the company SanDisk

FORTUNE 500:

Each individual will be assigned a Fortune500 company to analyze for the course.  For this company, you will conduct a sequence of assignments looking at annual reports that will lead you toward completing your analysis.

The first assignment is for you to conduct an external assessment.  Create a spreadsheet that lists each of the areas from the PEST and from 5 Forces.  In the second column, select a word that you think might be an issue for your firm in each of these areas. Conduct a word search in the most current annual report to see how often each is mentioned.  Your results go into column 3.  In column 4, place an “O” if you think this is an opportunity for the firm and/or a “T” if it is a threat.   Due on Blackboard before 2pm on 07Apr and presented in class. (5 pts.)

The second assignment is for you to take the consolidated income statement and de-consolidate it using the detail provided in the annual report.  You will create a spreadsheet with between 30-50 line items for each of the most current 3-year period in chronological order.  In a final column, compare each line item to total revenue in the most current year.  Due on Blackboard before 2pm on 28Apr. and presented in class. (5 pts.)

In the final assignment, you will create a 6-panel power point to be turned in on a single page and submitted to Blackboard.  In addition, you will also create a 3-minute video presentation that will be submitted on Blackboard and presented in class.

Using information from your Fortune500 company, create each of the following panels:

1)    Risk Analysis (word count for 8 words x last 3 annual reports and/or compared with other firm)

2)    Income Statement (12 line items by 3 years: 5 max from consolidated, 2S & 2W)

3)    Comparative Common Size (same but as percentage of revenue and alongside comparative firm)

4)    Board Analysis (spreadsheet by member by important characteristics w/summary)

5)    TOWS (TO from 1 only, SW from 2-4 only)

6)    Memo

Each of the first five slides are created in excel and must have a 1-3 word title followed by a 1-sentence sub-title.  The sub-title should represent the most important story to be found on that particular slide.  This story should also be supported using cell, row, or column formatting to draw particular attention to these cells.  The final slide is created in Word in the form of a corporate memo.  The body of this memo is exactly taken from the sub-titles of slides 1-5.  Finally, there is a recommendation in the memo that follows from the body of the memo.