1. Describe the company and its operations.
2. Perform a SWOT Analysis
3. Analyze the financial statements using 3 years (2 if unavailable) using ratios of debt, liquidity, profitability, investing (e.g. EPS, P/E, etc.), and failure forecasting. Look at common-size analyses and year-to-year changes.
4. Discuss competitor ratios, industry ratios, standards, trends, and variability
5. Anticipate the future for this company and suggest what could improve its prospects. Would you buy its stock, give it a loan, be pleased as the CEO, as a customer, as a regulatory agency?