NYSE Data Analysis
Introduction
In this project I analyze real life data from the New York Stock Exchange.
The goal is to perform an analysis and create visual tools to communicate the results in informative ways.
Data set
The data set used is a subset of a large data set provided by Kaggle that contains historical financial data from S&P 500 companies.
The used data set is a clean data set that derived from the fundamentals.csv and securities.csv files provided by Kaggle. The fundamentals file provided the fundamental financial data gathered from SEC 10K annual filings from 448 companies listed on the S&P 500 index. The securities file provided the industry or sector information the companies are categorized under on the S&P 500 index.
The following information is included in the projectdata-nyse.csv file:
- Ticker symbol: Stock symbol
- Years: Number of years for which data is provided
- Period ending
- Total Revenue
- Cost of Goods Sold
- Sales, General, and Administrative expenses
- Research and Development expenses
- Other Operating expense items
- Global Industry Classification Standard (GICS) Sector: The industry sector the company is categorized under (e.g., American Airlines with the ticker symbol AAL is categorized under Industrials.)
- GICS Sub Industry: Sub-industry sector the company is categorized under (e.g., AAL is further categorized under the sub-category of the "Airlines" industry.)
As a final note about the data set, although in real-life scenarios, data sets often need to be cleaned and processed before analysis can proceed, this project gives the opportunity to see what a clean data set should look like.
Used Skills
The main goal of this project is for me to demonstrate my ability to:
- Interpret the measures of central tendency and spread (mean, median, standard deviation, range).
- Use a combination of Excel functions (indicatively: IF statements, INDEX, and MATCH, calculating descriptive statistics with the IF statement, dropdowns, data validation, VLOOKUP, OFFSET).
- Analyze and forecast financial business metrics using Excel.
- Create visualizations of a business metric and use Excel to create a financial forecast model.
Project
The project consists of the following:
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Conducting a data analysis and creating a presentation slide to share the findings
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Creating an Excel workbook that contains the following tabs:
- Data Set - It contains the raw data
- Summary Statistics - It includes the calculations of the summary statistics for the presentation slide
- P&L Statement Dashboard - Profit & Loss Statement Interactive Dashboard
- Forecast Model - 3 forecast scenarios (Best Case Scenario, Base Case Scenario, Weak Case Scenario) to forecast future growth prospects for Corning Inc. (Ticker symbol: GLW)
- Reference - an auxiliary tab