Financial Analysis Assignment
This is an individual assignment
that focuses on Dun and Bradstreet's key business ratio analysis and a
current financial situation analysis.
By completing this assignment,
students will meet the outcome(s):
- analyze and synthesize strengths, weaknesses,
opportunities, and threats (SWOT) to generate, prioritize, and implement
alternative strategies in order to write and present a strategic plan
- evaluate the outcomes of selected strategies to
determine their success and impact on the achievement of an organization's
vision and mission
Required Elements to include in
Financial Analysis:
- Students will be provided with a list of publicly
traded organizations from which to choose;
- Students will be required to create a quantitative
financial spreadsheet with key financial ratios;
- Complete the financial ratios using the template
provided;
- Include an additional financial ratios that you believe
relevant or important to your analysis;
- Provide a detailed, written analysis of the findings
from the financial analysis;
- a trend analysis of the latest three years of key
balance and income statement information, including a spreadsheet
depicting the trend as well as a detailed, written analysis of the
information (spreadsheet will be provided)
- Demonstrate critical thinking in the assessment.
-
Required Formatting of
Paper:
- This report should be double spaced, 12-point font, and
three to four page written analysis excluding the title page, reference
page and .spreadsheets;
- Completed spreadsheets with the most recently reported
three years of financial statements and presented as an appendix;
- This paper should be written in the third person.
No script should contain the words “I or we;”
- Title page with your name, the course name, the date,
and instructor’s name;
- This paper should be written in the third person.
No script should contain the words “I or we;”
- Include references with at least one reference other
than the textbook;
- Use APA formatting for in-text citations and reference
page. You are expected to paraphrase and not use quotes. Deductions
will be taken when quotes are used and found to be unnecessary;
Submit the paper in the Assignment
Folder.
Financial Analysis Assignment
Template
Your response for the Financial
Analysis Assignment should measure, record, and present the financial
performance of your firm. Your analysis shall be conducted on a year-to-year
basis using the firm’s most recent three years Balance Sheets and Income
Statements except for final partial-year data, as appropriate (e.g., 4th
quarter 2012*). Use the template below as a guide for developing your response
for the Financial Analysis Assignment.
Financial Analysis Assignment Cover
Sheet
List of Illustrations
Table of Contents
(Start of Topic Outline for Body of
Paper)
I.
Introduction
II.
Summary of Operations ($000)
A.
Net Sales
B.
Gross Margin
C.
Operating Margin
D.
Income before Taxes
E.
Net Income
F.
Summary of Operations Data Assessment/Interpretation
III.
Financial Position ($000)
A.
Working Capital
B.
Net Property, Plant & Equipment
C.
Total Assets
D.
Long Term Assets
E.
Stockholders’ Equity
F.
Financial Position Data Assessment/Interpretation Summary
IV.
Financial Ratios to cover four (4) categories of the firm’s performance;
minimum one ratio from each category.
A.
Liquidity
B.
Leverage
C.
Profitability
D.
Efficiency
E.
Financial Ratios Data Assessment/Interpretation Summary
V.
Historical view of the financial performance; 3-year Trend Analysis for
relevant financial performance variables
A.
Comparisons with at least 2 major competitors
B.
Comparison with Industry Standards
C.
Supplemental Data
D.
Historical Financial Performance and 3-year Trend Analysis Data
Assessment/Interpretation Summary
(End of Topic Outline for Body of
Paper)
References
Appendix (Examples of Typical
Appendices)
1.
Industry Statistics
2.
Company Income Statements
3.
Company Balance Sheets
4.
Company Quarterly Statements
5.
Competitor #1 Income Statements
6.
Competitor #1 Key Statistics
7.
Competitor #2 Income Statements
8.
Competitor #2 Key Statistics
*If year-end Financial Statements
for the entire FY 2011 are not available (FY 2011 is not concluded), analyze
performance for the available quarters –identify the FY termination date.
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