BUS401 Principles of Finance Research

 

BUS401 Principles of Finance Research

Ashford University

 

BUS401 Week 3 Assignment Dividend Analysis and Preliminary Valuation

COMPANY: WALMART

Section 3: Dividend Analysis and Preliminary Valuation [WLOs: 1, 4] [CLOs: 1, 2, 4]

In the Section 3: Dividend Analysis and Preliminary Valuation assignment, you will compute the of the company's stock value based on historical dividend data for your company and a market-based equity rate of return. In this analysis, you will use the constant growth formula to compute two estimates of the stock price, a high-end value and a low-end value. Analysts frequently assess the stock value using a range of values, based on reasonable assumptions for a high-end and a low-end range.

Once you have calculated two stock values, you will compare the company's calculated values compared to the current market price of the stock. This comparison will help you determine if the stock is currently under-valued or over-valued, and will help you determine your recommendation of buy, hold, or sell. Analysts prepare value estimates based on historical data for the company as well as an understanding of expected future equity rates of return. It is important to understand that the constant growth formula provides an estimate of value, and analysts, like all humans, can be both right and wrong. The inputs used in the formula will greatly impact the value conclusion.

 

Prepare:

Prior to beginning work on this assignment,

·                     Complete both learning activities for this week.

·                     Review Chapters 4 and 5 of the textbook.

·                     Review the Week 3 Model Assignment (Links to an external site.).

·                     Watch the following video:

Write:

In your paper, address the following five parts in a Word document:

 

Part 1: Dividend Analysis (two to three paragraphs):

·                     Create a table that illustrates the annual dividends per share paid by your selected company over the past 10 years. If the company has not paid dividends for 10 years, include as many years as available.

o        Calculate the growth in annual dividends per share each year and include this annual growth rate in your table. 

§     To find the dividends your company has paid in the past 10 years, review the BUS401 |Picking a Company that Pays Dividends (Links to an external site.) video from Week 1.

o        Calculate the average dividend growth rate over the following periods: 

§     the most recent 10 years, 

§     the most recent 5 years, and

§     the most recent 3 years.

o        Summarize the trend in the dividend growth rates.

§     Have the dividend growth rates increased or decreased? By how much? Has the increase or decrease been steady or varied from year to year?

o        Determine two distinct estimates of the future dividend growth rate for this company: a high-end growth rate and a low-end growth rate. You are to choose these growth rates based on what is reasonable from the data you have on the company's dividend growth in prior years, as presented in your table. The two future dividend growth rates can be any of following: 

§     the most recent year growth rate; 

§     the average growth rate over the 10-year period;

§     the average growth rate over the most recent 5 years;

§     the average growth rate of the most recent 3 years; or

§     a growth rate you select that is reasonable, given the 10-year, 5-year, and 3-year averages, as well as the recent year growth rates.

§     NOTE: Both dividend growth rates must be lower than the required rate of return used in the constant growth formula. See Part 2 below for the required rate of return to use in the constant growth formula.

§     Justify the determined the high-end dividend growth rate and low-end dividend growth rates for your company. In your justification, provide a least two financial facts from your Week 1 and Week 2 assignments to support your determination.

Part 2: Preliminary Valuation: (two to three paragraphs)

·                     Calculate the stock price for your selected company using the constant growth formula and the low-end dividend growth rate you determined in Part 1. Show all calculations for this estimated stock price using the low-end dividend growth rate.

o        For the required rate of return (r), use the following assumptions:

§     For a large capitalization company (greater than $10.0 billion in market capitalization) use 10.0%.

§     For a mid-cap company (between $2.0 billion and $10.0 billion in market capitalization) use 12.0%.

§     For a small-cap company (less than $2.0 billion in market capitalization) use 15.0%.

o        Show your calculations.

·                     In a similar manner, calculate another estimate of the stock price for your selected company using the constant growth formula and the high-end dividend growth rate.

o        Use the same assumptions for the required rate of return (r) that you used for the low-end stock price, other than using the high-end dividend growth rate.

o        Show your calculations.

·                     Compare each of the two stock prices you just calculated to the current stock price per share of the company.

o        State whether each constant growth stock price (low-end and high-end) is above or below the current price.

o        State whether each constant growth stock price (low-end and high-end) indicates if the stock price is currently under-valued or over-valued in the market.

·                     Determine your concluded stock value, based on the two calculations using the constant growth formula.

·                     Justify your conclusion of value for your stock, using either the high-end stock price or the low-end stock price from the constant growth formula. Include least two financial facts from your Week 1 and Week 2 analyses.

The Section 3: Dividend Analysis and Preliminary Valuation paper

·                     Must be three to four double-spaced pages in length including any tables or calculations (but not including title and references pages) and formatted according to APA Style (Links to an external site.) as outlined in the Writing Center's APA Formatting for Microsoft Word (Links to an external site.) resource).

·                     Must include a separate title page with the following:

o        Title of paper in bold font

§     Space should be between title and the rest of the information on the title page.

o        Student's name

o        Name of institution (The University of Arizona Global Campus)

o        Course name and number

o        Instructor's name

o        Due date

·                     Must utilize academic voice. See the Academic Voice (Links to an external site.) resource for additional guidance.

·                     Must include a separate references page that is formatted according to APA Style as outlined in the Writing Center. See the APA: Formatting Your References List (Links to an external site.) resource in the Writing Center for specifications.

