Capital Structure Choices

Capital Structure Choices

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Task:

Industry Analysis Individual Companies on Sony Pictures Entertainment Company INDIVIDUAL Corporate Governance Analysis Is this a company where there is a separation between management and ownership?

If so, how responsive is management to stockholders? What are the other potential conflicts of interest that you see in this firm? How does this firm interact with financial markets? How do markets get information on the firm? How does this firm view its social obligations and manage its image in society?

Stockholder Analysis What is the breakdown of stockholders in your firm – insiders, individuals and institutional? Risk and Return What is the risk profile of your company? How much overall risk is there in this firm? Where is this risk coming from (market, firm, industry or currency)? How is the risk profile changing? How much of the company’s performance can be attributed to management? Measuring Investment Returns Is there a typical project for this firm?

If yes, what does it look like in terms of life (long term or short term), investment needs and cash flow patterns? How good are the projects that the company has on its books currently? Are the projects in the future likely to look like the projects in the past? Why or why not? Capital Structure Choices What are the different kinds or types of financing that this company has used to raise funds? Where do they fall in the continuum between debt and equity? Does this firm look like it has too much or too little debt? Valuation What growth pattern would you pick for this firm? How long will growth last?

What is the “key variable” (risk, growth, leverage, profit margins…) driving this value? If you were hired to enhance value at this firm, what would be the path you would choose?

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