Aerospace & Defense Excel Screening Model

  • Created a comprehensive equity research report for aerospace & defense contractor Lockheed Martin (LMT) that included an industry and firm analysis, Porter analysis, financial statement analysis, revenue and growth rate forecast, sensitivity analysis, relative value analysis, regression analysis, technical analysis (SMA, Bollinger Bands, RSI), valuations (Gordon Growth Model, Capitalized Earnings Model, H-Model), Executive summary, and investment recommendation.
  • Researched firm by analyzing financial statements through company filings, earnings calls, and company / industry research reports utilizing Bloomberg Terminal, FactSet Research System, and S&P Capital IQ.