Analyze the content of an income statement

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Reference no: EM132331087

Analyzing Income

The purpose of this assignment is to analyze income statements and calculate ratios in order to summarize the financial performance of a company.

The ability to analyze the content of an income statement, profit and loss statement, and statement of earnings is an essential skill when assessing a company's revenue and trends associated with the company's financial performance.

Assume that the accounting manager has asked you to provide a summary presentation about the financial performance of the company over the past 3 years. You need to prepare 5 slides Power Point presentation of your findings to the accounting manager and other company stakeholders as part of a management meeting.

In the Form 10-K for the company you selected SOUTHWEST AIRLINE COMPANY

in the Topic 1 assignment, access the income statement (also called the profit and loss statement or statement of earnings) information and review it. Calculate the following ratios over the past 3 years for use in your presentation:
1. Gross profit
2. Net profit
3. Return on assets

Create a 5 slide PowerPoint presentation that summarizes your analysis and addresses the following:

1. Based on actual dollars, discuss the company's performance compared to the prior year. Explain how you can tell whether the company is performing better or worse, and highlight at least three items from the income statement that justify your assessment.

2. Explain any changes or growth in the marketplace that have contributed to the company's performance.

3. Summarize the revenue trends for the company.

4. Summarize company expenses and whether they are increasing or decreasing. Highlight at least two expenses and discuss the significance of the increase or decrease in each of the expenses over time.

5. Provide the gross profit, net profit, and return on assets ratios for the past 3 years and discuss the significance of the results.

Refer to the resource, "Creating Effective PowerPoint Presentations," located in the Student Success Center, for additional guidance on completing this assignment in the appropriate style.

Verified Expert

This assignment is a short review of financial analysis in a presentation format for the southwest airways airlines and helps in explaining the financial analysis of the company in five different perspectives.

Reference no: EM132331087

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Reviews

len2331087

7/1/2019 3:52:12 AM

Documentation of Sources (citations, footnotes, references, bibliography, etc., as appropriate to assignment and style) 5.0% Sources are completely and correctly documented, as appropriate to assignment and style, and format is free of error.

len2331087

7/1/2019 3:51:57 AM

Layout 5.0% The layout is visually pleasing and contributes to the overall message with appropriate use of headings, subheadings, and white space. Text is appropriate in length for the target audience and to the point. The background and colors enhance the readability of the text. Language Use and Audience Awareness (includes sentence construction, word choice, etc.) 10.0% The writer uses a variety of sentence constructions, figures of speech, and word choice in distinctive and creative ways that are appropriate to purpose, discipline, and scope. Mechanics of Writing (includes spelling, punctuation, grammar, language use) 5.0% Writer is clearly in control of standard, written, academic English.

len2331087

7/1/2019 3:51:25 AM

Revenue Trends 10.0% Summary of revenue trends is extremely thorough and includes substantial explanation and relevant supporting details. Company Expenses 10.0% Summary of company expenses, including whether they are increasing or decreasing, highlights of two expenses, and discussion of significance of the increase or decrease of each expense over time, is extremely thorough and includes substantial explanation and relevant supporting details. Ratio Significance 10.0% Discussion of ratio significance, including gross profit, net profit, and return on assets ratios for the past 3 years, is extremely thorough and includes substantial explanation and relevant supporting details. Presentation of Content 10.0% The content is written clearly and concisely. Ideas universally progress and relate to each other. The project includes motivating questions and advanced organizers. The project gives the audience a clear sense of the main idea.

len2331087

7/1/2019 3:50:40 AM

Excellent (100.00%) Excel Ratio Formulas Excel ratio formulas for gross profit, net profit, and return on assets are complete and correct. Company Performance Discussion of company performance compared to the prior year, including three items from the income statement that justify the assessment, is extremely thorough and includes substantial explanation and relevant supporting details. Marketplace Contributions to Performance Discussion of changes or growth in the marketplace that have contributed to company performance is extremely thorough and includes substantial explanation and relevant supporting details.

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