Investments on Equity Analysis Project

Investments — Equity Analysis Project


Don't use plagiarized sources. Get Your Custom Essay on
Investments on Equity Analysis Project
Just from $9/Page
Order Essay

This project involves the analysis and recommendation of one stock that has been assigned to you.


Your company to analyze will be distributed to you via Canvas message or in class.

Note the Company name, Ticker, S&P Sector, and S&P Industry


VIDEO: Equity Project Goals and Overview


Your final report should be greater than 1000 words, but this would indicate a relatively minimal effort. More comprehensive projects go much further than that. Supporting charts or graphics – if included – are not part of the minimum and are highly recommended.


You will find that if you do all that’s outlined below, this minimum won’t be an issue. Extra credit is available for exceptional work. Great length does not necessarily equal “exceptional.” However, barely meeting or exceeding the minimum is usually just “satisfactory” work.


Your submission via Canvas:

· Submit two documents via the Canvas link:

· MS-Word document via the Canvas link provided

· Also submit your Excel sheet used to do the calculations section.

· Double-spaced text is not required, in fact 1.15 or 1.5 spacing is preferred.

· Embed graphs or charts within the text as you like, preferably near your discussion of the graphic in the text.

· Cite all sources used at the end. (Use an appropriate format of your choosing – AP, MLA, etc.)

· Add an appendix of data used. (Paste the data in as a JPG/picture, please.)

· If you are referring to many ratios or data points you collect or calculate from one or many sources (other than the #3 Calculations, below), please put these in a table near the part of the paper you are discussing them. That is, make things easier for me to read and follow.


Address these topics keeping in mind the percentage of each section toward your grade. Use headers for each topic and sub-topic as appropriate to improve readability:



a. Recommendation

b. Trends, prospects and key ratios

2. ANALYSIS (50 points)




4. REFERENCES (required – use an appropriate format and cite everything)

5. CALCULATIONS (50 points – add an Appendix of data and tables used for your calculations)




VIDEO: Industry Analysis segment




· Make a recommendation as to whether you think the Industry should be “Over-”, “Market-”, or “Underweighted” by prospective investors, and justify it.

· Note that your recommendation for the Industry and your recommendation the company may not agree with each other

· You could “Overweight” an industry but might think the stock is a “Hold” within that industry, or vice versa.

· This recommendation and all timeframes for the project should be looking about 1+ year(s) into the future.

· Discuss trends for the overall SECTOR of your company – revenue, margin and earnings. Discuss the balance sheet and valuation ratios of interest for this sector.

· Describe and discuss the INDUSTRY of your company – revenues, margin, growth, ratios, etc.

· What are the prospects for this industry (and/or sub-industries) in the future, and why do you think so?

· What are the key industry ratios and statistics one needs to consider when analyzing the industry?

· You may rely heavily on the research and forecasts of others for this and parts to follow. You’re not expected to be an expert at this stage, but the analysis and word chosen must be your own.

· You should at least refer to the S&P Capital IQ / NetAdvantage report for your company’s Industry as a source.


· IMPORTANT: Make sure you get the latest report for your Industry. S&P will regroup categories or industries at times, and they may keep old categories in the list to provide history.



· Describe the distinct Business Units of your company. This section may also include channels of distribution and/or how the business varies by geographic distribution. Some companies are organized by products, customers, geography, etc.

1. Many of these firms are large conglomerates, so they may be known for one major product, but they often have many smaller lines of business that are very significant.

· These businesses could be growing or declining, and it may be worth discussing them.

· Try to include the relative size of the business units ($ and/or % of sales).

· NOTE: Your company may not have very distinct and separate “business units,” but there usually is at least some organization or at least distinction of the business by products, customers, geography, etc.

· Apple (AAPL) has iPhone, iPad, Mac, iTunes, etc – all multi-billion dollar businesses – all with different cash flows and growth opportunities.

· Boston Beer Co. (SAM) is in the Consumer Staples sector, the Alcohol Beverages & Tobacco industry, the Brewers sub-industry, and its business varies little if at all outside “Brewers.”

