Company Name Ticker Instructions at bottom Average Median Brinker Bloomin' Brands Domino's Pizza Wendy's EAT-US BLMN-US DPZ-US WEN-US McDonald's MCD-US Shake Shack A SHAK-US Papa John's PZZA-US Cracker Barrel Old CBRL-US Jack in the Box JACK-US Yum! Brands YUM-US Chipotle CMG-US Darden Restaurants Restaurant Brands Intl Texas Roadhouse Cheesecake Factory Dennys DRI-US QSR-US TXRH-US CAKE-US DENN-US Your Worth Points Instructions: 1) Go to the Comps Report that we saw in FactSet in the 2/22 and 3/4 classes (accompanying videos posted) ... (Company/Security tab along the top, then "Overviews" in the left margin menu) 2) Make sure the Client-PE Report template is loaded 3) Start with Dennys, but then clear the list of companies, so that you can create an "industry" of the companies listed above... a broad group of restaurant firms. List them in the order you see above, please. 4) Run the report and generate the P/Es "as of LTM Yesterday"... Remember to tell me what "Yesterday's" date is for you, since you may not all do this on the same day!!! You do NOT have to copy the data into this spreadsheet ... you can do the work in the spreadsheet that downloads from FactSet, but make sure your answer to each question below is CLEARLY marked. 5) Identify the "majority EPS" type (see CISCO marketwatch news story discussion) for 4 of the companies on this list. 6) Identify the fiscal-year end month for every company on this list. Make sure you tell me the specific MONTH. 7) Looking at the FY1 P/E's, one company's P/E is clearly much higher than all of the others and belongs on a "High" list. Which company is it? 21 615 15 3 8) Remove the outlier company you identified in #7 from the report, so that the mean and median recalculate. Or, if you have already downloaded to Excel, calculate the averages of the P/E columns not including this company. Looking again at the FY1 P/E's, continue your list of companies which have markedly "High" FY1 P/E's relative to the average and peer values, and which have markedly "Low" FY1 P/E's relative to the average and peer values. The "markedly" means that the difference/gap should be at least 4 to 5x. That is, in P/E terms, 18.9 is not "low" relative to 19.3... they're practically the same. In P/E terms, 15.6 is not "high" relative to 14.0 since they are very close to each other. But, 18.7 would be high enough relative to a 13.8 to make it onto a "High" list. 9) Look now at the Actual P/E's, and create lists of companies which have markedly "High" Actual P/E's relative to the average and peer values, and which have markedly "Low" Actual P/E's relative to the average and peer values. 10) Compare the two lists... what differences do you see in your "High" lists, if any? What differences (if any) do you see in your two "Low" lists? 11) Take TWO of the following 5 companies and identify the 4 calendar quarters (month, year) AND the corresponding fiscal year quarters (Qx'yy) that are included in the EPS (Diluted) Actual LTM sum: Cracker Barrel, YUM!, Darden, Brinker, McDonalds 12) There are at least 4 companies on this list that own multiple restaurant chains that you likely have heard of. Identify two (2) of them, and name the chains. 10 10 10 5 12 8 90 0.0

Company Name Ticker Instructions at bottom Average Median Brinker Bloomin' Brands Domino's Pizza Wendy's EAT-US BLMN-US DPZ-US WEN-US McDonald's MCD-US Shake Shack A SHAK-US Papa John's PZZA-US Cracker Barrel Old CBRL-US Jack in the Box JACK-US Yum! Brands YUM-US Chipotle CMG-US Darden Restaurants Restaurant Brands Intl Texas Roadhouse Cheesecake Factory Dennys DRI-US QSR-US TXRH-US CAKE-US DENN-US Your Worth Points Instructions: 1) Go to the Comps Report that we saw in FactSet in the 2/22 and 3/4 classes (accompanying videos posted) ... (Company/Security tab along the top, then "Overviews" in the left margin menu) 2) Make sure the Client-PE Report template is loaded 3) Start with Dennys, but then clear the list of companies, so that you can create an "industry" of the companies listed above... a broad group of restaurant firms. List them in the order you see above, please. 4) Run the report and generate the P/Es "as of LTM Yesterday"... Remember to tell me what "Yesterday's" date is for you, since you may not all do this on the same day!!! You do NOT have to copy the data into this spreadsheet ... you can do the work in the spreadsheet that downloads from FactSet, but make sure your answer to each question below is CLEARLY marked. 5) Identify the "majority EPS" type (see CISCO marketwatch news story discussion) for 4 of the companies on this list. 6) Identify the fiscal-year end month for every company on this list. Make sure you tell me the specific MONTH. 7) Looking at the FY1 P/E's, one company's P/E is clearly much higher than all of the others and belongs on a "High" list. Which company is it? 21 615 15 3 8) Remove the outlier company you identified in #7 from the report, so that the mean and median recalculate. Or, if you have already downloaded to Excel, calculate the averages of the P/E columns not including this company. Looking again at the FY1 P/E's, continue your list of companies which have markedly "High" FY1 P/E's relative to the average and peer values, and which have markedly "Low" FY1 P/E's relative to the average and peer values. The "markedly" means that the difference/gap should be at least 4 to 5x. That is, in P/E terms, 18.9 is not "low" relative to 19.3... they're practically the same. In P/E terms, 15.6 is not "high" relative to 14.0 since they are very close to each other. But, 18.7 would be high enough relative to a 13.8 to make it onto a "High" list. 9) Look now at the Actual P/E's, and create lists of companies which have markedly "High" Actual P/E's relative to the average and peer values, and which have markedly "Low" Actual P/E's relative to the average and peer values. 10) Compare the two lists... what differences do you see in your "High" lists, if any? What differences (if any) do you see in your two "Low" lists? 11) Take TWO of the following 5 companies and identify the 4 calendar quarters (month, year) AND the corresponding fiscal year quarters (Qx'yy) that are included in the EPS (Diluted) Actual LTM sum: Cracker Barrel, YUM!, Darden, Brinker, McDonalds 12) There are at least 4 companies on this list that own multiple restaurant chains that you likely have heard of. Identify two (2) of them, and name the chains. 10 10 10 5 12 8 90 0.0

Essentials Of Investments

11th Edition

ISBN:9781260013924

Author:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.

Publisher:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.

Chapter1: Investments: Background And Issues

Section: Chapter Questions

Problem 1PS

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