1. Background on company selected (including NAICs and SICs)
2. Classification of company (degree of integration, conglomerate, domestic, global)
3. Company’s approximate market share
4. Assessment of company’s management team
5. Financial statements
A. Horizontal financial statement analysis
B. Vertical financial statement analysis
C. Ratio analysis
D. Comparison to peers
6. Technical analysis of stock
A. Support
B. Resistance
C. Trend
7. SWOT Analysis (Strengths, Weaknesses, Opportunities, Threats)
8. Recommendation (Strong Buy, Buy, Hold, Underperform, Sell)
Specific Graphics that must be included
You have considerable leeway in developing the graphics for your presentation. However, to
provide some structure and to guarantee some degree of consistency between presentations, you
must include the following specific graphics.
1. Graphic that represents the company
2. Company timeline to the present
3. Financial Statements
A. Income Statement (3 Years)
B. Balance Sheet (3 Years)
C. Change in Financial Position (most current year)
4. Significant recent events that have affected the company (perhaps in a timeline).
5. SWOT Matrix
6. Recommendation slide including the logic behind it