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UGBA 133: Group Project - Company Financial Ratio & Industry Analysis | Finance Management Assessment Answers
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Intrnal Code: 1ACAA
Security Analysis
Step 1: Email the instructor (namvar@berkeley.edu) to be assigned a public company and you will be sent the ticker symbol. The ticker symbol is the stock symbol that is used to trade the company’s common stock. Include all the full names of your group members and indicate the course number in your email.
Step 2: Company and Industry Analysis. Refer to the handout “Note on Corporate Strategy.” For this section of the report, please include statistics and data on the industry of the company. In addition, you can create a pro forma statement (forecasting cash flows, sales, expenses, etc.) to use in step 4 for the equity valuation of the equity.
Step 3: Financial ratio analysis of the accounting information. Do the financial ratio analysis according to the following list of ratios below (not all ratios need to be used directly). You are allowed to look up these ratios as long as you properly cite your source.
- Current Ratio
- Quick Ratio
- Return on Assets
- Asset Turnover
- Net Profit Margin
- Return on Equity
- PE Ratio
- Price to Book Ratio
- Total Debt to Equity
- Inventory Turnover
- Operating Profit Margin
- Total Asset Turnover
- Fixed Asset Turnover
- Debt Ratio
- Times Interest Earned
- Company Description
- Industry Analysis
- Product Mix
- Risk Factors
- SWOT (Strengths, Weakness, Opportunities, Threats) Analysis
- Investment Thesis/Conclusion (your opinion)