· If your company is more like SAM than AAPL, dedicate more time and space to the analysis of the “sector” or “industry” section (above).

· You might also delve into the varying aspects of a company’s business, e.g. channels of distribution.

· Starbucks (SBUX), part of the Consumer Discretionary sector and the Restaurants industry, is known for coffee sold in its stores, but over 20% of its business is now derived from other retail partners.

· In its stores, 20% of sales are now food-related – an area identified as a growth opportunity years ago.



2. ANALYSIS: Analyze your company based on how the S&P industry report recommends. See the section on “How to analyze a company in the _________ industry.”


· Be sure to use the S&P industry and company reports as part of your source material (cite all sources used)

· At a minimum in this section, you should have bolded sections where you cover:



· These should include industry and competitive comparisons

· When searching for a company report, make sure “Resources” under “Companies” is set to “Stock Reports” AND you are searching by “Ticker” if that’s what you want to use. (This S&P website has some design issues, as you’ll find out.)

· Portions of the Standard & Poor’s Net Advantage Stock Report might only be accessible while you are on the UNF network.

· As with the Mutual Fund Project, I’m less interested in your ability to report on random data points

· … I want you to tell me what they mean.

· This section of your report is your main chance to impress.


VIDEO: Analyzing your company



3. RECOMMENDATION & SUMMARY: Summarize and support the recommendation you’ve made for your stock as one of the following

· Clearly state your recommendation as a STRONG BUY, BUY, HOLD, SELL, or STRONG SELL, and justify it.

· Do not suggest your recommendation is based on the fact that the majority of analysts are currently making the same recommendation.

· All conclusions should be supported by your detailed analysis of the ratios or additional topics you discussed.


4. CALCULATIONS for your company

· These will be sent separately. You’ll be asked to do a variety of company specific calculations based on data downloaded from Yahoo.

· Note, that these calculations do not have to factor into your analysis of the company. In fact, you should use any values you calculate very carefully if at all in making your recommendation(s).

· For example, you may be asked to do a valuation of your company based on a dividend or similar discount model, and the valuation you calculate may vary significantly from the company’s current selling price. This does not mean you should make your recommendation on this.

· A very important part of this project is to apply real-world data with the finance calculations we teach. These formulas are highly sensitive to the input values used, so you may find your input values – while technically valid and usable – may not be appropriate measures into perpetuity, thus any valuation made on this would be suspect. More on this later in the course.


Remember to organize your paper with headings for each topic


a. Recommendation

b. Trends, prospects and key ratios

2. ANALYSIS (50 points)




4. REFERENCES (required – use an appropriate format and cite everything)

5. CALCULATIONS (50 points – add an Appendix of data and tables used for your calculations)


This is to guide your discussion and make it easier for me to read and grade. Points off for not doing so. This will also help you post information to the Socrative link after your submission is due. Also don’t forget to post to Socrative link, as well.


Note that you may include as much additional analysis as you see fit. There is a wealth of information available in S&P NetAdvantage to guide you and support your research. Additional sources may be used


Sample research reports are provided in the Projects folder in Assignments. The examples are from the UNF Library resources, but you are encouraged to gather additional information.



VIDEO: Summary, extra credit and the Osprey Finance Group (OFG)






Get Professional Assignment Help Cheaply

Buy Custom Essay

Are you busy and do not have time to handle your assignment? Are you scared that your paper will not make the grade? Do you have responsibilities that may hinder you from turning in your assignment on time? Are you tired and can barely handle your assignment? Are your grades inconsistent?

Whichever your reason is, it is valid! You can get professional academic help from our service at affordable rates. We have a team of professional academic writers who can handle all your assignments.

Why Choose Our Academic Writing Service?

  • Plagiarism free papers
  • Timely delivery
  • Any deadline
  • Skilled, Experienced Native English Writers
  • Subject-relevant academic writer
  • Adherence to paper instructions
  • Ability to tackle bulk assignments
  • Reasonable prices
  • 24/7 Customer Support
  • Get superb grades consistently

Online Academic Help With Different Subjects


Students barely have time to read. We got you! Have your literature essay or book review written without having the hassle of reading the book. You can get your literature paper custom-written for you by our literature specialists.


