Financial Ratio Analysis

Objectives:

  • 1.1
  • 1.2
  • 1.3
  • 1.4
  • Instructions
  • Assignment Files
  • Grading

Purpose of Assignment

Students should understand how to use the financial information and tools learned in the class on a public company, obtain public company SEC reports, and use that data to calculate a company’s financial ratios and their comparison to industry or competitor standards.

Assignment Steps

Resources: Tutorial help on Excel® and Word functions can be found on the Microsoft®Office® website. There are also additional tutorials via the web that offer support for office products.

Select one of the publicly traded corporations listed below and obtain the most current SEC Form 10-K (annual financial report) from the company’s web site (Do not use the Annual Report that is sent to shareholders):

  • Lowes Corporation
  • Kroger Corporation
  • Harley Davidson Corporation
  • Apple Corporation
  • Intel Corporation
  • Marriott Corporation  MARRIOTT !!
  • Berkshire Hathaway Corporation
  • PepsiCo Corporation
  • Procter and Gamble Corporation
  • General Electric Corporation
  • USE MARRIOTT PLEASE

Calculate and analyze the following ratios for your selected company for the last two years from the SEC Form 10-K:

  • Current Ratio
  • Inventory Turnover
  • Debt Ratio
  • Time Interest Earned
  • Gross Profit Margin
  • Equity Multiplier
  • Return on Assets
  • Net Profit Margin
  • Return on Equity (Use three ratio DuPont method)

Compare and contrast your company’s ratios to industry and competitor standard ratios obtained from Yahoo Finance, Morningstar, MotleyFool, Macroaxis or other Internet sources, and provide a detailed answer and analysis as to why your company’s ratios are different than the industry/competitor standard.

Prepare your analysis in a minimum of 875 words in Microsoft® Word. The use of Microsoft®Word tables is encouraged.

Cite the source of the industry/competitor ratio information.

Format your assignment consistent with APA guidelines.

Click the Assignment Files tab to submit your assignment.

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LP2 Assignment: Financial Statement Presentation

Directions: You are a manager for a large public  delivery transportation company. Your employees are accounting clerks or  technicians and not professional accountant. They all perform a  specific but separate function in the department’s payment process. You  have been mandated by the executive director of your company to provide  training to your employees to broaden their understanding of how their  jobs play a role in creating the financial statements.

  1. Create a PowerPoint presentation that explains each of the following financial statement:
    1. Balance Sheet
    2. Income Statement
    3. Cash Flow Statement
    4. Financial Ratios
  2. HINT: A slide should contain enough information to understand the  focus of the subject. However, you should avoid long (no more than 7 or 8  words) sentences and under no circumstances should you put a paragraph  on your slide. Instead, utilize the NOTES section. Your notes should  explain what is going on the slide. You can think of the notes as your  cue cards or script. Think about what you would say if you were actually  giving the presentation and put that in your notes section. This  information is a major part of your grade. You can also add audio to the  PowerPoint. but if you do, we recommend that you turn it into a video  and put it on Youtube, as the file size may get too large to fit in  the dropbox or a D2L email.
  3. Include in-text citations and a reference page in APA format.  Your  presentation should be no less than 12 and no more than 15 slides not  including the title and reference page.  Use 2 scholarly cited courses.

Illicit Finance Paper

Assignment 2 – Describe, design and illustrate the process of funds gained through illicit finance and how they are a part of the global economy.

Students will depict the current international controls that are in place to regulate illicit financial flows. An emphasis will be placed on depicting emerging markets and developing countries with a demonstration of local, regional, global impacts. Students will be encouraged to look for gaps in money that is laundered through corruption, criminal acts and commercial fraud. The overarching goal is to demonstrate the impact of illicit funds on the global market and to represent the complexity of the financial side of dark networks in a globalized economy.  The following variables should be examined within the scope of the research questions: scale, flow, and profit distribution.

 

Submissions should be at least 6-8 pages in length, not including a cover sheet and bibliographic material.  Turabian formatting is required.  REMINDER:  The cover sheet and bibliographic material are separate entities and are not counted

Plagiarism results required . Please attach with submission

Illicit Finance Paper

Assignment 2 – Describe, design and illustrate the process of funds gained through illicit finance and how they are a part of the global economy.

