fundamental analysis
Post on 16-Nov-2014
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Fundamental analysis
Agenda
• Introduction to fundamental analysis.
• Quantitative analysis.
• Income statement metric.
• Qualitative analysis.
Introduction
• Revenue.
• Profit.
• Expenses.
• Intrinsic value.
Quantitative factors
• Revenue.
• Expenses.
• Assets.
• Liabilities.
The income statement
• profits = revenue - expenses
Balance sheet
• Assets.
• Liabilities.
• Equity.
Fundamental analysis tools
• Earnings per share-EPS.
EPS = Net Earnings / Outstanding Shares
• Price to earnings ratio-P/E.
P/E = Stock Price / EPS
Qualitative factors
• Management.
Qualitative factors
• Market share.
Qualitative factors
• Regulation and law.
Qualitative factors
• Business model.
• Customers.
• Competitive advantage.
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