All,
INSTRUCTIONS
Deliverables:
1. A power point PRESENTATION file (see #3 below) with the ratios for your assigned company, as in the attached Eli Lilly Excel file. One PPT slide for each ratio, over 3 years (2022, 2023 and 2024), including a brief interpretation as to why the ratio may have changed over the three years.
Add a first page introducing the company, and a last page concluding with one or two comments for each category of ratios (see color coding in the Excel file, each color is one category). Reference is Chapter 12 of the Thomas textbook. However, you must work on the ratios in the attached example of Eli Lilly.
2. EVERY Member of the group should be part of the presentation. Prepare for a MAXIMUM 15 minute presentation for the whole group.
3. Suggested structure of the PPT file: Slide 1: Company and Group members Slide 2: Introduction and VERY BRIEF company background that helps better understand the ratios. Slides 3-6: One slide for each of the liquidity measures Slide 7: Overall conclusion about the liquidity measures Slides 8-12: One slide for each of the ratios measuring the ability to sell inventory and collect from customers Slide 13: Overall conclusions re: slides 8-12 Slides 14-16: One slide for each of the debt-related ratios Slide 17: Overall conclusion re: slides 14-16 Slides 18-22: One slide for each of the profitability ratios Slide 23: Overall conclusions re: slides 18-22 Slide 24-26: One slide for each of the stock performance ratios (Row 50 is just confirming the data in Row 49 in another way) Slide 27: Overall conclusion re: slides 24-26 Slide 28: Overall conclusion about the company's financial performance over the last 3 years Slide 29: Your comments on the cybersecurity disclosures (Item 1B in the 10-K statement for 2024)
DEADLINES: Upload the PPT PRESENTATION file to the Assignment Drop Box, AND the Discussion Forum by SUNDAY APRIL 26.
Grading Scheme for the PPT presenation (max 25 points):
Submission by the Deadline: 4 points Accuracy of the ratios: 8 points Interpretation of the ratios: 10 points Analysis of Cybersecurity disclosures: 3 points
Suggested steps: 1.Go to your company's website, locate a tab for "Invesors" or "Investor Relations", locate "SEC Filings", locate "Annual Filings", and locate the 10K for the years 2022 (filed in February 2023), 2023 (filed in February 2024) and 2024 (filed in February 2025). I would recommend you download the pdf version of the 10K. 2. Go to Item 8 for the financial statements. 3. Use the attached Eli Lilly Excel file and fill out the information for your company for the years 2022, 23 and 24. The ratios will be automatically computed. All you have to get is the information for first half of the Excel file from the 10Ks you just downloaded.
Let me know of any concerns or questions.
Best,
Prof. Sekar
- Eli Lilly 2020-22 ratio computations-1.xlsx
- Eli Lilly 10 K for the year 2020 - filed in 2021-5.pdf
- Eli Lilly 10 K for the year 2022 - filed in 2023-3.pdf
- Eli Lilly 10 K for the year 2021 - filed in 2022-4.pdf