Financial Statement Analysis Project:
Assessment Goal:
Assess the students' ability to interpret and analyze financial statements, and make a presentation to the boss and colleagues.
Scenario:
You graduated Summa Cum Laude with a MS in Accounting and Financial Management from a state university. Your role is to be a financial analyst for a large brokerage firm. Your boss (professor) asks you to prepare a financial analysis for two retail companies. Your analysis will be part of a company-wide analysis of the retail business sector in the US. You will present your analyses to your boss and colleagues.
Steps to Completion:
Select any two U.S. corporation that is listed on the NYSE in the retail sector. Click Edgar to search for the SEC filings of your chosen retail corporations. Download and review the SEC Form 10-K for the most recent year.
Perform:
- Horizontal and vertical financial statement analysis in Excel (using formulas)
- Ratio analysis in Excel (using formulas)
Prepare:
- Audio-enhanced PPT presentation with accurate transcription (or accurate Closed Captioning) for your boss and colleagues
o Include a recommendation to either hold, sell, or buy more stock from the corporations you chose to analyze.
o Also include a comparison of the two companies.
Deliverables: submit in appropriate LEO assignment folder
- SEC Form 10-K used for the analysis
o Highlight figures on the Form 10-K that you used in your analyses
- 1 Excel file with 3 tabs:
o Horizontal analysis
o Vertical analysis
o Ratio analysis
Note: all computations must be computed via an Excel formula
- Audio-enhanced Power Point presentation with accurate transcription (or accurate Closed Captioning)
- 1 page Word document summarizing your analysis and justification for recommending hold, buy, or sell for the two companies.
APA format