Company: XYL

Financial Analysis

In this section discuss anything pertinent to the financial statements. For example if you had to do something special to estimate future growth, you would discuss that here. Similarly, here is where to talk about DCF and what you had to do to get cash flows, or something unique about the earnings or dividend stream. This is also where to discuss ratio analysis pertinent to each of the financial statements.

Investment Risks

Just as important as identifying positive aspects, is identifying the negative. In this section, discuss risks to the firm. A useful approach is SWOT and/or PEST, to help you think through the various possible risks and merits. It is not mandatory to include all of SWOT & PEST.

A brief summary of the most important ones will probably be on page 1.

Ethical issues

In your reading about the firm (news stories, annual reports, etc.), try to identify ethics issues that: a) the firm has identified and how they are dealing with them, and/or b) issues you observe that perhaps the firm has not acknowledged.

If you are unable to find anything, just say so in this section.

Cultural Issues

Additionally from your reading, discuss any strategies of the firm to develop business in international markets and any challenges on the cultural / ESG / CSR issues.

As above, if you are unable to find anything, just say so in this section. However, note that ESG is so common these days, it is unlikely your firm has no issues or mention in their annual report.

Stock analysis. As much detail as possible. Thank you