Financial Analysis for a Publicly Traded Company
Order ID 53563633773 Type Essay Writer Level Masters Style APA Sources/References 4 Perfect Number of Pages to Order 5-10 Pages Description/Paper Instructions
Financial Analysis for a Publicly Traded Company
Topic: Financial Analysis for a Publicly Traded Company
For the final project, you will be expected to locate the financial statements of a publicly-traded company and perform a full analysis of those statements using all the concepts you have.
Formatting and length guidelines:
You should use APA (American Psychological Association) guidelines for formatting the title page (make sure you give your paper a meaningful title like “Financial Analysis of XYZ company”), references, in-text citations, and subheads.
Your completed paper should be a minimum of 10 pages long, plus a title page, a list of references, and an Appendix as needed. Each section of the paper should be to a minimum of 2.0 pages.
You should use MS Word format, double-spacing, 1-inch margins all the way around, page numbers on every page except for the title page, and 12-point Times New Roman font.
Correct spelling, grammar, and punctuation are expected. You are also expected to write formally at a collegiate level.
Research guidelines:
Go to Yahoo Finance https://finance.yahoo.com/?guccounter=1 The instructions that follow refer to how to locate the information in Yahoo, but you may choose to use Hoover’s. Obtain the financials directly from the company.
Search for the company you wish to analyze. If you choose a publicly traded company, their financials will be listed in Yahoo Finance and Hoover’s. If you choose a private company, you must obtain their financials directly from them and submit the financials as appendices to your final project.
On the bottom left-hand corner of the company’s page on Yahoo Finance is a section called “Financials.” There should be three links — Income Statement, Balance Sheet, and Cash Flow. If the company you picked does not have one of those or does not have three years’ worth of data for each of those, then pick another company.
You should have at least four sources other than the textbooks in the class. These sources can be websites, newspaper or journal articles, or books. Don’t forget to cite the source of your financials (Yahoo Finance or otherwise).
You may use any legitimate source (i.e., National Enquirer, Wikipedia is not acceptable, but NY Times is).
Writing guidelines:
Your paper should have the following sections using the subheads indicated below. Each section should be a minimum of 2.0 pages plus the reference and cover pages:
Introduction: In this section, introduce the company you have selected and include basic background information about the size and type of company, locations, and products.
Ratio Analysis: In this section, you will complete the Ratios Analysis of the company you chose, based on the commonly used ratios. Do not include the Market Ratios.
After calculating the ratios, describe each category (Liquidity, Efficiency, Leverage, and Profitability) and comment on what each is measuring and what the result of your calculations is telling you about how the company has performed. Compare and comment on how the company generally performed when compared to the industry within which it operates. The Industry Ratios can be found here: https://www.readyratios.com/sec/
Income Statement Analysis: In this section, answer the following for the trend analysis: What are the total revenue, total costs of revenue, and net income for each year?
How have these numbers changed over the three years, and what could be some reasons why these numbers have changed the way they have? In addition, pick at least one appropriate (for this statement) ratio or financial in addition to what is provided and calculate that and explain it.
(Refer to the ratios your previously calculated.)
Balance Sheet Analysis: In this section, answer the following for the trend analysis: What are the total assets, liabilities, and shareholder equity for each year? How have these numbers changed over the three years, and what could be some reasons why these numbers have changed the way they have?
In addition, pick at least one appropriate (for this statement) ratio or financial in addition to what is provided and calculate that and explain it. (Refer to the ratios your previously calculated.)
Cash Flow Analysis: In this section, answer the following for the trend analysis: What are the total cash flows from operating, investing, and financing activities as well as the change in cash and cash equivalents for each year?
How have these numbers changed over the three years, and what could be some reasons why these numbers have changed the way they have? In addition, pick at least one appropriate (for this statement) ratio or financial in addition to what is provided and calculate that and explain it.
(Refer to the ratios your previously calculated.)
Conclusion: In this section, among other things, answer the following: What are the most important things you have discovered about the company in your analysis?
What are some of the conclusions you reached? What are the highlights of your paper?
What recommendations would you make to the management of the company? What recommendations would you make to shareholders in the company?
For the final project, you will be expected to locate the financial statements of a publicly-traded company and perform a full analysis of those statements using all the concepts you have.
Formatting and length guidelines:
You should use APA (American Psychological Association) guidelines for formatting the title page (make sure you give your paper a meaningful title like “Financial Analysis of XYZ company”), references, in-text citations, and subheads.
Your completed paper should be a minimum of 10 pages long, plus a title page, a list of references, and an Appendix as needed. Each section of the paper should be to a minimum of 2.0 pages.
