Completely read the Course Syllabus Section 3 “Final Project: Financial Company Analysis” and Section 4 “Week 4 Draft of the Financial Company Analysis” You will prepare and submit a draft of the Fina

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Completely read the

Course Syllabus

Section 3 “Final Project: Financial Company Analysis” and Section 4 “Week 4 Draft of the Financial Company Analysis”

You will prepare and submit a

draft

of the Financial Company Analysis by Day 7 of Week 4. Your Instructor will return the project w/ feedback to you via Canvas. For full credit, the draft must indicate significant progress on the following items as indicated below:

  1. Draft of Part a: Corporate Description – 100% complete
  2. Draft of Part b: Balance Sheet and Income Statement Trends – 100% complete
  3. Draft of Part c: Ratio Trend Analysis – Excel Calculations – 50% complete
  4. Draft of Part c: Ratio Trend Analysis – Written Discussion – at least 1 of the 3 required pages



Resources:


  • Mergent Intellect(Links to an external site.)

    and

    Mergent Archives(Links to an external site.)

    library sources and/or independent online research


Rubric


Week 4 Draft Financial Company Analysis Grading Rubric

Week 4 Draft Financial Company Analysis Grading RubricCriteriaRatingsPtsThis criterion is linked to a Learning Outcomea) Corporate Description

11.0


to >0.0


ptsFull Marks0.0


ptsNo Marks

11.0 ptsThis criterion is linked to a Learning Outcomeb) Balance Sheet and Income Statement Trends

22.0


to >0.0


ptsFull Marks0.0


ptsNo Marks

22.0 ptsThis criterion is linked to a Learning Outcomec) Ratio Trend Analysis

67.0


to >0.0


ptsFull Marks0.0


ptsNo Marks

67.0 ptsThis criterion is linked to a Learning Outcomed) Corporation and Competitor Comparison

0.0


ptsFull Marks0.0


ptsNo Marks

0.0 ptsThis criterion is linked to a Learning Outcomee) Capital Structure Assessment

0.0


ptsFull Marks0.0


ptsNo Marks

0.0 ptsThis criterion is linked to a Learning Outcomef) Cash Flow Assessment

0.0


ptsFull Marks0.0


ptsNo Marks

0.0 ptsThis criterion is linked to a Learning Outcomeg) Conclusion with Analyst Recommendations

0.0


ptsFull Marks0.0


ptsNo Marks

0.0 ptsThis criterion is linked to a Learning Outcomeh) Format and Structure – Word APA

0.0


ptsFull Marks0.0


ptsNo Marks

0.0 ptsThis criterion is linked to a Learning Outcomeh) Format and Structure – Excel

