Financial Statements – Ratio Analysis

For the final project, you will be expected to locate the financial statements of a company and perform a trend and ratio analysis of those statements using all the concepts you have learned in the course. 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. Some (free) helpful sites on how to do APA style citations are on the PBSC library website: http://palmbeachstate.libguides.com/apaYour paper should be at least 10 pages of content (long) plus a cover page, table of contents, and page(s) of the list of references.

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 http://finance.yahoo.com. The instructions that follow refer to how to locate the information in Yahoo but you may choose to use Hoover’s through the PBSC library website (if you are unsure how to locate and search within Hoover’s, please contact library support from the library website) or 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.

Further Description

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 five 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. Wikipedia, National Enquirer is not acceptable but NY Times is).

Writing guidelines: Throughout the term, you have submitted portions of the final project and received feedback from your instructor. Before you use those sections for the final paper, review the feedback carefully. In addition edit the sections to incorporate the feedback before you use them in your final paper. Your paper should have the following sections using the subheads indicated below. Each section should be at least 2 pages of content. Do your best to go beyond the minimum. Introduction: In this section, introduce the company you have selected and include basic background information about the history. Position in the industry, size and type of company, locations, and products. Income Statement Analysis: In this section, answer the following for the trend analysis.

Additional Information

What is 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. See the section on ratio analysis below for ideas. 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. See the section on ratio analysis below for ideas.

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