Overview
For this assignment, you will retrieve financial statements information ONLY. No calculations need to be done for this assignment.
Financial Statements - Spreadsheet
Each individual will obtain five (5) years of financial data and industry ratios. A spreadsheet template is provided
Copying Financial Statement data into Excel
To copy historical financial statement data into Excel, you can use the Mergent Online Database. Through the Library link on the Hampton University home page, click on Databases A-Z. Click on M, then go to Mergent Online (or type Mergent in the box). Under Company Search, enter the company ticker symbol or Company Name. When the Mergent report comes up, go to the tab Company Financials. In the drop down that says "Balance Sheet', go to Select All Sections and then 'Refresh'. You are then ready to download that information into a spreadsheet. There is a download button on the far right of the screen.
Once you have downloaded the information, select the Balance Sheet, Income Statement and Cash Flow Statement portions of the information you have downloaded, and place them in the spreadsheet provided for the assignment.
Obtain Year-end Stock Prices and Industry Ratios: You can find historical stock prices on www.bigcharts.com or finance.yahoo.com At either site, click on the Historical Quotes tab. Enter the balance sheet date and click Lookup. Use the closing price for each fiscal year end, please note that Apples' year end is 9/30. To find the number of shares outstanding and dividends per share, you can look at the bottom portion of the income statement.
Industry Ratios Industry ratios can be obtained from either investing.com or moneycentral.msn.com. For investing.com,once you have entered the stock ticker, go to Financials and then Ratios. At moneycentral.msn.com, go to Markets, enter the stock ticker, and look under Analysis for Ratios. Copy the above information (historical stock prices, shares outstanding, industry ratios etc.) into the top portion of the Ratios worksheet of the provided spreadsheet.
Gather the necessary information this week.