Personal finance investment portfolio project

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  • PERSONAL FINANCE ELEVENTH EDITION - Willkommen
  • PERSONAL FINANCE RESOURCES
  • Personal Finance Presentation Instructions

Personal Finance Presentation Instructions


Personal Finance Investment Portfolio Project
Common Stock Individual Company Analysis Fall 2008

Name of Company _______________________________ Years in business ________

Number of Employees ___________ Headquarters ___________________________

Chief Executive ________________________________________________

Operating Units – Divisions __________________________________________________

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Products /Brands ______________________________________________________________

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Locations ______________________________________________________________

Short History _______________________________________________________________

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Exchange(s) Listed ________________________ Symbol ______________

Industry – Sector _________________________________________________________

Associated Indexes ____________________________________________________

Basic Business Model (How does the firm make money)

















Stock Analysis Financial Information Symbol _________________

| |Annual Report |(000,000) |(000,000) |Change $ |Change % |
| | | | |(000,000) | |
| |Period Ending | | | | |
| |( Year End ) |___________ |__________ | | |
| | |200__ |200__ | | |
|A |Total Revenues | | | | |
|B |Net Income | | | | |
|C |Profit Margin ( B / A ) | | | | |
|D |Total Assets | | | | |
|E |ROA ( B / D ) | | | | |
|F |Number of Shares Outstanding | | | | |
|G |EPS -Earnings / share | | | | |
| |B / F | | | | |
|H |Total Debt | | | | |
|I |Total Shareholders Equity | | | | |
|J |Book Value per share | | | | |
| |( I / F ) | | | | |
|K |Current / Recent | | | | |
| |Stock Price | | | | |
|L |Market Capitalization | | | | |
| |( K X F ) | | | | |
|M |ROE | | | | |
| |( B / I ) | | | | |
|N |P/ E Ratio | | | | |
| |K /G | | | | |
|O |Debt / Equity | | | | |
| |H / I | | | | |
|P |Debt Ratio | | | | |
| |H / D | | | | |

Liquidity Analysis (Current Assets / Current Liabilities)




Profitability Analysis ( ROA - ROE )






Debt Analysis ( Debt / Equity - Debt Ratio )








Explain any year to year significant changes of any of the above items


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What has been the growth of the Top Line (Revenues ) and Bottom Line ( Net Income )




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Who are this firm’s major competitors and where would you rate this firm (leader or follower)






Summary - Overall what did these numbers tell you about the firm ?




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