Comparing Stocks Homework
Comparing Stocks
NOTE: After reading the information in the question section, please use the attached template. Thank you
Comparing Stocks
Please continue with the DATA AND SCENARIOS file.
Company Overview
In one paragraph, provide a company background. (Research required.)
Profitability
Fill in Tables using Data from the “competitors” tab. You will need to run the analysis for each of the three competitors against the Assigned Company.
CompanyNet MarginsReturn on Equity
(ROE)Return on Assets
(ROA)Assigned CompanyCompetitor 1Competitor 2Competitor 3Source: www.marketbeat.com. Accessed INSERT DATE
Define Net Margins, ROE, and ROA. Compare the categories of the four companies. (Research required.). This section should be ¾ page (not including the table).
Valuations & Earnings
CompanyGross
RevenuePrice/Sales
RatioNet IncomeEarnings per
SharePrice/Earnings
RatioAssigned CompanyCompetitor 1Competitor 2Competitor 3Source: www.marketbeat.com. Accessed INSERT DATE
Define the five categories. Explain which stock is more affordable overall and why. (Research required.). This section should be 1 page (not including the table).
Volatility and Risk
CompanybetaCompared to S&P 500Assigned CompanyCompetitor 1Competitor 2Competitor 3Source: www.marketbeat.com. Accessed INSERT DATE
Define beta. Rank the four stocks based on volatility and explain what it means. (Research required.). This section should be ½ page (not including the table).
Analyst Recommendations
CompanySell RatingsHold RatingsBuy RatingsStrong
Buy RatingsRating ScoreAssigned CompanyCompetitor 1Competitor 2Competitor 3Source: www.marketbeat.com. Accessed INSERT DATE
Define Analyst Recommendations. Discuss the consensus price targets of the 4 stocks to ascertain which is the most favorable with analysts and why. (Research required.). This section should be ½ page (not including the table).
Headlines
Compare the two most recent headlines for the Assigned Company vs. the three competitors. Connect what is written in the articles with your analysis of the tables above. (Research required.) This section should be 1½ pages in length.
No quotations are permitted in this paper. Since you are engaging in research, be sure to cite and reference the sources in APA format. NOTE: Failure to use research with accompanying citations to support content will result in reduced scoring “Level 2-Developing” across the grading rubric. This is a professional paper, not a personal one based on feelings. It must be written in the third person. This means words like “I,” “we,” and “you” are not appropriate.