·                     Must cite where the financial statement information comes from (i.e., Mergent)

o        For help citing the information from Mergent, see the BUS401: Principles of Finance Research Guide.

Note: Since this is Section 3 of the Week 5 final project, there is no need for an introduction paragraph.

COMPANY : WALMART

 

   

 

 

BUS401 Week 5 Mini Equity Research Report

Mini Equity Research Report

Company: Nike Inc.

Many investment banks employ analysts to write equity research reports on public companies to advise their clients on their stock investments. In many cases, an initial equity research report is 20 to 50 pages long! For this class, you will focus on only three of the many important sections typically included in an equity research report. Thankfully, your Mini Equity Research Report will be much shorter than those published by investment banks!

In Week 1, you chose a publicly traded company to use throughout this class for the Mini Equity Research Report. In the first section of the Mini Equity Research Report, you evaluate the historical financial performance of the company (Week 1). In the second section of the Mini Equity Research Report, you evaluate the company's performance using common financial ratios, and you compare the company to the competitor's performance with the same financial ratios (Week 2). Finally, in Sections 3 and 4 of the report, you develop a value for the company's stock and compare your value to the current market price of the stock (Weeks 3 and 4). Based on the analysis you present in these four sections, you will develop your recommendation to buy, hold, or sell the stock of this company.

It is very rare for one company to have only positive facts. Most companies have some good facts and some weak facts. In Sections 1 and 2 of the Mini Equity Research Report, you will analyze a variety of financial data for your selected company. As the equity analyst, it is your responsibility to combine the positive and negative facts into one recommendation (buy, hold, or sell). It is important to consider the importance of each fact and acknowledge that there is no perfect answer. Your recommendation should be based on the strength of the positive facts while recognizing the risks from the negative facts.

This week, you will write the introduction (including your stock recommendation) and the conclusion of the Mini Equity Research Report. In addition, you will revise the four sections from the first four weeks of class and combine them into this Mini Equity Research Report. Finally, you will submit your final Appendices A, B, C, and D with the Mini Equity Research Report.

 

Prepare:

Prior to beginning work on this final project,

·                     Complete the Week 5 – Learning Activity: Understanding Cost of Capital.

·                     Review the feedback you have received on your assignments throughout this course.

·                     Locate and revise (if necessary) all of your assignments from Weeks 1 through 4.

 

Write:

In your Mini Equity Research Report,

·                     Write an introduction. In your introduction, include the following:

o        State the name of the company and a brief description of what it does.

o        State the current market price per share and total market capitalization of the company.

o        State two key historical financial performance facts about your company (you can ascertain this information from your Week 1 – Assignment 3, Section 1: Financial Statement Analysis).

§     Categorize the overall financial performance as strong, neutral, or weak.

§     Justify your assessment based on the key facts.

o        Summarize (briefly) the ratio performance of the company.

§     Categorize the overall ratio performance as strong, neutral, or weak.

§     Justify your assessment based on the key facts.

o        Determine the valuation conclusion based on the constant growth formula in Week 4, using the required rate of return derived from the CAPM.

o        Determine your recommendation of buy, hold, or sell the stock of your chosen company.

·                     Include your revised Week 1 – Assignment 3, Section 1: Financial Statement Analysis.

·                     Include your revised Week 2 – Assignment 3, Section 2: Financial Ratio Analysis.

·                     Include your revised Week 3 – Assignment, Section 3: Dividend Analysis and Preliminary Valuation, Part 1: Dividend Analysis only

·                     Include your revised Week 4 – Assignment, Section 4: Valuation Conclusion.

·                     Write a conclusion. In your conclusion, include the following:

o        Summarize the analysis that was completed for the Mini Equity Research Report.

o        State your recommendation of buy, hold, or sell the stock of your chosen company.

o        Summarize the key facts supporting your recommendation, including your concluded stock price.

·                     Include Appendices A, B, C and D.

 

Submission Format:

You need submit a total of five documents to Waypoint:

·                     Mini Equity Research Report

·                     Appendix A

·                     Appendix B

·                     Appendix C

·                     Appendix D

 

The Mini Equity Research Report,

·                     Must be eight to ten double-spaced pages in length including any tables or calculations (but not including title and reference pages) and formatted according to APA Style (Links to an external site.) as outlined in the Writing Center's APA Formatting for Microsoft Word (Links to an external site.)

·                     Must include a separate title page with the following:

o        Title of project in bold font

§     Space should be between title and the rest of the information on the title page.

o        Student's name

o        Name of institution (The University of Arizona Global Campus)

o        Course name and number

o        Instructor's name

o        Due date

·                     Must utilize academic voice. See the Academic Voice (Links to an external site.) resource for additional guidance.

·                     Must include an introduction and conclusion paragraph. Your introduction paragraph needs to end with a clear thesis statement that indicates the purpose of your paper.

o        For assistance on writing Introductions & Conclusions (Links to an external site.) as well as Writing a Thesis Statement (Links to an external site.), refer to the Writing Center resources.

·                     Must document any information used from sources in APA Style as outlined in the Writing Center's APA: Citing Within Your Paper (Links to an external site.)

·                     Must include a separate reference page that is formatted according to APA Style as outlined in the Writing Center. See the APA: Formatting Your References List (Links to an external site.) resource in the Writing Center for specifications. For help citing the information from Mergent, see the BUS401: Principles of Finance Research Guide.

          

 

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