Company Analysis – *UNIQA INSURANCE GROUP AG*
Your task is to pick an Austrian company which is listed at the Austrian Traded Index ATX https://www.wienerborse.at/en/market-data/shares-others/primemarket/?c1087-sort=diff and make a company valuation
Therefore, the following needs to be done:
• Decide for one Austrian listed company, I choose UNIQA INSURANCE GROUP AG
• Find the latest annual report or (2021) on the company website and find additional information from other sources (yahoo, Bloomberg etc)
–o First part; describe the company
Strategy and History
Past M&A (M&A History, who did they acquire or merge with and why)
USP (what products and/or services do they offer)
Industry and competition (biggest rivals)
… + whatever you feel is necessary in order to have a complete picture of your company
o Second part; Was your company affected by coronavirus pandemic?
• Why? How? And what do they do against it?
• Was there a drop/rise in the share price?
o Compare their recent share price with the share price at the
end of 2019, today and at the end of March 2020
o Was there a significant movement and can you explain why
there was a certain movement in the share price
o Interpret your findings
• Calculate the market capitalization for the end of 2019 end of March 2020 and now (use the links on moodle “shares outstanding and yahoo finance)
o Interpret your results
• Do you find any additional information on how the company will
“survive” or benefit from the ongoing economic crisis?
o What do you suggest to the CEO he should do?
o Third part Company Valuation
Use last Annual Report to obtain your figures
• EBITDA
• EBIT
• Total cash + cash equivalents
• Total amount of debt (total liabilities)
• Get multiples form the “vebitdaEurope” uploaded
o Select the appropriate industry!
• Calculate the Enterprise Value using the EV/EBITDA
EBITDA or EBIT
X Multiple =Enterprise Value -net debt
=Equity Value
• Calculate the Enterprise Value using the EV/EBIT o and interpret your results
o find a competitor in the same industry, value the competitor also with multiples, and review the company value results
o Conclusion (4th part) of your company analysis:
What do you think about the performance in 2022 compared to the years
before (last 3 years)?
Where do you see the company in the future?
What do you recommend the company to do in order to improve their
busines after Corona?
Is there anything else you want to add?
Format for final submission is .pdf – compute your results in excel and use a professional format for your submission. Try to make the document appealing
and professional. It would be great if you could also indicate your sources of information in a way that I do not need to open too many files and that I can see
right away where your numbers come from.
In general, not more than 4 pages for your company analysis, but of course if you have more to tell one or two pages more are no problem. If you want to
have a covering page, that is fine for me but not a necessity. Please do not copy whole sentences or paragraphs from your sources.
please make sure to not plagiarize the paper will be handed through Turnitin! Please include screenshots in a word file from your excel calculations, and
include the excel file you calculated everything in.
I will upload the necessary data required to be used. the rest is instructed in the instruction where to get from.