Investment Analysis Matrix Worksheet
Assume as a member of an Investment Club it is your turn to recommend 3 companies to the group for possible investment and one additional company of your choice. From those listed below what would be your top 3 picks (in priority order), your team’s additional choice, and rationale for each.
Recent Price per Share Earnings per Share
(EPS) Price / Earnings Ratio (P/E) Dividends per Share Return on Equity (ROE) Book Value per Share Your Rank
Apple
Apollo Group
Exxon
FedEx
GE
Google
Merck
PNC
Southwest
Weis Market
Team Choice: