FINANCE MANAGEMENT – COMPANY FINANCIAL ANALYSIS
Roper Technologies Inc
The paper must include the following:
1.) A brief but concise introduction to the company including:
Corporate history
Industry
Primary Competitors
Primary Products and/or Services
2.) A financial analysis of the company using ratios relevant to your company and industry. (These ratios must be accompanied by a commentary explaining their meaning and relevance.) Not every ratio will be relevant in your analysis. However, a minimum of 10 these ratios must be used. If necessary, you may discuss a ratio not listed here.
Liquidity Ratios (Current & Quick)
Days Sales Outstanding Fixed Asset Turnover Ratio
Total Asset Turnover Ratio Debt Ratio
Times Interest Earned Ratio
EBITDA Ratio
Profit Margin on Sales Ratio
Basic Earning Power Ratio
Return on Total Assets Ratio
Return on Common Equity
Price/Earnings Ratio
Price/Cash Flow Ratio
Market/Book Ratio
3.) A benchmark comparison of the company against its primary competitor and its industry using the ten previously used ratios.
How does the company fare against its competitors?) Go to www.sec.gov/info/edgar/siccodes.htm for industry groupings.
8.) A discussion of a current event and how the company is affected by this issue and how are they dealing with it.
The Wall Street Journal. Business Week, The Economist and the Financial Times are good sources. Wikipedia.org or any Wiki CANNOT be used as a source.
9.) At the conclusion of your paper, you must include a buy/sell/neutral recommendation regarding your company’s stock.
Your recommendation is based on the results of your research. Utilize the Capital Asset Pricing Model (CAP M) to determine if the company’s stock is underpriced, overpriced, or fairly priced.
10.) This paper must be written in APA style and on a level reflective of a professional MBA student. All financial figures MUST be listed or converted into U.S Dollars.
Public corporation information can be found in quarterly and annual reports as well as other financial sources on the Internet.
(Yahoo Finance, Reuters.co.uk, news.bbc.co.uk/2/hi/business, Hoovers.com, The Wall Street Journal (wsj.com), The Economist (economist.co.uk), Financial Times (ft.com/world/uk/business are good starting points.) Again, Wikipedia.org is NOT an acceptable source.
Financial Research Paper Summary List
Objectives:
1) to enable you to do a comprehensive financial analysis of a publicly traded corporation and,
2) to provide you with substantial information for you to make recommendations regarding investing in this corporation.
Project Outline (suggested):
a. An overview of the corporation
b. The latest financial statements
c. A summary of each financial statement
d. Ratio analysis
e. Comparison of ratios with industry averages (find industry averages online)
f. Discussion of key statistics provided by sources like Yahoo finance.
g. A graph of historical stock prices (5 years of monthly data recommended)
h. Other information pertinent to the corporation that could affect its future performance and stock price. This could include its dividend policy, its capital structure, bond ratings, expert opinions, new projects, litigation, regulation, etc.
1. Recommendation regarding the future of this corporation. Is the stock a good buy, average buy, or a poor buy (implying a good sell). Include justification based on your analysis and research.
J. A title page, a table of contents, all of the sections discussed above and a reference page.
k. Information sources from the web, etc. cited properly, using APA style.
