Stock Valuation Analysis PowerPoint Presentation Slides
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ABC Co is a successful manufacturing firm that has shown positive and strong organic growth over the years. The company has major advantages of a strong brand value and multiple marketing channels to reach customers. An equity research report by Your Company Name analyzes ABC Co and provides an overview of the company's financial performance, ratio analysis, and financial modeling to aid investment decisions.
Stock Valuation Analysis PowerPoint Presentation Slides
- 1. Y O U R C O M PA N Y N A M E Stock Valuation Analysis
- 2. Agenda For Equity Research Report 2 o Companies Financial Performance o Ratio Analysis o Companies Financial Modeling Analyzing the following Aspect of the Company Help in taking Buy/Sell Decisions for Future Investment Add Text Here Add Text Here
- 3. Table of Content 3 01. Executive Summary ▪ Equity Research Report Overview ▪ Analyst Highlights 02. Industry Overview ▪ Competitive Environment Analysis ▪ Key Industry Trends 03. Target Company Highlights ▪ Target Company Overview ▪ Income Statement ▪ Balance Sheet ▪ Vertical and Horizontal Analysis ▪ Shareholding Pattern ▪ SWOT Analysis ▪ Historical Share Price Performance 04. Financial Ratio Analysis ▪ Liquidity Ratios ▪ Asset Management Ratios ▪ Leverage Ratios ▪ Profitability Ratio ▪ Valuation Ratio 05. Valuation Analysis ▪ Methods Used for Valuation ▪ Discounted Cash Flow Method ▪ Relative Value Approach ▪ Precedents Overview 06. Risk Factors ▪ Types of Risk ▪ Risk Rating 07. About Our Company ▪ About Us ▪ Equity Research Team Structure ▪ Equity Research Team Members 08. Review and Rating
- 4. Table of Content 4 01. Executive Summary ▪ Equity Research Report Overview ▪ Analyst Highlights 02. Industry Overview ▪ Competitive Environment Analysis ▪ Key Industry Trends 03. Target Company Highlights ▪ Target Company Overview ▪ Income Statement ▪ Balance Sheet ▪ Vertical and Horizontal Analysis ▪ Shareholding Pattern ▪ SWOT Analysis ▪ Historical Share Price Performance 04. Financial Ratio Analysis ▪ Liquidity Ratios ▪ Asset Management Ratios ▪ Leverage Ratios ▪ Profitability Ratio ▪ Valuation Ratio 05. Valuation Analysis ▪ Methods Used for Valuation ▪ Discounted Cash Flow Method ▪ Relative Value Approach ▪ Precedents Overview 06. Risk Factors ▪ Types of Risk ▪ Risk Rating 07. About Our Company ▪ About Us ▪ Equity Research Team Structure ▪ Equity Research Team Members 08. Review and Rating
- 5. Founded in 1919 Net Sales for Fiscal Year 2019 $ 8.94 Bn Dividend Per Share FY 18 - $1.2 PE Ratio 18.4x Add Details About the target company here Add Details About the target company here The following Equity Research Report covers is an in-depth analysis of Abc Co and performed by Your_Company_Name Equity Research Report Date – 12-October-2019 Submitted to – Add Client Name Here Add Details Here Add Details Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Equity Research Report Overview 5 The following slide provides and overview of the equity research report and displays some key stats about the target company . The slide also provides a brief Introduction about the equity research report. Add Your Company Logo Here Target Company : ABC co
- 6. Summary This slide is 100% editable. Adapt it to your needs and capture your audience's attention. ABC Co is a successful manufacturing firm that has shows positive and strong organic growth over the years Company’s major advantages include strong brand value and multi marketing channels to approach the end user ABC Co has shown promising growth of 20 % over the year Add Text Here Add Text Here Analyst Highlights 6 The purpose of the following slide is to highlight the process of equity research which starts from Industry analysis and ends with recommendations from the analyst. Analyst Opinion : NEUTRAL October 2020 Figures in Millions USD 2019 2020 Add Text Here Total Revenue 880 929 XXXX Operating Income 58 55 XXXX Net Income XX XX XXXX
- 7. Table of Content 7 02. Industry Overview ▪ Competitive Environment Analysis ▪ Key Industry Trends 01. Executive Summary ▪ Equity Research Report Overview ▪ Analyst Highlights 03. Target Company Highlights ▪ Target Company Overview ▪ Income Statement ▪ Balance Sheet ▪ Vertical and Horizontal Analysis ▪ Shareholding Pattern ▪ SWOT Analysis ▪ Historical Share Price Performance 04. Financial Ratio Analysis ▪ Liquidity Ratios ▪ Asset Management Ratios ▪ Leverage Ratios ▪ Profitability Ratio ▪ Valuation Ratio 05. Valuation Analysis ▪ Methods Used for Valuation ▪ Discounted Cash Flow Method ▪ Relative Value Approach ▪ Precedents Overview 06. Risk Factors ▪ Types of Risk ▪ Risk Rating 07. About Our Company ▪ About Us ▪ Equity Research Team Structure ▪ Equity Research Team Members 08. Review and Rating