0.0


ptsFull Marks0.0


ptsNo Marks

0.0 ptsTotal Points: 100.0PreviousNext

Completely read the Course Syllabus Section 3 “Final Project: Financial Company Analysis” and Section 4 “Week 4 Draft of the Financial Company Analysis” You will prepare and submit a draft of the Fina
Running head: COMPANY NAME 1 MBA 7200 Financial Analysis Paper: Company Name Student name Date Wilmington University COMPANY NAME 2 Outline for paper Note s:  no abstract is needed for this paper  double spacing is required. The outline is presented in single space for presentation purposes. Important point: in the appendices you present financial data and your ratio analysis calculations. Within the narrative sections, you are to analyze the data and d escribe what the data is indicating. What do the numbers mean? What are the trends and how, based on the analysis, is the firm performing for its owners (stockholders) and within its industry. Use the data to pr epare financial analysis . Simply regurgitating the financial numbers in your narrative is not analysis and is not sufficient to receive a passing grade for this project. Outline of paper 1. Page 2: Description of corporation, major products, industries, markets served , and any significant developments over the past three years. a. Prepare a concise summary of your company using declarative sentences. The purpose of this section is to pro vide the reader with basic information on the company. Distilling your company down to one page of essential information should not be easy. Eliminate any extraneous “fluff” and avoid providing any interpretations or analysis. Numerical analysis is not part of this section. It is the only part of the paper that numerical analysis should not be included. This is a factual section. Assume the reader is a business professional. 2. Page 3: Overall descriptive analysis of the financials for the last three years a. In this section you can now present key financial highlights of your company. At a minimum you should discuss sales and net income performance and any significant financial factors related to your company over the last three years. Use concise $ fi gures. For example, use $7.8m or $7.8b instead of $7,800,000 or writing $7.8 million. There is more key financial information than one can easily fit into one page so you must determine what is most important for the reader to understand the financial pi cture of th e corporation as of the most recent financials. b. If your firm has two or more published quarterly statements since the last annual report, be sure to prepare your analysis using the most recent quarterly data. COMPANY NAME 3 3. Pages 4 -6: Descriptive analysis of the firms financials and ratio analysis a. In this section the writer now gets into the financial details of the firm. The narrative in this section is based on the financials of the firm (Appendix A) and the ratio analysis (Appendix B ). b. What are the tre nds in your ratio analysis? What are the trends for the company as a whole and in comparison to key competitors and industry as a whole? c. Ratios to include are Debt/Equity, ROI, ROE, ROA, current, and asset turnover. Cash coverage ratio is suggested to help prepare the cash flow analysis section. Note: P/E ratio and EPS are to be analyzed in the stock price section. In clude this as a separate analysis in Appendix C , not in Appendix B . 4. Page 7: evaluation of firm’s stock price history, earnings, an d dividend policy for the last three years a. A year to year comparison of a firm’s stock price does not provide enough data to sufficiently analyze trends and changes in the firm’s stock price and subsequently P/E ratio and EPS . b. Prepare a 3 -year quarterly analysis of the firm’s stock price and P/E ratio. Present this data in Appendix C . c. Use a similar format as your ratio analysis presented in Appendix B . d. Most stock charts that you find online will show the stock price at any g iven date. You will need to compare the stock price to quarterly earnings to determine the quarterly P/E needed for this section. 5. Page 8: Capital structure analysis and WACC a. Analyze the firm’s ratio of debt to equity financing including trends in each. b. Using the examples on the cost of capital, calculate your firm’s current WACC. c. Include any additional supporting financial analysis for this section in Appendix C. 6. Page 9: Analysis of the firm’s cash flows for the last year (minimum) or up to three years . a. In this section use the firm’s accounting statement of cash flows to calculate the financial cash flow from assets or free cash flow for the firm. b. Use the information in chapter 2 on cash flow to guide your analysis. c. Calculations presented in Appen dix C. d. A 1 -year analysis for this section is sufficient. 7. Page 10: Descriptive summary a. In this section use the analysis in all of the previous sections to write a 1 -page summary of your company with respect to its financial health and performance . COMPANY NAME 4 b. A br ief mention of performance specific to its industry and the current economy is to be included. c. Predicted future performance is to be informed by the past analysis. d. This is not meant to be a “buy, sell, or hold” decision analysis. e. While your opinion as a ‘business analyst’ is necessary, it should be validated and supported by the financial analysis. In other words, use the numbers to tell the financial story. 8. Page 11 : Reference page (use a second page if needed and number accordin gly) 9. Pages 12 and up: Appendices of supporting financial data and analysis Heading structure: In the body of your paper, between the cover page and the reference page, the following is the correct APA style format for headings. You should not need more than 2 levels for this paper. Level Format 1 Centered, Boldface, Uppercase and Lowercase Heading 2 Flush Left, Boldface, Uppercase and Lowercase Heading COMPANY NAME 5 References Correct APA references required. Use this site to ensure you are using correct APA format: Purdue OWL (Online Writing Lab) http://owl.english.purdue.edu/owl/resource/560/01/ COMPANY NAME 6 Appendix A In Appendix A, you should include either spreadsheet s of selected company financials from income statement, balance sheet, and statement of cash flows. In this format, you distill the income statement down to key accounts such as sales, cost of goods sold, gross margin, operating expenses, depreciation expe nses, IBIT, interest expense, taxes, net income, earnings and dividends per share. In this format be sure to include any and all account values needed to calculate any and all of your selected financial ratios. OR Full financial statements inserted from pdfs or spreadsheets for the last three years. Depending on formatting, this may take multiple pages. However, be cautious of ‘cutting and pasting’ pages upon pages of financial statements. Regardless of your approach, the information in this appendi x should be consisten t in format with the rest of this report. Haphazard ‘cutting and pasting’ will reduce the overall professional appearance report scores. COMPANY NAME 7 Appendix B Using the financial data in Appendix A, prepare a financial statement ratio analys is spreadsheet. The minimum is a three year analysis but a four or five year analysis is preferred and provides a more accurate trend analysis. Below is a sample format that you may use. You m ay find other formats in your search that you may use. Reg ardless, be sure your format is concise, easy to understand, and includes the % change in each ratio year to year. In the 4 year analysis below, the % change column for 2009 will use 2008 data to calculate. At a minimum, choose three ratios for each of t he five categories including the indicated ratios in section #3 above. You may choose more, or have unequal numbers of ratios between the categories depending upon what you feel is important to analyze and communicate. Sample ratio analysis template: Year Year Year Year 2012 % change 2011 % change 2010 % change 2009 % change Ratio #1 Ratio #2 Ratio #3 Ratio #1 Ratio #2 Ratio #3 Ratio #1 Ratio #2 Ratio #3 Ratio #1 Ratio #2 Ratio #3 Ratio #1 Ratio #2 Ratio #3 Liquidity Asset Untilizatio n/ Turno ver Pro fitability Market Value Financial Leverage / So lvency COMPANY NAME 8 Appendix C In this appendix include any additional financial data and calculations that are needed to support your analysis but cannot fit into the page limit restrictions. Include your stock P/E and EPS analysis in this section.

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