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1. Pass / Fail
Yes! Kohls is among the most popular retail stores in the U.S. today. They give great deals and save you
money, which gives them a competitive advantage.
2. Pass / Fail
Yes! By buying clothes at Kohls, you actually save moneyyou can also get Kohls Cash and
discounts every time you buy, which makes customers come back to shop.
3. Pass / Fail
No, Kohls is a huge store and will still be here in 20 years because no matter how much style changes,
the store can keep up with the latest trends.
4. What is the companys per share earning history and growth rate?
(Finding Information on morningstar.com)
EPS (Earnings Per Share) --- Type Ticker Symbol in Get QuoteKey Ratios
Year
EPS
2006
2.43
2007
3.31
2008
3.39
2009
2.89
2010
3.23
2011
3.65
2012
4.30
2013
4.17
2014
4.05
2015
4.24
4. Pass / Fail
2006
15.4
1
2007
2008
2009
2010
2011
2012
2013
19.18
18.52
13.78
13.58
13.96
15.98
15.71
2014
14.7
8
2015
14.49
5. Pass / Fail
___867,000,000____ = ____3.22___________
Long term debt should not be more than five times current net earnings
(Finding Information on morningstar.com)
Long Term Debt ---Financials - Balance Sheet --- (Click Annual tab at top; Look at current
year)
Total Net Income ---Financials - Income Statement (Click Annual tab at top; Look at
current year)
7. Is the company free to raise prices with inflation?
7. Pass / Fail
If the price of the product has risen on an average of at least 4% a year over the last twenty years, then
you can bet the farm that its the kind of business that can raise prices along with inflation.
8. Are large capital expenditures required to update plant and equipment?
(Does the product/service require expensive changes or upgrades?)
8. Pass / Fail
Price Analysis
9. Is the companys stock price suffering from a market panic, a business recession, or an individual
calamity that is curable?
9. Pass / Fail
10. Use this formula to determine if the business is undervalued, fair valued, or overvalued.
P/E Ratio (Price / Earnings) / 5-Year Annual Avg. of Net Income =
_____11.9_____
___13_______
____.9153______
0 1 = Company is undervalued
10. Undervalued/Fair value/Overvalued
1 2 = Company is fair valued
2 3 = Company if overvalued
(Finding Information on money.msn.com/)
P/E Ratio --- Valuation Price/Earnings (1st Column)
Net Income 5 Year Average ---Valuation Price/Earnings (4th Column)
Business Scorecard:
#1
#2
#3
#4
#5
Competitiv
e
Advantage
Understan
d
Business
Product/Servic
e
Obsolete in
20 years
Earnings
Per Share
(EPS)
Return
on
Equity
(ROE)
#6
#7
#8
#9
#10
Debt
Free to
Raise
Prices
Large
Cap. Exp
Needed
On Sale
Valuation
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Pass
Undervalue
d
Fair valued
Fail
Fail
Fail
Fail
Fail
Fail
Fail
Fail
Fail
Overvalued