Answered step by step
Verified Expert Solution
Link Copied!

Question

1 Approved Answer

I have an assignment that has to be done in an Excel Spreadsheet and I do not know how to do Excel that well. I

I have an assignment that has to be done in an Excel Spreadsheet and I do not know how to do Excel that well. I am having a hard time finding the information to fill in the Spreadsheet. Here is the instructions and then I will put the Spreadsheet in another question. Overview
For your first assignment, you will research how to evaluate stocks as an investment option and complete a company analysis using the provided template. You will start by selecting two companies to determine how free cash flow impacts their growth potential. Then you will select three competitors in the same industry to perform a company analysis. The point of this assignment is to practice finding and analyzing company financial information.
Instructions
Gather the Financials information.
Access D&B HooversLinks to an external site. to search for companies by industry.
Select domestic public companies at SEC.govLinks to an external site..
Use the 10K annual report as indicated below or from the company's website under investor relations.
Access the U.S. Securities and Exchange CommissionLinks to an external site. to access your selected companies financial filings.
Select the Filings Tab and Company Filing Search in the drop-down menu to search for publicly traded companies.
Enter the selected company in the search engine to locate the required financial information to complete the Company and Stock Analysis template Download Company and Stock Analysis template. (or)
Search for a Company's Corporate Website and locate the link for investors to locate the required information to complete the Company and Stock Analysis template Download Company and Stock Analysis template.
Review the Income Statement, Balance Sheet, and Statement of Cash Flows to gather the information that you need to complete the Company and Stock Analysis template Download Company and Stock Analysis template.
Complete the Company Analysis in the Company and Stock Analysis template.Download Company and Stock Analysis template.
Note: Select the correct tab (Company Analysis) at the bottom of the Excel document.
Determine the free cash flow for the last two most recent years for the two companies.
Select one company on each of the two different domestic (U.S.) stock exchanges to review.
Free cash flow is defined as cash flow from operations minus capital expenditures.
Explain how a company's free cash flow affects its growth potential.
Include the inferences you can draw from a company's free cash flow.
Complete the Company Analysis section including the Industry and the names of the three companies.
Complete the Income Statement section for each company's Total Revenue, Gross Profit, Net Income, and/or EBITDA.
Net Income is a generally accepted accounting principle (GAAP).
The Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) is not GAAP, because it usually presents more favorable numbers.
Complete the Balance Sheet section for each company's Total Assets, Total Liabilities, and Total Stockholder's Equity.
Calculate the following three ratios for each company and enter the results in the template (the formulas to calculate the ratios are provided in the template).
Debt-to-Equity Ratio.
Gross Margin.
Operating Margin.
Please list the figures used for the calculation of each ratio.
Calculate the following ratios for each company using the 10k annual report and enter the results in the template (the formulas to calculate the ratios are provided in the template).
Profitability ratios.
Efficiency ratios.
Leverage ratios.
Liquidity ratios.
Discuss three takeaways or an analysis of what you have learned about each company based on their financial data.
Include at least one paragraph for each company in the Template.

Step by Step Solution

There are 3 Steps involved in it

Step: 1

blur-text-image

Get Instant Access to Expert-Tailored Solutions

See step-by-step solutions with expert insights and AI powered tools for academic success

Step: 2

blur-text-image

Step: 3

blur-text-image

Ace Your Homework with AI

Get the answers you need in no time with our AI-driven, step-by-step assistance

Get Started

Students also viewed these Finance questions