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Fundamental Analysis Assignment Guide

The assignment requires students to conduct a fundamental analysis of a publicly listed company, covering both qualitative and quantitative aspects, including company overview, management analysis, financial metrics, and industry trends. Students must provide a clear investment recommendation based on their findings, supported by data from the last five years. The final report is due between April 30 and May 4, 2025, with a presentation on May 6, 2025.

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16 views2 pages

Fundamental Analysis Assignment Guide

The assignment requires students to conduct a fundamental analysis of a publicly listed company, covering both qualitative and quantitative aspects, including company overview, management analysis, financial metrics, and industry trends. Students must provide a clear investment recommendation based on their findings, supported by data from the last five years. The final report is due between April 30 and May 4, 2025, with a presentation on May 6, 2025.

Uploaded by

kartiktripathi123456
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Assignment Title

Fundamental Analysis of a Publicly Listed Company

Objective:
To enable students to practically apply the concepts of fundamental analysis by evaluating a publicly traded
company's financial and non-financial indicators and making an investment recommendation based on their
findings.
Assignment Guidelines:
1. Company Selection:
• Each student must select one publicly listed company (e.g., from NSE/BSE).
2. Areas to Cover in the Analysis:
A. Company Overview
• Business model
• Product lines and services
• Competitive positioning
B. Qualitative Analysis
• Management Analysis: Key people, leadership experience
• Corporate Governance
• SWOT Analysis (Strengths, Weaknesses, Opportunities, Threats)
• ESG/CSR Initiatives (if applicable)
C. Quantitative Analysis (Core of the Assignment)
Financial Metric Details/Formula
Revenue Growth Year-on-year % increase
Net Profit Margin Net Profit / Revenue
EPS (Earnings Per Share) Net Profit / No. of Shares
P/E Ratio Market Price / EPS
ROE (Return on Equity) Net Income / Shareholder Equity
Debt to Equity Ratio Total Debt / Shareholder Equity
Current Ratio Current Assets / Current Liabilities
Free Cash Flow Cash from Operations - Capital Expenditure
➡ Use data from the last 5 years to analyze trends.
D. Industry & Macro Analysis
• Sectoral trends
• Economic indicators (GDP, inflation, interest rates)
• Government policies affecting the company
3. Valuation (Optional/Advanced Section):
• Use Intrinsic Valuation Models such as:
▪ Discounted Cash Flow (DCF)
▪ Relative valuation using P/E or EV/EBITDA
4. Price of share in the stock exchange
Market price of the share Last 5 years in BSE and NSE both.
5. Dividend Declaration
Last five year dividend declaration percentage (If any)
6. Stake of the Stakeholders:
a. Promoters
b. FII
c. DII
d. Others
6. Final Recommendation:
• Based on the analysis, provide a clear recommendation:
a. Buy
b. Hold
c. Sell
• Justify with both qualitative and quantitative findings
Suggested Sources for Data:
• Company annual reports
• Financial websites: Moneycontrol, [Link], Yahoo Finance, TickerTape, [Link]
• Business news portals: Economic Times, Livemint, Bloomberg
Submission Format:
• Report format (Word or PDF)
• Date of Submission: 30st April 2025 To 4th May 2025
• Date of Presentation: 6th May 2025
Learning Outcomes:
• Understand how to Analyze financial statements
• Link macro and microeconomic factors to stock valuation
• Gain confidence in making investment decisions
• Enhance research and analytical thinking skills

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