FINAL PROJECT
Please submit the entire project including the write-up and excel analysis in a PDF format.
1. Company Profile
· Write a brief profile of the company you are assigned to including a description of their products or services and the markets they compete.
· Summary of their stock performance in the last quarter versus the market and closest competitors.
2. Financial Analysis
· The financial analysis should include, but not be limited to, the preparation of the latest 3-year financial statements (Income Statement, Balance Sheet and Cash Flow Statement) including the Last Twelve Months (LTM).
· Provide an explanation of the results year-over-year including ratio and trend analysis.
3. Projections & Valuations
· Projections and Valuation Analysis for your assigned public company using Excel. The valuation analysis should calculate the assigned companies Enterprise Value using the following 3 methods of valuation:
o Method #1 (current stock price to calculate the EV)
o Method #4 (based current trading peer comparable)
o Method #6 (DCF Analysis)
· In addition to the analysis you need to provide a page or two of discussions on your analysis including the assumptions you used for driving revenues and expenses.
· Discussions on the results on your various methods of valuation and recommend if someone should buy, hold, or sell the stock.
4. Technical Analysis
· Analyze the stock performance against the market (S&P 500) generating beta coefficient and other standard deviation results using Excel’s regression analysis or calculated manually.
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ASSIGNED COMPANIES
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#
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COMPANY
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SYMBOL
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SECTOR
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INDUSTRY
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1
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Albany International
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AIN
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Consumer Cyclical
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Textile Manufacturer
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2
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American Axle & Manufacturing
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AXL
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Consumer Cyclical
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Auto Parts Manufacturer
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3
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AZEK Corporation
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AZEK
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Industrials
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Building Products
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4
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Boyd Gaming Corp.
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BYD
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Consumer Cyclical
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Resorts & Casinos
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5
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Carnival Corporation
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CCL
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Consumer Cyclical
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Cruise Operator
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6
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Celenese Corporation
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CE
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Basic Material
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Chemicals
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7
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Century Casino
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CNTY
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Consumer Cyclical
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Resorts & Casinos
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8
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Choice Hotels Intern'l
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CHH
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Consumer Cyclical
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Lodging
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9
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Constellation Brands
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STZ
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Consumer Defensive
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Wineries & Distilleries
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10
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Crimson Wine Group
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CWGL
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Consumer Defensive
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Wineries & Distilleries
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11
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Darden Restaurants
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DRI
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Consumer Cyclical
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Restaurants
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12
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Delta Airlines
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DAL
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Industrials
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Airlines
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13
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Dunkin Brands Group
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DNKN
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Consumer Cyclical
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Coffee shops
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14
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Flowserve Corporation
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FLS
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Industrials
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Specialty Industrial Machinery
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15
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HCA Healthcare, Inc.
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HCA
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Healthcare
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Medical Care Facilities
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16
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Hormal Foods Corporation
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HRL
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Consumer Defensive
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Packaged Foods
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17
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International Paper
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IP
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Consumer Cyclical
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Paper & Packaging
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18
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Kraton Corporation
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KRA
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Basic Material
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Chemicals
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19
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Laureate Education
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LAUR
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Consumer Defensive
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Education & Training Services
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20
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Marcus Corporation
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MCS
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Consumer Cyclical
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Lodging
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21
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Marriott International
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MAR
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Consumer Cyclical
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Lodging
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22
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McDolands Corporation
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MCD
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Consumer Cyclical
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Restaurants
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23
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Nabors Industries
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NBR
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Energy
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Oil & Gas Drilling
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24
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Royal Caribbean Cruises Ltd
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RCL
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Consumer Cyclical
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Cruise Operator
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25
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Select Medical
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SEM
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Healthcare
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Medical Care Facilities
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26
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Silgan Holdings
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SLGN
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Consumer Cyclical
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Paper & Packaging
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27
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Starbucks Corporation
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SBUX
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Consumer Cyclical
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Coffee shops
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28
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Steel Dynamics
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STLD
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Basic Material
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Chemicals
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29
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TAL Education Group
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TAL
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Consumer Defensive
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Education & Training Services
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30
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Texas Instrument
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TXN
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Technology
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Semiconductors
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31
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Texas Roadhouse
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TXRH
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Consumer Cyclical
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Restaurant
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32
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Tyson Foods
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TSN
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Consumer Defensive
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Packaged Foods
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33
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U.S. Foods
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USFD
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Consumer Defensive
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Food Distributor
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34
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United Airlines
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UAL
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Industrials
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Airlines
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35
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Verso Corporation
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VRS
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Basic Material
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Paper & Packaging
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36
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Wendy's Company
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WEN
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Consumer Cyclical
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Restaurant
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37
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Wesco International
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WCC
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Industrials
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Industrial Distribution
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38
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Wyndham Hotels & Resorts
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WH
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Consumer Cyclical
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Lodging
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39
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Wynn Resorts
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WYNN
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Consumer Cyclical
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Resorts & Casinos
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40
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Yum! Brands
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YUM
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Consumer Cyclical
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Restaurants
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