Presentations should focus on:
Comparing and contrasting balance sheets and income statements. – Yu-Chen
Identifying firms’ relative strengths and weaknesses using tools such as (but not limited to) Dupont analysis (for ROA & ROE).
Dunkin: Roshan
Starbucks: (I AM DOING THIS PART)
Calculating for each firm their respective Weighted Average Cost of Capital. – Jumana
Starbucks: https://www.gurufocus.com/term/wacc/SBUX/WACC-Percentage/SBUX#:~:text=Starbucks(NASSBUX)WACC&text=Asoftoday(202211,usingTTMincomestatementdata).
https://finance.yahoo.com/quote/SBUX/financials?p=SBUX
Dunkin:
https://www.investing.com/equities/dunkin-brands-group-income-statement
Relative stock performance can be a result of a number of different drivers. Some examples are:
Strength of management/better run company: Jumana (managment functions for both
Better product pipeline: Roshan -https://www.mckinsey.com/capabilities/operations/our-insights/six-ways-to-refresh-your-product-pipeline
A company’s stock has been oversold (stock price beaten down to an extreme), and a bounce back will drive outperformance. – Andrew
Change in government policy or customer tastes. – Vannesa
However, your analysis should focus almost exclusively on the concepts and tools learned during the semester in class. In the event that your preferred company choice of the two has weaker financial statement metrics than the other company, explain why you feel that is so. But again, the primary exercise here is to use the tools you have learned.