Maximize returns and minimize risk

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Reference no: EM133828643

Competency
Appraise organizational investments to maximize returns and minimize risk.

Student Success Criteria
View the grading rubric for this deliverable by selecting the "This item is graded with a rubric" link, which is located in the Details & Information pane.

Deliverable Preparation
During this course, students will conduct research on companies of their choosing, guided by the scenarios outlined in the deliverables. There are no pre-assigned firms for research purposes. Instead, students are encouraged to select companies that are relevant to the deliverable content. The information gathered about these firms should reflect real-time data and demonstrate real-life applications in alignment with the course material.

Case Scenario
As you settle into your new role, the projects become more challenging and intricate. Despite the increasing complexity, you are ready to take on any challenges that come your way and eagerly look forward to your next project. Complete your assignment now!

You are asked to collaborate with your firm's Chief Financial Officer (CFO) for your next project. The objective is to assess the market conditions and evaluate whether a strategic merger with one of your competitors would enhance the overall value of your firm's portfolio. The primary goal is to ascertain whether such an investment would maximize returns and minimize the portfolio risk.

Before meeting with your firm's CFO, you need to identify a suitable market competitor. This competitor will undergo thorough scrutiny to determine if its inclusion would contribute positively to your firm's existing portfolio. This project represents an exciting opportunity to explore strategic possibilities and enhance the company's position in the market.

Instructions
Using Microsoft Word, construct a comprehensive portfolio analysis addressing the following key points:

Success Factors of Current Investments:
Elaborate on how the existing investments have contributed to the notable success of your firm.
Portfolio Analysis:
Analyze your firm's portfolio, incorporating key metrics such as price-to-earnings ratio, dividend yield, and earnings per share (EPS).
Compare these values with the corresponding figures from the S&P 500, a primary stock market index.
Standalone Critique:
Critically evaluate your firm and its competitor as standalone entities. Consider stock price, earnings per share, net income, profit margins, beta value, profit or losses, and revenue in this analysis.

Reference no: EM133828643

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