How long to make a company profile?
How long does it take you to compile a full slide company profile? Consisting of all the following:
- Logo
Business Overview:
- What the company does (service provided/product sold)
- Company strategy
- No. of employees and countries operated in
- Shareholders
- Key management
- Latest quarter revenues
- Newsrun for recent management changes, acquisitions or divestment, product launches...
Sales Split:
- Graph any possible revenue splits (by geography, product, sales channel..)
Product Portfolio OR Share price development:
- Pictures of products and their description (3 - 6) OR recent share price development (LTM)
Key Financials:
- Create table of financials plus multiples (Revenue, EBIT, EBITDA, NI, and their % growth/margin) plus (EV/EBITDA, P/E...)
It can take me over 90 minutes to complete what sounds like a pretty basic task. Although, often these are normally for small unlisted companies in industries I've had no exposure to.
My VP told me to produce 10 of these and have them done in 3 days.
Investment Banking: How to cut down on time spent on Company profiles
A company profile should take about 45 minutes If the company is private or the necessary information is spread around then it may take up to an hour. You can CapIQ to pull numbers for you instead of calculating them yourself. Avoid making a product portfolio and opt for share price development. Finally, you can skim a ER initiation report for a good overview of the company you profiling.
Key Takeaways
- Make templates for everything
- Use Cap IQ
- Present share price development vs product portfolio
- Skim ER initiation report
Recommended Reading
90 mins sounds a bit long. I'd aim for 45 mins +/- 15 mins a piece. You need to either find or make templates for everything - price/volume charts, sales pie charts, etc. so that you can just drop in the numbers and have everything ready to copy/paste If you're actually going through the SEC filings and calculating EBITDA and EV instead of using Capital IQ to pull everything for you, it'll take longer, but your numbers might actually be correct.
Always go for share price development over product portfolio. Most banks probably have a template from which you can pull the share price chart by simply typing in the ticker and adjusting a few cells. Product portfolio can be a huge pain in the ass and should be avoided at all times, especially with nitpicking superiors. Furthermore, at my bank the key financials table can be pulled by simply typing in the ticker of the company in the Comps template and then copy paste. All in all, it shouldn't take too long for public companies. Unlisted companies usually take longer. 90 minutes seems a bit long for public companies though.
Thanks for the response. Once you include time spent for translating all the foreign literature, I'm probably not too embarrassingly slow.
No longer than 30 mins.
If this is your first time, it's understandable to take longer.
Def agree that 90 minutes is too long. 30 minutes to an hour max depending on how much info is readily available about a company and whatnot.
An hour or so at the most.
Find some ER initiation on the companies; it'll cut down your reading a lot.
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