You should use MS Word format, double-spacing, 1-inch margins all the way around, page numbers on every page except for the title page, and 12 point Times New Roman font.
Correct spelling, grammar, and punctuation are expected. You are also expected to write formally at a collegiate level.
Research guidelines:
Go to Yahoo Finance https://finance.yahoo.com/?guccounter=1 The instructions that follow refer to how to locate the information in Yahoo, but you may choose to use Hoover’s. Obtain the financials directly from the company.
Search for the company you wish to analyze. If you choose a publicly traded company, their financials will be listed in Yahoo Finance and Hoover’s. If you choose a private company, you must obtain their financials directly from them and submit the financials as appendices to your final project.
On the bottom left-hand corner of the company’s page on Yahoo Finance is a section called “Financials.”
There should be three links — Income Statement, Balance Sheet, and Cash Flow. If the company you picked does not have one of those or does not have three years’ worth of data for each of those, then pick another company.
You should have at least four sources other than the textbooks in the class. These sources can be websites, newspaper or journal articles, or books. Don’t forget to cite the source of your financials (Yahoo Finance or otherwise).
You may use any legitimate source (i.e., National Enquirer, Wikipedia is not acceptable, but NY Times is).
Writing guidelines:
Your paper should have the following sections using the subheads indicated below. Each section should be a minimum of 2.0 pages plus the reference and cover pages:
Introduction: In this section, introduce the company you have selected and include basic background information about the size and type of company, locations, and products.
Ratio Analysis: In this section, you will complete the Ratios Analysis of the company you chose, based on the commonly used ratios. Do not include the Market Ratios.
After calculating the ratios, describe each category (Liquidity, Efficiency, Leverage, and Profitability) and comment on what each is measuring and what the result of your calculations is telling you about how the company has performed. Compare and comment on how the company generally performed when compared to the industry within which it operates. The Industry Ratios can be found here: https://www.readyratios.com/sec/
Income Statement Analysis: In this section, answer the following for the trend analysis: What are the total revenue, total costs of revenue, and net income for each year? How have these numbers changed over the three years, and what could be some reasons why these numbers have changed the way they have? In addition, pick at least one appropriate (for this statement) ratio or financial in addition to what is provided and calculate that and explain it. (Refer to the ratios your previously calculated.)
Balance Sheet Analysis: In this section, answer the following for the trend analysis: What are the total assets, liabilities, and shareholder equity for each year? How have these numbers changed over the three years, and what could be some reasons why these numbers have changed the way they have? In addition, pick at least one appropriate (for this statement) ratio or financial in addition to what is provided and calculate that and explain it. (Refer to the ratios your previously calculated.)
Cash Flow Analysis: In this section, answer the following for the trend analysis: What are the total cash flows from operating, investing, and financing activities as well as the change in cash and cash equivalents for each year? How have these numbers changed over the three years, and what could be some reasons why these numbers have changed the way they have? In addition, pick at least one appropriate (for this statement) ratio or financial in addition to what is provided and calculate that and explain it. (Refer to the ratios your previously calculated.)
Conclusion: In this section, among other things, answer the following: What are the most important things you have discovered about the company in your analysis? What are some of the conclusions you reached? What are the highlights of your paper? What recommendations would you make to the management of the company? What recommendations would you make to shareholders in the company?
Assignment instructions – Part A
Part A
In Part A, we assess learning outcomes related to Units 1-5 by providing you with case study information on the leadership and strategic development processes which operate within the innovative context at Unilever.
The purpose of this brief is to provide you with:
- Details of the coursework assessment: background to the case and questions
- Information on presentation and submission date
- Guidelines to assist you in answering the questions
- The assessment marking criteria and the feedback sheet for Part A.
Case Study Background & Questions
Please read carefully the case evidence on Unilever, which is contained in the following four sources:
1) Case Study: Unilever (“Paul Polman: turnaround and development of strategy at Unilever”, pp.750-757) in Exploring Strategy: Text and Cases, by Johnson, G., Whittington, R., Scholes, K., Angwin, D., and Regner, P. (2017),11th Edition, Pearson Education.
2) Corporate Website: https://www.unilever.co.uk/
3) 2020 Annual Report: https://www.unilever.com/investors/annual-report-and-accounts/archive-of-annual-report-and-accounts/
The case study gives you background information and overview of the company as well the opportunities and challenges it has faced in recent years. The corporate website has information on the company history as well as some key facts and figures. The 2020 annual report provides financial information about the organisation and its current strategic direction. Since the case study has been published a few years ago, you should be using the corporate website and annual report to access updated information. You should be using these sources in combination to answer the Part A of this assignment.
