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Hi, I need an answer of this question. For this assignment I select Apple company. Thanks. FIN515Week 3 Project: Financial Statement Analysis As the new
Hi,
I need an answer of this question. For this assignment I select Apple company.
Thanks.
FIN515Week 3 Project: Financial Statement Analysis As the new financial manager of your company, the CEO has asked your team to provide a brief analysis of the company's performance to present at the upcoming board of directors meeting. The CEO has asked that you assess the company's performance against your company's industry. Thus, to do this, you will need to use ratio analysis or other techniques to determine areas in which the company is doing well, as well as areas that management should look at. Here are the steps for the project: 1. Determine which company you will analyze for the project. The company you choose must be a public company. The company that you select will likely be used for all four team projects. As such, be sure that the company has debt on its balance sheet, as this will be a requirement for future projects. 2. Go to the website for your company and download the 10-K report for the most recent year. Another resource for this would be www.sec.gov 3. Perform your ratio analysis on your company: a. A good place to start would be to perform a complete DuPont analysis of the company. The DuPont analysis might provide guidance as to what particular areas of the company should be examined next and what ratios should be calculated. Be sure to include ratios that cover the following areas: i. Profitability ii. Debt Management iii. Liquidity iv. Asset Management v. Market Value b. In addition to the DuPont analysis ratios, be sure to calculate at least six relevant ratios that you feel may best assess the company's performance. c. Using an online database, such as bizstats.com or a similar database, capture the ratio averages for your company's industry to evaluate your company's performance. d. Using excel, calculate these ratios from the 10K annual report. e. Prepare a PowerPoint presentation that summarizes the comparison of your company's ratios against the industry ratios, as well as your analysis. APA standards are to be followed for all portions of this presentation, including but not limited to proper references and citations. Be sure to provide an interpretation of the results. This may entail some research from news sources on the company's recent performance. 2015 DeVry Educational Development Corp. All rights reserved. The copyrights in these materials are owned by DeVry Educational Development Corp. and other copyright owners as indicated herein. No part of these works may be reproduced or used, distributed, published, displayed, transmitted in any form or by any means - graphic, electronic, or mechanical, including photocopying, recording, Web distribution or information storage and retrieval systems - without the prior written consent of DeVry Educational Development Corp. or the respective copyright owner. Page | 1 FIN515Week 3 Project: Financial Statement Analysis 2015 DeVry Educational Development Corp. All rights reserved. The copyrights in these materials are owned by DeVry Educational Development Corp. and other copyright owners as indicated herein. No part of these works may be reproduced or used, distributed, published, displayed, transmitted in any form or by any means - graphic, electronic, or mechanical, including photocopying, recording, Web distribution or information storage and retrieval systems - without the prior written consent of DeVry Educational Development Corp. or the respective copyright owner. Page | 2 FIN515Week 3 Project: Financial Statement Analysis Rubric: First Project FIN515 Possible Points Ratios selected Calculations In Excel Evaluation & PowerPoint Presentation 15 25 40 Criteria and Point Range 0-3 No referent provided. Insufficient or incorrect ratios used. 0-2 Calculations not provided or are generally incorrect. 0-3 No evaluation, or evaluation not based on findings 4-6 Some ratios questionable. Inappropriate referent selected. 3-4 Not all calculations Provided, or some calculations are incorrect. 4-6 Minimal or incorrect Evaluation, or evaluation not original. 7-9 Ratios mostly appropriate. Appropriate referent selected. 5-6 Calculations are nearly but not totally provided or correct. 7-9 Evaluation generally correct. May be not completely supported by findings or insufficient in quantity. 10-12 Ratios and referent appropriate. 7-8 Calculations are provided and are correct. 10-12 Evaluation fully supported by findings. 2015 DeVry Educational Development Corp. All rights reserved. The copyrights in these materials are owned by DeVry Educational Development Corp. and other copyright owners as indicated herein. No part of these works may be reproduced or used, distributed, published, displayed, transmitted in any form or by any means - graphic, electronic, or mechanical, including photocopying, recording, Web distribution or information storage and retrieval systems - without the prior written consent of DeVry Educational Development Corp. or the respective copyright owner. Page | 3Step by Step Solution
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