Assessment - Financial Analysis
Research the last two years of financial statements for a publicly traded organization based in the United States. Then write a 10- to 12-page financial analysis that applies financial theories, methods, and analytical tools, including capital structure and financial statement ratio analysis.
Note: The assessments in this course build upon each other, so you are strongly encouraged to complete them in sequence.
By successfully completing this assessment, you will demonstrate your proficiency in the following course competencies and assessment objectives:
Competency 1: Apply the theories, models, and practices of finance to the financial management of the firm.
- Analyze the financial statements of a publicly traded company.
Competency 2: Assess the impact of ethical, regulatory, and tax considerations on financial policy decisions.
- Analyze the impact of ethical, regulatory, and tax considerations on financial policy decisions.
Competency 3: Evaluate alternative methods of financing a firm in diverse economic environments.
- Analyze the impacts and risks of international trade on an organization's financial statements.
Competency 4: Integrate financial analyses into general business management planning and decision making.
- Evaluate financial analyses used for general business management planning and decision making.
Competency 5: Communicate in a manner that is professional and consistent with expectations for members of the business professions.
- Communicate in a manner that is professional and consistent with expectations for members of the business professions.
Assessment Instructions - Write a financial analysis for a U.S.-based, publicly traded organization.
To begin, research the latest two years of financial statements for a publicly traded organization based in the United States. Obtain the organization's three most recent annual reports. You may choose any organization, as long as the data needed to complete this assessment is available to you.
Then, write an analysis (10-12 pages) of your findings. Apply theories, methods, and analytical tools, including capital structure and financial statement ratio analysis. Address the following in your analysis:
Analyze the financial statements of a publicly traded company.
- Identify the industry of the organization and present industry statistics.
- Perform a complete financial analysis of the organization's financial statements for the last two years, including horizontal, vertical, and changes in ratios.
Analyze the impacts and specific risks of international trade on the organization's financial statements.
- What are the financial research sources to support your analysis?
- What specifics from the financial statements would be at greatest risk?
Evaluate financial analyses used for general business management planning and decision making.
- Identify and analyze important segments (percentage of sales or subsidiaries).
- Analyze cash flows.
- Compare and evaluate the organization's ratios against the industry averages.
Analyze the impact of ethical, regulatory, and tax considerations on the organization's financial policy decisions.
Attachment:- Assignment File.rar