- 8. Market Share Competitive Environment Analysis 8 The following slide provides a detailed analysis of the market share of our company in comparison to the competition. 30 25 20 12.5 7.5 5 Competitor 2 Competitor 3 Competitor 4 Target Company Competitor 1 Competitor 5 Unique Selling Proposition Valuation (in $) Revenues in (in $) Net Profit Margin Our Company Longer Life of Phone XXXX XXXX 14% Competitor 1 Latest Software XXXX XXXX 15% Competitor 2 Add USP Here XXXX XXXX 16% Competitor 3 Add USP Here XXXX XXXX 17% Competitor 4 Add USP Here XXXX XXXX 18% Competitor 5 Add USP Here XXXX XXXX 19% This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 9. Competitive Environment of the Industry Cont… This slide provides a brief analysis of the competitors Market share, geographical presence and their employee strength. 9 Company Name Founded in Headquarters Market Share Geographical Presence No of Employees Add Parameter Here Competitor 1 2002 California , USA 18% N.A. ,E.U. ,M.E., Af ,Aus 5,000 Add Text Here Competitor 2 1984 California , USA 25% N.A. ,E.U. ,M.E., Af ,Aus 74,000 Add Text Here Competitor 3 1988 Tokyo, Japan 12% N.A. ,E.U. ,M.E., Af ,Aus 6,000 Add Text Here Add Text Here Add Text Here Add Text Here Add Text Here Add Text Here Add Text Here Add Text Here Add Text Here Add Text Here Add Text Here Add Text Here Add Text Here Add Text Here Add Text Here N.A.-North America E.U.- Europe M.E.- Mid East Af - Africa Aus- Australia This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 10. Key Industry Trends for Equity Research The following slide to enlists various Industry trends that will influence the market and will influence the company. 10 New BYOD Technology ▪ New Trend predicts increase in the bring your own device in office . ▪ Add Text Here Increase in Crypto Currency ▪ Heavy market influence and out follow of cash from general economy via cryptocurrency ▪ Add Text Here Increase in the use of AI ▪ Large number of companies adopt and prefer the usage of Artificial Intelligence ▪ Add Text here Add Trend Here ▪ Add Trend Here ▪ Add Trend Here Cloud Computing ▪ Increase in cloud computing technology ▪ Add Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 11. Table of Content 11 01. Executive Summary ▪ Equity Research Report Overview ▪ Analyst Highlights 02. Industry Overview ▪ Competitive Environment Analysis ▪ Key Industry Trends 03. Target Company Highlights ▪ Target Company Overview ▪ Income Statement ▪ Balance Sheet ▪ Vertical and Horizontal Analysis ▪ Shareholding Pattern ▪ SWOT Analysis ▪ Historical Share Price Performance 04. Financial Ratio Analysis ▪ Liquidity Ratios ▪ Asset Management Ratios ▪ Leverage Ratios ▪ Profitability Ratio ▪ Valuation Ratio 05. Valuation Analysis ▪ Methods Used for Valuation ▪ Discounted Cash Flow Method ▪ Relative Value Approach ▪ Precedents Overview 06. Risk Factors ▪ Types of Risk ▪ Risk Rating 07. About Our Company ▪ About Us ▪ Equity Research Team Structure ▪ Equity Research Team Members 08. Review and Rating
- 12. Target Company Name One of the largest Research and Consultancy company in the world Net Sales of over $ 7 Bn in Fiscal year 2018 One of the largest market Share in US Add Text Here 99 Years of consulting and making research report No. of Global Locations 50 Locations Net Sales for Fiscal Year 2019 $ 8.94 Bn R&D Budget for Fiscal Year 2019 13,400 No of Employees 13,400 Acquisition of DEF. Bros of Wisconsin Founded in 1919 Headquartered Chicago, Illinois Merger with XYZ Co. for $ 10.9 Billion Key Highlights Target Company Overview for Equity Research 12 The purpose of the following slide is to provide an overview of the company on which the equity research report is being made. This slide highlights the year in which the company was founded in, number of employees it has, multiple global locations etc . This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Target Company Logo
- 13. Income Statement of Target Company The purpose of the following slide is to display the organizations profit and loss statements Key Performance Indicators such as Net Sales, Expenses , EBITDA and Profit before and after tax. 13 FY 2020 Revenue $506,142 $398,605 $302,704 $102,550 Cost of Revenue $135,248 $112,130 $87,100 $67,100 Gross Profit $370,894 $286,475 $215,604 $110,550 Operating Expenses: Research and Development $136,791 $115,928 $102,500 $824,805 Sales and Marketing $303,319 $253,020 $242,184 $154,601 General and Administrative $84,805 $38,182 $71,923 $754,589 Total Operating Expenses xxx xxx xxx xxx Loss from Operations xxx xxx xxx xxx Interest Expense, Net xxx xxx xxx xxx Other Income(expenses), Net xxx xxx xxx xxx Loss Before Provision for Income Taxes xxx xxx xxx xxx Provision for Income Taxes xxx xxx xxx xxx Net Loss Attributable to Common Stockholders xxx xxx xxx xxx Net Loss Per Common Share, Basic and Diluted xxx xxx xxx xxx Weighted-average Shares used to Compute Net Loss Per Share, Basic and Diluted xxx xxx xxx xxx xxx xxx xxx xxx Q1 Q2 Q3 Q4 This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 14. Balance Sheet – FY19 (Tabular Form) 1 of 1 The purpose of the following slide is to display the key performance indicators of the balance sheet for four quarters of FY 2019. These KPIs can be Current assets, Current Liability , Total Assets and Total Liabilities. 