Company Analysis Part 2 Overview:
In the discussion this week, you selected a publicly traded company to research. In this Financial Analysis assignment, you will obtain your company's key financial ratios and create an Excel worksheet.
Instructions:
Using the company that you chose in this week's Discussion, develop a ratio analysis using the Mergent Database and Excel.
INSTRUCTIONS
In your worksheet, create a table (see example below) that lists 20 of the (>20) downloaded financial ratios, the calculations, and the purpose of each ratio (using the text and/or your online research). You must choose at least three (3) ratios from each category, including Profitability, Management Effectiveness, Financial Strength, Efficiency, and Miscellaneous. (This is general, and not specific to your company’s performance.)
Include the following headings in your worksheet.
Ratio Calculation Purpose
Name of ratio How it is calculated What does the ratio measure? If the ratio increases, does this mean the company is improving or declining?
Then, separate from above, how did your company perform over time in regard to the following ratios? If your company does not have data for a ratio listed below, you must choose an alternative ratio within the same category (Profitability, Management Effectiveness, Financial Strength, Efficiency, and Miscellaneous) to complete a total of 5. (This is specific to your company’s performance.)
Net Profit Margin
(Normalized) Return on Equity
Current Ratio
Inventory Turnover
Book Value Per Share
Document your analysis on the Mergent Ratio Worksheet. Here is a general example of what the completed Ratios worksheetDownload Ratios worksheetOpen this document with ReadSpeaker docReader should look like for submission.
Do not submit alternative documents, only the downloaded financial ratios. One attachment in one submission is required.
Financial Analysis Summary Overview:
INSTRUCTIONS
Format
- , or creating a PowerPoint slide presentation in .ppt format. Be sure to follow APA guidelines.
Instructions:
In Module 2 Assignments 1 and 2, you collected data about your selected company. Take some time to reflect on the experience of data collection, analysis, and worksheet organization. Complete the following:
- Using data from the trend and common-size analysis from Module 2 Assignment 1, and the ratio analysis from Module 2 Assignment 2, prepare a brief paper or PowerPoint slide presentation.
- If you are submitting a paper, you must use proper APA guidelines and include a cover page and reference page. You must also label each of your analyses and conclusion.
- If you are submitting a PowerPoint presentation, you must include a cover slide and reference slide.
- Provide an overview of the analyses that you completed for the Balance Sheet, Income Statement, Statement of Cash Flows, and the Ratios.
- Conclude by explaining why you would or would not recommend investing in your company.
- Submit your file to this assignment area. Also include the following completed analyses from Assignments 1 and 2 with your submission:
- Balance Sheet
- Income Statement
- Statement of Cash Flows
- Ratios Worksheet
Five attachments in one submission is required. If you have any questions, please ask your professor.
Resources for creating a presentation:
- Create a presentation in PowerPoint - https://support.microsoft.com/en-us/office/create-a-presentation-in-powerpoint-422250f8-5721-4cea-92cc-202fa7b89617