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.


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

finance assignment

In 2012, Bill and Joyce Schnappauf live in Wakefield, R.I. Bill is 53, and Joyce is 51. Bill is a district sales manager for USC Equipment Corporation, a Rhode Island firm that manufactures and distributes gaming equipment. Joyce is a self-employed author of children’s books. The Schnappaufs have three children, Will, 21, Dan, 19, and Tom, 16. In February 2013, the Schnappaufs provide the following basic information for preparing their 2012 federal income tax return:

1. The Schnappaufs use the cash method of accounting and file their return on a calendar-year basis.

2. Unless otherwise stated, assume that the Schnappaufs want to minimize the current year’s tax liability. That is, they would like to defer income when possible and take the largest deductions possible, a practice they have followed in the past.

3. Joyce’s Social Security number is 371-42-5207.

4. Bill’s Social Security number is 150-52-0546. 5.

Will’s Social Security number is 372-46-2611.

6. Dan’s Social Security number is 377-42-3411.

7. Tom’s Social Security number is 375-49-6511.

8. The Schnappaufs do not have any foreign bank accounts or foreign trusts.

9. Their address is 27 Northup Street, Wakefield, R.I. (02879).

10. The Schnappaufs do not wish to contribute to the presidential election campaign.

PHASE I— The first phase of the tax return problem is designed to introduce you to some of the tax forms and the supporting documentation (Forms W-2, 1099-INT, etc.) needed to complete a basic tax return. The first four chapters focus on the income aspects of individual taxation. Accordingly, this phase of the tax return focuses on the basic income concepts. 1. Bill’s W-2 is provided (Exhibit A-1). The 2012 W-2 includes his salary ($94,000), bonus ($47,000), and income from group-term life insurance coverage in excess of $50,000 ($121.44), and is reduced by his 7 percent contribution ($6,580) to USC’s qualified pension plan. The company matches Bill’s contribution to the plan.

2. The Schnappaufs receive two 1099-INTs for interest (Exhibits A-2 and A-3), two 1099-DIVs for dividends (Exhibits A-4 and A-5), and a combined interest and dividend statement (Exhibit A-6).

3. Joyce and her brother, Bob, are co-owners of, and active participants in, a furniturerestoration business. Joyce owns 30 percent, and Bob owns 70 percent of the business. The business was formed as an S corporation in 2004. During 2012, the company pays $5,000 in dividends. The basis of Joyce’s stock is $27,000.

4. The Schnappaufs receive a 2011 federal income tax refund of $1,342 on May 12, 2012. On May 15, 2012, they receive their income tax refund from the state of Rhode Island. In January 2013, the state mails the Schnappaufs a Form 1099-G (Exhibit A-7). Their total itemized deductions in 2011 were $22,854.

5. During 2012, Joyce is the lucky ninety-third caller to a local radio station and wins $500 in cash and a stereo system. Despite repeated calls to the radio station, she has not received a Form 1099—MISC. In announcing the prize, the radio station host said that the manufacturer’s suggested retail price for the stereo system is $625. However, Joyce has a catalog from Supersonic Electronics that advertises the system for $520.

6. The Schnappaufs receive a Form W-2G (Exhibit A-8) for their winnings at the Yardley Casino in Connecticut.

7. On June 26, 2012, Bill receives a check for $17,400 from the United Insurance Corporation. Though he was unaware of it, he was the designated beneficiary of an insurance policy on the life of his uncle. The policy had a maturity value of $16,980, and the letter from the company stated that his uncle had paid premiums on the policy of $2,950 (Exhibit A-9).

8. Joyce is active in the school PTO. During the year, she receives an award for outstanding service to the organization. She receives a plaque and two $75 gift certificates that were donated to the PTO by local merchants.

9. To complete phase I, you will need Form 1040, Schedule B, and Schedule D.

INSTRUCTIONS: If you are using tax software to prepare the tax return or are not completing phases II and III of the problem, ignore the instructions that follow.

If you are preparing the return manually, you cannot complete some of the forms used in phase I until you receive additional information provided in phase II or phase III. Therefore, as a general rule, you should only post the information to the appropriate form and not compute totals for that form.

The following specific instructions will assist you in preparing Part I of the return.

a. The only form that can be totaled is Schedule B.

b. Only post the appropriate information to Schedule D.Do not total any columns. More information is provided in phase III of the tax return problem.

c. Do not calculate total income or adjusted gross income on page 1 of Form 1040.

d. Post the appropriate information on page 2 of Form 1040, but do not total this page, compute the federal tax liability, or determine the refund or balance due. PREPARATION AID: Tax forms and instructions can be downloaded from the IRS’s home page ( You can also download IRS Publication 17, which is a useful guide in preparing the tax return. What forms are used and what accounts go into the forms.

Financial Statement Analysis


Prepare an eight- to ten-page fundamental financial analysis (excluding appendices, title page, abstract, and references page) that will cover each of the following broad areas based on the financial statements of your chosen company:


The company will be Samsung


Provide a background of the firm, industry, economy, and outlook for the future.


Analyze the short term liquidity of the firm.


Analyze the operating efficiency of the firm.


Analyze the capital structure of the firm.


Analyze the profitability of the firm.


Conclude with recommendations for the future analysis of the company (trend analysis).


Writing the Final Paper


The paper


Must be eight to ten double-spaced pages in length (not including title and references pages) and formatted according to APA style.

Must include a separate title page with the following:


Title of paper


Student’s name


Course name and number


Instructor’s name


Date submitted


Must begin with an introductory paragraph that has a succinct thesis statement.


Must address the topic of the paper with critical thought.


Must end with a conclusion that reaffirms your thesis.


Must use at least three scholarly sources from the University Library, in addition to the text.

Must document all sources in APA style


Must include a separate references page that is formatted according to APA style

week 7 finance

300 words APA/ 3 sources/ answer all questions

Buying stock is most often associated with a rise in the price of the shares (buy low…sell high)…however, there is the matter of a dividend that some firms payout to shareholders.

So, do you consider the dividend in/with your selection of stocks?
Are there mutual funds that ‘cater to’/emphasize dividend paying stocks?

Also, ‘where’ does the dividend originate from, and, ‘who’ decides if a dividend is/will be forthcoming.

When considering the dividend payout policy of a given firm…consider what both the ‘payout rate’ and the ‘retention rate’ may mean to a given firm.

In addition, consider what the ‘quality of earnings’ may mean to an overall dividend policy of a firm.

Lastly, ‘what’ might “preferred stock” have to do with payout decisions of/at a firm…?


1. A small town has 5600 residents. The residents in the town were asked whether or not they favored building a new bridge across the river. You are given the following information on the residents’ responses, broken down by gender:

Men          Women          Total

In Favor                  1400            280               1680

Opposed                  840           3080               3920

Total                2240           3360               5600

A) What is the probability of a randomly selected resident being Opposed to the bridge?

B) What is the probability that a randomly selected resident is a man and is In Favor of the bridge?

C) What is the probability of a randomly selected resident being a man or In Favor of the bridge?

D) If a randomly selected resident is a woman, what is the probability that she is in favor of the bridge?

E) Are gender and opinion about the bridge mutually exclusive events? Why?

F) Are gender and opinion about the bridge independent events? Why? Show some “proof” with probabilities.

2. How many Combinations of 4 students can be selected from a group of 9 students?

3. Describe the Sample Space for the experiment of rolling a pair of dice.

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