15 Nov Gather the Financials information. Access Hoovers to search for companies by industry. Select domestic public companies at SEC.govLinks to an exte
Posted at 11:54h
in Finance / Management
Instructions
Gather the Financials information.
- Access HooversLinks to an external site. to search for companies by industry.
- Select domestic public companies at SEC.govLinks to an external site..
- Use the 10K annual report as indicated below or from the company's website under investor relations. Make sure the company you select is a domestic public company by using the 10k annual report from the companies' website under Investor Relations.
- Select domestic public companies at SEC.govLinks to an external site..
- Access the U.S. Securities and Exchange CommissionLinks to an external site. to access your selected companies’ financial filings.
- Select the Filings Tab and Company Filing Search in the drop-down menu to search for publicly traded companies.
- Enter the selected company in the search engine to locate the required financial information to complete the Company and Stock Analysis template Download Company and Stock Analysis template. (or)
- Search for a Company’s Corporate Website and locate the link for investor relations to locate the required information to complete the Company and Stock Analysis template Download Company and Stock Analysis template.
- Select the Filings Tab and Company Filing Search in the drop-down menu to search for publicly traded companies.
Complete the Stock Analysis in the Company and Stock Analysis template.Download Company and Stock Analysis template.
Note: Select the correct tab (Stock Analysis) at the bottom of the Excel document.
- Complete the Stock Analysis section that includes the Industry and the names of the three companies.
- Discuss the performance of the stocks, their investment potential, and what you have learned about each stock based on their financial data.
- For example, evaluate liquidity, profitability, debt ratios, or Efficiency ratios (the formulas to calculate the ratios are provided in the template). Liquidity ratios include the current and quick ratios. Profitability ratios include profit margin and return on equity, debt ratios include debt to equity, and the debt to total assets ratio. Efficiency ratios include inventory and accounts receivable turnover ratios. See the template for more.
- Include at least one paragraph for each company in the Stock Analysis Template (the formulas to calculate the ratios are provided in the template).
- Explain why each class of ratio is important in evaluating the company and discuss each company's performance based on these ratios. What do the ratios tell you about the company?
Cite your sources
Company Analysis
| FIN534: Financial Management Name: Click or tap here to enter text. Professor Name: Click or tap here to enter text. Date: Click or tap here to enter text. | |||
| Company Analysis | |||
| U.S. Stock exchange: Company Name: | Company 1 | Company 2 | |
| Determine the free cash flow for the last two most recent years for the two companies. | |||
| Explain how a company’s free cash flow (cash flow from operating activities minus capital expenditures) impacts its growth potential. | |||
| Instructions: Find the numbers for these calculations from the income statement or balance sheet for each company from the annual report or 10-K. Make sure the numbers are not from the 10-Q or quarterly report as you want to make apples to apples comparisons. | |||
| Your Name: | |||
| Industry: | |||
| Company 1 Name: | |||
| Company 2 Name: | |||
| Company 3 Name: | |||
| Income Statement Information | |||
| Total Revenue | |||
| Company 1 Name: | $0.00 | ||
| Company 2 Name: | $0.00 | ||
| Company 3 Name: | $0.00 | ||
| Gross Profit | |||
| Company 1 Name: | $0.00 | ||
| Company 2 Name: | $0.00 | ||
| Company 3 Name: | $0.00 | ||
| Net Income | |||
| Company 1 Name: | $0.00 | Note: Choose Net Income or EBITDA. Generally accepted accounting principles (GAAP) only requires the use of Net Income and EBITDA is optional. Foreign companies generally do not follow GAAP and use EBITDA because it normally makes the numbers look better. | |
| Company 2 Name: | $0.00 | ||
| Company 3 Name: | $0.00 | ||
| EBITDA | |||
| Company 1 Name: | $0.00 | ||
| Company 2 Name: | $0.00 | ||
| Company 3 Name: | $0.00 | ||
| Balance Sheet Information | |||
| Total Assets | |||
| Company 1 Name: | $0.00 | ||
| Company 2 Name: | $0.00 | ||
| Company 3 Name: | $0.00 | ||
| Total Liabilities | |||
| Company 1 Name: | $0.00 | ||
| Company 2 Name: | $0.00 | ||
| Company 3 Name: | $0.00 | ||
| Total Stockholders' Equity | |||
