COMPANY ANALYSIS
PROJECT
JOE L Y, N ATHANIEL B E AM, S H IELA B AL DOZ
A C COUNTING 6 3 01.783
T ABLE OF CONTENTS
➢ Company Names
➢ Mission Statements
➢ Company Analysis 1 Winner per Team Member
➢ Company Analysis 2 Winner per Team Member
➢ Methodology Determining The Champion
➢ Key Statistics Information
➢ Finalist of Company Analysis 1
➢ Finalist of Company Analysis 2
➢ Qualitative Information
➢ Recommendations
➢ References
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COMPANY NAMES
➢ Shiela Baldoz:
➢ JP Morgan Chase (JPM)
➢ Procter & Gamble (PG)
➢ Nathaniel Beam:
➢ Destination XL (DXLG)
➢ The Hershey Company (HSY)
➢ Joe Ly:
➢ Tencent (TME)
➢ Hyundai (HYMTF)
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MISSION STATEMENTS
SEMI FINAL WINNERS 1
Tencent (TME) “Improve the quality of life through internet value-added services.”
Destination XL (DXLG) “To Empower the Big + Tall Man to Look Good + Feel Good”
JP Morgan Chase (JPM) “Our Mission is to enable more people to contribute to and
share in the rewards of a growing economy.”
SEMI FINAL WINNERS 2
Hyundai (HYMTF) “Our goal is to be the best we can be as an: automobile company, a
global corporate citizen, and human beings.”
The Hershey Company (HSY) “For more than 125 years we’ve made moments of
goodness for people around the world.”
Procter & Gamble (PG) “Highest Grade Honest Weight. We provide branded products &
services of superior quality & value that improves the lives of the world's consumers,
now & for generations to come.”
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COMPANY ANALYSIS 1 WINNER
PER TEAM MEMBER
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COMPANY ANALYSIS 1
WINNER GRAPHS
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COMPANY ANALYSIS 2 WINNER
PER TEAM MEMBER
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COMPANY ANALYSIS 2
WINNER GRAPHS
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METHODOLOGY DETERMINING THE
CHAMPION WINNER
The final winner for each analysis will be determined based on
the following statistical information:
➢
Profit Margin – percentage of profit a company makes
relative to cost
➢
ROA – measures efficiency in making a profit from company
assets
➢
ROE – measures efficiency in making a profit from equity
financing
➢
Quarterly Earnings Growth – measures increase/decrease in
earnings from one quarter to another
➢
D/E ratio – measures company financial leverage
➢
Beta – measures the risk/volatility compared to the
overall market
➢
Book Value/Share - measures stockholders' equity relative to
the total shares outstanding
➢
Dividend Payout – amount paid to shareholders relative to
the company's net income
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COMPANY ANALYSIS 1 STATISTICAL INFORMATION
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COMPANY ANALYSIS 1 STATISTICAL INFORMATION
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COMPANY ANALYSIS 2 STATISTICAL INFORMATION
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COMPANY ANALYSIS 2 STATISTICAL INFORMATION
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FINALIST
COMPANY ANALYSIS 1: JP MORGAN CHASE
It was a unanimous decision to declare JP Morgan Chase as the winner for
Company Analysis 1 due to the following factors:
➢ Highest Profit Margin – 30.81% - JP Morgan Chase's relative earnings are
.3081 cents for every dollar of sales.
➢ Highest Book Value Per Share – 90.29 - The company has the highest
value (equity), translating to having the best financial standing
➢ Highest Dividend Payout Ratio – 33.09% - Shareholders are paid 33.09%
of the company’s total Net Income
➢ Beta – 1.11 - Although Tencent Music has a lower Beta compared to JP
Morgan Chase, Tencent has a lower Profit Margin and Book Value per
Share compared to JP Morgan Chase. Moreover, lacking fiscal posted
information regarding Tencent’s Dividend Payout Ratio, a vital proponent
from an investor’s standpoint.
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FINALIST
COMPANY ANALYSIS 2: PROCTER AND GAMBLE
2 out of the 3 team members voted for Procter and Gamble as the winner for Company Analysis
2, and 1 voted for The Hershey Company.
➢ Highest Profit Margin – 17.79% - Procter and Gamble relative earnings are .1779 cents for
every dollar of sales.
