9 Investment Analysis Examples & Samples

9 Investment Analysis Examples & Samples


In the world of business analysis, investing is a conventional way of improving a company’s profitability. The reason for that is it gives more financial stability when investment is properly handled. A profitability ratio analysis includes the use of financial metrics to check a company’s ability to develop a program that would bring more profits than losses.

An investment is a product or an asset that an investor may purchase with the hope that it will gain interest and bring in more profit in the future. In a budget analysis, the amount for investment of a company is included to allocate a certain amount and to track its financial impact. However, investment analysis focus mainly on the investment of the company and leaves behind other monetary matters.

Investment Portfolio Analysis

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Investment Banking

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Manager Analysis

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Real Estate Investment

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What Is an Investment Analysis?

Let us first discuss what investment is.

An investment is an asset that a business entity or anyone who has the interest in financial analysis progress purchases with a confidence that in the near future, it would gain interest and consequently bring in more profit. An analysis is a study of a certain topic or idea in order to dissect its structures and content for a constructive interpretation.

The aid of an investment analysis is to design an analytical study that would determine whether the investment brings in more money to the company analysis as what it was originally intended for or work out the investment tool that is currently used if it is not working.

How to Write an Investment Analysis

To write an investment letter, there are things to consider most specially the content.

  • Start with previous results. If you are an analyst and you are making periodical reports writing, make sure to include the previous period’s results. This helps you identify the strengths and weaknesses.
  • Include current market trends. Studying the current market value helps you better understand your smart goal and the steps to undertake. Invest on the latest business news.
  • Determine the effectiveness of your investment vehicle. With the comparison of your past and present investment results, you can then determine if your investment tool is beneficial for the company. If not, do not be afraid to try a different option. Because it is your company’s future that is at stake in whatever you write on the investment analysis.

Financial Investment

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Capital Investment

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Size: 22 KB

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Business Analysis

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Size: 508 KB

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Investment Ratio Analysis

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Quantitative Analysis

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Investment Analysis Techniques

In writing an investment analysis, you should consider all the financial report information regarding the investment of your company. That includes—

  • the past returns (if there were any),
  • the mindset at the time when the investment was decided, and
  • the investment medium used.

All this is used to properly identify if the investment is a profitable factor or a liability to the company.

The most basic thing to bear in mind when writing an investment is to know your objective, include all necessary information and the conclusion, which could be a negative or positive one.

Importance of Investment Analysis

Investment analysis is of utmost importance in business. Almost all companies do not rely on their major operational devices to gain revenues. They look for other options to gain money and that is when investment comes to play. Investing is a very tricky game and it requires talent and enough knowledge with finances, stocks and assets.

Writing an investment analysis is one way for you to tie up those questions regarding your investment strategies.

Whether you have lost some investment income before or gained more, it all matters.