Applied Business Project 2 – Data Visualization

You MUST Submit your ABP-2 report to TurnItIn as a PDF file

If you do not submit report as a PDF document, there will be a 10-point deduction!

Name: Ross, Chelsea chelseaross@email.arizona.edu

Project: ABP-2 – Data Visualization

Task 1: ETL of Transactional Data

1.1. Extract - Header plus 10 rows (Downloaded CSV Datafile)

Date,Open,High,Low,Close,Adj Close,Volume
2019-10-14,50.730000,51.680000,50.470001,51.480000,50.765091,139600
2019-10-15,51.500000,52.779999,51.090000,52.680000,51.948425,184600
2019-10-16,52.240002,53.560001,52.119999,52.209999,51.484955,248500
2019-10-17,52.630001,53.099998,52.369999,52.439999,51.711761,256400
2019-10-18,52.119999,52.959999,52.119999,52.770000,52.037182,133600
2019-10-21,53.330002,54.410000,53.330002,53.799999,53.052872,152600
2019-10-22,53.549999,54.250000,53.009998,53.360001,52.618988,275200
2019-10-23,53.520000,53.730000,52.970001,53.459999,52.717594,182100
2019-10-24,53.130001,53.650002,52.720001,52.830002,52.096352,297000
2019-10-25,54.540001,59.560001,54.500000,59.439999,58.614552,475500

Task 1.1 – Selected Data from B Trading Data

(Source: https://finance.yahoo.com/quote/B/history?p=B Referenced 10/8/2020)

1.2. Stock Price Summary Table (Based on Full Data Set)

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Stock Price Summary – B (Barnes Group Inc.)

(October 12, 2019 – October 12, 2020)
Daily
52-Week Adjusted Daily
Category Daily Open Daily High Daily Low Close Volume
Low 32.38 33.10 30.22 32.38 38,600
High 67.32 68.60 66.16 66.17 1,096,200
Range 34.94 35.50 35.94 33.78 1,057,600
Task 1.2 – Stock Price Summary Table
(Source: https://finance.yahoo.com/quote/B/history?p=B Referenced 10/8/2020)

1.3. Stock Price Summary Table Formulas

1.3.1. =MIN(B2:B252)

1.3.2. =MAX(B2:B252)

1.3.3. =B254-B253

1.4. Data Visualizations (Intraday Stock Prices and Shares Traded)

Task 1.4 – Barnes Group Interlay Stock Prices

(Source: https://finance.yahoo.com/quote/B/history?p=B Referenced 10/8/2020)

1.5 Data Visualizations (Trading Volume)

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Task 1.5 – Barnes Group Traded Share Volume

(Source: https://finance.yahoo.com/quote/B/history?p=B Referenced 10/12/2020)

1.6 Assessment of how Visualizations can inform an investor (150 words)

Visualizations of trading data allow investment analysts and traders to gauge the
profitability of a company based on stock price trends and the volume of shares traded. While
several other factors should be considered in assessing the profitability of stocks, stock price
trends over time, similar to the Task 1.4 graph, can provide a potential buyer an idea on the risk
level of that particular company’s stocks. Specifically, a highly volatile stock could either bring
higher returns or greater losses, while a low volatility stock could bring either a moderate
return or a moderate loss. The combined trend of rising prices and increasing trade volume are
indicative of the potential of a company to increase its profitability and could be a good sign for
traders to invest in that particular company.

(Source: https://www.investopedia.com/ Referenced 10/8/2020)

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Task 2: Comparative Market and Financial Strength

2.1. Tabular Data Representation

Market and Financial Strength

Company Assets (T) Liabilities (T) Equity (T)
B 2,738,335 1,467,807 1,270,528
HON 58,679,000 39,973,000 18,706,000
NKE 31,342,000 23,287,000 8,055,000

Task 2.1 – Comparative Market and Financial Strength Analysis (shown in thousand dollars)
(Source: https://finance.yahoo.com/ Referenced 10/8/2020)

2.2. - 2.4. Tree map Charts

Task 2.2 – Barnes Group Financial Profile (shown in thousand dollars)

