Financial Analysis of Citrix and BlackBerry
Order ID |
53563633773 |
Type |
Essay |
Writer Level |
Masters |
Style |
APA |
Sources/References |
4 |
The perfect number of Pages to Order |
5-10 Pages |
Description/Paper Instructions
Financial Analysis of Citrix and BlackBerry
Annual Report Analysis Due Sunday, Midnight of Week 5 (30% of Final Grade) Overview A critical financial accounting skill is the ability to read, analyze, and make actionable decisions from any financial statement. Business leaders gain valuable information from the annual reports of direct competitors, companies that operate in similar fields, and companies in which they are considering an investment or partnership. Instructions You are the CFO of a leading investment bank searching for a secure digital workplace platform for communications among employees. Your CEO has narrowed the field down to two infrastructure firms and is requesting your analysis and guidance. She has asked you to do a financial review of recent results from Citrix Systems, Inc. (NASDAQ: CTXS) and Blackberry, Ltd. (NYSE: BB). You have decided to organize your work into TWO components: Part A: Financial Analysis Snapshot of key data from the annual reports Part B: Executive Memo and brief Video Presentation of your analysis Part A: Financial Analysis Snapshot • All work is to be completed and submitted in the attached Excel template. • Go to the Investor Relations section of each company’s website and download their annual reports. You may need to download more than one report to get all required historical data. • Use the Annual Reports/10K to populate the Excel template. o Some entries simply require finding the respective line item amounts, while others will require calculations (these are indicated in in template). o Note that some historical data and ratios have already been provided in the template. JWI 530: Financial Management I Assignment 1 © Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course guide is subject to change based on the needs of the class. JWI 530 – Assignment 1 (1222) Page 2 of 5 Part B: Executive Memo and Video Presentation Present a synopsis of your analysis in an executive memo you would feel comfortable turning in to your CEO or to Jack. You may organize the memo as you see fit, but it must follow the principles of good business communication. To support your executive memo, record a brief video presentation highlighting the key points of your findings. For your executive memo, answer the following questions: 1. Profitability/Net Income Margins • What are the after-tax net income margins (i.e., net profit margins) for both companies? • How do they compare? • Who achieves the higher net income margin? Why? Tip: Analyze the major cost structure line items in the income statement (COGS, SG&A, interest, other, and taxes) as percentages of net sales, so you can identify reasons for better net income margins. Identify and comment on the differences. You may not know why a particular cost item like COGS is higher or lower, and that’s okay. Your CEO only wants to know which cost-structure items are higher or lower for each company. 2. Accounts Receivable Management • Who does a better job managing their Accounts Receivable? • What are their respective 3-year trends for Accounts Receivable Turnover? • What options could the company consider to improve Accounts Receivable Turnover? 3. Cash Is King • How much net cash from operations did each company generate last year? • Which company has done a better job generating cash from operations? • In layman’s terms, how is each company spending their cash with respect to reinvestments in the business, changes in debt, and returning money to shareholders? 4. Liquidity • How do the companies compare in terms of the current ratio, and what are their respective 3- year trends? • Do their current ratios indicate that either of these companies could go bankrupt soon? Explain. JWI 530: Financial Management I Assignment 1 © Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This course guide is subject to change based on the needs of the class. JWI 530 – Assignment 1 (1222) Page 3 of 5 For your video presentation, complete the following tasks: 1. Create a PowerPoint deck in support of your financial presentation • Highlight your key findings from your Executive Memo and Financial Analysis Snapshot. Focus on the most important insights that would be helpful for the leadership team. • Your PowerPoint should be complementary to your Executive Memo and your Financial Analysis Snapshot. i. Assume your CEO will have access to the documents, so just hit the high points. ii. Keep your slides legible. Avoid small fonts, too much text, or distracting graphics. iii. Keep it brief, using a maximum of 5 slides. 2. Record your financial presentation using ZOOM • Record both the PowerPoint deck and your webcam feed simultaneously. • Practice your presentation. You may record as many times as you wish prior to submitting. • Maintain eye contact, speak conversationally and professionally, use an engaging tone, and dress appropriately. • Your video must be no longer than 5 minutes. Submission Requirements • Your executive memo should be no more than 2 pages, single-spaced, using 10- or 12-point font. You may also include an appendix.
Financial Analysis of Citrix and BlackBerry
RUBRIC
QUALITY OF RESPONSE |
NO RESPONSE |
POOR / UNSATISFACTORY |
SATISFACTORY |
GOOD |
EXCELLENT |
Content (worth a maximum of 50% of the total points) |
Zero points: The 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 address the relevant content; failing to identify or inaccurately explain key concepts or ideas; ignoring or incorrectly explaining key points or 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 fully explaining the relevant content; identifying some of the key concepts or ideas, though failing to fully or accurately explain many of them; using terminology, though sometimes inaccurately or inappropriately; and/or incorporating some key claims or 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 a solid understanding of the relevant material by correctly addressing most of the relevant content, identifying and explaining most of the key concepts and 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 an exemplary understanding of the relevant material by thoroughly and correctly addressing the relevant content, identifying and explaining all of the key concepts and ideas, using correct terminology, explaining the reasoning behind key points and claims, and substantiating, as necessary or 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: The student failed to include citations and/or references. Or the student failed to submit a final paper. |
5 out of 20 points: Sources are seldom cited to support statements, and/or the format of the citations is not recognized 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 the research collected for the paper. |
10 out of 20 points: References to scholarly sources are occasionally given; many statements seem unsubstantiated. There are frequent errors in the APA 6th Edition format, leaving the reader confused about the source of the information. There are significant errors in the formation of the references and citations. And/or there is a significant use of highly questionable sources. |
15 out of 20 points: Credible scholarly sources are used effectively to 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 references and/or citations. And/or there is some use of questionable sources. |
20 points: Credible scholarly sources are used to provide compelling evidence to support claims and are clearly and fairly represented. The APA 6th Edition format is used accurately and consistently. The student uses references above the maximum required in the development of the assignment. |
Grammar (worth maximum of 20% of total points) |
Zero points: The student failed to submit the final paper. |
5 points out of 20: The paper does not communicate ideas or points clearly due to inappropriate use of terminology and vague language; thoughts and sentences are disjointed or incomprehensible; organization lacking; and/or there are numerous grammatical, spelling, and 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, and 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: The student failed to submit the final paper. |
3 points out of 10: The 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: The appearance of the 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. The font size might not conform to size requirements. The student also significantly writes too much or too little 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. |
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