Investment Report (Equity Research)
Student should be able to perform the procedure of creating an Investment Report (Equity Research) and Financial Model (Equity Valuation) for FedEx company as they assume the role of a research analyst at investment banks. Students will follow the CFA challenge format for the paper and financial model.
Refer to the performance of the Past Champion at the CFA ChallengeLinks to an external site.
Must be the same company for the Investment Report (Word) and Financial Model (Excel)
Word Requirements.
1. Executive Summary
2. Business Overview, Corporate Governance, and ESR & DEIB
3. Economy & Industry Overview and Competitive Positioning.
4. Investment Summary & Valuation
5. Financial Analysis
6. Investment Risks
7. Appendices
Excel Requirements.
Must submit the Financial Model in an Excel template. (You can use any Excel template).
Evidence of supporting work and data for the Word part and minimum requirements to include as follows.
1. Forecasted Financial Statements (B/S, I/S, CF/S, including at least five past years and at least five forecasted years)
2. Valuation (DCF) model with assumption tables
3. Cost of Capital (Discount rates) with assumption tables
4. Multiple (Relative methods) tables
5. Main financial ratios
6. Other working evidence to support the Word part
Investment Report (Equity Research)
Student should be able to perform the procedure of creating an Investment Report (Equity Research) and Financial Model (Equity Valuation) for FedEx company as they assume the role of a research analyst at investment banks. Students will follow the CFA challenge format for the paper and financial model.
Refer to the performance of the Past Champion at the CFA ChallengeLinks to an external site.
Must be the same company for the Investment Report (Word) and Financial Model (Excel)
Word Requirements.
1. Executive Summary
2. Business Overview, Corporate Governance, and ESR & DEIB
3. Economy & Industry Overview and Competitive Positioning.
4. Investment Summary & Valuation
5. Financial Analysis
6. Investment Risks
7. Appendices
Excel Requirements.
Must submit the Financial Model in an Excel template. (You can use any Excel template).
Evidence of supporting work and data for the Word part and minimum requirements to include as follows.
1. Forecasted Financial Statements (B/S, I/S, CF/S, including at least five past years and at least five forecasted years)
2. Valuation (DCF) model with assumption tables
3. Cost of Capital (Discount rates) with assumption tables
4. Multiple (Relative methods) tables
5. Main financial ratios
6. Other working evidence to support the Word part
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