13+ Investment Analysis Examples & Samples in PDF | Google Docs | Pages | DOC


When it comes to the world of business analysis, investing is one such conventional way of improving a company’s profitability. The reason for that is it gives more financial stability when an 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 can be done for 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 the investment of a company is included to allocate a certain amount and to track its financial impact. However, investment analysis focuses mainly on the investment of the company and leaves behind other monetary matters.

Investment Analysis Template

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Before making an investment, it is essential to research and analyze materials that contain data comparisons such as stock merits, valuation, management, pricing power, and so on. Our ready-made “Investment Opportunity Analysis” template provides you a complete evaluation of your chosen stock option amongst others you may want to consider for further assessment. Increase the profitability of your business by downloading this simple analysis document now!

Investment Opportunity Analysis Template

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Size: A4, US

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It is necessary to make investment decisions based on research and analysis materials that contain data comparisons such as stock merits, valuation, management, pricing power, and so on. Our “Investment Opportunity Analysis” template allows you to evaluate and assess your chosen stock option. Be able to change any part of the document by downloading and editing this template now! You may also check out our risk analysis templates.

Real Estate Investment Analysis Example

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Be able to conveniently engage in real estate investments by downloading this well-outlined real estate investment analysis template. By having this template at your disposal, you can customize and organize the real estate information you intend to analyze to reach an effective investing decision.

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 an interest in financial analysis progress purchases with 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 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.

Investment Analysis Template

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Size: A4, US

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Investment Opportunity Analysis Template

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Size: A4, US

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Investment Portfolio Analysis

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Investment Banking

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Manager Analysis

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Size: 14 KB

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Real Estate Investment

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Size: 42 KB

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How to Write an Investment Analysis

To write an investment letter, there are things to consider most especially 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 in 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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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

While writing an investment analysis, it is important to 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 the necessary information and the conclusion, which could be a negative or positive one.

Importance of Investment Analysis

An investment analysis report 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.

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