Part A of your coursework assessment requires you to answer two questions using a report structure. Both questions are equally weighted, and you should review how grading is allocated in the Coursework Feedback Sheet.
Questions:
1) Analyse Unilever’s business strategy using Porter’s Generic Competitive Strategies framework. Use the data and information from the case study, corporate website, and the latest annual report.
2) Critically evaluate Porter’s Generic Competitive Strategies framework by identifying its advantages and limitations, and then develop three recommendations on how its limitations might be overcome. Use academic sources to support your arguments.
Presentation
The assessment in Part A is a case analysis and you should note that a case analysis is not a conceptual explanation or discussion, but rather the application of concepts and frameworks to interpret the case information, analyse key events and statements, and reach evaluative judgements. The concepts and frameworks are covered in the lectures, tutorials and prescribed reading and the guidance below gives you a few pointers on how you need to use this knowledge to answer the questions. In developing your analysis and arguments, you should use supporting evidence from the information contained in the case study, corporate website and the latest annual report.
Your answers must take into account the three sources listed above. The case study is the primary source of information. The corporate website should be used to obtain updated information. The annual report gives you an overview of the efforts undertaken by the organisation during its last financial exercise. The core textbook and academic sources should be used as well to critically analyse the framework. The e-library should be used to source academic journals for the critical analysis in Question 2. You may use secondary sources in addition to these recommended sources if you wish, but the case analysis must be based primarily on the recommended sources.
In terms of presentation, you should introduce each question by stating how you will structure your answer and conclude each answer by referring to your preceding arguments and the task required by the question.
Do not present your answer as a rigid, “bulk” report; instead, you are encouraged to structure your answer into sections with suggestive headings and sub-headings that reflect the key elements of your analysis.
The combined word count of your answers to both questions must be 2,000 words and comply with the guidance below:
– Introduction and background section: 200 words;
– Question 1: 800 words;
– Question 2: 800 words;
– Conclusion: 200 words.The word count limit for Part A does not include the cover page, reference list and appendices. This is subject to a ±10% allowance to the allocated word count.
Where a submission exceeds the stated word count limit (allowing for the +10%), the maximum grade awarded will be P1. Appendices can be useful to provide additional information from your analysis, but you must incorporate the key analytical arguments into the main body of your answer.
Useful Guidance Notes
The assessment feedback sheet at the end of this section presents the marking criteria for the overall case analysis. Remember, in writing your answer to the questions, you should not reproduce or describe what the case already says, but rather use the concepts to analyse the information and draw on the evidence/facts provided in the case to support your analysis.
Question 1 requires you to apply the Porter’s Generic Competitive Strategies framework to determine the organization’s business strategy to evaluate its competitive advantage. This question is the precise application of a framework to develop an analysis specifically for the company. You are encouraged to use diagrams and tables to illustrate your analysis. You should use headings and sub-headings to structure your answer. Please note that the tables and diagrams are included in the word count.
Question 2 requires you to reflect on and Analyse the framework. The aim is to identify the benefits and limitations of the framework, not the organisation. At the PG level, you should be able to critically Analyse a framework and objectively assess its contribution as well as its limitations. You should use academic sources to support your arguments. You should use headings and sub-headings to structure your answer.
Detailed Marking Criteria
Part A marking criteria:
– Presentation of appropriate analysis, use of appropriate concepts and depth of understanding of the issues raised in the case (10%)
– Application of the framework and evaluation of the company’s competitive advantage (35%)
– Critical analysis of the framework (35%)
– Ability to reach coherent and logical arguments from the analysis, supported by case evidence (20%)
Details of the Assignments
Instructions and guidelines:
- Apply ONE Social Work Practice Theory to review the interconnectedness between human behavior and social work intervention with the context of social services. I choose to focus on Solution-focused brief therapy and work with Relational theory.
- Deeply review yourself in working with people with interpersonal problem(s) with the reference to the classroom learning.
- Perceive yourself as your Supervisor in fieldwork or working unit, you have to appreciate your work in your group project, group presentation, and demonstration. You have to recommend an improvement plan on your skill competencies of social work practice.( I do my social work internship in a sheltered workshop and do rehabilitation services. The service users are mainly ex-mentally ill people and some older people with weaker physical functions and intellectual disabilities.)
- In English, not more than 2,000 words.
- A cover page as the first page – student’s name, student’s number, date of submission.
- A content page, and various headings.
- Avoid plagiarism.