14 FY 2019 Q1 Q2 Q3 Q4 Shareholders‘ Equity 529.8 1,067.8 1,294.6 1,632.4 Non–Current Liabilities 535.0 548.2 513.5 989.0 Short–Term Borrowings Xxxx xxxx xxxx xxxx Trade Payables xxxx xxxx xxxx xxxx Other Current Liabilities xxxx xxxx xxxx xxxx Short Term Provisions xxxx xxxx xxxx xxxx Current Liabilities xxxx xxxx xxxx xxxx Total Liabilities xxxx xxxx xxxx xxxx This slide is 100% editable. Adapt it to your needs and capture your audience's attention. All Figures in USD MM
- 15. Non–Current Investments 26.6 26.6 104.5 26.6 Long Term Loans and Advances - 8.0 73.4 204.8 Other Non–Current Assets - 13.8 - - Current Investments XXXX XXXX XXXX XXXX Inventories XXXX XXXX XXXX XXXX Trade Receivables XXXX XXXX XXXX XXXX Cash and Bank Balances XXXX XXXX XXXX XXXX Short–term Loans & Advances XXXX XXXX XXXX XXXX Other Current Assets XXXX XXXX XXXX XXXX Current Assets XXXX XXXX XXXX XXXX Total Assets XXXX XXXX XXXX XXXX Balance Sheet –FY19 (Tabular Form) 2 of 2 The purpose of the following slide is to display a tabular representation of the key performance indicators of the balance sheet for four quarters of FY 2019. These KPIs can be Current assets, Current Liability , Total Assets and Total Liabilities. 15 Q2Q1 Q3 Q4Total Fixed Assets This slide is 100% editable. Adapt it to your needs and capture your audience's attention. All Figures in USD MM
- 16. Target Company Vertical and Horizontal Analysis The purpose of the following slide is to display a tabular representation of vertical and horizontal analysis of the target companies . 16 GKSR Income Statement 2019 2020 Increase ($) %YoY Change Rental Operations 801,240 847,401 46,161 5.8% Direct Sales 79,603 82,141 2,538 3.2% Net Revenues $880,843 $929,542 $48,699 5.5% Cost of Rental Operations (518,543) (541,392) (22,849) 4.4% Cost of Direct Sales XXXX XXXX XXXX XXXX Selling and Administrative Costs XXXX XXXX XXXX XXXX Operating Expenses XXXX XXXX XXXX XXXX EBITDA XXXX XXXX XXXX XXXX Depreciation XXXX XXXX XXXX XXXX Amortization of Intangibles XXXX XXXX XXXX XXXX EBIT XXXX XXXX XXXX XXXX Interest Expense XXXX XXXX XXXX XXXX Income Before Income Taxes XXXX XXXX XXXX XXXX Provision for Taxes XXXX XXXX XXXX XXXX PAT XXXX XXXX XXXX XXXX Basic EPS Diluted EPS XXXX XXXX XXXX XXXX This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 17. Target Company's Shareholding Pattern for Equity Research (1/2) The following slide displays the share holding pattern of the company, the graph provides percentage of shares that are held by promotor groups, domestic institutional investors, foreign Institutional investors, Private Corporate Bodies and General public. 17 Shareholding Pattern as of Q4 November 2020 No of Shareholders No of Fully Paid Equity Share Total Number of Shares 10 650,000 650,000 200 100,000 Xxxxx 500 50,000 Xxxxx 500 50,000 Xxxxx 5,000 200,000 Xxxx 6,210 1,050,000 Xxx Domestic Institutional Investors Foreign Institutional Investors General Public Promoter Group 44% 7%7% 5% 37% Private Corporate Bodies This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
- 18. Target Company's Shareholding Pattern for Equity Research (2/2) 18 The following slide highlights the shareholding pattern of the company, the provided table highlights the shareholders, total number of shares and %age of the same . Shareholding Pattern as of Q4 November 2020 Shareholders Total Number of Shares %age John Orton 100 50 Randy Michaels 25 12.5 Tony Cena 25 12.5 Bruce Wayne 25 12.5 Clark Helmsley 25 12.5 Add Shareholder Name Here XX XX Total XX XX This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 19. Target Company Financial SWOT Analysis for Equity Research 19 ▪ Strong Financials ▪ Efficient Management ▪ Big Brand Recognition ▪ Skilled Workforce ▪ Repeat Clients ▪ Cost Advantages ▪ Outdated Technology ▪ Lack of Capital ▪ High Debt ▪ Add Text Here ▪ Add Text Here ▪ Internal Growth Opportunity- (New Product, New Market etc) ▪ External Growth Opportunity (Mergers & Acquisitions) ▪ Expansion Relaxing Government Regulations ▪ New Technology (R&D) ▪ Competition ▪ Changing Consumer Preferences/ New Trends ▪ Unfavorable Government Regulations ▪ Add Text Here ▪ Add Text Here Strength Weakness Opportunity Threats This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 20. Sep 20: Add Text Here May 19: Add Text Here Nov 17: New Service Line launch Jun 17: Merger with Abc co Jan 17: New CFO appointed $0 $15 $30 $45 $60 Oct-15 Jan-16 Apr-16 Jul-16 Oct-16 Jan-17 Apr-17 Jul-17 Oct-17 Jan-18 Apr-18 Jul-18 Oct-18 Jan-19 Apr-19 May-19 Oct-19 Jan-20 Apr-20 May-20 Oct-20 Historical Share Price Performance for Equity Research The following slide displays the historical share performance of the organization and displays various key events that increased or decreased the sock price. 