ISSS608 2016-17 T1 Assign2 Kee Bei Jia

Abstract

The Theme selected is Stockholder Equity and how variables like cost, profit and dividends or Treasury stock value affects it. It is surprising that dividends are quite consistent and not many outliers, and cost and gross profits dosn't seem to affect each other too much. The parallel plot is scaled uniformly, and it reveals that marketing does not affect the Stockholder Equity as well. Overall, it seems like Treasury stock value affects Stockholder Equity the most.

The Data

The data set selected is the Stocks Data. And software used is JMP. I tried tableau but my laptop kept hanging as the data set is too big. The data consist of indicators from 2011 to 2016. Indicators ranges from: Cash-flow to profit and loss to stock equities.

First of all, the data is joined by the company ID with company.csv to get the company name in the same data. The data is transposed to have the dates and values flipped from columns to rows and vice versa; using the stacked function. Then the data is removed of all null values from the value column. Next, the data is transposed again using the split function, to have the indicators ids and values.

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  Remove Null

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  Resulting Data

Then, using graph builder the following graphs are constructed.

Box and Whiskers

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  Box and Whiskers plot 1

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  Box and Whiskers plot 2

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  Box and Whiskers plot 3

From the box and whiskers plot 1, we can see that most points are outliers and the Box and Whiskers have little variance except got Stock Dividends Shares. Most of COGS (Costs of Goods and Services Sold) has been selected with the exception of a few top outliers points; corresponding points on Stockholders Equity and Gross Profits are low on the chart but are still outliers on the high side.

From the box and whiskers plot 2, there is an outlier on Stock Dividends Shares chart, but as there are no corresponding points we can't really see its relationship with the other variables.

From the box and whiskers plot 3, we can see that the top few COGS selected, but there seem to be only 1 corresponding point in year 2013 on Stockholders Equity that seem to sit on the box and whiskers, with low variance.

In short this exploratory exercise does not reveal much.

Parallel Plots

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  Parallel Chart 1

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  Parallel Chart 2

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  Parallel Chart 3

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  Parallel Chart 4

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  Parallel Chart 5

From the Parallel Chart 1, Companies with high gross profits are low on the other variables. And this is true for 20,944 out of 33,533 of all company – years.

From the Parallel Chart 2, there is a company that have only Treasury Stock value and Stockholder Equity; SL Industries Inc. A further look at SL Industries 2012 data,; using data view and Transposing the data to reveal that 8364 out of 8529 indicators are Null.

From the Parallel Chart 3, we can see that high Treasury Stock value and corresponds to low Stockholder Equity, 23,136 out of 33,533 of all company – years.

From the Parallel Chart 4, we can see low Treasury Stock value and corresponds to high Stockholder Equity, 2,933 out of 33,533 of all company – years.

From the Parallel Chart 5, we can see that of all the company-years that have Marketing Expense which is not varying much, there is only 1 company with high Stockholder: Equity Ch2m Hill Companies LTD. While the rest of the company – years selected have low Treasury Stock value and Stockholder Equity. This selection accounts for 961 out of 33,533 of all company – years.