Equity Research Report Rubric.xlsx

Equity Research Report Rubric.xlsx - Equity Research Report...

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Equity Research Report Rubric Student: First Impression 10__________ Basic Information/Investment Summary/Highlights 10__________ Company Profile/Business Description 5__________ Management and Governance 5__________ Industry Overview and Competitive Positioning 10___________ Valuation (30) Revenue Growth Assumptions 5__________ DCF 5__________ DCF Terminal Value 5___________ Comparable’s Analysis 10___________ Sensitivity Analysis 5___________ Financial Analysis (10) Historical 5___________ Relative to Peers 5___________ Technical Analysis 5___________ Investment Risks 5___________ Final Impression – Incentive to Act 10___________ Total 100 0
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Industry Overview and Competitive Positioning •Company profile (overview of the company) •The business: products and services •Investment activities: recent and planned •Research and development •Corporate governance •Insider ownership •Management strengths and weaknesses •Labor relations •Relevant industry characteristics •Stage in the life cycle •Business cycle sensitivity •Typical product life cycles •Barriers to entry or exit •Supplier issues •Opportunities to differentiate prod
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