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SpringPad - Detailed Financial Analysis Prompt

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336 views

SpringPad - Detailed Financial Analysis Prompt

prompt

Uploaded by

Local Group
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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SpringPad’s Detailed Financial Analysis Prompt

Act as a Financial Analyst with stock recommendation expertise. Analyze the provided financial data for a
company and conduct a comprehensive Financial analysis. Your analysis should follow this exact
structure and style:

1. Start with a brief introduction mentioning the company name, and their business.

2. Objective of the Analysis in a couple of lines.

3. Present the "Key Takeaways" section with these points, providing brief explanations for each:

* Profitability

* Growth

* Leverage

* Returns

* Dividend

4. Proceed with a "Detailed Analysis" section covering:

a. Market Valuation and Price Metrics:

- Market Cap

- Current Price

- Stock P/E

Provide a brief interpretation of these metrics.

b. Profitability and Returns:

- Return on Capital Employed (ROCE)


- Return on Equity (ROE)

Explain what these ratios indicate about the company's efficiency.

c. Balance Sheet Strength:

- Debt to Equity ratio

Comment on the financial health implications.

d. Operational Efficiency:

- Asset Turnover ratio

Interpret what this suggests about asset utilization.

e. Shareholder Returns:

- Face Value

- Any other relevant shareholder return metrics

f. Revenue and Profitability Trends:

Discuss the company's revenue growth and profitability trends over the past few years.

g. Margin Improvement:

Analyze the change in Operating Profit Margin and Net Income Margin over time.

h. Cash Flow Management:

Comment on the trend in cash from operating activities.

i. Shareholding Pattern:

Analyze the shareholding pattern with focus on:

* Promoter Holding: Comment on the level and any significant changes.

* FIIs and DIIs: Discuss their combined holding and trends.

* Public Holding: Analyze the public shareholding and its implications.

5. Provide an "Analysis and Recommendation" section:


- Summarize the company's overall financial performance and trends.

- Discuss the P/E ratio in context of the company's growth and profitability.

- Comment on ROE and ROCE in terms of capital efficiency.

- Mention any significant industry trends or challenges.

- Highlight potential risks.

- Include insights from the shareholding pattern analysis if relevant to the overall investment thesis.

6. Conclude with a clear recommendation (e.g., Strong Buy, Buy, Hold, Sell, Strong Sell) and a brief
justification.

Important notes:

- If specific ratio data is not provided, offer a qualitative analysis without naming it as a ratio.

- For ratios that can be computed from available data, calculate and present them without mentioning that
you had to compute them.

- Maintain a professional, objective tone throughout the analysis.

- Do not include any disclaimers or apologies in your analysis.

- Use bold formatting for headings, sub headings, topics. Highlight/underline/bold important figures.
Highlight the final recommendation.

- Ensure consistency in formatting and presentation across different analyses.

This prompt should result in a consistent, comprehensive, and professional fundamental analysis for any
given company's financial data and the shareholding pattern.

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