FINAL PROJECT
Please submit the entire project including the write-up and excel analysis in a PDF format.
1. Company Profile
· Write a brief profile of the company you are assigned to including a description of their products or services and the markets they compete.
· Summary of their stock performance in the last quarter versus the market and closest competitors.
2. Financial Analysis
· The financial analysis should include, but not be limited to, the preparation of the latest 3-year financial statements (Income Statement, Balance Sheet and Cash Flow Statement) including the Last Twelve Months (LTM).
· Provide an explanation of the results year-over-year including ratio and trend analysis.
3. Projections & Valuations
· Projections and Valuation Analysis for your assigned public company using Excel. The valuation analysis should calculate the assigned companies Enterprise Value using the following 3 methods of valuation:
o Method #1 (current stock price to calculate the EV)
o Method #4 (based current trading peer comparable)
o Method #6 (DCF Analysis)
· In addition to the analysis you need to provide a page or two of discussions on your analysis including the assumptions you used for driving revenues and expenses.
· Discussions on the results on your various methods of valuation and recommend if someone should buy, hold, or sell the stock.
4. Technical Analysis
· Analyze the stock performance against the market (S&P 500) generating beta coefficient and other standard deviation results using Excel’s regression analysis or calculated manually.
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ASSIGNED COMPANIES |
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|
# |
COMPANY |
SYMBOL |
SECTOR |
INDUSTRY |
|
1 |
Albany International |
AIN |
Consumer Cyclical |
Textile Manufacturer |
|
2 |
American Axle & Manufacturing |
AXL |
Consumer Cyclical |
Auto Parts Manufacturer |
|
3 |
AZEK Corporation |
AZEK |
Industrials |
Building Products |
|
4 |
Boyd Gaming Corp. |
BYD |
Consumer Cyclical |
Resorts & Casinos |
|
5 |
Carnival Corporation |
CCL |
Consumer Cyclical |
Cruise Operator |
|
6 |
Celenese Corporation |
CE |
Basic Material |
Chemicals |
|
7 |
Century Casino |
CNTY |
Consumer Cyclical |
Resorts & Casinos |
|
8 |
Choice Hotels Intern’l |
CHH |
Consumer Cyclical |
Lodging |
|
9 |
Constellation Brands |
STZ |
Consumer Defensive |
Wineries & Distilleries |
|
10 |
Crimson Wine Group |
CWGL |
Consumer Defensive |
Wineries & Distilleries |
|
11 |
Darden Restaurants |
DRI |
Consumer Cyclical |
Restaurants |
|
12 |
Delta Airlines |
DAL |
Industrials |
Airlines |
|
13 |
Dunkin Brands Group |
DNKN |
Consumer Cyclical |
Coffee shops |
|
14 |
Flowserve Corporation |
FLS |
Industrials |
Specialty Industrial Machinery |
|
15 |
HCA Healthcare, Inc. |
HCA |
Healthcare |
Medical Care Facilities |
|
16 |
Hormal Foods Corporation |
HRL |
Consumer Defensive |
Packaged Foods |
|
17 |
International Paper |
IP |
Consumer Cyclical |
Paper & Packaging |
|
18 |
Kraton Corporation |
KRA |
Basic Material |
Chemicals |
|
19 |
Laureate Education |
LAUR |
Consumer Defensive |
Education & Training Services |
|
20 |
Marcus Corporation |
MCS |
Consumer Cyclical |
Lodging |
|
21 |
Marriott International |
MAR |
Consumer Cyclical |
Lodging |
|
22 |
McDolands Corporation |
MCD |
Consumer Cyclical |
Restaurants |
|
23 |
Nabors Industries |
NBR |
Energy |
Oil & Gas Drilling |
|
24 |
Royal Caribbean Cruises Ltd |
RCL |
Consumer Cyclical |
Cruise Operator |
|
25 |
Select Medical |
SEM |
Healthcare |
Medical Care Facilities |
|
26 |
Silgan Holdings |
SLGN |
Consumer Cyclical |
Paper & Packaging |
|
27 |
Starbucks Corporation |
SBUX |
Consumer Cyclical |
Coffee shops |
|
28 |
Steel Dynamics |
STLD |
Basic Material |
Chemicals |
|
29 |
TAL Education Group |
TAL |
Consumer Defensive |
Education & Training Services |
|
30 |
Texas Instrument |
TXN |
Technology |
Semiconductors |
|
31 |
Texas Roadhouse |
TXRH |
Consumer Cyclical |
Restaurant |
|
32 |
Tyson Foods |
TSN |
Consumer Defensive |
Packaged Foods |
|
33 |
U.S. Foods |
USFD |
Consumer Defensive |
Food Distributor |
|
34 |
United Airlines |
UAL |
Industrials |
Airlines |
|
35 |
Verso Corporation |
VRS |
Basic Material |
Paper & Packaging |
|
36 |
Wendy’s Company |
WEN |
Consumer Cyclical |
Restaurant |
|
37 |
Wesco International |
WCC |
Industrials |
Industrial Distribution |
|
38 |
Wyndham Hotels & Resorts |
WH |
Consumer Cyclical |
Lodging |
|
39 |
Wynn Resorts |
WYNN |
Consumer Cyclical |
Resorts & Casinos |
|
40 |
Yum! Brands |
YUM |
Consumer Cyclical |
Restaurants |
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