| Company 1 Name: | $0.00 | ||
| Company 2 Name: | $0.00 | ||
| Company 3 Name: | $0.00 | ||
| Ratios Calculations | |||
| Calculate the Following Ratios: | |||
| Debt to Equity Ratio Formula (Total Debt/Total Equity) | Total Debt | Total Equity | Debt to Equity Ratio |
| Company 1 Name: | $0.00 | $0.00 | $0.00 |
| Company 2 Name: | $0.00 | $0.00 | $0.00 |
| Company 3 Name: | $0.00 | $0.00 | $0.00 |
| Gross Margin Formula (Gross Profits/Sales) | Gross Profits | Sales | Gross Margin |
| Company 1 Name: | $0.00 | $0.00 | $0.00 |
| Company 2 Name: | $0.00 | $0.00 | $0.00 |
| Company 3 Name: | $0.00 | $0.00 | $0.00 |
| Operating Margin Formula (Operating Income/Sales) | Operating Income | Sales | Operating Margin |
| Company 1 Name: | $0.00 | $0.00 | $0.00 |
| Company 2 Name: | $0.00 | $0.00 | $0.00 |
| Company 3 Name: | $0.00 | $0.00 | $0.00 |
| Find the appropriate amounts from the 10K annual report and insert them into the formula to calculate. | |||
| Formulas | Company A | Company B | Company C |
| Profitability ratios: | |||
| Profit margin = Net Income/Sales | |||
| Return on equity = Net Income/Shareholders' Equity | |||
| Efficiency ratios: | |||
| Inventory turnover = Cost of Goods Sold/Average Inventory | |||
| Accounts receivable turnover = Net Sales/Average Accounts Receivable | |||
| Leverage ratios: | |||
| Debt to equity ratio = Total Liabilities/Shareholders' Equity | |||
| Debt/Assets = Total Liabilities/Total Assets | |||
| Liquidity ratios: | |||
| Current ratio = Current Assets/Current Liabilities | |||
| Quick ratio = (Current Assets – Inventory)/Current Liabilities | |||
| Discuss three takeaways or an analysis of what you’ve learned about each company based on their financial data. Include at least one paragraph for each company. | |||
| Analysis | |||
| Company 1 Name: | |||
| Company 2 Name: | |||
| Company 3 Name: |
Stock Analysis
| Stock Analysis | ||
| Instructions: Find the numbers for these calculations from the income statement or balance sheet for each company from the annual report or 10-K. Make sure the numbers are not from the 10-Q or quarterly report as you want to make apples to apples comparisons. | ||
| Your Name: | ||
| Industry: | ||
| Company 1 Name: | ||
| Company 2 Name: | ||
| Company 3 Name: | ||
| Stock | ||
| Ticker Symbol | ||
| Company 1 Name: | ||
| Company 2 Name: | ||
| Company 3 Name: | ||
| Stock Price Include the stock price at the balance sheet date. (Stock prices fluctuate daily and are available in the Wall Street Journal) | ||
| Fiscal Year End Date: | ||
| Company 1 Name: | $0.00 | |
| Company 2 Name: | $0.00 | |
| Company 3 Name: | $0.00 | |
| Market Cap Formula (Share Price/Number of Shares) | ||
| Company 1 Name: | $0.00 | |
| Company 2 Name: | $0.00 | |
| Company 3 Name: | $0.00 | |
| Price to Earnings Ratio Formula (Share Price/EPS) | ||
| Company 1 Name: | $0.00 | |
| Company 2 Name: | $0.00 | |
| Company 3 Name: | $0.00 | |
| Current Dividend Yield – Year End Formula (DPS/Share Price) | ||
| Company 1 Name: | $0.00 | |
| Company 2 Name: | $0.00 | |
| Company 3 Name: | $0.00 | |
| Discuss the performance of the stocks, how the company's performance impacts the stock performance, and their investment potential. Include at least one paragraph for each company. You can consult the notes to the financial statements that appear right after the financial statements to find a detailed explanation or you can use Management's Discussion and Analysis in the Annual (10K) Report. | ||
| Analysis | ||
| Company 1 Name: | ||
| Company 2 Name: | ||
| Company 3 Name: |
Our website has a team of professional writers who can help you write any of your homework. They will write your papers from scratch. We also have a team of editors just to make sure all papers are of HIGH QUALITY & PLAGIARISM FREE. To make an Order you only need to click Ask A Question and we will direct you to our Order Page at WriteDemy. Then fill Our Order Form with all your assignment instructions. Select your deadline and pay for your paper. You will get it few hours before your set deadline.
Fill in all the assignment paper details that are required in the order form with the standard information being the page count, deadline, academic level and type of paper. It is advisable to have this information at hand so that you can quickly fill in the necessary information needed in the form for the essay writer to be immediately assigned to your writing project. Make payment for the custom essay order to enable us to assign a suitable writer to your order. Payments are made through Paypal on a secured billing page. Finally, sit back and relax.