Stock Analysis Worksheet (40%)

Use the attached electronic worksheet to analyze the stock for your company. Your grade will be determined by your resourcefulness (finding the most current documentation), thoroughness (completing all blanks), and accuracy.

Volatility and Value Grade Guidelines - Your evaluation (grade) of Volatility (A-G) and Value (1-23) should be a COMPOSITE of your evaluations (i. e., High, Medium, or Low) of each statistic should be based upon the following criteria:

Item	High	Medium	Low		Item	High	Medium	Low
A	40	20	10		E	80,000	40,000	20,000
B	80%	40%	20%		F	2.0	1.0	0.5
C	1.4	1.0	0.8		G	50	25	10
D	50 mil	20 mil	10mil
1	50	30	15		6	10%	6%	3%
2	500	250	50		7	1.5	1.2	0.9
3	20%	10%	5%		8	2.5	2.0	1.5
4	A	B+	B-		9	1.3	1.0	0.7
5	50%	25%	5%

Item B (% price change) = 200 (P1 P2) /(P1 + P2), where P1 equals the High Price and P2 equals the Low Price.

If FLOAT (Item D) is not available, use shares outstanding

For Items 10, 12, and 14, 20% - 40% is High, 10% - 20% is Medium, and less than 10% is Low

When and INDUSTRY GROUP statistic is used (as in items 7 and 9), the grade is found by taking a ratio of the firm statistic to the Group Statistic. For items 11, 13, and 15, 1.6 is High, 1.3 is Medium, and 1.0 is Low.

For item 16, 5% is High, 20% is Medium, 40% is Low

For Item 17, a positive number >4 is High, 0 is Medium, and a negative number is Low. For Items 18 and 19, a rank of 20 is High, 45 is Medium, and 70 is Low.

STOCK ANALYSIS WORKSHEET - Target, WalMart, Kohls, Costco, or Sears

Analyst (Your Name)

Date

Stock Symbol

Contact (Company or Industry)

Exchange Where Traded

Company Name

Industry

SIC Code

NAICS Code

Month Fiscal Year End

EPS

1st Qtr.

2nd Qtr.

3rd Qtr.

4th Qtr.

EPS Total

Sales $mil

Estimates

Latest Year

Previous Year

COMPOSITE VOLATILITY RATING (ITEMS A-G)

and VALUE RATING (ITEMS 1-18)

	Statistic	Grade (H, M, L)		Statistic	Grade (H, M, L)
A. Price per Share			E. Average Daily Volume
B. 52 Week Price Range			F. Debt to Equity Ratio
C. Beta			G. Number of Inst.
D. Float (in millions)			Holding Stock
1. Price Earnings Ratio			6. Profit Margin (Firm)
2. Price Equity Ratio			7. Profit Margin (Group)
3. Return on Equity			8. Current Ratio (Firm)
4. S&P Guide Rank			9. Current Ratio (Group)
5. Payout Ratio

	Statistic	Grade (H, M, L)
10. Earnings per share percent change last 3 months (Firm)
11. Earnings per share percent change last 3 months (Group)
12. Earnings per share percent change last 12 months (Firm)
13. Earnings per share percent change last 12 months (Group)
14. Earnings per share 5 year growth rate (Firm)
15. Earnings per share 5 year growth rate (Group)
16. Percent of Float held by institutions
17. Last 6 months Insider Net Trades (Pluses less minuses in Daily Graphs
18. Value Line Industry Rank (Find Ranking in Value Line Summary)