Annual Report Project - Section 3
Financial Information
| In this worksheet, you will recreate both the company's balance sheet and income statement for the past 3 years | Don't forget to note your references for your data in the last TAB | ||||||||||||
| Name of Company | Name of Company | ||||||||||||
| Name of Financial Statement | Name of Financial Statement | ||||||||||||
| For the Years ended YYYY through YYYY | For the Years ended YYYY through YYYY | ||||||||||||
| (Amounts in millions) | (Amounts in millions) | ||||||||||||
| Fiscal Year: | YYYY | YYYY | YYYY | Fiscal Year: | YYYY | YYYY | YYYY |
3-Horizontal Analysis IS
| Name of Company | |||||||||||||||
| Name of Financial Statement | |||||||||||||||
| Horizontal Analysis for the Years ended YYYY through YYYY | |||||||||||||||
| (Amounts in millions) | |||||||||||||||
| Period Ending | Period Ending | $ Change | % Change | Period Ending | Period Ending | $ Change | % Change | Period Ending | Period Ending | $ Change | % Change | ||||
3- Horizontal Analysis BS
| Name of Company | |||||||||||||||
| Name of Financial Statement | |||||||||||||||
| Horizontal Analysis for the Years ended YYYY through YYYY | |||||||||||||||
| (Amounts in millions) | |||||||||||||||
| Period Ending | Period Ending | $ Change | % Change | Period Ending | Period Ending | $ Change | % Change | Period Ending | Period Ending | $ Change | % Change | ||||
3 Vertical Analysis IS
| Name of Company | ||||||||
| Name of Financial Statement | ||||||||
| Vertical Analysis for the Years ended YYYY through YYYY | ||||||||
| (Amounts in millions) | ||||||||
| Year Ended | % | Year Ended | % | Year Ended | % | |||
3 Vertical Analysis BS
| Name of Company | ||||||||
| Name of Financial Statement | ||||||||
| Vertical Analysis for the Years ended YYYY through YYYY | ||||||||
| (Amounts in millions) | ||||||||
| Year Ended | % | Year Ended | % | Year Ended | % | |||
4-Liquidity Ratio
| LIQUIDITY RATIOS | |||
| Fiscal Year: | YYYY | YYYY | YYYY |
| NAME OF RATIO AND FORMULA | |||
| NAME OF RATIO AND FORMULA | |||
| NAME OF RATIO AND FORMULA | |||
4-Coverage Ratio
| LONG-TERM DEBT PAYING (COVERAGE RATIOS) | |||
| Fiscal Year: | YYYY | YYYY | YYYY |
| NAME OF RATIO AND FORMULA | |||
| NAME OF RATIO AND FORMULA | |||
| NAME OF RATIO AND FORMULA | |||
5-Activity Ratio
| ACTIVITY RATIO | |||
| Fiscal Year: | YYYY | YYYY | YYYY |
| NAME OF RATIO AND FORMULA | |||
| NAME OF RATIO AND FORMULA | |||
| NAME OF RATIO AND FORMULA | |||
5-Profitability Ratio
| PROFITABILITY RATIOS | |||
| Fiscal Year: | YYYY | YYYY | YYYY |
| NAME OF RATIO AND FORMULA | |||
| NAME OF RATIO AND FORMULA | |||
| NAME OF RATIO AND FORMULA | |||
REFERENCES
| References: | ||
| TAB | ||
| FINANCIAL INFORMATION | U.S. Securities and Exchange Commission (2019). 2019 Annual SEC Form 10-K Report, Costco Wholesale Corporation. Retrieved from https://www.sec.gov/Archives/edgar/data/909832/000090983219000019/cost10k9119.htm | This is an example of your reference. You will use the actual reference from your company. You will create one for each different SEC Form 10K report you will cite |