Financial Statements on Assigned Company Assignment
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 Statements on Assigned Company Assignment
Each of you will be assigned a company (no duplicates). I’ve selected companies in a variety of industries. Most of the companies have sales of $1 billion or less, though there are a few that are bigger than that.
Your first step is to obtain a copy of the company’s most recent Form 10-K. Use an electronic copy, do not print it, they can be very long documents and most of the document is irrelevant to this assignment. You’ll likely want to print the financial statements and perhaps other information, but do so selectively. Go here to find the 10-K: http://sec.gov/edgar/searchedgar/webusers.htm . Select the most recent Form 10-K. For companies that have a December 31 year end, you should find the 10-K for the year 2013 available. If your company has a March 31 year end, the most recent Form 10-K would be for the year ending March 31, 2013. If you have problems finding the 10-K, let me know (and give me the name of the company). It’s possible a company may have been acquired, though I’ve tried to select companies that are still actively trading on the stock exchanges.
Report Contents
The premise: Your employer is considering a substantial investment in the company you are analyzing. You have two assignments: (a) make a recommendation within some fairly restrictive guidelines, and (b) prepare a forecast of the company’s income statement for the next five years (2014-2018). The report must be your original work, do not cut and paste from other documents. You should not include any quotes in your document – it is purely your own work product.
Part (a)
Part (a) must be no more than two pages long, single spaced. Use an 11 or 12 point font, 1” margins preferred.
Attach a sheet (again, not part of the two page limit) showing calculation of the ratios listed below for three years. The Form 10-K you download for the company will have three years of income statements and cash flow statements, and two years of balance sheets. For additional information, go to www.finance.yahoo.com. In the upper left corner of the page is a space to enter the ticker symbol for your company. Once you’ve reached information about your company, on the left side of the page, near the bottom, are financial statement links. You may obtain information you need from that source. You will likely need three years of balance sheet information, which may not be available in the Form 10-K.
Your report should address the following (within two pages):
- Overview of the company. Briefly describe the company and answer the question, “How does the company make money?”
- Identify one or two main competitors (information that is usually provided in the 10-K).
- Analyze the financial statements. This data will be shown on the attachment to the report (the attachment is not part of the two pages).
- Return on assets (ROA) – calculate for three years (you’ll need additional balance sheet information).
- Return on stockholders’ equity – calculate for three years.
- Earnings per share – show for three years (the calculation is done in the annual report; you do not need to show any calculation).
- Accounts receivable turnover – calculate for two years (ignore if the company does not have accounts receivable).
- Expense ratios – for the two largest expenses (cost of goods sold, for example) calculate the expense as a percent of sales, for three years.
- Gross profit ratio (if it applies, it doesn’t for all companies) – for three years.
- Percent change in net sales – for three years.
- Percent change in operating income – for three years.
- Percent change in net income – for three years.
- Current ratio – for two years.
- Operating cash flow to current liabilities – for two years (calculate as a percentage).
- Long-term debt to stockholders’ equity – for two years.
- PE ratio (you can obtain this from a variety of sources (Yahoo Finance) – most recent – and the PE ratio for the one or two competitors you identified earlier.
The results of your analysis should be included in a table (that is appended to the report) and should look something like this.
2011 2012 2013
Return on assets x.x % x.x% x.x%
Accounts receivable turnover x.x x.x x.x
If a ratio is meaningless for your company, don’t include it (if they don’t have long-term debt, for example). You may include other ratios if you wish.
- Incorporating some(not all) of the ratios and other information you obtain, concludewhether or not we should invest in this company. And, within the confines of a two page report, explain why you reached that conclusion. (Don’t forget to make a recommendation.)
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. |
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