The following table is the type of Excel or Word table that should be used to gather and report your ratio and financial performance data. Note the 5 financial diagnostic categories that should be used in your analysis. Use ratios per diagnostic category. Place your ratio calculations in the table for your selected companies—primary company and benchmark competitor. Using 5 diagnostic categories, and 3 ratios to assess each category, results in 15 ratio measures per company that will be compared side by side.
To validate your research, 5 years of data should be analyzed. The financial analysis report must be written properly. They must include a title page, a table of contents, and a reference page.
For both midterm and final report, information sources from the web, etc. This means that every table that you cut and pasted or typed from the web must have a source at the bottom of the table AND that citing must also be included in a reference page at the end of the report.
Do not forget to cite the source under each statement. If you cannot cut and paste them, you may have to type in the information in a table in your report. Take each statement and state the key parts in words. Tell a story from each of the financial statements. Ratio calculation include 5 major types of ratios. Refer to chapter 3, Analysis of Financial Statements. Organization of this section is based on the FIVE types of ratios listed in the text book.
Calculate the ratios from the financial statements in part c above using Excel or your calculator and present them in a table. Find industry financial ratios online eg. There are many different other statistics available for your corporation.
These include market value, beta, and diluted EPS, etc. Discuss some of the key statistics that you think can assist you to determine if this corporation is a good buy or sell. Use historical prices 5 years of monthly data recommended and forecast the stock price for the next year. Create a graph from the historical data and show your forecast on the same graph.
You can add a trend line to the graph to help you with a forecast. Include the graph in your report. Other information pertinent to the corporation that could affect its future performance and stock price.
This could include dividend policy, capital structure, bond ratings, expert opinions on TV, new projects, litigation, regulation, etc. This section also includes a summary of the company's industry, competition and market conditions.
The core of the financial analysis paper is the collection of the company's financial statements. These include the balance sheet, income statement, equity statement and cash flow statement.
The balance sheet shows the company's allocations of assets, liabilities and shareholders' equity. The income statement shows the company's revenues, expenses and profits or losses. The equity statement shows changes in the amount of shareholders' equity.
The cash flow statement shows where the company obtained its cash and how it spent it. No company exists in a vacuum, so a financial analysis paper must include an examination of the company's industry. The report will include comparisons between the company's financial health and that of its competitors, and it will report the company's market share and prominence in the industry.
These factors help investors determine if the company is competitive in its industry and would make a profitable investment. Financial ratios can reveal such aspects as a company's liquidity, debt load and efficiency. The current liquidity ratio is the ratio of the company's current assets to its current liabilities. The debt ratio is the ratio of the company's total debt to its total equity. The return on equity ratio weighs a company's profits against its shareholders' equity.
Liquidity analysis. The current ratio of HHL remains above the minimum threshold of one and is currently ; historically, the ratio has remained between and times. However, the quick ratio for the company reveals serious concerns as it has decreased from in to in
FINANCIAL RATIO ANALYSIS REPORT The fiscal year was a relatively soft year for Barnes & Noble, Incorporated (B&N). Blockbuster nonfiction books that came out during the year may not have come from the company, but business remained strong.4/4(1).
The core of the financial analysis paper is the collection of the company's financial statements. These include the balance sheet, income statement, equity statement and cash flow statement. The balance sheet shows the company's allocations of assets, liabilities and shareholders' equity. FINANCIAL RATIO ANALYSIS REPORT The fiscal year was a relatively soft year for Barnes & Noble, Incorporated (B&N). Blockbuster nonfiction books that came out during the year may not have come from the company, but business remained strong.
Financial Statement Analysis Paper Example 1: Dell Computer Dell Inc. Current Year Prior Year 3 Years RATIO ANALYSIS Growth Ratios Sales Growth % % % the financial statement are free of material . The collection of financial declarations of a company is a core part of a financial analysis paper. The financial statement includes the balance sheet, equity statement, income statement and cash flow statement.