Business Valuation Presentation

Business managers are often responsible for the financial transactions and planning for a company. In Week 1, you selected a Fortune 500 company or another company you are familiar with. This company will be referred to as “your company” or “the large company you selected in Week 1.”

As the new business manager working for the Chief Financial Officer (CFO) of your company, you want to review historical financial information to be fully informed of your company’s business valuation so you can provide guidance on near future financial decisions. You decide to put together a presentation on your company’s financial performance that assesses the cash flow, valuation, and KPIs for financial stability that you will present at the next management meeting. Your ultimate plan is to write a financial plan that will lead to future company growth.

Assessment Deliverable

Using your selected company and research from Week 1, create an 8- to 10-slide presentation to assess the company’s financial growth and sustainability. You must include actual data. Not an outline. Please see attached week 1 assignment they are referring to.

Identify 2 key performance indicators.

Relate the stock price to price-to-earnings ratio.

Explain the market capitalization and what it means to the investor.

Identify trends in stock price, dividend payout, and total stockholders’ equity. Relate recent events or market conditions to the trends you identified.

Determine, based on your analysis, whether you think the organization is going to meet its financial goals, describe the outlook for growth and sustainability, and explain why you do or do not recommend this stock for purchase and how your recommendation compares to that of other analysts. For example, if your suggestion is buy, you need to explain why other analysts say sell.

1
Identifying Financial Information for a Company
1. Company and Ticker Symbol
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Company: Apple Inc.
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Ticker Symbol: AAPL
2. Cash Flow from Operations
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Most Recent Fiscal Year: $116.0 billion
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Previous Fiscal Year: $104.0 billion
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Two Years Ago: $87.8 billion
3. Price-to-Earnings (P/E) Ratio
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Current P/E Ratio: 28.5
4. Stock Dividends and Yield
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Current Dividend: $0.24 per share (quarterly)
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Dividend Yield: 0.65%
5. Earnings per Share (EPS) Ratio
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Current EPS: $6.10
6. Revenue Estimates for the Next 12 Months
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Estimated Revenue: $420 billion
7. Revenue from the Previous 3 Years
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Most Recent Fiscal Year: $407.6 billion
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Previous Fiscal Year: $394.3 billion
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Two Years Ago: $274.5 billion
8. Statement of Cash Flows
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Net Cash from Operating Activities:
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Most Recent Fiscal Year: $116.0 billion
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Previous Fiscal Year: $104.0 billion
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Two Years Ago: $87.8 billion
Net Cash from Investing Activities:
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Most Recent Fiscal Year: -$10.5 billion (outflow)
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Previous Fiscal Year: -$14.0 billion (outflow)
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Two Years Ago: -$11.2 billion (outflow)
Net Cash from Financing Activities:
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Most Recent Fiscal Year: -$72.0 billion (outflow)
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Previous Fiscal Year: -$71.8 billion (outflow)
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Two Years Ago: -$55.3 billion (outflow)
9. Average Trade Volume
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Average Daily Trade Volume: 85 million shares
10. Current Stock Price, 52-Week High, and 1-Year Estimated Stock Price
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Current Stock Price: $177.50
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52-Week High: $191.10
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1-Year Estimated Stock Price: $182.00
11. Analysts’ Recommendations
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Consensus: Buy
12. Market Capitalization
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Current Market Cap: $2.9 trillion