Benchmark - Company Financial Analysis Project The purpose of this assignment is to analyze an annual Securities and Exchange Commission (SEC) report and perform research
Benchmark - Company Financial Analysis Project |
The purpose of this assignment is to analyze an annual Securities and Exchange Commission (SEC) report and perform research in order to evaluate the financial strength, efficiency, and effectiveness of an organization.
Select a publicly traded company (Costco)
Find the companys 10-k in the Securities and Exchange Commission's website (SEC.gov).
Read and analyze the "Management Discussions and Analysis of Financial Condition and Results of Operations" and "Financial Statements and Supplementary Data" sections of your selected company's annual report (10k). Other sources of information include the companys website or news publications.
Based on the information in the companys financial statements, calculate one relevant ratio from each of the following five categories, providing a comparison (trend, cross-sectional, or industry comparative analysis):
- Liquidity
- Asset management
- Financial leverage
- Profitability
- Market value
Using your ratios and research, write a 500-750 word analysis providing an assessment of the following items:
- Include the companys challenges, strategies, growth plans, product changes, and mission statement alignment.
- Discuss recent trends in the companys stock price.
- Evaluate the overall financial strength of the company.
- Based on your findings, provide an evaluation of the efficiency and effectiveness of the organization.
Prepare this assignment according to the guidelines found in the APA Style Guide, located in the Student Success Center.
This assignment uses a rubric. Please review the rubric prior to beginning the assignment to become familiar with the expectations for successful completion.
You are required to submit this assignment to plagarism check
Benchmark Information
This benchmark assignment assesses the following programmatic competencies:
3.1: Use financial statements in order to evaluate the efficiency and effectiveness of an organization.
5.3: Evaluate budgeting and accounting reports to determine the financial strength of an organization or financial proposal.
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