Suggested Outline for Financial Statement Analysis – PowerPoint Presentation

 

For PowerPoints items in Sections 1 & 2 should be 1 slide each.  For section 3 it’s your call.  Cover those important ratios and significant issues found in the common-sized income statement and in your analysis of the capital structure of the firm.  Remember however that PowerPoint slides are not meant to be an eye chart.  If you have more than 6 typed lines on one slide – you needed another slide!

 

 

Introduction  

 

 

Firm, Industry and Environment (please be brief, this IS a finance and accounting course not a history class!)

 

Description of firm and its management

Discussion of the competitive environment

Economic climate and outlook

Other factors as appropriate, e.g. governmental regulations, labor issues, litigation pending

 

Evaluation of Financial Statements (note key word is “evaluation”)

 

Overview

Short-term liquidity

Activity Ratios

Financial Leverage (Debt Ratios)

Profitability and Market Ratios

Common-sized Income Statement Analysis

Discussion of the Company’s capital structure

 

Outlook, Summary and Conclusions

 

Outlook for performance (investment potential, credit assessment, etc.)

Strengths

Weaknesses

Summary and Conclusions

 

IMPORTANT!  Be sure to give credit to any source you use.  While this is not an APA exercise, the rules for plagiarism definitely apply.