Description
Use the outline on the attachment to write about the company Domino′s Pizza (Ticker DPZ). MLA format, Cite Work.
COURSE NOTES II
Outline for Equity Research Valuation
Finance 352
Finance 356
Fundamental of Security Valuation
Student Managed Investment Fund
Dr. Stephen Morrell
Fall Semester, 2019
The following is an outline of how to conduct equity valuation research. The approach is a “top-down” one. The approach is one widely used by equity analysts. The outline is based on the CFA Institute Investment Series as presented in J.E. Pinto, et al., Equity Asset Valuation, 3rd edition. Wiley & Company, 2015.
Financial Analysis (need five years of historical date)
Income Statement
Focus on CAGR of Key Income Statement Components.
Total Revenue Growth.
Revenue Growth by Segment (if applicable).
COGS, SG&A, Total Operating Expenses.
Margins
Gross
Operating
EBITDA
Net
Earnings, Dividends, Free Cash Flow
EPS Analysis
Dividend Policy
DPS Analysis
Dividend Yield
Retained Earnings per share analysis
Free Cash Flow
Liquidity Analysis.
Current Ratio.
Quick Ratio.
Capital Structure Analysis
Total $ Debt Book Value.
Debt/Total Capital.
Debt/Equity.
Annual Interest Expense.
Debt Service Coverage Ratio.
Bond Rating.
Shares Authorized and Issued.
Book Value of Equity.
Five Year Pro Forma Income Statement.
Reviews
There are no reviews yet.