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Analyst Security Reports

Analyst Security Reports. gthorton13@gatech.edu rebelgt09@gmail.com @Ramblin_Rebel13. What is it?. Set of Excel sheets that calculate ratios and graphs based on user inputted values for the 3 financial statements. Why make it?. “Well, uh, here is the balance sheet. Numbers went up.”

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Analyst Security Reports

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  1. Analyst Security Reports gthorton13@gatech.edu rebelgt09@gmail.com @Ramblin_Rebel13

  2. What is it? • Set of Excel sheets that calculate ratios and graphs based on user inputted values for the 3 financial statements.

  3. Why make it? • “Well, uh, here is the balance sheet. Numbers went up.” • Requires analyst to better understand the company that they are presenting on. • Gives everyone a clearer idea of how a company or set of companies has doing financially over the past 4 periods. • One easy template that everyone can use. • Something else to hand recruiters.

  4. How to use it? • Insert appropriate values from Google Finance or Yahoo Finance. • Google Finance shows past 4 annual numbers, past 5 quarterly numbers

  5. Insert appropriate values from Google Finance or Yahoo Finance. • Google Finance shows past 4 annual numbers, past 5 quarterly numbers Only fill in boxes that are green AND the company description.

  6. Where to find them? • Dropbox shared folder called “GTSF Investments Committee” • “Analyst Security Reports” folder • “Excel Sheets” folder

  7. What will be updated and when? • Since Google Finance provides 5 periods of data for quarterly numbers and the reports are only set for 4 periods, I will be creating separate reports. A set for annual reports and a set for quarterly reports. [before Thanksgiving] • Adding a few more ratios to both sheets. [by Thanksgiving] • Adding in DCF capabilities. [over Christmas break]

  8. Want to see something else? • LET ME KNOW. • It has to be something that can be derived from the 3 financial statements or price. The less user input, the better. • This report was meant to be an easy learning tool that has an awesome impact when doing presentations.

  9. Questions? • gthorton13@gatech.edu • rebelgt09@gmail.com • @Ramblin_Rebel13

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