Company Anaysis Checklist

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  • 7/29/2019 Company Anaysis Checklist

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    Strategic Management Project

    Company Overview Revenues (over the last 3-5 years)

    Growth over the last 3-5 years Market Capitalization (compare with the generalindex over the last 3-5 years)

    Business model (premium player, cost effectiveplayer etc) Industry Analysis (Refer to the list below this list)

    Segmental Presence Financial Analysis (Cost Structure, Profit margins,profitability etc) for the company and competitors

    Overall Market share and segment-wise market share Products or Services in each segment

    o New Products/Services launched in the last 3-5

    yearso Impact of the new product launches

    Competitive Analysis of each segment (Comparisonwith the competitors the parameters like Market share,a a growth, cost structure etc) SWOT both for the company and the competitors Strategic decisions taken in the past and their results(New products, New markets, M&As, Exits from anyparticular segment)

    Current strategies adopted by the company forfuture growth Past and current strategies adopted by keycompetitors and their impact Critical Analysis by the group on the past and currentstrategies (Where did they go right and where did theygo wrong).

    INDUSTRY ANALYSIS:-Industry Analysis Checklist

    Size of the industry

    Market Shares

    Growth rate over the past 3-5 years

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    Key Growth Drivers

    Segmental Analysiso What are the different segments?

    o Share of different segments

    o Past and the expected future segmental changes Specific terminologies and Key performance parameters

    for the industryo Ex: For Retail, key Formats, Sales per Square feet,

    merchandise mix, Rental costs, footfalls, conversion,ticket size, catchment etc

    o For IT, they will be Billing Rates, Utilization Rates,

    Employee costs, Verticals, Service lines, exportrevenues etc.

    Dynamics of the industry (on what basis the competition ishappening. Is it price, differentiation, costs etc)

    Critical success factors

    Regulations that affect the industry (if relevant)

    Imports and Exports (if relevant)

    Recent events : New entrants, new products, M&As,Bankruptcies, exits etc

    Analysis of Costs and profitabilityo Which are the Major costs

    o Margins and profitability Analysis of Top 3-5 players in the industry

    o Size

    o Growth over the last 3-5 years

    o Segmental presence

    o Market share in each segment (trend over the last 5

    years)o Financials Revenue, Profit, Market capitalization,

    P/E ratios.

    o Ratio Analysis (both operational and financial ratios)and the strategies behind them.

    o Segment wise SWOT

    o Product comparison of each players in different

    segmentso Segment-wise positioning

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    o Strategic decision taken in the past and their results

    (New products, New markets, M&As)

    Future Outlook