Assignment 3: This Is A Team Assignment For Each Team
This is A Team Assignment Each Team Will Turn In One C Assignment #3 – This is a Team assignment. Each team will turn in one copy and post on the Assignment #3 Discussion Board with the following heading: Your Country/Company – Financial Performance Purpose: This is why you are doing this assignment 1. This assignment will help you personalize this class for yourself and provide a future reference tool. 2. This assignment will also provide useful information about the expansion options in a major city of your chosen country. 3. This assignment will also provide useful information regarding the stock performance and capital structure of your chosen company. 4. Team assignment #3 is worth 2.5% of your course grade. Each team will turn in one printed copy and post on the appropriate threads on Assignment #3 Your Country-Your Company Blog. Replace the term “Your Chosen Company” with your company name throughout this document. Replace the term “Your Chosen Country” with your country name throughout this document. Process: This is how you will complete this assignment 1. In Assignment #1, your team provided executives at your organization with a summary chart of Ten Things to know about your chosen country. Your team listed the capital of your chosen country and the three largest cities in your chosen country. In Assignment #1, your team provided executives at your organization with a summary chart of Ten Things to know about your chosen country. In Assignment #2, your team looked at expansion and briefly reviewed the materials related to financial performance of the chosen country. 2. (29 points) Now that you have selected a publicly traded hospitality company, your mentor asks you to compare the financial figures for your chosen company to the financial figures that you gathered in Team Assignment #2. Please enter this information on the appropriate Excel worksheet in the Assign3Fig Excel workbook. Print out the sheets and include in the hard copy of this report. a. Overview (13 points) b. Trading Information and Beta (7 points) c. Comparisons (5 points) d. Comparisons Big (4 points) 3. (13 points) Competitors - Please ask me which competitors can be used. a. (7 points) Please complete the Competitors7 Excel worksheet in the Assign3Fig Excel workbook. b. (6 points) Based on the information that your team has included on the Competitors7 Excel worksheet: i. Did DRI outperform its competitors? 1. Please include a 50 to 80-word discussion of why or why not you believe DRI outperformed its competitors. ii. Did Your Chosen Company outperform its competitors? 1. Please include a 50 to 80-word discussion of why or why not you believe Your Chosen Company outperformed its competitors. iii. Did MAR outperform its competitors? 1. Please include a 50 to 80-word discussion of why or why not you believe MAR outperformed its competitors. Overview13 HRT 4740 Team Assignment #3 Financial Overview Information Fall 2019 Section Country? Section 2:30 PM 4:00 PM 5:30 PM Highlight the time of your section Name Darden Chosen Co. Marriott Sources Stock Symbol DRI MAR Traded on NYSE NASDAQ Chosen company web site Overview (5 pts) Darden Chosen Co. Marriott Employees Properties Chosen company information on Yahoo Finance Revenues Fiscal Year Ends Profitability & Management Effectiveness (4 pts) Darden Chosen Co. Marriott Profit Margin % Operating Margin % Chosen company information on Yahoo Finance Return on Assets % Return on Equity % Valuation Measures (4 pts) Darden Chosen Co. Marriott You will continue to work with the Statistics pages for each company Market Cap Classification (small, mid, or large) Forward P/E (fye-fiscal year end) PEG Ratio (5 year expected) Trading Beta 7 HRT 4740 Team Assignment #3 Financial Trading Information Fall 2019 Section Country? Section 2:30 PM 4:00 PM 5:30 PM Highlight the time of your section Name Darden Chosen Co. Marriott Sources Stock Symbol DRI MAR Traded on NYSE NASDAQ Chosen company web site Trading Information (4 pts) Darden Chosen Co. Marriott You will continue to work with the Statistics pages for each company 52 Week Change Chosen company web site S&P 500 52 Week Change The S&P 500 52 Week Change represents the change in the value of the S&P 500. This will be the same number for all three companies. Shares Outstanding % Held by Institutions Beta Information (3 pts) Darden Chosen Co. Marriott Look at the Summary page Beta Chosen company web site Date you looked up Beta Comparisons 5 HRT 4740 Team Assignment #3 Financial Comparisons Information Fall 2019 Country? Section 2:30 PM 4:00 PM 5:30 PM Highlight the time of your section DJIA 10/15/18 $ 25,250 ./15/19 $ 27,024.80 $ change $ 1,774.25 % change 7.03% NASDAQ 10/15/18 $ 7,430 ./15/19 $ 8,148.71 $ change $ 717.97 % change 9.66% S&P 500 10/15/18 $ 2,750 ./15/19 $ 2,995.68 $ change $ 244.89 % change 8.90% DRI 10/15/18 $ 103 ./15/19 $ 110.29 $ change $ 6.52 % change 6.28% MAR 10/15/18 $ 113 ./15/19 $ 121.11 $ change $ 7.23 % change 6.35% Your Company - Please complete and include link to the appropriate web page - 5 points Sample Brinker International - Ticker Symbol - EAT 1 point for the link plus one point for each of the four figures below: EAT 10/15/18 $ 33.34 sample 10/15/19 $ 45.47 sample $ change $ 12.13 sample % change 36.38% sample CompBig4 HRT 4740 - Sample Financial Statistics layout - Foodservice Statistics CAKE Comp1 Comp2 DRI Measures Profit Margin 6.11% 5.73% Profitability Operating Margin (ttm) 8.76% 9.32% Profitability Return on Assets N/A 7.80% Management Effectiveness Return on Equity N/A 18.45% Management Effectiveness Qtly Revenue Growth(yoy) 6.30% 3.20% Growth rate Qtly Earnings Growth(yoy) 32.10% N/A Growth rate Forward P/E 17..56 Valuation PEG Ratio (5 yr expected) 1..13 Valuation Price/Sales (ttm) 1..11 Valuation date of info. 10/30//30/16 You will need to update the figures and change the date. Source Yahoo Finance - Statistics page Name Web Link CAKE Comp1 Chosen competitor company web site Statistics page Comp2 Chosen competitor company web site Statistics page DRI As a reminder, if Yahoo Finance provides with you a figure of "N/A", please double check the other financial money sites: If all three sites (Yahoo, MSN, and Google) provide you with the figure of N/A, please indicate that you checked each site and the dates of your review of each web site. PresentLodging HRT 4740 - Sample Financial Statistics layout - Lodging Statistics IHG Comp1 Comp2 MAR Measures Profit Margin 61.12% 30.36% Profitability Operating Margin 39.51% 48.72% Profitability Return on Assets 13.85% 13.58% Management Effectiveness Return on Equity N/A N/A Management Effectiveness Qtly Revenue Growth(yoy) -8.40% 3.30% Growth rate Qtly Earnings Growth(yoy) -45.50% 2.90% Growth rate Forward P/E 17..53 Valuation PEG Ratio (5 yr expected) 2..18 Valuation Price/Sales (ttm) 4..93 Valuation date of info. 10/30//30/16 You will need to update the figures and change the date. Source Yahoo Finance - Key Statistics page Name Web Link IHG Comp1 Chosen competitor company web site Statistics page Comp2 Chosen competitor company web site Statistics page N/A