Students will depict the current international controls that are in place to regulate illicit financial flows. An emphasis will be placed on depicting emerging markets and developing countries with a demonstration of local, regional, global impacts. Students will be encouraged to look for gaps in money that is laundered through corruption, criminal acts and commercial fraud. The overarching goal is to demonstrate the impact of illicit funds on the global market and to represent the complexity of the financial side of dark networks in a globalized economy.  The following variables should be examined within the scope of the research questions: scale, flow, and profit distribution.

 

Submissions should be at least 6-8 pages in length, not including a cover sheet and bibliographic material.  Turabian formatting is required.  REMINDER:  The cover sheet and bibliographic material are separate entities and are not counted

financial statement analysis

Write a five- to seven-page financial statement analysis of a public company, formatted according to APA style as outlined in the  Writing Center. In this analysis, you will discuss the financial health of this company with the ultimate goal of making a recommendation to other investors. Your paper should consist of the following sections: introduction, company overview, horizontal analysis, ratio analysis, final recommendation, and conclusions.  Your paper needs to include a minimum of two scholarly resources in addition to the textbook as references.

Company Overview
Provide a brief overview of your company (one to two paragraphs at most). What industry is it in?  What are its main products or services?  Who are its competitors? Horizontal Analysis of Income Statement and Balance Sheet
Prepare a three-year, horizontal analysis of the income statement and balance sheet of your selected company.  Discuss the importance and meaning of horizontal analysis.  Discuss both the positive and negative trends presented in your company.  Ratio Analysis  Calculate the current ratio, quick ratio, cash to current liabilities ratio, over a two-year period.   Discuss and interpret the ratios that you calculated.  Discuss potential liquidity issues based on your calculations of the current and quick ratios.  Are there any factors that could be erroneously influencing the results of the ratios?  Discuss liquidity issues of competitive companies within the same industry. Recommendation  Based on your analysis, would you recommend an individual invest in this company?  What strengths do you see?  What risks do you see? It is perfectly acceptable to state that you would recommend avoiding this company, as long as you provide support for your position.

Current Market Conditions Competitive Analysis

Students will develop cost curves on which firm behavior is based and will utilize these cost curves to determine the behavior of their chosen organization in the market served. Using the concept of comparative advantage, students analyze trade opportunities and use the model of supply and demand to explain factors that could affect demand, supply and prices. Students will determine various factors that could affect their organization’s total revenue and will recommend actions the firm could use to maximize their profit and their presence in the market served.

Assignment Steps

Scenario: You have been given the responsibility of working with your organization’s CEO to do a competitive market analysis of the potential success of one of their existing products.

Research an organization and a product produced by that organization in which an analysis can be conducted.

Write a 1,750-word analysis of the current market conditions facing your product, making sure you address the following topics:

  • Define the type of market in which your selected product will compete, along with an analysis of competitors and customers.
  • Analyze any comparative advantages and international trade opportunities.
  • Explain the factors that will affect demand, supply, and prices of that product.
  • Examine factors that will affect Total Revenue, including but not limited to:
    • Price elasticity of demand
    • Factors that influence productivity
    • Various measures of costs, including opportunity costs
    • Externalities and government public policy and their effect on marginal revenue and marginal cost
  • Recommend how your organization can maximize their profit-making potential and increase their presence within the market served by the product.

Cite a minimum of three peer-reviewed sources from the University Library.

Format your paper consistent with APA guidelines.

Finance

Optimal Capital Structure Write a 750 – 1000 word paper. In your paper include the following: •Explain the capital structure of the organization you have been studying this term. Do they rely more heavily on debt or equity? What are their structure weights (%’s)? How does this structure contribute to the overall risk of your firm? Do you feel they have chosen an ideal capital structure? What would you do to improve their structure if you could be CEO for a day? Includee a title page and 3-5 references. Only one reference may be from the internet (not Wikipedia). The other references must be from the Grantham University online library. Please adhere to the Publication Manual of the American Psychological Association (APA), (6th ed. 2nd printing) when writing and submitting assignments and papers. Grading Criteria Assignments Maximum Points Meets or exceeds established assignment criteria 40 Demonstrates an understanding of lesson concepts 20 Clearly presents well-reasoned ideas and concepts 30 Uses proper mechanics, punctuation, sentence structure, and spelling 10 Total