20 Stock Price Performance & Key Events (Company A) January 2017 : Appointment of new CFO having 25+ years of experience June 2017 : Merger with Abc co worth 275 MM USD November 2017 : Launch of new service line by the company May 2019 : Add details of the key events here September 2020 : Add details of key events here This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.
- 21. Table of Content 21 04. Financial Ratio Analysis ▪ Liquidity Ratios ▪ Asset Management Ratios ▪ Leverage Ratios ▪ Profitability Ratio ▪ Valuation Ratio 01. Executive Summary ▪ Equity Research Report Overview ▪ Analyst Highlights 02. Industry Overview ▪ Competitive Environment Analysis ▪ Key Industry Trends 03. Target Company Highlights ▪ Target Company Overview ▪ Income Statement ▪ Balance Sheet ▪ Vertical and Horizontal Analysis ▪ Shareholding Pattern ▪ SWOT Analysis ▪ Historical Share Price Performance 05. Valuation Analysis ▪ Methods Used for Valuation ▪ Discounted Cash Flow Method ▪ Relative Value Approach ▪ Precedents Overview 06. Risk Factors ▪ Types of Risk ▪ Risk Rating 07. About Our Company ▪ About Us ▪ Equity Research Team Structure ▪ Equity Research Team Members 08. Review and Rating
- 22. Liquidity Ratio FY 19 for Equity Research 22 The following slide displays the analysis of the companies liquidity ratio of the financial year 19 as its analysis the current ratio , quick ratio and the net working capital of the organization. 2.5x 1.2x Current Asset / Current Liability Current Asset – Inventory / Current Liability Current Ratio Quick Ratio Interpretation This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Higher current ratio indicates better liquidity of the company , current ratio above 1 indicates good liquidity of the organization High quick ratio indicates that the company is experiencing good growth and can convert receivable into cash at a higher rate Add your analysis of the ratios here Add your analysis of the ratios here
- 23. Asset Management ( Turnover) Ratios FY 19 for Equity Research 23 The following slide displays the analysis of the company's asset management or turnover ratio of the financial year 19 as it analysis the account payable ratio, asset turnover ratio , fixed asset turnover ratio and inventory turnover ratio. Interpretation This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Account Payable Turnover Ratio Total Purchase / Average Account Payable 5.2x Asset Turnover Ratio Net Sales / Average Total Asset 2.1x Fixed Asset Turnover Ratio Net Sales / Average Fixed Asset 3.2x Inventory Turnover Ratio COGS / Average Inventories 2.5x Receivable Turnover Ratio Net Credit Sales / Average Account Receivable 4.1x High receivable turnover ratio are positive indicator for the organization, it indicates that the company have a relatively short time between credit purchase and their repayment Add Your Ratio Analysis Here High fixed asset turnover ratio is a positive indicator and implies that the company handling its fixed asset in a good way High asset turnover ratio is a positive indicator and implies that the company handling its asset in a good way High inventory turnover ratio is a positive indicator and implies that the company has good demand and the product is being sold at a good pace in market
- 24. Leverage Ratios FY19 for Equity Research 24 The following slide displays the analysis of the company’s leverage ratio o of the financial year 19 as it analysis the debt to asset ratio, debt to equity ratio, debt to capital ratio and debt to EBITDA ratio. Interpretation This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Debt-to-Assets Ratio Total Debt / Total Assets 0.14x Debt-to-Equity Ratio Total Debt / Total Equity 2.20x Debt-to-Capital Ratio Today Debt / (Total Debt + Total Equity) 0.14x Debt-to-EBITDA Ratio Total Debt / Earnings Before Interest Taxes Depreciation & Amortization (EBITDA) 2.5x Asset-to-Equity Ratio Total Assets / Total Equity 2.5x Low debt to asset ratio is a positive indicator and implies that the company has less assets that are funded by debt. Low debt to equity ratio is a positive indicator and implies that company has more assets funded by equity rather than debt. Low debt to capital ratio is a positive indicator and implies that company has more equity based capital in comparison to debt. Add Your Ratio Analysis Here Add Your Ratio Analysis Here
