September 2023 Data Inventory Collection for Company Valuations In the Table below insert the name
September 2023 Business & Finance Assignment
Data Inventory & Collection for Company Valuations
In the Table below, insert the name of your 2 companies in the highlighted boxes below. For each company, collect the following data from the respective data sources. Use the following Table as your guide and checklist. Complete the table below by placing an “X” in the “Name of Company…” column if you found the data and an “M” if you were unable to find it in the respective data sources. Save a copy of the datasets for future use. Submit a copy of the completed table below to Assignment 8 on Canvas.
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Company specific data |
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Data Source |
Name of Company 1
BMW Group
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Name of Company 2 CNH industrial N.V
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Stock Report 1 |
Morningstar |
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Income Statement (at least 3 years) |
Morningstar (export to excel) or Hoovers (copy and paste) |
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2 Balance Sheets (at least 3 years ) |
Morningstar (export to excel) or Hoovers (copy and paste) |
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Data for YTM on Long Term Bond (10-20+ years) |
Finra http://finra-markets.morningstar.com/MarketData/Default.jsp
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Stock Report 1 |
Standard & Poor’s
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Stock Report 2 |
ValueLine (pdf file)*
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Financial Ratio Peer Comparison (current year) |
Hoover’s Competitive Landscape (copy/paste) |
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Forecasted growth rates |
Zacks Choose “Detailed Estimates” for growth estimates (copy/paste)
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Annual Report (most recent) |
Company website |
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Sustainability Report or Corporate Social Responsibility Report (most recent) |
Company website |
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General Market Data (not company specific) |
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Treasury Yield (ST) 6 months-1 year |
Treasury
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Treasury Yield (LT) 10-20 years |
Treasury |
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*Value Line
Go to Bottom right hand corner of company page and click most recent pdf report (save 1 page document)
It looks like the following:
