Mid-term Individual/Group?Industry Project This assignment involves researching your industry. Being able to understand the i

 

Mid-term Individual/Group Industry Project

This assignment involves researching your industry. Being able to understand the inner workings of an industry and company from an operations and strategic point of view is critical to your success as a financial executive. 

Each student will choose to research top 3 companies within their industry by reading industry blogs/articles from sources such as Statista.com, Visualcapitalist.com, CNBC, MarketWatch, WSJ.com, SeekingAlpha.com, Barron’s, The Economist, Zero Hedge and Marketfolly.

Students will use MorningStar to gather metrics/key ratios:

Here is the link to Coke (KO) as an example

http://financials.morningstar.com/ratios/r.html?t=KO

Replace ‘KO’ with your stock symbol

http://financials.morningstar.com/valuation/price-ratio.html?t=KO&region=usa&culture=en-US

Replace ‘KO’ with your stock symbol

  1. Profitability (OM, NM, ROE, ROIC)
    1. Do margins seem high for the industry as a whole?
    2. Analyze the profitability trends. Increasing or decreasing, why?
    3. Which company seems to be the most profitable and why?
  2. Growth (Rev, OI, NI, OCF)
    1. Do the companies have higher growth rates relative to market/GDP?
    2. Analyze the growth trends. Increasing or decreasing, why?
    3. Which company seems to have the most potential and why?
  3. Financial Health (CR, QR, FL, D/E)
    1. Does the industry have high overall risk and leverage?
    2. Analyze the leverage trends. Increasing or decreasing, why?
    3. Which company seem to be the riskiest and why?
  4. Efficiency (DSO, DSI, FAT, AT)
    1. Which metrics seems most important for your industry?
    2. Analyze the efficiency trends. Increasing or decreasing, why?
    3. Which company seems to be the most efficient and why?

Valuation (P/E, P/B, P/S, P/CF vs Industry vs SP500)

  1. Do the valuation ratios seem high relative to history and the SP500?
  2. Analyze the valuation trends.
  3. Which companies do you think are the cheapest and most expensive?

Use your own analysis, insights in combination with the metrics

Regarding INDIVIDUAL research, each student will create:

  1. Table of comparison of the companies using the most recent year AND calculate the last 3 year average (excluding latest year) history of ALL the above metrics (4 categories PLUS Valuation section)
  2. Write a 2-3 page paper (1200 word max not including table, title or reference pages) highlighting 2 categories of metrics PLUS Valuation as to which companies are better. You CHOOSE the 2 categories that you believe are the most relevant. Answer the a/b/c questions, compare and contrast, analyze and draw your own conclusion. Valuation analysis must be included and how you would allocate 100% to the 3 companies.
    1. Upload the mid-term paper to NYU Brightspace/Assignments as a Word document, double-spaced, please remember to cite your sources using APA format.
  3.  Create a max of 5 PowerPoint summary slides with bullet points to present to the class. 

Mid-Term Project Summary

STEP 1- Choose 3 most interesting companies from your industry coverage, create a table comparing ALL 4 categories + valuation section (most recent and 3 year historical averages).

STEP 2- Choose 2 of 4 cats + Valuation and write 2-3 page (1200 word max) paper to compare and contrast the companies.  Answer how to allocate 100% across the companies. Prepare max 5 slides for 4 minute presentation.

Mid-Term Individual/Group Industry Project (Maximum 25%)

Financial table, 1200 words max with 5 summary slides

  1. Written analysis Logical, Relevant, In-depth, Insightful. Individual (10 pts)
  2. Individual presentation is well read, clear, covers all topics. Indiv (3 pts)

Sheet1

Financial Management Midterm Project
0 Max
Student Name:     ________________________________________ Total Score 0 25
CATEGORY Excellent 90%-100% Good 80%-89% Satisfactory 70%-79% Deficient <70% COMMENTS Score
Key Tables, Topics and Components Included (Weight 10/25) Tables are neat and very clear and all ratios fully addressed and all questions answered with at least 2 sentences about each. (9 – 10 pts) Tables are clear and most ratios are addressed and most questions answered with at least 2 sentences about each. (8 – 8.9 pts) Tables are done and some ratios are addressed, and some questions answered with 1 sentence about each. (7 – 7.9 pts) Table is not clear and/or one or more ratios were not addressed. (< 7 pts)
Logical, Relevant, In-depth, Insightful (Weight 10/25) Information is in-depth and clearly supports main topic. The information is logical, coherent, and very well-written . Student uses own insight and includes several well thought-out supporting details and/or examples. (9 – 10 pts) Information supports the main topic, with some logical and coherent info. Student uses own insight and provides 1-2 supporting details and/or examples. (8 – 8.9 pts) Information relates to the main topic. Student puts little effort with no details and/or examples are given. (7 – 7.9 pts) Student puts no effort and information has little or nothing to do with the main topic. (< 7 pts)
Individual Summary Slides and Presentation (Weight 3/25) Slides are clear and covers all the key points of the assignment in-depth. Presentation points, diagrams and illustrations are all neat, accurate and add to the audience understanding of the topic. (2.7 – 3 pts) Slides are mostly clear and hits on many key ideas. Presentation points, diagrams and illustrations are accurate and add to the audience understanding of the topic. (2.4 – 2.6 pts) Slides with unclear ideas. Presentation points, diagrams and illustrations are somewhat accurate and sometimes add to the audience understanding of the topic. (2.1 – 2.3 pts) Slides displaying little or no knowledge of the material they have created. Presentation points, diagrams and illustrations are not accurate OR do not add to the audience understanding of the topic. (< 2.1 pts)
Group Presentation Points (Weight 2/25) Group and teamwork is very clear, prepared, and evident. All conclusions are logical and coherent. (1.8 – 2 pts) Group and teamwork is prepared and evident. Most conclusions are logical and coherent. (1.6 – 1.8 pts) Group and teamwork is somewhat prepared, and evident. Conclusions are somewhat logical and coherent. (1.4 – 1.6 pts) Group and teamwork is not clear, prepared, and evident. Conclusions are not logical and coherent (< 1.4 pts)

