FIN 304 Stock Research Project

FIN 304 Stock Research Project

 

Provide a brief overview of the company and their primary business- (e.g. Lowes is in the home improvement business, operates in XX states and XX countries worldwide and is headquartered in YY city established in 19XX.)

Discuss the overall company size (sales & employees), location (sales & employees), operating structure (decentralized or centralized) (e.g. Lowes has centralized administration and decentralized management control. The company is structured in 4 regions West, East, Midwest and Southwest with Vice Presidents of store management over each region).

Note: The full question is in the word file below and this is a time-sensitive project.

Pick one of the companies below for your project:

 

1. Amazon (ticker: AMZN)

2. Costco (ticker: COST)

3. Facebook (ticker: FB)

4. Ford (ticker: F)

5. Home Depot (ticker: HD)

6. Microsoft (ticker: MSFT)

7. Tesla (ticker: TSLA)

8. Walmart (ticker: WMT)

 

 

The following subheadings (bold &centered with no underline) are required in your paper:

Company Name-

The company’s name:

The CEO’s name:

The CFO’s name:

Company Overview*- Write a paragraph to briefly describe the company:

Provide a brief overview of the company and their primary business- (e.g. Lowes is in the home improvement business, operates in XX states and XX countries worldwide and is headquartered in YY city established in 19XX.)

Discuss the overall company size (sales & employees), location (sales & employees), operating structure (decentralized or centralized) (e.g. Lowes has centralized administration and decentralized management control. The company is structured in 4 regions West, East, Midwest and Southwest with Vice Presidents of store management over each region).

Fundamental financial information- The focus of this section is the technical part of the company’s accounting information system.

1. What is the company’s closing stock price on October 8th, 2021?

2. What is the company’s closing stock price on October 15th, 2021?

3. What is the company’s closing stock price on October 22nd, 2021?

4. What are the company’s revenues for the year 2020, 2019 and 2018?

5. What are the company’s net income (bottom line profit) for the year 2020, 2019 and 2018?

6. What are the company’s market capitalization for the year 2020, 2019 and 2018?

7. What is the company’s total assets for the year 2020, 2019 and 2018?

8. Using the company’s annual reports for the year 2020, answer the following questions:

a. Current assets =

b. Current liabilities =

c. Current ratio = (hint: use the current assets and current liabilities above to calculate)

d. Annual net income =

e. Total assets =

f. Return on Assets = (hint: use the annual net income and total assets above)

g. Total revenue =

h. Net Profit margin = (hint: use the annual net income and total revenue)

Competitive advantages/disadvantage in the future- Provide 3 competitive advantages and 3 competitive disadvantages of this company compared to its peers.

Investment recommendation- Would you make a long-term investment in this company? Why? What are some of the future catalysts that will make this company a good (or bad) investment? Write a paragraph to justify.

Insight- Please write one paragraph about your insight into how this experience enhanced your learning and understanding of company analysis.

Attachments (3)-

Name your paper submission on D2L as follows: LastnameFIN304.doc