Investor Relations

 0    18 flashcards    rarry_o2
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Question Answer
Role of Investor Relations
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Leading our relationship with financial analysts and equity investors. Ensure our strategy is understood. Help unlock the future value of the stock.
Main stakeholders
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Equity research analysts ('sell side'). Equity institutional investors (e.g. pension funds, hedge funds)
Stakeholders role (4)
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Research company and build out financial models. Understand our performance and value the stock. Issue 'buy/hold/sell' recommendations and future price targets. Help us get in front of investors and provide information to them to make decision to invest.
Whom is Ari and CFO talking to a lot?
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They are talking to institutional investors.
How many investors are IR talking to in a quarter?
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~200
How often do we have Investors days?
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every ~2 years
Apart from speaking to investors and having investors days, how else do we engage with investors? (2)
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Quarterly earnings calls, Conferences
Who is usually sponsoring conferences?
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Sell side
Two types of investors
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Short term (intrical?) and those that will buy for more than 1-2 years
What short term investors are asking about?
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They want to find out everything about the organization and deep dive. We present R&D technology abd
What investors generally ask about
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Major business areas, offerings, competitors, innovations. Financial performance, cash flow, capital deployment to drive future growth.
What analysts ask about?
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News in the market that can impact our company. Follow ups from earnings.
What metrics are the more important
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Revenue, Adjusted EBITDA, Adjusted diluted EPS. Cash flow - h
When it comes to cash flow. What do they ask about?
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High conversion of net income/EBITDA to free cash flow.
What conversion of net income/EBITDA to free cash flow mean
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It indicate high quality of earnings
Capital deployment ()
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Internal investments Capex, M&N, Share repurchase, Dividend and debt tie down
M&A exand
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Mergers and acquisitions
How is IQVIA returning value to shareholders?
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Share repurchases

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