Perform financial analysis - horizontal and ratio analysis

Assignment Help Managerial Accounting

Reference no: EM132622856

Individual Case : Financial Analysis

Purpose
This assignment is designed to help students obtain the ability to collect financial information and interpreting financial statements. Also, students are required to perform financial analysis and benchmarking, evaluate financial performance, and provide recommendations to help the company to improve.

Requirements:
• Identify two public listed companies in North America i.e. Shaw vs Telus, RBC vs TD. Or CIBC vs BMO.
• Retrieve their financial statements (company investor relation website) and compare their statements of last 3-5 years.
• Perform financial analysis including vertical, horizontal and ratio analysis
• Evaluate financial performance
• Provide recommendation

Format
• The maximum 10 pages of the body content and unlimited pages of the appendix
• Single Space
• Citation Style, APA or MLA

Individual Case Outline
• Title Page
• Executive Summary
• Table of Content
• Introduction
o Company Background
o Main Competitor Background and Comparability Rational
• Financial Assessment
o Vertical Analysis
o Horizontal Analysis
o Financial Ratio Analysis
• Recommendation
• Conclusion
• Reference
• Appendix
Show all the calculations on the excel file.

Reference no: EM132622856

Questions Cloud

Various types of financial instruments : There are various types of financial instruments, some of these include, T-bills, T-bonds, corporate bonds, stocks and stock options. If you were constructing a

Which is referred to in code of ethics as a self-interest : Threats to auditor independence can come from various sources. Which is referred to in the Code of Ethics as a self-interest threat?

What could be the impact on its stock price : Sawadee Corporation just paid a $1.40 per share annual dividend. The company is planning on paying $1.50, $1.65, $1.90, and $2.00 a share over the next 4 year

Compute overhead cost per product using the ABC techniques : Compute an overhead cost per product using the ABC techniques, tracing overheads to production units by means of cost drivers

Perform financial analysis - horizontal and ratio analysis : Perform financial analysis and benchmarking, evaluate financial performance, and provide recommendations to help the company to improve

Demonstrate how much will have at the end of the fourth year : Assume that deposits are made at the start of each period. How much will she have (to the nearest dollar) at the end of the fourth year?

Monthly-payment loan and the twice monthly-payment loan : Using the formula for an annuity, what would be the monthly payments on a 5-year fixed-rate car loan for $20,000 if the effective annual rate is .035 (3.5 perce

What is the market price of sawadee : Sawadee Corporation just paid a $1.40 per share annual dividend. The company is planning on paying $1.50, $1.65, $1.90, and $2.00 a share over the next 4 years

Find what amount must deposit annually to be able : Your cousin, Sam is celebrating her 35th birthday today, amount must she deposit annually to be able to make the desired withdrawals on retirement?

User Account

All Pages