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Select 2 publicly traded companies of your choosing. These companies MUST be: Competitors In the same Industry Have financial statements presented in English ( does

Select 2 publicly traded companies of your choosing. These companies MUST be:
Competitors
In the same Industry
Have financial statements presented in English (does NOT need to be a US-based company though) AND
must be registered with and posted on the SEC search database (EDGAR) :',
You MUST use the MOST RECENT annual 10-K filing
Do NOT use a 10-Q (quarterly filing) because you must compare ANNUAL 10-K financial
statements of two companies
Select a combination of at least 5 Ratios/financial statement line items (specific lines in the financial
statement like cash or income) to analyze from BOTH these companies (5 items for each company)
These ratios must include AT LEAST one ratio from THREE OR MORE of the below categories (you
cannot ONLY analyze based on the Profitability Ratios for example, you must diversify your analysis):
Profitability Ratios (6 ratios total to choose from)
Asset Turnover Ratios (4 ratios total to choose from)
Liquidity Ratios (3 ratios total to choose from)
Solvency Ratios (3 ratios total to choose from)
Market Ratios (2 ratios total to choose from)
Up to 2/5 of the items you're analyzing can be specific financial statement line items (depreciation, R&D
expense, etc.)
I recommend you think of what ADDS VALUE, not what is the easiest to calculate - if your analysis
doesn't add value, you won't receive a good score.
Deliver your analysis in the form of a Report with the following criteria:
0.75-1pg,12pt, Times New Roman or Arial font
This can be either single or double-spaced, but should not exceed 1pg.
Your goal should be to answer the below questions:
As an investor, what company would you recommend investing in (and why - the
analysis/justification is most important)?
What recommendations do you have for the management of one of or both of the companies?
On the subsequent pages of the report after your 1pg analysis, please show:
Links to your financial statements in EDGAR
Write out and show your calculations for ALL of your ratio calculations FOR BOTH companies and
CLEARLY SEPARATE THE COMPANIES so I can tell which numbers go with which companies.
Include screenshots of the Balance Sheet & Income Statement for BOTH companies (or at least
screenshots of the relevant portions where you're pulling your numbers from for your calculations).
If you want additional guidance - you can view this guided video > where I walk you through searching
companies in EDGAR, etc.
image text in transcribed

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