- 25. Profitability Ratio FY19 for Equity Research 25 The following slide displays the analysis of the company’s profitability ratio of the financial year 19 as it analysis the gross profit ratio, net profit ratio and return on asset ratio. Interpretation This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Gross Profit Ratio Gross Profit / Net Sales Revenues 55% Net Profit Ratio Profit Interest / Sales (Revenues) 25% Return on Asset Net Income / Average Total Asset 5.2% Add Text Here Add Text here / Add Text Here 2.5x Add Your Ratio Analysis Here Add Your Ratio Analysis Here High gross profit ratio is a positive indicator and indicates that the organization has managed its cost of sales effectively, it means that for every unit sold company earns 55 % of gross profit. High net profit ratio is a positive indicator and implies that the organization is able to effectively control its cost and provide good sales and service. It means that the company is earning more than the expenses being incurred on production.
- 26. Valuation Ratio FY19 for Equity Research 26 The purpose of the following slide is to analyze the valuation ratios of the organizations. Such as price to earning, price to book value rati, price to sales ratio and price to cash flow ratio. Interpretation This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Price-to-Earning (P/E) Share Price / Earning Per Share 18.4x Price-to-Book Value (P/B) Current Share Price / Book Value per Share 0.89x Price-to-Sales (P/S) Market Capitalization/ Total Revenues XX Price-to-Cash Flow Add Text here / Add Text Here XX Add Your Ratio Analysis Here Add Your Ratio Analysis Here High price to earning ratio indicates that the investors are ready to 18.4 $ per share in the market. Low price to book value ratio indicates that the investors are willing to pay more than the actual book value of the organization.
- 27. Table of Content 27 05. Valuation Analysis ▪ Methods Used for Valuation ▪ Discounted Cash Flow Method ▪ Relative Value Approach ▪ Precedents Overview 01. Executive Summary ▪ Equity Research Report Overview ▪ Analyst Highlights 02. Industry Overview ▪ Competitive Environment Analysis ▪ Key Industry Trends 03. Target Company Highlights ▪ Target Company Overview ▪ Income Statement ▪ Balance Sheet ▪ Vertical and Horizontal Analysis ▪ Shareholding Pattern ▪ SWOT Analysis ▪ Historical Share Price Performance 04. Financial Ratio Analysis ▪ Liquidity Ratios ▪ Asset Management Ratios ▪ Leverage Ratios ▪ Profitability Ratio ▪ Valuation Ratio 06. Risk Factors ▪ Types of Risk ▪ Risk Rating 07. About Our Company ▪ About Us ▪ Equity Research Team Structure ▪ Equity Research Team Members 08. Review and Rating
- 28. Methods Used for Valuation in Equity Research The following slide displays the equity valuation methods such as balance sheet methods, earning multiple methods and discounted cash flow method. 28 Discounted Cash Flow Sensitivity Analysis Adjustments Present Value Terminal Value Discount Rate FCFF Projections This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Price Market Cap Sales Earning Per Share EBITA EBITDA Relative Valuation Approach Comparative Analysis of the target company and major competition on the market
- 29. Discounted Cash Flow Method for Company Valuation The purpose o the following slide is to provide target company valuation using discounted cash flow method , the provided table hoighlights the net operating losses , free cash flow and total enterprise valuation of the target company. 29 Start Up Year Balance Sheet Check OK OK OK OK OK OK OK Valuation EBIT (2,573,040) (1,340,320) (57,140) (1,233,760) (2,782,080) (4,941,600) 5,738,560 Net Operating Year Opening Balance 0 2,573,040 3,913,360 3,856,220 2,622,460 0 0 Current Loss 2,573,040 1,340,320 0 0 0 0 0 Sub Total 2,573,040 3,913,360 3,913,360 3,856,220 2,622,460 0 0 Loss Used 0 0 57,140 1,233,760 2,622,460 0 0 Closing Balance xxxxx xxxxx xxxxx Xxxxx xxxxx xxxxx xxxxx Free Cash Flow xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx Add Text Here xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx Add Text Here xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx Add Text Here xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx Add Text Here xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx Add Text Here xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx Add Text Here xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx xxxxx DCF Valuation NPV of Forecast (1,098,526) Terminal Value (EBITDA Multiple) 50,068,480 NPV of Terminal Value 13,973,194 Total Enterprise Value 12,874,658 2016 2017 2018 2019 2020 2021E 2022E This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 30. Relative Valuation Approach for Equity Research The following slide displays the market data , financial data and valuation of multiple companies of the market. The provided table compares the price , market cap , Sales , EBITDA , earning and P/E ratio. 