their financial statements and stock price
information or you can find the selected ratios on the MSN Money website.
[https://www.msn.com/en-us/money ] Scroll down and enter your company into the
Quote Search Box.
Display the ratios in a chart as follows
Ratio Company
1 Company 2 Company
3
• Provide
a brief analysis of each company based on the ratio results. Be specific.
Highlight similarities and differences. For instance, the ratios cover the
topics of shareholder value, investor risk, operating profitability, and efficiency.
Be sure to address all of these issues in your analysis.
Investment Selection and
Additional Information
Research and Discuss recent
news articles about the companies that may be helpful in providing additional
information about the health of the companies. (Read between the lines. Often
times, articles won’t directly say how the news may affect the health of a
company. You have to speculate how it may affect the company. For example, a
news article reports the recall of a product. This could negatively affect
sales and impact various ratios. An article might talk about a company opening
new stores. This requires significant investments, may require debt financing,
and this would impact various ratios as well. Furthermore, expansion could mean
increased revenue, etc.) Select one article for each company that you consider
to be the most significant current issue facing the company at this time (or in
recent history).
Based on your ratio analysis
and additional research of the companies, state which company you would invest
in and why. (You can only choose one!)
Additional Instructions
• The
document should include the same headings listed above (Introduction etc.).
• The
document should be APA formatted (including title page, APA formatted
references, etc.)
• Make
sure your references include direct links to where you got ALL ratios. Each
ratio must be accounted for in your references.
• You
must upload your file to Blackboard under Week 7 Assignments. Go to the
Assignment, scroll down to “Attach Local File” and click Browse to select YOUR
file, then hit SUBMIT.