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I am so confused by this. Can someone PLEASE help me?!?!? The company is Wal-Mart. Excel: Part I Instructions Company Information (Tab 1), and Historical

I am so confused by this. Can someone PLEASE help me?!?!? The company is Wal-Mart.

Excel: Part I Instructions

Company Information (Tab 1), and

Historical Income Statements, Balance Sheets, and Cash Flows (Tabs 2-4)

  • Go to the Securities and Exchange Commission's EDGAR database and access your chosen company's most recent Form 10-K (annual report).
  • Make an Excel workbook, including data for your chosen company as follows:
  • The1sttab(worksheet) in your Financial Statement Analysis Template must be labeledCompany Information. The following information must be included:
  • Company Name and ticker symbol
  • Industry
  • Products or services offered
  • Major competitors
  • An example of this tab is provided in Exhibit A.
  • The2ndtabin your Financial Statement Analysis Template must be labeledHistorical Income Statements.
  • Include the latestthree yearsbased on SEC filings.
  • Ensure that the worksheet includes a header with:
  • Company Name
  • Financial Statement Name (Income Statements)
  • Financial Statement Dates
  • Denomination level ($s in millions or thousands, etc.)
  • The3rdtabin your Financial Statement Analysis Template must be labeledHistorical Balance Sheets.
  • Include the latestthree yearsbased on SEC (10-K) filings. (Note: Some 10-Ks only provided 2 years of balance sheet data. You may need to download the second most recent 10-K for your company in order to obtain 3 years of balance sheet data.)
  • Ensure that the worksheet includes a header with:
  • Company Name
  • Financial Statement Name
  • Financial Statement Dates
  • Denomination level ($s in millions or thousands, etc.)
  • A partial balance sheet example is provided in Exhibit B.
  • The4thtabin your Financial Statement Analysis Template must be labeledHistorical Statement of Cash Flows.
  • Include the latestthree yearsbased on SEC (10-K) filings.
  • Make sure that the Income Statement, Balance Sheet, and Cash Flows Statement tie in as follows:
  • Net Income from Income Statement agrees with Net Income on the Statement of Cash Flows.
  • Ending Cash Balance from Statement of Cash Flows agrees with Cash in the Balance Sheet.
  • Ensure that the worksheet includes a header with:
  • Company Name
  • Financial Statement Name
  • Financial Statement Dates
  • Denomination level ($s in millions or thousands, etc.)
  • Other instructions:
  • The Excel workbook should be professionally formatted. Professional formatting includes:
  • All numbers are formatted similarly. The use of decimals, commas for thousands, and other formatting is consistent.
  • Dollar signs are included in the first and last numbers of each column.
  • Subtotals and totals are preceded by a single underline. Totals are followed by a double underline.
  • All extraneous information is removed from the spreadsheet. Sometimes, files downloaded from the SEC website contains extra characters or other things that need to be deleted.
  • Line descriptions are indented/bolded in a manner that makes the spreadsheet easy to read.
  • All totals and subtotals should be calculated using formulas.

These are the links to find the relevent information:

https://www.sec.gov/ix?doc=/Archives/edgar/data/104169/000010416921000033/wmt-20210131.htm

https://s2.q4cdn.com/056532643/files/doc_financials/2020/ar/Walmart_2020_Annual_Report.pdf

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