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
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)
Focus on CAGR of Key Income Statement Components.
Total Revenue Growth.
Revenue Growth by Segment (if applicable).
COGS, SG&A, Total Operating Expenses.
Earnings, Dividends, Free Cash Flow
Retained Earnings per share analysis
Free Cash Flow
Capital Structure Analysis
Total $ Debt Book Value.
Annual Interest Expense.
Debt Service Coverage Ratio.
Shares Authorized and Issued.
Book Value of Equity.
Five Year Pro Forma Income Statement.
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