Selected company is Samsung
CASE STUDY \#1, Financial Statement Analysis with a partner, 80 points Partner 1 will choose a company from the list below. Partner 2 will select a similar company in the same industry, not on the below list. Both partners will use the second quarter 2023 earnings release for their chosen company, Each Partner must complete the following: 1. This case study must be completed in Excel. 2. Locate the most recent QUARTERLY 10-k Earnings Release. Print the income statement and balance sheet for year-todate June 30, 2023 to PDF. YOU MUST USE THE 10-k. YOU WILL EARN ZERO POINTS IF THE 10-K FINANCIAL STATEMENTS ARE NOT SAVED TO PDF. 3. On the first tab, Prepre horizontal analysis (trend analysis) on 5 income statement accounts and 5 balance sheet accounts. You may select the accounts you wish to analyze assuming the account balance reflects a change in the balance, 20 points 4. Using the same accounts, perform vertical analysis (common size analysis) on the second tab. 20 points 5. This financial statement analysis must be completed in Excel. - Formulas such as "=sum" or "maverage" should be used. The presentation must be well organized and clearly labeled. 6. Two graphs must be created. One graph compares the horizontal results in step 3 to your partner. The second graph is the vertical analysis for the same comparison. You and your partner should not have identical graphs. For example, one partner can use a bar graph while the other partner uses a line graph. The graphs should be professional. This means there should be titles, axis label.... 20 points 7. Each partner should write a one-page analysis. This should be written in Word. The strengths and or weaknesses of your financial statement analysis should be discussed relative to your partner. 10 points 8. The final 10 points will come from following directions, grammar punctation/content on the written analysis. CASE STUDY \#1, Financial Statement Analysis with a partner, 80 points Partner 1 will choose a company from the list below. Partner 2 will select a similar company in the same industry, not on the below list. Both partners will use the second quarter 2023 earnings release for their chosen company, Each Partner must complete the following: 1. This case study must be completed in Excel. 2. Locate the most recent QUARTERLY 10-k Earnings Release. Print the income statement and balance sheet for year-todate June 30, 2023 to PDF. YOU MUST USE THE 10-k. YOU WILL EARN ZERO POINTS IF THE 10-K FINANCIAL STATEMENTS ARE NOT SAVED TO PDF. 3. On the first tab, Prepre horizontal analysis (trend analysis) on 5 income statement accounts and 5 balance sheet accounts. You may select the accounts you wish to analyze assuming the account balance reflects a change in the balance, 20 points 4. Using the same accounts, perform vertical analysis (common size analysis) on the second tab. 20 points 5. This financial statement analysis must be completed in Excel. - Formulas such as "=sum" or "maverage" should be used. The presentation must be well organized and clearly labeled. 6. Two graphs must be created. One graph compares the horizontal results in step 3 to your partner. The second graph is the vertical analysis for the same comparison. You and your partner should not have identical graphs. For example, one partner can use a bar graph while the other partner uses a line graph. The graphs should be professional. This means there should be titles, axis label.... 20 points 7. Each partner should write a one-page analysis. This should be written in Word. The strengths and or weaknesses of your financial statement analysis should be discussed relative to your partner. 10 points 8. The final 10 points will come from following directions, grammar punctation/content on the written analysis
