Hi everyone. Our chosen company to be used for our case study this semester is Pfizer. Later in the class we will compare certain financial information between Pfizer and Moderna. We are fortunate in this class that both companies have completed and provided their 2022 financial statements. This is the most updated information and we will use it in this class. One of the best websites that I have found for our research is Macrotrends. The link is below:

https://www.macrotrends.net Financial Analysis of the Chosen Company

Stock ticker symbol, exchange where traded _________

Address of company headquarters _________

Company phone number __________

Your name, etc.

PART 1, COMPANY OVERVIEW:

a. Brief description of the company (one paragraph, briefly summarizing the company's business)

b. Company history (origin, major developments, etc.)

c. Organization (describe how the company is structured)

d. Main products and services (describe what the company sells; how it makes money)

e. Geographic area of operations (describe where the company sells its products)

f. Recent developments (list recent major news stories, if any)

PART 2, FINANCIAL OVERVIEW:

a. Sales and Income Record:

------------- Fiscal Years -------------

2018 2019 2020 2021 2022

Sales ____ ____ ____ ____ ____

Percent change in

sales each year ____ ____ ____ ____

Net Income ____ ____ ____ ____ ____

Percent change in

net income each year ____ ____ ____ ____

GRAPH OF SALES & NET INCOME, FY 2018 2022

|

|

| (Plot Sales and Net Income for the

| last five fiscal years on the graph)

|

| (Recommend you prepare the graph in Excel,

| then copy and paste it into the report)

|

|

|

|||||

2018 2019 2020 2021 2022

COMMENTS: Comment on the trends you see in your numbers and on the graph.

Be sure to include comments!The numbers and the chart are meaningless by themselves. Comment on what you see.

b. Expense Distribution:

FY 2022

Major Expenses:

________

(list the major expense categories ________

from the latest income statement) ________

PIE CHART OF EXPENSES, FY 2022

COMMENTS: Comment on the company's expense distribution.

c. Assets Distribution:

Year-end FY 2022

Assets:

Cash ________

Accounts receivable ________

Inventory ________

Fixed Assets ________

Other Assets ________

PIE CHART OF ASSETS, Year-end FY 2022

COMMENTS: Comment on the company's asset distribution.

c. Capital Structure:

Year-end FY 2022

Capital Structure:

Current Liabilities ________

Long-term & Other Liabilities ________

Preferred Stock (if any) ________

Common Equity ________

CAPITAL STRUCTURE PIE CHART, Year-end FY 2022

COMMENTS: Comment on the company's capital structure.

PART 3, RATIO ANALYSIS:

(1) LIQUIDITY:

FY 2021 FY 2022

Current Ratio:

Chosen Co. ____ ____

Competitor ____ ____

Quick Ratio:

Chosen Co. ____ ____

Competitor ____ ____

Comments On The Company's Liquidity:

Be sure to include comments! The numbers are meaningless by themselves. Comment

on what you see. What story do the numbers tell?

(2) ASSET MANAGEMENT

FY 2021 FY 2022

Total Asset Turnover:

Chosen Co. ____ ____

Competitor ____ ____

Average Collection Period:

Chosen Co. ____ ____

Competitor ____ ____

Comments On The Company's Asset Management:

(3) DEBT MANAGEMENT:

FY 2021 FY 2022

Total Debt to Total Assets:

Chosen Co. ____ ____

Competitor ____ ____

Times Interest Earned:

Chosen Co. ____ ____

Competitor ____ ____

Comments On The Company's Debt Management:

(4) PROFITABILITY:

FY 2021 FY 2022

Net profit Margin:

Chosen Co. ____ ____

Competitor ____ ____

Return on Assets:

Chosen Co. ____ ____

Competitor ____ ____

Return on Equity:

Chosen Co. ____ ____

Competitor ____ ____

Modified Du Pont Equation, FY 2022:

Chosen Co. Competitor

Net Profit Margin ____ ____

Total Asset Turnover ____ ____

Equity Multiplier ____ ____

Comments On The Company's Profitability:

(5) MARKET VALUE RATIOS:

FY 2021 FY 2022

PE Ratio:

Chosen Co. ____ ____

Competitor ____ ____

Market to Book Ratio:

Chosen Co. ____ ____

Competitor ____ ____

Comments On The Company's Market Value Ratios:

PART 4, CONCLUSIONS AND RECOMMENDATIONS

Summarize your analysis. Review your comments in the financial analysis section and provide your assessment of the overall status of the firm. Include any recommendations you think are appropriate.

List any other recommendations you have for the firm in view of your analysis.

* End of report Outline *

https://www.macrotrends.net kindly use this link for updated financial statements, where we have to search in order to get the statements.