Equity valuation : Whole Foods Market, INC

Detalhes bibliográficos
Autor(a) principal: Espregueira, Mateus Almeida Campos
Data de Publicação: 2017
Tipo de documento: Dissertação
Idioma: eng
Título da fonte: Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
Texto Completo: http://hdl.handle.net/10400.14/21885
Resumo: Whole Foods Market Inc. is a natural and organic foods supermarket that was founded in Austin, Texas in 1980. The firm is one of the largest food retailers in the United States and designates itself to be America’s Healthiest Grocery Store. The purpose of this dissertation, is to value the company according to suitable methodologies that are duly discussed in the Literature Review. Furthermore, in order to obtain fitting results, the company, its peers and the organic and food industry as a whole were analyzed in-depth. Additionally, Whole Foods Market is valued using a Discounted Cash Flow methodology and then complemented with a Relative Valuation. These valuations led to a target price of $31.84 per share which reflects an upside potential of 11.4%. As a result of these findings, I come to the conclusion that investors should buy the stock. Finally, my personal valuation and final recommendations, are compared with the results obtained by a Morgan Stanley & Co. equity report and its differences are then discussed in detail.
id RCAP_7e02f845bf845a690b61e2c51449fd20
oai_identifier_str oai:repositorio.ucp.pt:10400.14/21885
network_acronym_str RCAP
network_name_str Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
repository_id_str 7160
spelling Equity valuation : Whole Foods Market, INCDomínio/Área Científica::Ciências Sociais::Economia e GestãoWhole Foods Market Inc. is a natural and organic foods supermarket that was founded in Austin, Texas in 1980. The firm is one of the largest food retailers in the United States and designates itself to be America’s Healthiest Grocery Store. The purpose of this dissertation, is to value the company according to suitable methodologies that are duly discussed in the Literature Review. Furthermore, in order to obtain fitting results, the company, its peers and the organic and food industry as a whole were analyzed in-depth. Additionally, Whole Foods Market is valued using a Discounted Cash Flow methodology and then complemented with a Relative Valuation. These valuations led to a target price of $31.84 per share which reflects an upside potential of 11.4%. As a result of these findings, I come to the conclusion that investors should buy the stock. Finally, my personal valuation and final recommendations, are compared with the results obtained by a Morgan Stanley & Co. equity report and its differences are then discussed in detail.A Whole Foods Market Inc. é uma cadeia de supermercados que se foca maioritariamente na venda de produtos naturais e organicos e que foi fundada em 1980 em Austin no Texas. A empresa é uma das maiores a operar no sector do retalho e considera-se como a cadeia alimentar mais saudável dos Estados Unidos. O objectivo desta tese é avaliar a empresa com base nos métodos de avaliação considerados mais apropriados que são devidamente discutidos na revisão de literatura. De forma a obter a resultados mais acertados, a empresa, os seus concorrentes e a industria alimentar como um todo foram analisados ao pormenor. Em seguida, a Whole Foods foi avaliada com base nos seus fluxos de caixa descontados e depois complementada com uma avaliação relativa. Estas avaliações, resultaram num preço-alvo de $31.84 por acção que reflecte um potencial de valorização de 11.4%. Desta forma, eu recomendo aos investidores que invistam na Whole Foods. Por fim, a avaliação obtida e as recomendações finais foram comparadas com as que foram obtidas num relatório de avaliação pelo Morgan Stanley & Co bem como as diferenças discutadas ao pormenor.Martins, José Carlos TudelaVeritati - Repositório Institucional da Universidade Católica PortuguesaEspregueira, Mateus Almeida Campos2017-03-21T14:56:37Z2017-02-2120172017-02-21T00:00:00Zinfo:eu-repo/semantics/publishedVersioninfo:eu-repo/semantics/masterThesisapplication/pdfhttp://hdl.handle.net/10400.14/21885TID:201647532enginfo:eu-repo/semantics/openAccessreponame:Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)instname:Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informaçãoinstacron:RCAAP2023-07-12T17:28:02Zoai:repositorio.ucp.pt:10400.14/21885Portal AgregadorONGhttps://www.rcaap.pt/oai/openaireopendoar:71602024-03-19T18:18:12.705881Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos) - Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informaçãofalse
dc.title.none.fl_str_mv Equity valuation : Whole Foods Market, INC
title Equity valuation : Whole Foods Market, INC
spellingShingle Equity valuation : Whole Foods Market, INC
Espregueira, Mateus Almeida Campos
Domínio/Área Científica::Ciências Sociais::Economia e Gestão
title_short Equity valuation : Whole Foods Market, INC
title_full Equity valuation : Whole Foods Market, INC
title_fullStr Equity valuation : Whole Foods Market, INC
title_full_unstemmed Equity valuation : Whole Foods Market, INC
title_sort Equity valuation : Whole Foods Market, INC
author Espregueira, Mateus Almeida Campos
author_facet Espregueira, Mateus Almeida Campos
author_role author
dc.contributor.none.fl_str_mv Martins, José Carlos Tudela
Veritati - Repositório Institucional da Universidade Católica Portuguesa
dc.contributor.author.fl_str_mv Espregueira, Mateus Almeida Campos
dc.subject.por.fl_str_mv Domínio/Área Científica::Ciências Sociais::Economia e Gestão
topic Domínio/Área Científica::Ciências Sociais::Economia e Gestão
description Whole Foods Market Inc. is a natural and organic foods supermarket that was founded in Austin, Texas in 1980. The firm is one of the largest food retailers in the United States and designates itself to be America’s Healthiest Grocery Store. The purpose of this dissertation, is to value the company according to suitable methodologies that are duly discussed in the Literature Review. Furthermore, in order to obtain fitting results, the company, its peers and the organic and food industry as a whole were analyzed in-depth. Additionally, Whole Foods Market is valued using a Discounted Cash Flow methodology and then complemented with a Relative Valuation. These valuations led to a target price of $31.84 per share which reflects an upside potential of 11.4%. As a result of these findings, I come to the conclusion that investors should buy the stock. Finally, my personal valuation and final recommendations, are compared with the results obtained by a Morgan Stanley & Co. equity report and its differences are then discussed in detail.
publishDate 2017
dc.date.none.fl_str_mv 2017-03-21T14:56:37Z
2017-02-21
2017
2017-02-21T00:00:00Z
dc.type.status.fl_str_mv info:eu-repo/semantics/publishedVersion
dc.type.driver.fl_str_mv info:eu-repo/semantics/masterThesis
format masterThesis
status_str publishedVersion
dc.identifier.uri.fl_str_mv http://hdl.handle.net/10400.14/21885
TID:201647532
url http://hdl.handle.net/10400.14/21885
identifier_str_mv TID:201647532
dc.language.iso.fl_str_mv eng
language eng
dc.rights.driver.fl_str_mv info:eu-repo/semantics/openAccess
eu_rights_str_mv openAccess
dc.format.none.fl_str_mv application/pdf
dc.source.none.fl_str_mv reponame:Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
instname:Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informação
instacron:RCAAP
instname_str Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informação
instacron_str RCAAP
institution RCAAP
reponame_str Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
collection Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
repository.name.fl_str_mv Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos) - Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informação
repository.mail.fl_str_mv
_version_ 1799131872323698688

Registros relacionados