Pitch Template Mutual Fund

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Mutual Fund Research / [ Company ] / [Pitchers ] Stock Data $/€/£ Company Peer 1 Peer 2 Peer 3 Last Price 52 week high / low All-time high/low Market Cap Dividend Yield Return on Equity Return on Assets Beta/Correlation Company Peer 1 Peer 2 Peer 3 MF-portfolio S&P500 S&P Europe 350 MSCI World Emerging Markets Company Description Delete Box and insert Company Logo Stock Chart for relevant time frame Recent News Facts Latest FY results Latest Quarterly results Outlook Industry / Peer comments

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Transcript of Pitch Template Mutual Fund

Page 1: Pitch Template Mutual Fund

Mutual Fund Research / [ Company ] / [Pitchers ]

Stock Data $/€/£ Company Peer 1 Peer 2 Peer 3

Last Price

52 week high / low

All-time high/low

Market Cap

Dividend Yield

Return on Equity

Return on Assets

Beta/Correlation Company Peer 1 Peer 2 Peer 3

MF-portfolio

S&P500

S&P Europe 350

MSCI World

Emerging Markets

Company Description Delete Box and insert

Company Logo

Stock Chart for relevant time frame Recent News Facts

Latest FY results Latest Quarterly results Outlook Industry / Peer comments

Page 2: Pitch Template Mutual Fund

Mutual Fund Research / [ Company ] / [Pitchers ]

P&L Company Peer 1 Peer 2 Peer 3

Revenues (Growth)

FY2014E

FY2013

FY2012

5-Year Revenue CAGR

Gross Margin (%)

FY2014E

FY2013

FY2012

EBITDA (Growth)

FY2014E

FY2013

FY2012

EBITDA Margin

FY2014E

FY2013

FY2012

EPS (Growth)

FY2014E

FY2013

FY2012

Profit Margin

FY2014E

FY2013

FY2012

Valuation Company Peer 1 Peer 2 Peer 3

EV/EBITDA

FY2014E

FY2013

FY2012

P/E

FY2014E

FY2013

FY2012

EV/Sales

FY2014E

FY2013

FY2012

Price / Book

Forward P/E

Leverage Company Peer 1 Peer 2 Peer 3

Debt / Equity

Quick Ratio

Current Ratio