30 Price Market Cap Sales EBITDA EBIT Earnings EV sales EV EVBITDA EVBIT P/E ($/Share) $M $M $M $M $M x x x x 38.15 168,042 46,856 13,105 11,128 7,382 4.1x 14.2x 16.7x 22.9x 81.40 123,885 66,416 12,345 9,879 5,619 2.3x 11.8x 14.7x 22.2x 52.33 10,328 5,998 1,320 1,104 621 2.2x 9.8x 11.7x 16.8x 69.65 11,619 2,247 607 585 358 4.8x 18.2x 18.8x 32.6x 20.82 965 646 79 67 42 1.6x 12.6x 14.7x 23.6x Market Data Financial Data Valuation Company ABC Competitor 1 Competitor 2 Competitor 3 Competitor 4 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Company Name
- 31. Precedents Overview for Equity Research The following slide shows the precedent overview of the equity research , as the provided table highlights the transaction date, acquirer, Target and the value. 31 Acquirer Target Ent. Value LTM EBITDA EV/EBITDA 6 March 2018 Company A Company G $4,222.5 $407.5 $11.0x 20 Feb 2018 Company B Company H $2,400.0 $287.0 $8.8.0x 31 Oct 2018 Company C Company I $655.6 $52.0 $13.8.0x 19 Nov 2018 Company D Company J $5,588.5 $420.0 $14.8.0x 31 March 2018 Company E Company K $955.3 $101.5 $10.5x 01 Feb 2018 Company F Company $1,594.2 $110.1 $14.4x Average: 11.5x Transaction Date in $ millions This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 32. Table of Content 32 06. Risk Factors ▪ Types of Risk ▪ Risk Rating 01. Executive Summary ▪ Equity Research Report Overview ▪ Analyst Highlights 02. Industry Overview ▪ Competitive Environment Analysis ▪ Key Industry Trends 03. Target Company Highlights ▪ Target Company Overview ▪ Income Statement ▪ Balance Sheet ▪ Vertical and Horizontal Analysis ▪ Shareholding Pattern ▪ SWOT Analysis ▪ Historical Share Price Performance 04. Financial Ratio Analysis ▪ Liquidity Ratios ▪ Asset Management Ratios ▪ Leverage Ratios ▪ Profitability Ratio ▪ Valuation Ratio 05. Valuation Analysis ▪ Methods Used for Valuation ▪ Discounted Cash Flow Method ▪ Relative Value Approach ▪ Precedents Overview 07. About Our Company ▪ About Us ▪ Equity Research Team Structure ▪ Equity Research Team Members 08. Review and Rating
- 33. Types of Risk for Equity Research The purpose of the following slide is to show multiple risk associated with equity research , these risk can be equity risk, interest rate risk , currency risk , Liquidity risk and concertation risk . 33 Risk Description Comments Equity Risk Losses can be incurred by immediate drop in the price of shares due to uncertainty of demand and supply Add Text Here Interest Rate Risk Risk of incurring losses due to fluctuation of interest rate , higher interest rate can have negative impact on bonds Add Text Here Currency Risk Risk of incurring losses due to increase and decrease in exchange rate of currency Add Text Here Liquidity Risk Risk of not being able to convert shares into cash due to multiple risk factors Add Text Here Concentration Risk Risk of investing funds into one single security thus increasing the risk magnitude Add Text Here Credit Risk Add description about the risk here Add Text Here Inflation Risk Add description about the risk here Add Text Here Add Risk Here Add description about the risk here Add Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 34. Risk Rating The purpose of the following slide is to provide rating to the multiple risk based on their impact and probability. 34 Risk Category Impact Probability Risk Rating Interest Rate Risk Add text Here Add text Here Add Text Here Currency Risk Add text Here Add text Here Add Text Here Concentration Risk Add text Here Add text Here Credit Risk Add text Here Add text Here Add Text Here Inflation Risk Add text Here Add text Here Add Text Here M M M L H L L L L L L L H L L H H L L L H L L M L L L L M M H L M L L L L L M L L L Risk Rating Key Low Medium High Risk Elements This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 35. Table of Content 35 07. About Our Company ▪ About Us ▪ Equity Research Team Structure ▪ Equity Research Team Members 01. Executive Summary ▪ Equity Research Report Overview ▪ Analyst Highlights 02. Industry Overview ▪ Competitive Environment Analysis ▪ Key Industry Trends 03. Target Company Highlights ▪ Target Company Overview ▪ Income Statement ▪ Balance Sheet ▪ Vertical and Horizontal Analysis ▪ Shareholding Pattern ▪ SWOT Analysis ▪ Historical Share Price Performance 04. Financial Ratio Analysis ▪ Liquidity Ratios ▪ Asset Management Ratios ▪ Leverage Ratios ▪ Profitability Ratio ▪ Valuation Ratio 05. Valuation Analysis ▪ Methods Used for Valuation ▪ Discounted Cash Flow Method ▪ Relative Value Approach ▪ Precedents Overview 06. Risk Factors ▪ Types of Risk ▪ Risk Rating 08. Review and Rating
