Financial analysis assignmentthis is an individual

Assignment Help Corporate Finance
Reference no: EM13370941

Financial Analysis Assignment

This is an individual assignment that focuses on Dun and Bradstreet's key business ratio analysis and a current financial situation analysis.

By completing this assignment, students will meet the outcome(s):

  • analyze and synthesize strengths, weaknesses, opportunities, and threats (SWOT) to generate, prioritize, and implement alternative strategies in order to write and present a strategic plan
  • evaluate the outcomes of selected strategies to determine their success and impact on the achievement of an organization's vision and mission

Required Elements to include in Financial Analysis:

  • Students will be provided with a list of publicly traded organizations from which to choose;
  • Students will be required to create a quantitative financial spreadsheet with key financial ratios;
  • Complete the financial ratios using the template provided;
  • Include an additional financial ratios that you believe relevant or important to your analysis;
  • Provide a detailed, written analysis of the findings from the financial analysis;
  • a trend analysis of the latest three years of key balance and income statement information, including a spreadsheet depicting the trend as well as a detailed, written analysis of the information (See Figure 4-3 example on page 110)
  • Demonstrate critical thinking in the assessment.

Student should select a company from the list below for this assignment:

 Company is Bank of America

Bank of America

 Required Formatting of Paper:

  • This report should be double spaced, 12-point font, and three to four page written analysis excluding the title page, reference page and .spreadsheets;
  • Completed spreadsheets with the most recently reported three years of financial statements and presented as an appendix;
  • This paper should be written in the third person.  No script should contain the words "I or we;"
  • Title page with your name, the course name, the date, and instructor's name;
  • This paper should be written in the third person.  No script should contain the words "I or we;"
  • Include references with at least one reference other than the textbook;
  • Use APA formatting for in-text citations and reference page.  You are expected to paraphrase and not use quotes. Deductions will be taken when quotes are used and found to be unnecessary;

Submit the paper in the Assignment Folder.

Financial Analysis Assignment Template

Your response for the Financial Analysis Assignment should measure, record, and present the financial performance of your firm. Your analysis shall be conducted on a year-to-year basis using the firm's most recent three years Balance Sheets and Income Statements except for final partial-year data, as appropriate (e.g., 4th quarter 2012*). Use the template below as a guide for developing your response for the Financial Analysis Assignment.

Financial Analysis Assignment Cover Sheet

List of Illustrations

Table of Contents

(Start of Topic Outline for Body of Paper)

I.          Introduction

II.         Summary of Operations ($000)

A.         Net Sales

B.         Gross Margin

C.         Operating Margin

D.         Income before Taxes

E.         Net Income

F.         Summary of Operations Data Assessment/Interpretation

III.        Financial Position ($000)

A.         Working Capital

B.         Net Property, Plant & Equipment

C.         Total Assets

D.         Long Term Assets

E.         Stockholders' Equity

F.         Financial Position Data Assessment/Interpretation Summary

IV.        Financial Ratios to cover four (4) categories of the firm's performance; minimum one ratio from each category.

A.         Liquidity

B.         Leverage

C.         Profitability

D.         Efficiency

E.         Financial Ratios Data Assessment/Interpretation Summary

V.         Historical view of the financial performance; 3-year Trend Analysis for relevant financial performance variables

A.         Comparisons with at least 2 major competitors

B.         Comparison with Industry Standards

C.         Supplemental Data

D.         Historical Financial Performance and 3-year Trend Analysis Data Assessment/Interpretation Summary

References

Appendix (Examples of Typical Appendices)

1.         Industry Statistics

2.         Company Income Statements

3.         Company Balance Sheets

4.         Company Quarterly Statements

5.         Competitor #1 Income Statements

6.         Competitor #1 Key Statistics

7.         Competitor #2 Income Statements

8.         Competitor #2 Key Statistics

 

Reference no: EM13370941

Questions Cloud

Linus inc has budgeted overhead for august of 260000 for : linus inc. has budgeted overhead for august of 260000 for variable costs and 435000 for fixed costs. actual costs for
Production budget vitapup gives a vitamin-enhanced dog food : production budget vitapup gives a vitamin-enhanced dog food that is sold in kansas. the company expects sales to be
One area of leadership that you discuss in your analysis is : one area of leadership that you discuss in your analysis is that of open communication. elaborate on and share my own
Question 1discussion amp backgroundit is integrated : question 1discussion amp backgroundit is integrated approach that means to consider overall business performance by
Financial analysis assignmentthis is an individual : financial analysis assignmentthis is an individual assignment that focuses on dun and bradstreets key business ratio
Question 1which of the following are absolutely required to : question 1which of the following are absolutely required to eradicate a viral disease using a vaccination program
Instructionswrite a report analysing how communication : instructionswrite a report analysing how communication including communication technology affects organisational
In the previous two presidential elections in the united : in the previous two presidential elections in the united states very long wait times have been witnessed at precincts
Question onenbsp herbert simon and allen newell explored : question onenbsp herbert simon and allen newell explored human decision making management science and artificial

Reviews

Write a Review

Corporate Finance Questions & Answers

  Impact of the global economic crisis on business environment

This paper reviews the article of ‘the impact of the global economic crisis on the business environment' that is written by Roman & Sargu (2011).

  Explain the short and the long-run effects on real output

Explain the short and the long-run effects on real output, price, and unemployment

  Examine the requirements for measuring assets

Examine the needs for measuring assets at fair value in accounting standards

  Financial analysis report driven by rigorous ratio analysis

Financial analysis report driven by rigorous ratio analysis

  Calculate the value of the merged company

Calculate the value of the merged company, the gains (losses) to each group of shareholders, NPV of the deal under different payment methods. Synergy remains the same regardless of payment method.

  Stock market project

Select five companies for the purpose of tracking the stock market, preparing research on the companies, and preparing company reports.

  Write paper on financial analysis and business analysis

Write paper on financial analysis and business analysis

  Intermediate finance

Presence of the taxes increase or decrease the value of the firm

  Average price-earnings ratio

What is the value per share of the company's stock

  Determine the financial consequences

Show by calculation the net present value for the three alternatives (no education, network design certification, mba). Also, according to NPV suggest which alternative you advise your friend to choose

  Prepare a spread sheet model

Prepare a spread sheet model for the client that determines NPV/IRR with and without tax.

  Principles and tools for financial decision-making

Principles and tools for financial decision-making. Analyse the concept of corporate capital structure and compute cost of capital.

Free Assignment Quote

Assured A++ Grade

Get guaranteed satisfaction & time on delivery in every assignment order you paid with us! We ensure premium quality solution document along with free turntin report!

All rights reserved! Copyrights ©2019-2020 ExpertsMind IT Educational Pvt Ltd