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Marco factors that may have long-term impacts on the whole industry

Select a stock

Stock is TESLA

1. Marco factors that may have long-term impacts on the whole industry, such as regulations; competition from other firms. You can find much useful info from the company’s annual report or quarterly report.

. Valuation analysis

  • List the following key variables for your stock in a table
  • Value and Value Added
  • Measuring Profitability
  • Measuring Efficiency
  • Analyzing the Return on Assets: The Du Pont System
  • Measuring Leverage
  • Measuring Liquidity
  • Calculating Sustainable Growth

Remember: Ratios are not very helpful by themselves: they need to be compared to something. You must do the following:

  • Time-Trend Analysis — to see how the firm’s performance is changing through time
  • Peer Group Analysis — compare to similar companies within industries or compare to industry averages

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