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Industrials Stock Presentation

Industrials Stock Presentation. By: Bhavik Khandhar , Tracy Marsolo & Matt Shubeck Featuring: Brandon Harlow (Utilities). Agenda. Recap of Sector Analysis Company Analysis Business Analysis Financial Analysis Valuation Analysis Recommendation Q & A. Recap.

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Industrials Stock Presentation

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  1. Industrials Stock Presentation By: BhavikKhandhar, Tracy Marsolo & Matt Shubeck Featuring: Brandon Harlow (Utilities)

  2. Agenda • Recap of Sector Analysis • Company Analysis • Business Analysis • Financial Analysis • Valuation Analysis • Recommendation • Q & A

  3. Recap • Increase Industrials by 150 BP to 10.94% of portfolio • Industrials are leaders in a recovery • We recommended buying from Industrial Conglomerates or Electrical Components

  4. Current Holdings General Electric 1.49% Osh Kosh Corporation 1.99% Shaw Group 4.40% Canada Pacific Railway 1.56% Total 9.44%

  5. Company Overview • Emerson is a diversified global manufacturing and technology company. • Emerson offers a wide range of products and services in the areas of process management, climate technologies, network power, storage solutions, professional tools, appliance solutions, motor technologies, and industrial automation • Company is recognized widely for their engineering capabilities and management excellence

  6. Emerson Electric Process Management Industrial Automation Network Power Climate Technologies Appliance and Tools

  7. Facts • Ranked No. 30 on the Information Week magazine's annual listing of the most innovative users of information technology in the United States. • Ranked among the country's 400 best of the biggest publicly traded companies & has been on the list for the past 8 years. • Ranked No. 2 in Institutional Investor Magazine’s America’s Most Shareholder-Friendly Companies in March 2009 • Increased dividends over the last 52 years

  8. Emerson Electric (EMR) Last Trade: 32.18 ETChange: 0.51 (1.52%) Prev Close:33.63 Open:33.33 1y Target Est:37.17 Day's Range:33.33 - 34.19 52wk Range:24.39 - 58.72 Volume:2,049,884 Avg Vol (3m):6,631,800 Market Cap:25.65B P/E (ttm):12.39 EPS (ttm):2.76 Div & Yield:1.32 (3.70%)

  9. Business Analysis

  10. Analysis Graphs

  11. Sub-Industry Performance Comparison

  12. Electrical Equipment vs. EMR

  13. Financial Analysis

  14. Return On Equity

  15. Return On Assets

  16. Current Ratio

  17. Debt/Equity Ratio

  18. Inventory Turnover

  19. Forward P/E Absolute

  20. Forward P/E Relative to Industry

  21. Absolute Forward P/E Electrical Components Median 17.6

  22. Absolute P/CF Median 15

  23. Sub-Industry Comaprison

  24. Electrical Components Herfindahl-Hirschman Index

  25. DuPont Analysis

  26. Valuation Average Target: 49.02 Current Price: 32.18 Upside: 52%

  27. Dividend Discount Model

  28. DCF

  29. Recommended Holdings • General Electric 1.49% • Osh Kosh Corporation 1.99% • Shaw Group 4.40% • Canada Pacific Railway 1.56% • Emerson Electric 1.50% • Total 10.94%

  30. Final Target

  31. Q & A

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