Assignment Content
Select a Fortune 500 company or another company you are familiar with. Consider pharmaceuticals, computer hardware, retail, or automotive industries for your selection. If you choose a company that is not in the Fortune 500, ensure that enough financial information and key performance indicator results are available to complete the assignment. (note — it is much more difficulty to find detailed information for privately held companies vs. publicly held entities)
Imagine your manager has asked you to help with a presentation on the company’s financial performance at the company’s annual meeting.
Research financial information and key performance indicators for the company.
Create a 15 to 18 slide (minimum range) presentation for investors to assess the company’s financial growth and sustainability.
Identify key performance indicators for the company you selected, including the following:
- The company and its ticker symbol
- Cash flow from operations
- Price-to-earnings ratio
- Stock dividends and the yield, if any
- Earnings per share ratio
- Revenue estimates for the next 12 months
- Revenue from the previous 3 years
- Statement of cash flows and identify net cash from operating, investing, and financing activities over the past 3 years
- Average trade volume.
- Current stock price, 52-week high, and 1-year estimated stock price
- Analysts’ recommendations for the stock (buy,sell, hold)
- Market cap for the company
Relate the stock price to price-to-earnings ratio.
Explain the market capitalization and what it means to the investor.
Evaluate trends in stock price, dividend payout, and total stockholders’ equity. Relate recent events or market conditions to the trends you identified.
Determine, based on your analysis, whether you think the organization is going to meet its financial goals, the outlook for growth and sustainability, and explain why you recommend this stock for purchase.
Cite references to support your assignment (final slide).
Format your citations according to APA guidelines.
Submit your assignment via an MS PowerPoint slide presentation. Note — good presentation skills have bullet points coming in one at a time on a given slide (this can be achieved on the animation portion of the PowerPoint menu) so the audience is not reading all of the points while the first point is being discussed. Slides should not be full of paragraphs — bullet points only. When detailed analysis is needed, the speaker note section of the slide should be utilized.
Resources
Rubric: Must have for grading!
1. Identify key performance indicators for the company you selected.
Accomplished
Comprehensively identified key performance indicators for the selected company.
2. Relate the stock price to price-to-earnings ratio.
Accomplished
Clearly related the stock price to price-to-earnings ratio.
3. Explain the market capitalization and what it means to the investor.
Accomplished
Completely explained the market capitalization and what it means to the investor.
4. Evaluate trends in stock price, dividend payout, and total stockholders’ equity. Relate recent events or market conditions to the trends you identified.
Accomplished
Thoroughly evaluated trends in stock price, dividend payout, and total stockholders’ equity and related recent events or market conditions to the trends identified.
5. Determine, based on your analysis, whether you think the organization is going to meet its financial goals, the outlook for growth and sustainability, and explain why you recommend this stock for purchase.
Accomplished
Completely determined, based on analysis, whether the organization is going to meet its financial goals, the outlook for growth and sustainability, and thoroughly explained his or her reasoning for recommending this stock for purchase.
6. Syntax & Semantics: Word choice, sentence structure, grammar (e.g., subject-verb agreement, pronoun-antecedent agreement), sentence boundaries (run-on or fused sentences, sentence fragments)
Accomplished
Accuracy in grammar, sentence structures, sentence boundaries, and word choice enhanced content.
7. Mechanics: Spelling, capitalization, hyphens (connecting words), numbers, abbreviations
Accomplished
Accurate application of mechanical conventions enhanced the content.
8. Information Literacy
Accomplished
Fully integrated relevant supporting evidence from quality sources.
