Format of Written Reports
The report is to be submitted
electronically using Microsoft Word, MLA format, embedded citations, and
include a bibliography of works cited in your report. It should be double-spaced with the first
line of each paragraph indented five spaces.
Any quote longer than three lines should be single-spaced and indented
five additional spaces from both the standard left and right margins. Standard margins are one inch from the left
and right sides, one and one-half inches from the top, and one inch from the
bottom. Font size should be 12. Page
numbers should be at the top left and formatted as "Your Last Name - Page
Number." Include a cover page with
your name, subject, quarter, and title of your paper.
Include a copy of the financial
statements used in your analysis as an appendix to your report. The content of the report should include the
following in the order listed:
Cover Page
Table of Contents
Five sections:
- Executive
Summary - Summary of report's objectives and findings. This should be brief; similar to an abstract.
- Analysis
overview - Describe your approach to analyzing the company, e.g.,
questions asked, evidence gathered, tools applied. If you made any adjustments to the
underlying data to compensate for accounting policies adopted by the
company, describe those adjustments and why you made those
adjustments.
- Evidential
matter - This is your financial analysis.
- Assumptions
- Describe the assumptions you made in performing your analysis.
- Inferences
and conclusions - Draw inferences and conclusions from your evidential
matter. The evidence you gather
must support your inferences and conclusions. In this section, you should discuss
limitations on your results due to accounting policies adopted by the
company and suggest possible adjustments to the underlying data of your
analysis that might have improved your analysis of the company.
Appendix - Copies of the financial
statements used in your report.
Excluding the appendix, the paper
should be between 10 to 12 pages in length.
Financial Statements and Analysis to include:
1. Select, compute, and interpret
the results of at least three ratios for the latest two years from each of the
following categories:
·
Return on invested capital
·
Profitability
·
Asset utilization and efficiency
·
Liquidity
·
Capital structure and solvency
·
Financial market
2. Prepare common-size balance
sheets and income statements for the past three years. Comment on the results
3. Prepare
an index trend analysis of the balance sheet and income statement for the
latest three-year period. Identify
positive and negative trends.
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