Directions for Individual Financial Analysis Report

The deliverable is no more than 5 pages of text plus additional pages for bibliography and exhibits. You must utilize and refer to your exhibits in the report. Remember that your audience is the top executives of the company. The data (numbers and charts) go into tables and figures, write your analysis referring to the data. It is the interpretation which matters. You need to cite your sources of financial data. The report is for a business audience and needs to fit a more business style of writing. Use the following web site for help if you are unsure about business writing style. http://owl.english.purdue.edu/owl/resource/590/1/ . (Hint start by looking at the firms’ 10Ks particularly the description and managerial discussion of financials will help you understand how the firm operates. SHARE your financials with your team members to help with comparisons)

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The outline of the financial analysis:

1. Title

2. Introduce the company and frame your report (make sure you state the purpose of the report)

3. Discuss the Income statement and balance sheet ( must include 5 years as exhibits)

a. Discuss the trends for the company

b. Do these trends echo the industry? If not discuss reasons why. Do the numbers differ from the competitors and why.

c. Is there anything to be concerned about?

4. Discuss the Common sized income statement (3-5 years must include as an exhibit)

a. Discuss the trends

b. Identify any changes

c. Discuss if their common sized numbers differ from their competitors and why?

d. Is there anything to be concerned about?

5. Do the Ratio Analysis (profitability, liquidity, operating/asset management, debt, industry specific) for the last 3 years. I want numbers.

a. Compare to industry averages for the last 3 years (identify who is in your average and must include ratios as an exhibit).

b. Identify the best and worst performing firm in the industry. Explain why.

6. What has earnings been and how has this effected share price. What do analysts say about the firm meeting its target earnings. What about other firms in the industry?

7. Identify business units and product categories contribution to revenues and growth or decrease of contribution.

8. Has the firm announced any moves which will change their cash/debt position. (e.g. acquisitions, licensing deals, divestitures).

9. Summarize the strengths and weakness based on the analysis.

10. At the end attach Bibliography and Exhibits. Cite the sources for your numbers.

Directions for Individual Financial Analysis Report was first posted on April 8, 2020 at 8:53 pm.
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