TASK:

You will create a Financial Analysis Report for a publicly traded firm which fits this criteria:

1. Pays a cash dividend
2. Has bonds in long-term debt
3. Has a published beta
4. Sells a product (not a services company)

THE PROJECT: CREATE A FINANCIAL ANALYSIS REPORT

Part 1: Description of Firm & Financial Indicators

1. Name of the firm, with brief description of the firms business
2. Secondary market where their common stock is traded
3. Firms beta
4. Ticker symbol
5. Most recent common stock price quote
6. Indicated annual cash dividend
7. Preferred stock price and dividend, if any (if multiple issues, then one series only)
8. Description of one of its publicly traded bonds by stating its:

1. Coupon rate
2. Maturity date
3. Recent price
4. Total par outstanding
5. Yield to maturity
6. Current yield rate

Part 2: Financial Statement Analysis:

1. Download the balance sheet and income statements for the firm.
2. Calculate (or list, if available) the following financial ratios:

1. Rate of return on equity
2. Total asset turnover
3. Price/Earnings
4. Equity multiplier
5. Current Ratio

3. Evaluate your firms ratios compared with the industry norms . Comment on strengths and weaknesses, with emphasis on opportunities for improvement in shareholder wealth (stock price maxima price maximization).
4. List the source from which you are pulling comparative information. Beware that methods of calculations of some ratios may vary subtly from your text ratios.