United Airlines Financial Case Study

1. Company Profile
• Write a brief profile of the company you are assigned to including a description of their products or services and the markets they compete.
• Summary of their stock performance in the last quarter versus the market and closest competitors.

2. Financial Analysis
• The financial analysis should include, but not be limited to, the preparation of the latest 3-year financial statements (Income Statement, Balance Sheet and Cash Flow Statement) including the Last Twelve Months (LTM).
• Provide an explanation of the results year-over-year including ratio and trend analysis.

3. Projections & Valuations
• Projections and Valuation Analysis for your assigned public company using Excel. The valuation analysis should calculate the assigned companies Enterprise Value using the following 3 methods of valuation:
o Method #1 (current stock price to calculate the EV)
o Method #4 (based current trading peer comparable)
o Method #6 (DCF Analysis)
• In addition to the analysis you need to provide a page or two of discussions on your analysis including the assumptions you used for driving revenues and expenses.
• Discussions on the results on your various methods of valuation and recommend if someone should buy, hold, or sell the stock.

4. Technical Analysis
• Analyze the stock performance against the market (S&P 500) generating beta coefficient and other standard deviation results using Excel’s regression analysis or calculated manually.