Jesse barone, dylan burtis, Tim griffin, anousha nikjouian

Slides:



Advertisements
Similar presentations
DeMarche The Five Key Sources of Stock Returns Bob Duwa DeMarche Associates, Inc. CFA Nebraska February 18, 2009.
Advertisements

Health Care Sector Matt Diffley Marc Travis. Recommendation Short- Term Short- Term Underweight compared to the S&P Underweight compared to the S&P Currently.
More on Investing Lise Woodard Buy-side Equity Analyst, Wilkins Investment Counsel smartwomansecurities © 2006 Smart Woman Securities. All materials are.
11 CHAPTER FIFTEEN DIVIDEND DISCOUNT MODELS. 22 CAPITALIZATION OF INCOME METHOD THE INTRINSIC VALUE OF A STOCK –represented by present value of the income.
Morgan Stanley Sherlyn Lim RCPM 16 th March 2006.
ILLINOIS TOOL WORKS, INC RCMP - Initial Analysis April 21 st, 2005 By Alex Poltorak.
WRDS.wharton.upenn.edu A 10-minute brief for Web query of accounting and finance data Professors Matt Spiegel and Shyam Sunder MGT948, Fall 2010.
Yum! Brands, Inc. (YUM) by Amanda Fitzpatrick. Overview  Yum! Brands, Inc. is a “quick service” restaurant company  Operates restaurants in the U.S.,
Security Analysis Presentation: Investment Funds Management September 20, 2004.
Texas Industries, Inc.. “TXI’s future, like its past, will be built by the dedicated men and women of TXI …” Robert D. Rogers, former president of TXI.
Consumer Staples Company Presentation Chad Hackett Adam Gale.
Finance/Accounting Functional Review. The Finance/Accounting Functions Defined Investment Decision The Allocation and Reallocation of Capital and Resources.
Chapter 13 – Financial Ratios and Firm Performance  Learning Objectives  Create common-size statements  Analyze performance with internal data and financial.
Energy Conversion Devices (ENER) Griffin Voth
ORRSTOWN FINANCIAL SERVICES (ORRF) Katelyn Howard.
Valuation Methods.
3-1 McGraw-Hill/Irwin Copyright © 2011 by the McGraw-Hill Companies, Inc. All rights reserved.
Copyright: M. S. Humayun1 Financial Management Lecture No. 18 Common Stocks – Rate of Return & EPS Pricing Model.
Stock Valuation Adam Yoder Misa Ngo. Valuation methods  Discounted Cash Flow: Dividends  Present Value of Growth Opportunities  P/E ratio: Price/ Earnings.
Consumer Discretionary Sector Stocks February 23 rd, 2010 Sekhar Achanta,Tongyu Zhou.
Temple University Investment Association CenterPoint Energy NYSE: CNP Leads: Ryne Dudley & Kyle Perkins Associate Analysts: Hinal Patel, Hicham Belkssir,
Chapter 14: Investing in Stocks and Bonds
Tyson Foods, Inc..
Check the Vital Signs. Why Invest? Possibility of high returns Learn about companies and the people and products behind them Share on companies and products.
Measuring Profitability James Dow For GBUS 600 Spring 2004.
Security Analysis. Learning Goals Analyzing shares based on Economic, Industry and Fundamental of the company Analyzing shares to determine WHAT shares.
Financial Analysis Macrovision Corporation An Overview of Financial Performance Presented November 30, 2006 by Radityo Ardi Nugraha and Chenchen (Carl)
Analyst: Ryan Youngstrand Saturday, September 5, 2009.
LAP: QS-042 Objectives Describe fundamental analysis. Discuss measures used in fundamental analysis.
3-0 Ratio Analysis 3.3 Ratios also allow for better comparison through time or between companies As we look at each ratio, ask yourself what the ratio.
Company LOGO Energy Conversion Devices Rebecca Chun-Ping Hsu Oct.18, 2005.
Sector Presentation Sector: Materials Brian Mandel Minh Le Ellis Krienik.
First Industrial Realty Trust, Inc. (FR) RCMP Presentation Kristoffer Inton.
Seminar: Timely Topics for Today’s Business World Mr. Bernstein Fundamental Analysis February 2013.
Information Technology Finance 724/824 SIM Class Christopher Moran Suresh Ramasubramanian Sean Ramsey.
