Scribd Logo
Upload

Welcome to Scribd!

  • 13 views

    Fundamental Analysis Performa

    Uploaded by

    Sukhmander Singh
    This document outlines an 18-point factor-based fundamental analysis of a company. It analyzes metrics such as sector performance, market capitalization, earnings per share, price-to-earnings ratio, sales, profits, reserves, debt, share capital, promoter holdings, book value, margins, ratios, other income, peer comparison, equity, liquidity, and chart performance. The analysis results in categorizing the company as bad, okay, good, or very good.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content

    You might also like

    Fundamental Analysis Performa

    Uploaded by

    Sukhmander Singh
    13 views6 pages
    This document outlines an 18-point factor-based fundamental analysis of a company. It analyzes metrics such as sector performance, market capitalization, earnings per share, price-to-earnings ratio, sales, profits, reserves, debt, share capital, promoter holdings, book value, margins, ratios, other income, peer comparison, equity, liquidity, and chart performance. The analysis results in categorizing the company as bad, okay, good, or very good.

    Original Description:

    Copyright

    © © All Rights Reserved

    Available Formats

    XLSX, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    Report this Document
    This document outlines an 18-point factor-based fundamental analysis of a company. It analyzes metrics such as sector performance, market capitalization, earnings per share, price-to-earnings ratio, sales, profits, reserves, debt, share capital, promoter holdings, book value, margins, ratios, other income, peer comparison, equity, liquidity, and chart performance. The analysis results in categorizing the company as bad, okay, good, or very good.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    13 views6 pages

    Fundamental Analysis Performa

    Uploaded by

    Sukhmander Singh
    This document outlines an 18-point factor-based fundamental analysis of a company. It analyzes metrics such as sector performance, market capitalization, earnings per share, price-to-earnings ratio, sales, profits, reserves, debt, share capital, promoter holdings, book value, margins, ratios, other income, peer comparison, equity, liquidity, and chart performance. The analysis results in categorizing the company as bad, okay, good, or very good.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    of 6

    FACTOR BASED FUNDAMENTAL ANALYSIS OF A COMPANY

    Date
    -
    NAME OF COMPANY
    -
    EVALUATION RESULT
    -
    CATEGORY (BAD, OKAY, GOOD, V. GOOD)
    -
    CURRENT MARKET PRICE

    Sr. no. PARTICULARS UNDER ANALYSIS DATA ANALYSIS

    SECTOR PERFORMANCE AND


    1 BUSINESS MODEL

    2 MARKET CAP

    3 EPS

    4 PE RATIO

    5 TOP LINE GROSS SALES/ REVENUE

    BOTTOM LINE / PROFIT


    6
    (NET EARNING/ NET
    PROFIT/ OPERATING PROFIT)

    7 RESERVES

    8 DEBT

    9 SHARE CAPITAL

    10 PROMOTERS HOLDINGS

    11 PROMOTORS HOLDINGS PLEDGING

    12 BOOK VALUE

    13 MARGIN / RATIOS

    OPERATING PROFIT MARGIN

    CURRENT RATIO

    DEBT TO EQUITY RATIO


    ROCE
    ( RETURN ON CAPITAL EMPLOYED)

    ROE ( RETURN ON EQUITY)

    14 OTHER INCOME

    15 PEER COMPARISON

    EQUITY/ RESERVE & SURPLUS-


    16 LIKE IF 1 RS. OF CAPITAL RESERVE IS
    30, IT MEANS WITH 1 RS. OF INVESTMENT,
    ONE EARNED RS. 30

    17 LIQUIDITY OF SHARES
    18 CHART PERFORMANCE
    FACTOR BASED FUNDAMENTAL ANALYSIS OF A COMPANY
    Date
    -
    NAME OF COMPANY
    -
    EVALUATION RESULT
    -
    CATEGORY (BAD, OKAY, GOOD, V. GOOD)
    -
    CURRENT MARKET PRICE

    Sr. no. PARTICULARS UNDER ANALYSIS DATA

    SECTOR PERFORMANCE AND


    1 BUSINESS MODEL

    2 MARKET CAP

    3 EPS

    4 PE RATIO

    5 TOP LINE GROSS SALES/ REVENUE

    BOTTOM LINE / PROFIT


    6
    (NET EARNING/ NET
    PROFIT/ OPERATING PROFIT)

    7 RESERVES

    8 DEBT

    9 SHARE CAPITAL

    10 PROMOTERS HOLDINGS

    11 PROMOTORS HOLDINGS PLEDGING

    12 BOOK VALUE

    13 MARGIN / RATIOS

    OPERATING PROFIT MARGIN


    CURRENT RATIO

    DEBT TO EQUITY RATIO


    ROCE
    ( RETURN ON CAPITAL EMPLOYED)

    ROE ( RETURN ON EQUITY)

    14 OTHER INCOME

    15 PEER COMPARISON

    EQUITY/ RESERVE & SURPLUS-


    16 LIKE IF 1 RS. OF CAPITAL RESERVE IS
    30, IT MEANS WITH 1 RS. OF INVESTMENT,
    ONE EARNED RS. 30

    17 LIQUIDITY OF SHARES

    18 CHART PERFORMANCE
    MENTAL ANALYSIS OF A COMPANY

    ANALYSIS

    You might also like