- 36. Founded in 1998 under the leadership of Mr. Rey Helmsley ABC Equity Research Co has been providing its services for more than 22 years. Headquartered in Pasadena California. Add small summary about your company here. Add Text Here. We take pride in providing you with choice to: ▪ You choose the investment style. ▪ You choose the investment horizon. ▪ You choose the investment theme. Who we are About Us for Equity Research 36 The purpose of the following slide is to provide the overall business summary of the organization. The following slide covers the organization history and the services that are offered by them . ▪ Investment Research ▪ Credit Research ▪ Equity Research ▪ Financial Analysis ▪ Add Text Here Financial Research Services ▪ Market Landscape Assessment ▪ Computer Landscape ▪ Market Forecast ▪ Add Text Here Pharma Research ▪ Media monitoring ▪ Social Media Monitoring ▪ Add Text Here Media Research ▪ Add Text Here ▪ Add Text Here ▪ Add Text Here Add Service Here Our Services This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 37. Junior Analyst Junior Analyst Junior Analyst Junior Analyst Junior Analyst Junior Analyst AssociateAssociate Senior AnalystSenior AnalystSenior Analyst Head of Research/Equities Associate Equity Research Team Structure 37 The purpose of the following slide is to show the team structure of the equity research team. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 38. Name Designation “Write key credentials and major highlights of the team member” Name Designation “Write key credentials and major highlights of the team member” This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Equity Research Team Members (1/2) 38 The purpose of the following slide is to show the review and ratings of the company provided by the analyst. The table highlights P/E ratio, valuation score, Net profit . The table also provides weightage average of the same.
- 39. Equity Research Team Members (2/2) 39 The purpose of the following slide is to show the equity research team of the organization as it highlights the key credentials of the team members, their names and their designation. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. “Write key credentials and major highlights of the team member” “Write key credentials and major highlights of the team member” “Write key credentials and major highlights of the team member” Name Designation Name Designation Name Designation
- 40. Table of Content 40 01. Executive Summary ▪ Equity Research Report Overview ▪ Analyst Highlights 02. Industry Overview ▪ Competitive Environment Analysis ▪ Key Industry Trends 03. Target Company Highlights ▪ Target Company Overview ▪ Income Statement ▪ Balance Sheet ▪ Vertical and Horizontal Analysis ▪ Shareholding Pattern ▪ SWOT Analysis ▪ Historical Share Price Performance 04. Financial Ratio Analysis ▪ Liquidity Ratios ▪ Asset Management Ratios ▪ Leverage Ratios ▪ Profitability Ratio ▪ Valuation Ratio 05. Valuation Analysis ▪ Methods Used for Valuation ▪ Discounted Cash Flow Method ▪ Relative Value Approach ▪ Precedents Overview 06. Risk Factors ▪ Types of Risk ▪ Risk Rating 07. About Our Company ▪ About Us ▪ Equity Research Team Structure ▪ Equity Research Team Members 08. Review and Rating
- 41. Review and Rating (1/2) The purpose of the following slide is toe show the review and ratings of the company provided by the analyst. The table highlights P/E ratio, valuation score, Net profit etc. 41This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Overall Analyst Rating 80/100 Durability Score High Financial Strength 70 80 Valuation Score Mid Valuation 52.4 Momentum Score Technically Neutral Market Capitalization High in Industry 210,661 MM AVG Broker Target 9.89% Upside 821.2 P/E Ratio High in Industry 18.2 114.19% Decrease Over Last Year Net Profit Qtr Cr 425 MM 16.24% Increase Over Last Year Operating Revenues Qtr Cr 15,437.80 MM High in Industry Price to Book Value 0.89 5 2 15 S W TO