How to Pick a Stock. It’s Important to Remember… There is no one formula for stock picking! It is more art than science! You should, however, do some.
Started from 1886  124 years Countries  200+ Beverages  Worldwide Empolyees  92,800 Servings everyday  1.5 billion Brand Value  $70.45 Billion.
Chapter 14: Investing in Stocks and Bonds. Objectives Describe stocks and bonds and how they are used by corporations and investors. Define everyday terms.
Outline: Profile & SWOT Analysis Profitability Growth Rate/ Financial Health Total Return & Stock Price Valuation Ratios Comparison with Annual report.
CHP 4 MARKET-BASED VALUATION: PRICE MULTIPLES. 1. INTRODUCTION Among the most familiar and widely used valuation tools are price multiples. Price multiples.
Chapter 14 EQUITY VALUATION How to Find Your Bearings.
Evaluating Companies. Research: Products Earnings Debt Performance Consider: PROFITABILITY GROWTH POTENTIAL VALUATION.
CHAPTER 12: INVESTING IN STOCKS AND BONDS
1 Consumer Staples Sector Mark Bauer and Joe Burch May 1, 2006.
Analysis of Financial Statements. Learning Objectives  Understand the purpose of financial statement analysis.  Perform a vertical analysis of a company’s.
DIRECT FOCUS, INC. Consumer Sector Jaci Barrett Arianne Obering Brian Price Mary Whitehouse John Wilson.
GI Beginners’ Series: Class III November 30, 2007.
Peter Clowes and Andrew Corwin
McGraw-Hill/Irwin Copyright © 2013 by The McGraw-Hill Companies, Inc. All rights reserved. Financial Statements Analysis Chapter 3.
Portfolio Managers: Honglu Liu Min Min Chen Rafi Qi He Presented April 17, /14/2015.
Costco Wholesale Corporation (Costco). Company Overview Industry: Discount Retailers Target Market: Small business owners & 100k earners 417 Warehouse.
Nucor Corporation BUY Packet 1. Overview Exchange: NYSE Sector: Industrial Materials Industry: Steel PEG Ratio: 0.70 ROE (2yr): Current Price: $53.78.
Chapter 14 Industry Analysis. Why Do Industry Analysis? Help find profitable investment opportunities Part of the three-step, top-down plan for valuing.
Industry Analysis Shahadat Hosan Faculty, MBA Program Stamford University Bangladesh 15 June 2011.
NAIC Stock to Study for October 2005 Carnival Corp. Presented by: Ty Hughes NAIC DC Chapter October 11, 2005 © 2005, Ty Hughes. Creative Commons license.
1 BIG STUD Investment Club Inaugural Meeting 17 May 2009 International Power (IPR) Recommended Share.
INTERNAL ASSESSMENT FINANCE/ACCOUNTING
Analysis Example Financial Ratio
Analysis of Financial Statements
Financial Sector Report
Principles of Investing FIN 330
Sector Presentation: Consumer Discretionary
Oklahoma Securities Commission
Molson Coors (TAP): Overview Despite low single-digit volume decline (worldwide beer consumption down), current price reflects an overreaction.
Industrials-Stock Recommendations
Valuation: future growth and cash flows
CH4- In class exercise.
Profitability 7/17/2019 Technology Industries of Finland.
Bank Industry Study Jun 15, 2019.
Valuation: future growth and cash flows
Presentation transcript:

Jesse barone, dylan burtis, Tim griffin, anousha nikjouian

The man behind the beer

Competitive advantage Freshest Beer Program Corporate Citizen Wide range of Beer Portfolio

39

Boston Beer Vs. Beverages-Brewers Industry

Percent change in Performance Growth Boston Beer Annual Data 2002-2011 Sales 42 % ↑ Earnings Per Share (EPS) 10.8 %↑ Return on Equity (ROE) 31.3 %↑ Net Income 12.9 %↑ Book Value/Share 34.6 %↑

Growth Forecast 24.1x 23.5x 1.86x 2.5% 25.0% 22.3x 22.2x 0.0x 11.4% Name P/E (TTM) P/E (Fwd 12 Mo.) PEG 1 Year EPS Growth Rate Next 3-5 yrs EPS Growth Rate SAM 24.1x 23.5x 1.86x 2.5% 25.0% Brewers Industry 22.3x 22.2x 0.0x 11.4% 19.3% Consumer Defensive Sector 19.5x 17.7x -0.01x 26.6% 6.7% S&P 500 19.1x 16.0x -0.38x 10.6% 5.4%

Go For IT Brand Equity Innovation Small Company – Potential Growth