Company: Under Armour Inc. (Ticker UA)
You are the banker or financial advisor for the company’s board. Your presentation of the strategic review and valuation of business should include your conclusion of whether you think it’s a fairly valued stock in the context of its financials and strategic positioning. Should the board consider a sale? Is it inexpensive, just fairly valued and suggest continue on current independent path?
1. Perform a strategic review of the company. Discuss its Strengths, Weaknesses, Opportunities and Threats. (For example – these may range from financial advantages e.g. lower cost production, pricing power to qualitative advantages – market leader, stronger brand.) Understand and discuss the competitive environment and how the business is positioned in that competitive landscape and in the current economic landscape. Michael Porter’s Five Forces structure may also help here.
Suggested Sources of Information
Company’s website –investor relations section where investor presentations, transcripts and webcasts of management discussing the business and environment can be found.
Potential Sources of Information: Company SEC filings – companies discuss their competitors in their annual filings. There is always a Management Discussion & Analysis section of the financials where management discusses the business environment and how the business is doing in that context.
Analyst reports, Morningstar.com, ThomsonOne, Bloomberg, Factset, Yahoo finance, Compustat
You are the banker or financial advisor for the company’s board. Your presentation of the strategic review and valuation of business should include your conclusion of whether you think it’s a fairly valued stock