- 42. Review and Rating (2/2) The purpose of the following slide is toe show the review and ratings of the company provided by the analyst. The table highlights P/E ratio, valuation score, Net profit . The table also provides weightage average of the same. 42 Criteria Figures Rating (1-5) Profit to Equity Ratio 18.2 Profit to Book Value Ratio 0.89 Valuation Score 80 Market Capitalization 210,000 MM Operating revenue 15,437 MM Net Profit 425 MM Add Parameter Here XXXX Add Parameter Here XXXX Scoring Criteria : 1-Very Poor, 2 – Poor, 3- Average , 4-Good , 5- Very Good Overall Analyst Rating 80/100 This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 43. Review and Rating (2/2) (Option 2 of 2 ) The purpose of the following slide is toe show the review and ratings of the company provided by the analyst. The table highlights P/E ratio, valuation score, Net profit . The table also provides weightage average of the same. 43This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Criteria Figures Rating (1-5) Profit to Equity Ratio 18.2 5 Profit to Book Value Ratio 0.89 4 Valuation Score 80 3 Market Capitalization 210,000 MM 2 Operating revenue 15,437 MM 1 Net Profit 425 MM 5 Add Parameter Here XXXX XX Add Parameter Here XXXX XX Scoring Criteria : 1-Very Poor, 2 – Poor, 3- Average , 4-Good , 5- Very Good Overall Analyst Rating 80/100
- 44. 0 20 40 60 80 100 Q2 2019 Q3 2019 Q4 2019 Q1 2020 Q2 2020 Q3 2020 Q4 2020 0 20 40 60 80 100 Q2 2019 Q3 2019 Q4 2019 Q1 2020 Q2 2020 Q3 2020 Q4 2020 0 20 40 60 80 100 Q2 2017 Q3 2017 Q4 2019 Q1 2019 Q2 2020 Q3 2020 Q4 2020 0 20 40 60 80 100 Q2 2019 Q3 2019 Q4 2019 Q1 2020 Q2 2020 Q3 2020 Q4 2020 Organization Performance Dashboard for Equity Research 44 TOTAL ASSETS $ 3.630.271 CURRENT ASSETS $ 3.630.271 Cash $ 356.722 Accounts Receivable $ 812.320 Inventory $ 425.260 Long-Term Assets $ 770.100 Total Liabilities $ 1.715.435 Current Liabilities $ 420.160 Accounts Payable $ 415.185 Other Liabilities $ 164.721 Shareholder Equity $ 2.560.510 Current stock $ 865.580 Current earnings $ 630.910 Balance Sheet Return on Assets 18% Working Capital Ratio 4.2/2 Return on Equity Debt–Equity Ratio 0.52/129% This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 45. 0 0.2 0.4 0.6 0.8 1 1.2 1.4 1.6 2017 2018 2020 Current Ratio Quick Ratio Add Text Here Liquidity Analysis of Company for Equity Research The following slide displays the analysis of the companies liquidity ratio of the financial year 18 and 19 as its analysis the current ratio , quick ratio and the net working capital of the organization. 45 Ratios 2019 2020 Current Ratio 0.84 1.52 Quick Ratio 0.78 1.15 Net working Capital 1.22 MM 2.44 MM Interpretation Higher current ratio indicates better liquidity of the company , current ratio above 1 indicates good liquidity of the organization High quick ratio indicates that the company is experiencing good growth and can convert receivable into cash at a higher rate Add interpretation of current and quick ratios here . Add interpretation of current and quick ratios here . This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 46. Icons Slide for Stock Valuation Analysis 46
- 48. About Us 48 Values Client This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Target Audience This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Premium Services This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 49. Our Mission 49 Goal This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Vision This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Mission This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 50. Financial 50 60% 75% This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Target 75% Actual 60%
- 51. 51 Our Target This slide is 100% editable. Adapt it to your needs & capture your audience's attention. 04 This slide is 100% editable. Adapt it to your needs & capture your audience's attention. 03 This slide is 100% editable. Adapt it to your needs & capture your audience's attention. 02 This slide is 100% editable. Adapt it to your needs & capture your audience's attention. 01
- 52. Location 52 Mexico This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Brazil This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Australia This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Canada This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 53. 53 Venn Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
- 54. 54 This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience’s attention. Text Here Post It Notes
- 55. Timeline 55 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2016 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2017 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2018 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2019 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2020
- 56. 56 Idea Generation This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 02 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 03 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 04
- 57. 57 Thanks for watching! Address # street number, city, state Contact Number 0123456789 Email Address emailaddress123@gmail.com