FIN 300
\nBUSINESS FINANCE
\nCLASS REPORT
\nFALL 2023<\/p>\n
This is an in depth analysis that you must complete by November 17, 2023, 11:59 p.m. This is an individual Class Project of a financial analysis of your Corporation. This project requires research of several financial websites to include your Corporations 10-K Form from its home page. Differences in responses may be due to rounding and the source (date and time) from which data was obtained. This project is to give students an opportunity to become familiar with different financial resources that are available. The importance of this project is to conduct a comprehensive analysis of a company using some of the financial resources mentioned by Brigham and Houston. The project may be submitted as one Excel document or two documents to include an Excel document (Financial Highlights) and a Word document. The grade for this project is based on completion of the steps in the process.<\/p>\n
A comprehensive report will include an analysis of your Corporation. Your analysis should include:<\/p>\n
1.\tSpread 2 years of financials (Balance Sheet) for the company using Excel (Do actual fiscal year-ends, not estimates).<\/p>\n
2.\tPerform common size analysis for the most recent year in Excel. The common size analysis for the Balance Sheet is a percentage comparison to Total Assets. A common size analysis for the Income Statement is a percentage comparison of Sales. If the common size analysis is not the complete financial statement, it will not be accepted.<\/p>\n
3.\tConduct a stock analysis by collecting stock data \u2013 Price, Shares Outstanding, Opening, Last Traded, Day\u2019s Range, beta, bond rating, etc. Be sure to include date and time that this information was retrieved from the website.<\/p>\n
4.\tCalculate the following ratio\u2019s: current ratio, quick ratio, inventory turnover, days\u2019 sales outstanding, fixed asset turnover, total asset turnover, debt ratio, times interest earned ratio, profit margin, return on assets, and return on equity. Points will be deducted for any ratio not provided, even if the answer is \u20180.\u2019 A ratio that does not provide the name of the ratio, the title of the line item in the formula, the formula of the ratio, and the answer will not receive points.<\/p>\n
5.\tWhat is your summary of this company\u2019s financial condition? Would you be interested in investing in this company? Why or why not? Are there additional factors that aren\u2019t a part of this case that you would investigate before making a decision and, if so, what factors?<\/p>\n
6.\tThe Report should be at least 4 pages, double spaced (12 font, Times New Roman, plus a bibliography and as many exhibits\/attachments as you wish. (The cover page is not included in the number of pages for the Report)<\/p>\n
As with all assignments, the more closely I can follow your methodology and \u2018see\u2019 where your numbers come from the better the outcome. Following are a list of websites that may be helpful.<\/p>\n
www.finance.yahoo.com\t\t\thttp:\/\/www.bondsonline.com
\nhttp:\/\/research.stlouisfed.org\/fred2\/\t\thttp:\/\/www.msnmoneycentral.com\/
\nhttp:\/\/www.moodys.com\t\t\t<\/p>\n
OUTLINE<\/p>\n
Cover Page
\ni)\tExecutive Summary
\na.\tYour Executive Summary may include: 1) What type of company you are analyzing, 2) Is it a franchise, 3) Why are you analyzing a company, 4) Is the company overall considered strong or weak, 5) Has sales and net income increased or decreased over the years, 6) Would you invest in the company, 7) Do you think the company will be around awhile, 8) What will be presented in the following sections of the paper, etc.
\nii)\tIntroduction
\niii)\tFinancial Highlights
\na.\t2 Years of Financials
\ni.\tBalance Sheet
\nb.\tCommon Size Analysis Balance Sheet
\nc.\tCommon Size Analysis Income Statement
\nd.\tStock Analysis
\ne.\tRatio Calculations
\ni.\tCurrent Ratio
\nii.\tQuick Ratio
\niii.\t\u201c
\niv)\tConclusion<\/p>\n
CLASS REPORT SAMPLE<\/p>\n
The Financial Highlights (spreadsheets) are a part of the total number of pages even though they are completed in Excel. Please use this only as a guide to get started. All financial statements must be complete and all ratios must include the name of the ratio, the title of the line item in the formula, the formula of the ratio, and the answer.<\/p>\n
I.\tExecutive Summary<\/p>\n
II.\tIntroduction<\/p>\n
III.\tFinancial Highlights<\/p>\n
A.\tExample of Two-Year Spread<\/p>\n
Balance Sheet (Please complete entire statement)
\n\t\t\t\t\t\t 2009\t\t 2008
\nAssets
\nCurrent Assets
\nCash and Cash Equivalent\t\t8,352,000\t7,764,000
\nShort Term Investment\t\t2,452,000\t 208,000
\n\u201c
\n\u201c
\nLiabilities
\n\u201c
\nStockholder\u2019s Equity<\/p>\n
B.\tExample of Common-size Analysis of Balance Sheet<\/p>\n
Balance Sheet (Please complete entire statements)
\n\t\t\t\t\t\t 2009\t\t% of Total Assets
\nAssets
\nCurrent Assets
\nCash and Cash Equivalent\t\t8,352,000\t\t31%
\nShort Term Investment\t\t2,452,000\t\t 9%
\n\u201c
\n\u201c
\nTotal Assets\t\t\t\t26,500,000\t\t100%
\n\u201c
\nTotal Liabilities
\n\u201c
\nStockholder\u2019s Equity<\/p>\n
C.\tStock Analysis (Please provide all data requested in number 3)
\nStock Price (Last Traded)
\nDays\u2019 Range
\nOpening
\n\u201c
\n\u201c<\/p>\n
D.\tRatio Calculations (Please compute all ratios listed in number 4 using your financial statements). All ratios must include the name of the ratio, the title of the line item in the formula, the formula of the ratio, and the answer.
\n1.\tCurrent Ratio\tC. Assets\/C. Liabilities\t1000\/500\t2
\n2.\tQuick Ratio
\n3.\tInventory Turnover Ratio
\n4.
\n5.
\n6.\t<\/p>\n
IV.\tConclusion<\/p>\n","protected":false},"excerpt":{"rendered":"
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