Do you struggle with finance? No need to torture yourself if finance is not your cup of tea. You can order your finance paper from our academic writing service and get 100% original work from competent finance experts.

Computer science

Computer science is a tough subject. Fortunately, our computer science experts are up to the match. No need to stress and have sleepless nights. Our academic writers will tackle all your computer science assignments and deliver them on time. Let us handle all your python, java, ruby, JavaScript, php , C+ assignments!


While psychology may be an interesting subject, you may lack sufficient time to handle your assignments. Don’t despair; by using our academic writing service, you can be assured of perfect grades. Moreover, your grades will be consistent.


Engineering is quite a demanding subject. Students face a lot of pressure and barely have enough time to do what they love to do. Our academic writing service got you covered! Our engineering specialists follow the paper instructions and ensure timely delivery of the paper.


In the nursing course, you may have difficulties with literature reviews, annotated bibliographies, critical essays, and other assignments. Our nursing assignment writers will offer you professional nursing paper help at low prices.


Truth be told, sociology papers can be quite exhausting. Our academic writing service relieves you of fatigue, pressure, and stress. You can relax and have peace of mind as our academic writers handle your sociology assignment.


We take pride in having some of the best business writers in the industry. Our business writers have a lot of experience in the field. They are reliable, and you can be assured of a high-grade paper. They are able to handle business papers of any subject, length, deadline, and difficulty!


We boast of having some of the most experienced statistics experts in the industry. Our statistics experts have diverse skills, expertise, and knowledge to handle any kind of assignment. They have access to all kinds of software to get your assignment done.


Writing a law essay may prove to be an insurmountable obstacle, especially when you need to know the peculiarities of the legislative framework. Take advantage of our top-notch law specialists and get superb grades and 100% satisfaction.

What discipline/subjects do you deal in?

We have highlighted some of the most popular subjects we handle above. Those are just a tip of the iceberg. We deal in all academic disciplines since our writers are as diverse. They have been drawn from across all disciplines, and orders are assigned to those writers believed to be the best in the field. In a nutshell, there is no task we cannot handle; all you need to do is place your order with us. As long as your instructions are clear, just trust we shall deliver irrespective of the discipline.

Are your writers competent enough to handle my paper?

Our essay writers are graduates with bachelor's, masters, Ph.D., and doctorate degrees in various subjects. The minimum requirement to be an essay writer with our essay writing service is to have a college degree. All our academic writers have a minimum of two years of academic writing. We have a stringent recruitment process to ensure that we get only the most competent essay writers in the industry. We also ensure that the writers are handsomely compensated for their value. The majority of our writers are native English speakers. As such, the fluency of language and grammar is impeccable.

What if I don’t like the paper?

There is a very low likelihood that you won’t like the paper.

Reasons being:

  • When assigning your order, we match the paper’s discipline with the writer’s field/specialization. Since all our writers are graduates, we match the paper’s subject with the field the writer studied. For instance, if it’s a nursing paper, only a nursing graduate and writer will handle it. Furthermore, all our writers have academic writing experience and top-notch research skills.
  • We have a quality assurance that reviews the paper before it gets to you. As such, we ensure that you get a paper that meets the required standard and will most definitely make the grade.

In the event that you don’t like your paper:

  • The writer will revise the paper up to your pleasing. You have unlimited revisions. You simply need to highlight what specifically you don’t like about the paper, and the writer will make the amendments. The paper will be revised until you are satisfied. Revisions are free of charge
  • We will have a different writer write the paper from scratch.
  • Last resort, if the above does not work, we will refund your money.

Will the professor find out I didn’t write the paper myself?

Not at all. All papers are written from scratch. There is no way your tutor or instructor will realize that you did not write the paper yourself. In fact, we recommend using our assignment help services for consistent results.

