Question
Use APPLE as the company and Only use Yahoo Finance. Imagine your manager has asked you to help with a presentation on the company's financial
Use APPLE as the company and Only use Yahoo Finance.
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.
Make a 10- to 16-slide presentation for investors to assess the company's financial growth and sustainability. Use speaker notes to convey the details you would give if you were presenting.
Complete the following in your presentation: Identify key performance indicators for the company you selected, including the following. o The company and its ticker symbol o Cash flow from operations o Price-to-earnings ratio o Stock dividends and the yield, if any o Earnings per share ratio o Revenue estimates for the next 12 months o Revenue from the previous 3 years o Statement of cash flows and net cash from operating, investing, and financing activities over the past 3 years o Average trade volume o Current stock price, 52-week high, and 1-year estimated stock price o Analysts' recommendations for the stock (buy, sell, hold) Copyright 2021 by University of Phoenix. All rights reserved. o Market cap for the company Relate the stock price to the 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 and the outlook for growth and sustainability, and explain why you recommend this stock for purchase.
Key Indicators: Must be stated or highlighted.
*The company and its ticker symbol: Slide
*Cash flow from operations: Slide
*Price-to-earnings ratio: Slide
*Stock dividends and the yield: Slide
*Earnings per share ratio: Slide
*Revenue estimates for the next 12 months: Slide
*Revenue from the previous 3 years: Slide
*Statement of cash flows and identify net cash from operating, investing, and financing activities over the past 3 years: Slide
*Average trade volume: Slide
*Current stock price, 52-week high, and 1-year estimated stock price: Slide
*Analysts' recommendations for the stock (buy, sell, hold): Slide
*Market cap for the company: Slide
Discussions: Must be substantial and answer the question completely.
*Stock Price vs PE Ratio: Slide
*Market Cap: Slide
*Trends Analysis with regard to stock price, dividends and stockholder's equity: Slide
*Recommendation: Slide
Part 1 - Key Indicators: help to provide answers for all 28 key indicators for your company (bullets may include more than one indicator). Use current figures unless otherwise required. You do not need to purchase a trial subscription for Yahoo Finance. All answers can be found on the site at no charge. Most of the key indicator figures are found under the summary tab (your firm's main page), but you may need to use other tabs (historical, financials, analysis, etc). Please see my location notes below. Your answers must be clearly stated. If you add a screenshot, make sure you highlight the indicator and include it in your notes. You only need to include the answers for this portion of the assignment. No discussion is required for the key indicators section of this assignment.
Location Notes: Go to your firm's main Yahoo Finance page (this will be the Summary tab). The location of these indicators is as follows:
*The company and its ticker symbol: Summary Tab
*Cash flow from operations: Click the Financials tab and the blue Cash Flow link. You are looking for the TTM figure for Cash Flow from Operations. You need ONE figure. Make sure to add 3 zeros to this figure or include the statement that it is posted "in thousands".
*Price-to-earnings ratio: Summary Tab
*Stock dividends and the yield: Summary Tab
*Earnings per share ratio: Summary Tab
*Revenue estimates for the next 12 months: Click the Analysis tab. Look towards the middle of the page for the Revenue Estimate section. You are looking for the Low, Ave and High Revenue Estimates for the NEXT year (far right column). You need THREE figures.
*Revenue from the previous 3 years: Click on the Financials tab and the blue Income Statement link. This will bring up all of your revenues. You need THREE figures. Make sure you add 3 zeros to each figure or include a statement that all figures are posted "in thousands".
*Statement of cash flows and identify net cash from operating, investing, and financing activities over the past 3 years: Click on the Financials tab and the blue Cash Flows link. This will bring up all of your cash flows. You need NINE figures. Make sure to add 3 zeros to each figure or include a statement that all figures are posted "in thousands".
*Average trade volume: Summary Tab
*The current stock price, the 52-week high (not the range, just the high), and 1-year estimated stock price: Summary Tab
*Analysts' recommendations for the stock (buy, sell, or hold): Summary Tab - Look towards the bottom right of the page UNDER the colorful bar chart for the Recommendation Rating.
*Market cap for the company: Summary Tab
Part 2 - Next, you have four specific discussion slides that are required. Discussions should be substantial (min four to five sentences), include validation (facts and figures),
1-Stock vs PE ratio: What is the relationship between the two? How do you calculate PE? What does a high PE tell us about the value of the stock (over or undervalued)? What does a low PE tell us about the value of the stock (over or under valued)? Is your firm over, under or fairly valued and why? Yahoo actually gives you this information UNDER the average trade volume figure under the summary tab.
2-Market Cap: Why is market cap important to an investor? How is it calculated? How is it used as a tool to measure risk as it relates to the size of the firm? What are the size criteria used to define firms as it relates to market cap? Is a larger firm preferred, why or why not?
3-Trends in stock price, dividends and stockholders equity? State a time frame (ie last 3 years). All indicators must use the same time frame, so choose year-end dates for your firm. State the beginning figures, ending figures, % change and the reason for trend over that time period for EACH indicator (stock price, dividends and stockholders equity). Use the historical tab for the stock price and dividends (try to use as close to year-end dates as possible here as dividend dates may differ). For stockholder's equity, click the Financials tab, the blue Balance Sheet link and the Total Equity Gross Minority arrow. This will open up your stockholder's equity figures. Make sure to add 3 zeros to the equity figures or include a statement that they are posted "in thousands" next to the word "Equity". To calculate % change = (End Figure-Beg Figure)/Beg Figure. Include the following chart on the slide to organize your data and then include the actual discussion within the notes.
Stock Price Dividends Equity Beginning Figure Ending Figure % Change
4-Your overall recommendation based upon your research. You must tell me whether or not you recommend the stock and why or why not. Your validation must include facts and figures. So, incorporate data from your previous slides for this requirement. Numerical validation is required for any credit as this is after all, a finance course.
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