Corporate Valuation Project
Jeffrey Woo (via Moodle) <[email protected]> Sun, Nov 18, 2018 at 5:28 PM
Reply-To: Jeffrey Woo <[email protected]>
To: Parker Powell <[email protected]>
BSA371-01-FA18 » Forums » Announcements » Corporate Valuation Project: Due Date of 11/28/18.
Corporate Valuation Project: Due Date of 11/28/18.
by Jeffrey Woo - Sunday, 18 November 2018, 4:57 PM
Corporate Valuation Project: Due Date of 11/28/18.
BSA 371: Corporate Valuation Analysis Paper: 28-Points: Due Date of November 28th, 2018.
Please choose a domestically head-quartered, public-traded firm that is traded on the NYSE or on the
NASDAQ, for-profit firm that has long-term debt on their balance sheet, and that pays dividends on
their common equity shares. (DIS is excluded from your selection of firms.)
• Display the company’s 5-year monthly historical stock price.
• “Construct” a financial ratio analyses using the 2017 year-end financial statements of the
balance sheet and the income statement for your chosen firm:
◦ Debt-equity ratio
◦ Current ratio
◦ Quick ratio
◦ Return on equity
◦ Return on assets
◦ Fixed-asset turnover
• Perform a competitive analysis.
◦ Identify the company’s competitors.
◦ Chose a competitor, “Construct” and compare the performance of the financial ratios
between the company and its competitor. All six ratios should be constructed (not just
stated) for credit to be earned for both the firm and the firm’s competitor. Summary in
written analysis which firm is financially stronger utilizing the comparison of each of the
constructed ratios. Note that you should construct a total of 12 ratios (6 for the
company, and 6 for the firm’s competitor) showing the components of each ratio. This
information may be provided in a MS Excel format as an addendum to your written
paper.
Include the following in your analysis:
• Describe the organization’s common stock, including the following:
◦ Stock Splits
◦ Treasury Stock History
◦ State the Beta
◦ Equity issuance history.
◦ Explain the organization’s historical and current dividend policies.
◦ “Construct” a Capital Asset Pricing Model (CAPM) for the required rate of return for the
firm's stock. You will need to state how and where you derived the risk-free rate, the
return of the market, and the beta for the firm. The CAPM topic is discussed in chapter
12 section 3. Please utilize equation 12.2.
◦ “Construct” a Weighted Average Cost of Capital (WACC) for the firm using the 2017
financial statements. You will need to state how the weight of debt and the weight of
equity were derived from the balance sheet. You will have to show how you calculated
the return of debt percentage from the firm's 10-K, the tax rate for the firm, and the
return of stock as derived by the Capital Asset Pricing Model. Note that the WACC
topic is discussed in chapter-13 of the text.
◦ Construct the Free Cash Flow for 2017.
◦ Construct the growth rate for the firm for 2017.
◦ Construct an intrinsic valuation model calculation, and report the findings.
◦ Assess the organization’s strategic position.
◦ Make recommendations for potential investors.