,

The Beverage Industry

Avg 2013-15

Coca-Cola

PepsiCo

Monster

Probability

OM

20.8

14.3

29.55

NM

16.7%

9.51%

18.25%

ROE

24.9%

32.48%

33.40%

ROIC

11%

14.32%

32.40%

Growth

REV

-2.65%

-1.21%

9.72%

OI

-6.76%

-2.53%

18.02%

NI

-6.19%

-3.52%

18.47%

OCF

-1.1%

7.8%

8.54%

Financial Health

CR

1.13

1.23

5.15

QR

0.86

0.94

4.5

FL

3.09

4.37

1.29

D/E

0.77

1.61

—

Efficiency

DSO

36.40

33.06

42.55

DSI

64.17

39.08

63.92

FAT

3.18

3.66

28.41

AT

0.51

0.89

1.33

Valuation

Year 2016

Coca-Cola

PepsiCo

Monster

Industry

S&P 500

P/E

25.1

22.9

39.8

30.3

20.3

P/B

6.8

10.8

7.4

7.6

2.8

P/S

4.3

2.3

9.2

3.1

2.0

P/CF

20.5

14.7

97.1

1.6

12.4

Valuation Year Avg 2013-2015

Coca-Cola

PepsiCo

Monster

S&P 500

P/E

24.1

23.3

43.6

18.7

P/B

6.1

7.5

10.4

2.6

P/S

4.1

2.1

7.8

1.7

P/CF

17.4

13.9

65.3

11.4

,

Running Head: HEALTHCARE INDUSTRY 2

HEALTHCARE INDUSTRY 2

Healthcare Industry

Name

Institution

Date

The global healthcare market size stands at $9.59 trillion (PWC,2022). The US spent the most on healthcare, with the country spending in excess of $4 trillion and projected to reach $6.2 trillion by the year 2028. The healthcare industry is among the fastest-growing industry given the events of the global COVID 19 pandemic, with the industry being allocated in excess of 10% of the GDP in the majority of developed economies. Of particular interest is the global digital health market, which is growing fast with an estimated worth of $ 334 billion (Statista, 2022). The healthcare industry is growing at an annual growth rate of 7.3%. The higher growth rate is majorly attributed to the rising healthcare expenses, growth of global digital health, and the ever-thriving healthcare insurance industry.

Short-term trends majorly involve dealing with the COVID 19 pandemic. COVID 19 continues to drive the delivery of care for the year 2022. Moving forward, the healthcare industry is greatly shaped by the COVID 19. The majority of the focus is placed on ensuring an increased number of vaccinations, especially in poor countries which are yet to fully vaccinate the majority of their populations. COVID 19 has also shaped healthcare technology. There has been a huge shift in telemedicine, artificial intelligence, and healthcare data analytics which have massively expanded to aid response and recovery from the pandemic (Larrucea et al., 2020). This trend is surely going to impact healthcare in the long term. The long-term focus s majorly on completely ending the covid 19 pandemic and for government to better prepare for future pandemics.

My conclusion is that the healthcare industry continues to grow and presents numerous opportunities for anyone looking to venture into the industry. The COVID 19 pandemic was hugely disruptive, and with it came many opportunities that many individuals could maximize going into the future. However, a huge concern for me is the high cost of healthcare which needs to be controlled and addressed soon rather than later.

References

GICS – Global Industry Classification Standard. (n.d.). Www.msci.com. https://www.msci.com/our-solutions/indexes/gics

Larrucea, X., Moffie, M., Asaf, S., & Santamaria, I. (2020). Towards a GDPR compliant way to secure European cross border Healthcare Industry 4.0. Computer Standards & Interfaces, 69, 103408. https://doi.org/10.1016/j.csi.2019.103408

PricewaterhouseCoopers. (2022). Global health’s new entrants. PwC. https://www.pwc.com/gx/en/industries/healthcare/publications/new-entrants.html

Statista. (2022). Global digital health market forecast 2019 and 2026. Statista. https://www.statista.com/statistics/1092869/global-digital-health-market-size-forecast/

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