(Source: https://finance.yahoo.com/ Referenced 10/8/2020)

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Task 2.3 – Honeywell Financial Profile (shown in thousand dollars)

(Source: https://finance.yahoo.com/ Referenced 10/8/2020)

Task 2.4 – Nike Financial Profile (shown in thousand dollars)

(Source: https://finance.yahoo.com/ Referenced 10/8/2020)

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2.5 Value of a Tree map Chart in Investment Analysis (150 words)

A tree map is an easy yet informative way to present a company’s financial health to owners
and investors. The basic accounting equation indicates that a company’s assets should be equal
to its liabilities or debts and its owners’ equities. If a company’s liabilities far outweigh its
equity, a potential investor might prefer to investigate why the company has more debt than
ownership. If a company has increased debt because of investments in research and
development that could produce income, thereby increasing both assets and equity in the
future, then that company would be worth investing in. However, if the increase in debt is
mainly due to a company’s inability to resolve its accounts receivables, then an investor might
be hesitant to invest in that company. A tree map of a company’s balance sheet provides a
visual representation of a company’s liquidity and prompts potential investors to read further
on the company’s current financial status and future plans.

(Source: https://www.investopedia.com/ Referenced 10/8/2020))

Task 3: Profiling Corporate Performance

3.1 Tabular Data Representation

Performance Metrics
Metric B HON NKE
PE Ratio (TTM) 17.25 21.52 77.02
EPS (TTM) 2.28 8.14 1.69
Beta (5Y Monthly) 1.15 1.06 0.81
Price to Book Ratio 1.57 6.74 22.29

Task 3.1a – Peer Group Performance Metrics

(Source: https://finance.yahoo.com/ Referenced 10/8/2020)

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Task 3.2 – 3.4 Radar Charts

Task 3.2 – Performance Metrics – Barnes Group Inc.

(Source: https://finance.yahoo.com/ Referenced 10/8/2020)

Task 3.3 – Performance Metrics – Honeywell International Inc.

(Source: https://finance.yahoo.com/ Referenced 10/8/2020)

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Task 3.4 – Performance Metrics – Nike, Inc.

(Source: https://finance.yahoo.com/ Referenced 10/8/2020)

Task 3.5 Performance Metrics Assessment (150 words)

Using a radar chart to display performance metrics for a company is an easy visual aid
for an investor to detect a company’s market value, book value, and relative risk. Specifically,
earnings per share shows how much an owner earns for each company share owned while the
P/E ratio shows how much investors are willing to pay for a share for a dollar earning. Thus, a
company with a high P/E ratio could be an indication that while present earnings are relatively
low or moderate, the company is expected to profit significantly in the future, thus leading
investors to pay more today in hopes of high future gains. Consequently, a beta above 1 would
mean a higher-risk yet higher-gain stock while a beta below 1 would indicate low or moderate
risk for moderate gain.

(Source: https://www.investopedia.com/ Referenced 10/8/2020)

Task 4: Assessing your stock the Warren Buffet Way

4.1. Visualization Proposal and Assessment (150 words)

Earnings per share (EPS) is a measure commonly used by investors to assess a

company’s financial health. EPS is the part of a company’s profit that can be reflected as
dividend to its common shareholders. An increasing EPS can be attributed to an increase in
earnings if no common shares are repurchased by the company within the same time period. As
such, a potential investor would typically look at a company’s EPS to see if its earnings have
been increasing in recent years and if such increase were not due to stock repurchase. A simple
line graph would be an easy visual aid to show such trends in EPS for a particular company and
its competitors in the same industry. If a company shows an increasing trend in its EPS and is

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either in line with or above its industry competitors, then one can presume that it is doing well
in the market and is therefore worth investing in. Following this criterion, however, Barnes
Group Inc. appears to be behind its competitor Honeywell International Inc.

(Source: https://www.investopedia.com/ Referenced 10/8/2020)

4.2. Buffet Assessment Data Visualization

Task 4.2 – Earnings Per Share – Barnes Group vs. Honeywell

(Source: https://finance.yahoo.com/ Referenced 10/8/2020)

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