Many investment banks employ analysts to write equity research reports on public companies to advise their clients ontheirstock investments. In many cases, aninitial equity research report is 20 to 50 pages long!For this class, you will focus on only three of the many important sectionstypically included in anequity research report.Thankfully, your Mini Equity Research Report will be much shorter thanthose published by investment banks!
In Week 1, you chose a publicly traded company to use throughout this class for the Mini Equity Research Report. In the first section of the Mini Equity Research Report, you evaluate thehistoricalfinancial performance of the company (Week 1).In the second section of the Mini Equity Research Report, youevaluate the companys performance using common financial ratios, and you compare the company to thecompetitorsperformance with the same financial ratios (Week 2).Finally, in Sections 3 and 4 of the report, you develop a value for the companys stock andcompare your value to the current market price of the stock (Weeks 3 and 4). Based onthe analysis you present in thesefoursections, you will develop your recommendationtobuy, hold, or sellthe stock of this company.
It is very rare for one company to have only positive facts. Most companies have some good facts and some weak facts. In Sections 1 and 2 of the Mini Equity Research Report, you will analyze a variety offinancial data foryourselected company. As the equity analyst, it is your responsibility tocombinethe positive and negative facts into one recommendation (buy, hold, or sell). It is important to consider the importance of each fact and acknowledge that there is no perfect answer. Your recommendation should be based on the strength of the positive facts while recognizing the risks from the negative facts.
This week, you will write the introduction (including your stock recommendation) and the conclusion of the Mini Equity Research Report. In addition, you will revise the four sections from the first four weeks of class and combine them into this Mini Equity Research Report. Finally, you will submit your final Appendices A, B, C, and D with the Mini Equity Research Report.
Prior to beginning work on this final project,
Complete the Week 5 Learning Activity: Understanding Cost of Capital.
Review the feedback you have received on your assignments throughout this course.
Locate and revise (if necessary) all of your assignments from Weeks 1 through 4.
In your Mini Equity Research Report,
Write an introduction. In your introduction, include the following:
State the name of the company and a brief description of what it does.
State the current market price per share and total market capitalization of the company.
State two key historical financial performance facts about your company (you can ascertain this information from your Week 1 Assignment 3, Section 1: Financial Statement Analysis).
Categorize the as strong, neutral, or weak.
Justify your assessment based on the key facts.
Summarize (briefly) the ratio performance of the company.
Categorize the overall ratio performance as strong, neutral, or weak.
Justify your assessment based on the key facts.
Determine the valuation conclusion based on the constant growth formula in Week 4, using the required rate of return derived from the CAPM.
Determine your recommendation of buy, hold, or sell the stock of your chosen company.
Include your revised Week 1 Assignment 3, Section 1: Financial Statement Analysis.
Include your revised Week 2 Assignment 3, Section 2: Financial Ratio Analysis.
Include your revised Week 3 Assignment, Section 3: Dividend Analysis and Preliminary Valuation, Part 1: Dividend Analysisonly
Include your revised Week 4 Assignment, Section 4: Valuation Conclusion.
Write a conclusion. In your conclusion, include the following:
Summarize the analysis that was completed for the Mini Equity Research Report.
State your recommendation of buy, hold, or sell the stock of your chosen company.
Summarize the key facts supporting your recommendation, including your concluded stock price.
Include Appendices A, B, C and D.
You need submit a total of five documents to Waypoint:
Mini Equity Research Report
The Mini Equity Research Report,
Must be eight to ten double-spaced pages in length including any tables or calculations (but not including title and reference pages) and formatted according toas outlined in the Writing Centers
Must include a separate title page with the following:
Title of project in bold font
Space should be between title and the rest of the information on the title page.
Name of institution (The University of Arizona Global Campus)
Course name and number
Must utilize academic voice. See theresource for additional guidance.
Must include an introduction and conclusion paragraph. Your introduction paragraph needs to end with a clear thesis statement that indicates the purpose of your paper.
For assistance on writingas well as, refer to the Writing Center resources.
Must document any information used from sources in APA Style as outlined in the Writing Centers
Must include a separate reference page that is formatted according to APA Style as outlined in the Writing Center. See theresource in the Writing Center for specifications. For help citing the information from Mergent, see the.
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