What if the paper is plagiarized?

We check all papers for plagiarism before we submit them. We use powerful plagiarism checking software such as SafeAssign, LopesWrite, and Turnitin. We also upload the plagiarism report so that you can review it. We understand that plagiarism is academic suicide. We would not take the risk of submitting plagiarized work and jeopardize your academic journey. Furthermore, we do not sell or use prewritten papers, and each paper is written from scratch.

When will I get my paper?

You determine when you get the paper by setting the deadline when placing the order. All papers are delivered within the deadline. We are well aware that we operate in a time-sensitive industry. As such, we have laid out strategies to ensure that the client receives the paper on time and they never miss the deadline. We understand that papers that are submitted late have some points deducted. We do not want you to miss any points due to late submission. We work on beating deadlines by huge margins in order to ensure that you have ample time to review the paper before you submit it.

Will anyone find out that I used your services?

We have a privacy and confidentiality policy that guides our work. We NEVER share any customer information with third parties. Noone will ever know that you used our assignment help services. It’s only between you and us. We are bound by our policies to protect the customer’s identity and information. All your information, such as your names, phone number, email, order information, and so on, are protected. We have robust security systems that ensure that your data is protected. Hacking our systems is close to impossible, and it has never happened.

How our Assignment Help Service Works

1. Place an order

You fill all the paper instructions in the order form. Make sure you include all the helpful materials so that our academic writers can deliver the perfect paper. It will also help to eliminate unnecessary revisions.

2. Pay for the order

Proceed to pay for the paper so that it can be assigned to one of our expert academic writers. The paper subject is matched with the writer’s area of specialization.

3. Track the progress

You communicate with the writer and know about the progress of the paper. The client can ask the writer for drafts of the paper. The client can upload extra material and include additional instructions from the lecturer. Receive a paper.

4. Download the paper

The paper is sent to your email and uploaded to your personal account. You also get a plagiarism report attached to your paper.

smile and order essay GET A PERFECT SCORE!!! smile and order essay Buy Custom Essay

Place your order
(550 words)

Approximate price: $22

Calculate the price of your order

550 words
We'll send you the first draft for approval by September 11, 2018 at 10:52 AM
Total price:
The price is based on these factors:
Academic level
Number of pages
Basic features
  • Free title page and bibliography
  • Unlimited revisions
  • Plagiarism-free guarantee
  • Money-back guarantee
  • 24/7 support
On-demand options
  • Writer’s samples
  • Part-by-part delivery
  • Overnight delivery
  • Copies of used sources
  • Expert Proofreading
Paper format
  • 275 words per page
  • 12 pt Arial/Times New Roman
  • Double line spacing
  • Any citation style (APA, MLA, Chicago/Turabian, Harvard)

Our guarantees

Delivering a high-quality product at a reasonable price is not enough anymore.
That’s why we have developed 5 beneficial guarantees that will make your experience with our service enjoyable, easy, and safe.

Money-back guarantee

You have to be 100% sure of the quality of your product to give a money-back guarantee. This describes us perfectly. Make sure that this guarantee is totally transparent.

Read more

Zero-plagiarism guarantee

Each paper is composed from scratch, according to your instructions. It is then checked by our plagiarism-detection software. There is no gap where plagiarism could squeeze in.

Read more

Free-revision policy

Thanks to our free revisions, there is no way for you to be unsatisfied. We will work on your paper until you are completely happy with the result.

Read more

Privacy policy

Your email is safe, as we store it according to international data protection rules. Your bank details are secure, as we use only reliable payment systems.

Read more

Fair-cooperation guarantee

By sending us your money, you buy the service we provide. Check out our terms and conditions if you prefer business talks to be laid out in official language.

Read more
error: Content is protected !!
Open chat
Need assignment help? You can contact our live agent via WhatsApp using +1 718 717 2861

Feel free to ask questions, clarifications, or discounts available when placing an order.
  +1 718 717 2861           + 44 161 818 7126           [email protected]
  +1 718 717 2861         [email protected]