CASE STUDY: HISTORICAL FINANCIAL ANALYSIS ASSIGNMENT INSTRUCTIONS OVERVIEW Complete a case study of ABC Corporation. You will find the case in the case section of the text. A formal, in-depth case study analysis requires you to utilize the entire strategic management process. Assume you are a consult asked by the ABC Corporation to analyze its external/internal environment and make strategic recommendations. You must include exhibits to support your analysis and recommendations. INSTRUCTIONS The completed case study must include these components, with portions to be submitted over several modules as the Case Study: Matrices Assignment, the Case Study: Historical Financial Analysis Assignment, and the Case Study: Projections, NPV, Compilation Assignment. Cover page (must include the company name, your name, the date of submission, and a references page; the document must follow current APA guidelines) A total of 12 - 15 pages (for all three parts, combined) of narrative text, this does not include the financial statements, reference pages, or matrices Reference page (follow current APA guidelines) Historical Financial Statements, Proforma Financial Statements, NPV Calculations and a Cost Sheet for the strategy in an Excel document Matrices, which must be exhibits/attachments in the appendix and not part of the body of the analysis (The Strategy Club has excellent templates/examples for exhibits and matrices). Your Case Study: Historical Financial Analysis Assignment paper must include: 1. Historical Financial Statements (Income Statement, Balance Sheet and Statement of Cash Flows) from the 3 most current years for the firm. These should be downloaded from the SEC website. The financial statements must include horizontal (shown between the years) and vertical analysis (shown to the right of the last year of historical data). 2. Ratio analysis for the ratios shown on Table 1 in the Guide to Case Analysis (CA) of the textbook: a. Profitability ratios b. Liquidity ratios c. Leverage ratios d. Activity ratios e. Price-to-earnings ratio f. The changes between years are included in the calculations. 3. Competitor ratios to compare with the ratios that were calculated in item 2. These should be included on the same tab as the ratio analysis for the firm. 4. Financial analysis should include comparisons to the firm's main competitor as well as to the industry. How does the financial position of the firm influence the strategic direction of the company? This section should not be used to define what each ratio is rather it should clearly provide analysis based on the calculations as to the strategic choices and implications of the firm's financial position. A compare and contrast with the main competitor should be included in this section of narrative. Place the results of Case Study: Historical Financial Analysis, in the Case Study: Historical Financial Analysis submission link in Module 6: Week 6. Options to Download SEC Financial Data into Excel Spreadsheets: There are two ways to pull financial data in Excel format from the SEC site, depending on how recent the information is. OPTION 1: For filings that are a year or two old Go to www.sec.gov. o In the Filings & Forms box, click on Search for Company Filings. o Then click on Company or fund name, ticker symbol, CIK (Cen- tral Index Key), file number, state, country, or SIC (Standard Industrial Classification). o Enter either a company name or ticker symbol into the appropriate box. (Note: it may be easier to use a ticker symbol because this guarantees you have the right company.) Choose Find Companies. Company Search Microsoft Internet Explorer provided by ATRT Chase goodgaardsch the Ede you as a Company Search Company Search SEC Home Search the Next-Generation EDGAR System CurrentPage Note EDGAR Search Chang From this page you can search for company information Companyings are available starting in 1994. See also full search Enter your search information. Company name or Cor Timbo: AAPL or File Number State Country: andler SIC 4, and 5 Find Companies Stats with O Contains Tigers for 10,000 rest publoy redes comp O Indude Exclude Only hp.goldparbearchedpercompany Herge (ng-ban baravnum-edgar 9-0 Home | Latest Filings Previous Page U.S. Securities and Exchange Commission Helpful Information Search Home your search is John Smith and jou didn't get the results you expected, please The SEC does not requires companies that are raising less than $1 milion under Rule 504 of Regulation D to be registered with the SEC, but these companies are required to Sea Form D with the SEC. The Form O serves as a brief notice that provides information about the company and the offering 2/11/2010 o On the next screen, select the appropriate filing or filter by filing type (10-K). o Newer filings have two button options: Documents and Interactive Data. Select Interactive Data if that is an option. EDGAR Search Results Microsoft Internet Explorer provided by ATRT #] http://man.sec.go:kgiros-dation-getcompany/bCIK=0000020040&k=p+=0]+@dat+b=b