It may look like a lot of work, but its very very simple! For this case, you will determine whether McDonald's is overvalued, undervalued or fairly priced using Intrinsic Valuation techniques. So you...

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It may look like a lot of work, but its very very simple!
For this case, you will determine whether McDonald's is overvalued, undervalued or fairly priced using Intrinsic Valuation techniques. So you need to write a memo. Then you will come up with a recommendation given both the Relative Valuation Models and the Intrinsic Valuation models I have built.
Spreadsheet: use the spreadsheet I sent in, I built these models, I put all the information you will need for McDonald's, there is a summary table in the last tab.
There are 13 models.
I will also attach a memo template.
Purpose: Write 2 or 3 sentences to describe the purpose of the memo.


Intrinsic Valuation Models: Describe models, inputs, augmented dividend and FCFE. (About 10 sentences.)


FOR UP TO 15 EXTRA POINTS. Discuss why it may not be realistic to assume the augmented dividend will be paid every year and grow at the constant rate forever. Design and describe an alternative model with more realistic assumptions.


Results: Insert the Summary table from the excel model. Summarize the results of the model. (About 5 sentences.) (I have created this table for you)


Recommendation: Consider your findings from the relative valuation model and the results from the Intrinsic model together. Do you recommend that investors Buy, Short or Hold the stock. Back up your recommendation with at least 3 data points. (About 6 sentences.) -Majority of the findings are short because McDonald’s has a negative growth rate, or the growth rate is too minimal and therefore not worth it’s share price. if you need more background info let me know but i think thats more than enough
Answered Same DayApr 26, 2021

Answer To: It may look like a lot of work, but its very very simple! For this case, you will determine whether...

Shakeel answered on Apr 27 2021
157 Votes
Purpose of the memo
The purpose of the stock analysis of McDonald’s is to analyze the company’s financial position through ratio analysis and stock
valuation by various valuation techniques. Investors should know the financial position of the firm so he may ensure his long term capital gain. Stock valuation would let him know when he should invest in stock and/or what position he should make on stock.
Describing models
There are several methods of stock valuation like Dividend growth model, FCFE model, CAPM model, Fama French Model etc. Here mainly Dividend growth model with its subtypes and FCFE model are used.
These models need some inputs like dividend payments, number of years of holding stocks, discount rate, growth rate, expected FCFE etc. Apart from it, certain assumptions are there on which such models work. Therefore, the financial statements of McDonald’s are used to get some inputs. Analyst estimates are also helpful in estimating other variables like growth rate, dividend payment pattern etc that are generally not found in financial statements. Appropriate calculation of discount rate is also very crucial for such models. Thus, discount rate can be estimated by using CAPM model, FAMA French model or any other model that yield reasonable result. FCFE is easily found with the help of financial statement. As far as augmented dividends are concerned, financial report proves to be helpful or any other relevant source where we can get the information of...
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