➢ Lowest Debt to Equity Ratio – 77.99 – Procter and Gamble has the lowest financial leverage
(Debt); whereas the Hershey Company has the highest financial leverage (169.11)
➢ Book Value Per Share – 18.49 - Procter and Gamble comes in 2nd place with regards to
Book Value per Share (Hyundai having the highest). However, Hyundai has the lowest Profit
Margin, higher Debt to Equity ratio, highest volatility (Beta), and lowest Dividend Payout
ratio.
➢ Highest Dividend Payout Ratio – 63.33% - Shareholders are paid 63.33% of the company’s
total Net Income.
➢ Beta – 0.4 - Procter and Gamble comes in 2nd place when it comes to volatility, with Hershey
Company having the lowest (0.03 difference). Based on the remaining data however,
Hershey only pays its shareholders 48.81% of its Net Income. Hershey’s Book Value per
Share is lower compared to Procter and Gamble, and its Quarterly Earnings Growth is the
lowest (-10.20%) among the 3.
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QUALITATIVE INFORMATION
CHAMPION QUALIFIER 1
JP Morgan Chase (JPM) According to a Forbes article by David Trainer " The bestin-class bank has the balance sheet to survive the COVID driven economic crisis,
expanding market share as the economy recovers" (Trainer, 2020). JPM's
subjugation grants status as the largest bank in the US with a $3.31 trillion
balance sheet; maintaining breathtaking margins & dividend ratios to Investors &
Investees. Officially founded in 1871, JP's bank conglomerate is comprised of
"over 1200 predeceasing institution throughout history ".
CHAMPION QUALIFIER 2
Procter & Gamble (PG) According to a Barron's article by Emily Dattilo " stock
recovered from an early loss, edging higher after the consumer goods company
posted second quarter earnings, gross margins declined largely due to high costs
with net sales at $20.8 billion, with diluted earnings of $1.59 per share". PG
products encompasses many shelf brand hygiene & personal care brands like
Swiffer, Dawn, and Mr. Clean; seen in every major supermarket outlet globally.
Regardless of global influence, this corporation still suffered attributional losses
with cost expenditures and furloughs.
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RECOMMENDATION
CHAMPIONSHIP WINNER
Consolidating the metrics of our six semifinalists, we've collectively agreed
JP Morgan Chase (JPM) ranked top seed. With the highest Profit Margin and
Book Value, JPM generates continual interest regarding invest worthy
returns, still reporting substantial growth. Unlike competitor P&G. JPM has
inversely lower Dividend Payout Ratio, backed by a higher Net Income
overall. Any recommendation maintains credibility by data provided.
Accurate reporting is the key to success and upon further review; we
entrust our funds to financial powerhouse JP Morgan Chase.
Add a Footer
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REFERENCES
About Us. The Hershey Company. https://www.thehersheycompany.com/en_us/home/aboutus.html
About Us. Tencent. https://www.tencent.com/en-us/about.html#about-con-1
Trainer, D. (2020, June 11). Bank On The Best: JPMorgan Chase & Company. Forbes. https://www.forbes.com/sites/greatspeculations/2020/06/11/bank-on-the-best-jpmorgan-chase-company/?sh=e1c60da7cba7
Bournemouth Corporate Centre. JPMorgan. https://www.jpmorgan.com/solutions/cib/insights/bournemouth
P&G Blog. (2022, December 5). Doing the Right Thing: A Business Built on Trust. Procter & Gamble. https://us.pg.com/blogs/doing-the-right-thing-building-business-on-trust/
Our Core Values. HyundaiUSA. https://www.hyundaiusa.com/us/en/careers/core-values
DXL Group. Our Story. DXL Careers. https://careers.dxl.com/our-story
Dattilo, E. (2023, January 19). P&G Earnings Hit By Higher Costs. ‘Strength in Innovation’ May Help Demand. Barron's. https://www.barrons.com/articles/procter-gamble-earnings-stock-p-gsales-costs-51674076313
https://finance.yahoo.com/quote/DXLG?p=DXLG&.tsrc=fin-srch
https://finance.yahoo.com/quote/HSY?p=HSY&.tsrc=fin-srch
https://finance.yahoo.com/quote/HYMTF?p=HYMTF&.tsrc=fin-srch
https://finance.yahoo.com/quote/JPM?p=JPM&.tsrc=fin-srch
https://finance.yahoo.com/quote/PG?p=PG&.tsrc=fin-srch
https://finance.yahoo.com/quote/TME?p=TME&.tsrc=fin-srch
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THANK YOU
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