Benchmark- Financial Analysis Project
[Your Company Name Here]
[Your Name Here]
Colangelo College of Business, Grand Canyon University
FIN-350, Fundamentals of Business Finance
[Instructor Name]
Running head: ASSIGNMENT TITLE HERE
1
[Date]
Start with an introduction of your company. Your company’s website and Item 1 “Business” in the 10-K is a helpful source for this information. Describe your company’s purpose, products, locations, etc.
Now you can begin providing financial information. The following charts should be completed, using information from the most recent 10-k.
From sec.gov
Company
$ in millions
As of date ___
As of date____
Cash / Marketable Securities
AR
Inventory
Current Assets
Fixed Assets
Total Assets
AP
Current Liabilities
Total Liabilities
Total Stockholder’s Equity
Total Net Sales / Revenue
COGS
EBIT
Interest Expense
Earnings / Net Profit / After Tax Profit
Stock Price
Ratios
From chapter 14
From sec.gov
Company
Competitor
Ratio Category
Ratio Name (choose 1 from each category)
Ratio Formula
12/31/20 ratio
12/31/21 ratio
12/31/21 ratio
1. Liquidity
2.Effectiveness / Asset Mgmt
3. Leverage
4. Profitability
You can now begin your analysis. Your paper should follow the outline below.
Challenges, Strategies, Growth Plans, Product Changes, and Mission Statement Alignment
Address each of these key aspects of the business. Item 7 “Management’s Discussion” in the 10-K is a helpful source for this information. Research current news related to your company in the WSJ. Include challenges the company is facing, information about any strategic acquisitions, and major new products. Share your thoughts about what the company needs to do to be / remain successful and stay true to their mission statement.
Recent Trends in the Company’s Stock Price
This discussion should address the company’s stock performance Describe if you think the stock is trending favorably, unfavorably or remaining stable over time, and why. Based on your research using the company’s website, WSJ, 10-k and other credible sources, share your insights about what may be impacting the market’s valuation of your company.
Overall Financial Strength
Here, you should address the company’s liquidity and leverage which you included in the chart above. Explain the ratio, whether the company’s position is strong or weak, and what is contributing to this strength or weakness. Make relevant observations with comparisons to a competitor, the industry, or prior year. Review the balance sheet and income statement and note line items that changed and what may have caused the change.
Evaluation of Efficiency and Effectiveness
In this section, address the company’s efficiency and profitability/effectiveness ratios from your chart above. Explain the ratios, whether the company’s position is strong or weak, and what is contributing to this strength or weakness. Make relevant observations from the balance sheet or income statement as applicable. If the ratios changed materially versus last year, describe the trend, whether positive or negative, and what may have caused the change.
References
List references here (and cite usage in-text) according to APA format. Be careful about using sources other than those available on the company’s website (Annual Report/10K, Press Releases, etc.). Use the WSJ. Make sure the sources are credible. Be sure to submit your project to LopesWrite.
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