Qualitative and Quantitative Analysis: Spotlight On
Qualitative and Quantitative Analysis: Spotlight On
Qualitative and Quantitative Analysis: Spotlight On
Qualitative and
Quantitative Analysis
A finalist shows off his team’s qualitative and quantitative
analysis during the 2019 Global Finale at Wharton.
The Wharton Global High School Investment Competition encourages students to use both
qualitative and quantitative analysis to understand the value of the companies in which they choose to
invest. Think of qualitative analysis as the non-quantifiable information you can find about a company,
like its leadership choices, strategic alliances and other corporate decisions and operations. All of these
contribute to the strength and challenges facing a company. Quantitative analysis refers to the numbers
found in company reports, such as those on the balance sheet. Whether you’re finding out about the CEO
or the income statement, you are researching your options so that, as investors, you can make informed
decisions about where to put your money. This is an important skill to develop.