The objective of this project is to take the concepts learned in the course and apply them to your company's annual report.
The following is a suggested format to use for this analysis:
I. Executive Summary
II. Background and nature of the company's business
III. Letter to the Shareholders'
IV. Planning, Directing, Controlling, Improving & Decision Making.
V. Financial statement analysis
A. Ratio Analysis - using ALL ratios on 'Ratio Sheet' compute each ratio as shown below, then write sentences describing the ratio.
Example: Current Ratio = Current Assets/Current Liabilities
4,000,000/2,000,000 = 2
Description sentences on what ratio means for the company.
B. Comparison Analysis -Choose a competitor company and compute a ratio analysis for the comparison company using ALL ratios on 'Ratio Sheet.' Then, write sentences comparing the ratios with your company.
VI. Stock Journal from August 21 to December 1, 2017
Example: August 22 34.55
August 23 34.67
(and so on.....)
VII. Discussion (summary) Find the note entitled 'Summary of Significant Accounting Policies' and summarize entire note.
VIII. Discussion of current events related to the company - three articles
IX. Recommendation - would you invest in this company, why or why not?