RUBRIC
QUALITY OF RESPONSE NO RESPONSE POOR / UNSATISFACTORY SATISFACTORY GOOD EXCELLENT Content (worth a maximum of 50% of the total points) Zero points: Student failed to submit the final paper. 20 points out of 50: The essay illustrates poor understanding of the relevant material by failing to address or incorrectly addressing the relevant content; failing to identify or inaccurately explaining/defining key concepts/ideas; ignoring or incorrectly explaining key points/claims and the reasoning behind them; and/or incorrectly or inappropriately using terminology; and elements of the response are lacking. 30 points out of 50: The essay illustrates a rudimentary understanding of the relevant material by mentioning but not full explaining the relevant content; identifying some of the key concepts/ideas though failing to fully or accurately explain many of them; using terminology, though sometimes inaccurately or inappropriately; and/or incorporating some key claims/points but failing to explain the reasoning behind them or doing so inaccurately. Elements of the required response may also be lacking. 40 points out of 50: The essay illustrates solid understanding of the relevant material by correctly addressing most of the relevant content; identifying and explaining most of the key concepts/ideas; using correct terminology; explaining the reasoning behind most of the key points/claims; and/or where necessary or useful, substantiating some points with accurate examples. The answer is complete. 50 points: The essay illustrates exemplary understanding of the relevant material by thoroughly and correctly addressing the relevant content; identifying and explaining all of the key concepts/ideas; using correct terminology explaining the reasoning behind key points/claims and substantiating, as necessary/useful, points with several accurate and illuminating examples. No aspects of the required answer are missing. Use of Sources (worth a maximum of 20% of the total points). Zero points: Student failed to include citations and/or references. Or the student failed to submit a final paper. 5 out 20 points: Sources are seldom cited to support statements and/or format of citations are not recognizable as APA 6th Edition format. There are major errors in the formation of the references and citations. And/or there is a major reliance on highly questionable. The Student fails to provide an adequate synthesis of research collected for the paper. 10 out 20 points: References to scholarly sources are occasionally given; many statements seem unsubstantiated. Frequent errors in APA 6th Edition format, leaving the reader confused about the source of the information. There are significant errors of the formation in the references and citations. And/or there is a significant use of highly questionable sources. 15 out 20 points: Credible Scholarly sources are used effectively support claims and are, for the most part, clear and fairly represented. APA 6th Edition is used with only a few minor errors. There are minor errors in reference and/or citations. And/or there is some use of questionable sources. 20 points: Credible scholarly sources are used to give compelling evidence to support claims and are clearly and fairly represented. APA 6th Edition format is used accurately and consistently. The student uses above the maximum required references in the development of the assignment. Grammar (worth maximum of 20% of total points) Zero points: Student failed to submit the final paper. 5 points out of 20: The paper does not communicate ideas/points clearly due to inappropriate use of terminology and vague language; thoughts and sentences are disjointed or incomprehensible; organization lacking; and/or numerous grammatical, spelling/punctuation errors 10 points out 20: The paper is often unclear and difficult to follow due to some inappropriate terminology and/or vague language; ideas may be fragmented, wandering and/or repetitive; poor organization; and/or some grammatical, spelling, punctuation errors 15 points out of 20: The paper is mostly clear as a result of appropriate use of terminology and minimal vagueness; no tangents and no repetition; fairly good organization; almost perfect grammar, spelling, punctuation, and word usage. 20 points: The paper is clear, concise, and a pleasure to read as a result of appropriate and precise use of terminology; total coherence of thoughts and presentation and logical organization; and the essay is error free. Structure of the Paper (worth 10% of total points) Zero points: Student failed to submit the final paper. 3 points out of 10: Student needs to develop better formatting skills. The paper omits significant structural elements required for and APA 6th edition paper. Formatting of the paper has major flaws. The paper does not conform to APA 6th edition requirements whatsoever. 5 points out of 10: Appearance of final paper demonstrates the student’s limited ability to format the paper. There are significant errors in formatting and/or the total omission of major components of an APA 6th edition paper. They can include the omission of the cover page, abstract, and page numbers. Additionally the page has major formatting issues with spacing or paragraph formation. Font size might not conform to size requirements. The student also significantly writes too large or too short of and paper 7 points out of 10: Research paper presents an above-average use of formatting skills. The paper has slight errors within the paper. This can include small errors or omissions with the cover page, abstract, page number, and headers. There could be also slight formatting issues with the document spacing or the font Additionally the paper might slightly exceed or undershoot the specific number of required written pages for the assignment. 10 points: Student provides a high-caliber, formatted paper. This includes an APA 6th edition cover page, abstract, page number, headers and is double spaced in 12’ Times Roman Font. Additionally, the paper conforms to the specific number of required written pages and neither goes over or under the specified length of the paper. GET THIS PROJECT NOW BY CLICKING ON THIS LINK TO PLACE THE ORDER
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