Assignment:
You will complete the Financial Analysis component of your course project.
Use the Financial Analysis Toolkit Excel file you have been working in previously.
Complete a financial analysis of your chosen company over the two most recent years, using the company's 10-K or annual reports. Replace the financial ratios provided in the Excel file with the appropriate financial ratios from MSN Money.
Create a 4-6 page financial analysis of your company, addressing the following elements:
Identify your company, its industry, and analyze the important segments (percentage of sales or subsidiaries) of your company compared to its industry and its overall business.Perform a complete financial analysis of your chosen company's financial statements-horizontal, vertical (percentage of sales and common-size), and changes in ratios-for the last two years. Compare all ratios to industry averages.
Evaluate the company's ratios against the industry averages.Explain the significance of the company's ratios when compared to industry averages.Analyze the company's cash flows.Assess the overall financial health of your company based on this financial analysis.A great way to integrate your completed calculations from your Excel sheet into your written analysis is to copy and paste pieces of the worksheet directly into your Word document.
You are also encouraged to create graphs or charts from the data that may illustrate your analyses.Other RequirementsWritten communication: Paper should exhibit proficiency in writing and critical thinking as expected of a business professional, and be free of spelling and grammatical errors.APA formatting:
Citations and references must be formatted using APA (current edition) style and formatting.
Length: 4-6 typed, double-spaced pages
.Font and font size: Times New Roman, 12 point
Financial EvaluationActivity Contex
Develop the skills to master the following course competencies:
Apply the theories, models, and practices of finance to the financial management of the firm.Assess the impact of ethical, regulatory, and tax considerations on financial policy decisions.Evaluate alternative methods of financing a firm in diverse economic environments.Integrate financial analyses into general business management planning and decision making.Communicate in a manner that is professional and consistent with expectations for members of the business professions.Activity Instruction
You will complete the Financial Analysis component of your course project, and then combine all parts of your project
Financial Evaluation
Use the Financial Analysis Toolkit Excel file, you have been working in previously.Complete a thorough financial analysis of your chosen company using the two most recent years' 10-K and annual reports.
Create a 4-6 page paper addressing the following elements:
Evaluate the impact of international trade on the company's financial statements.
Evaluate the current decisions made within the company that have regulatory and tax implications.
Evaluate the current corporate governance and ethical responsibilities in your company.
Evaluate alternative methods of financing used in your company.
Provide an overall evaluation of the financial outlook for the company, and make recommendations for stakeholders:
Consider the various perspectives from different stakeholders: If you were considering investing in this company, would you buy shares?If you were considering acquiring this company, what is your decision regarding this company? Why?If you were the CEO, how would you use this information to make tactical and operational decisions?If you were a banker, would you lend money to this company? Why or why not?A thorough, professional presentation of your analysis and results is an important consideration. In your analysis, incorporate creativity, critical thinking, and real-life perspectives. Cite all resource materials used in your analysis, using proper APA format.Enhance your presentation skills by using applicable tools such as tables, graphs, diagrams, and commentary as appropriate.
Putting It All TogetherNow combine all elements of your course project using the outline provided below as a guide. Refer to the Financial Analysis and Evaluation course project description as needed to ensure you are including all parts of the project. Be sure to integrate all of the work you completed in Units 1-5.
Your final deliverable should include all of the following elements:Title Page.Overview of the Company.Financial Analysis: Annual Reports/10-K.Competitive Standing
Financial Analysis (Horizontal, Vertical, Ratio).International Trade and Risks.SWOT.Evaluation and Recommendations for Stakeholders,