FIN515 Week 3 Team project
Aroka
DeVryTech-Fin515-Week_3_-_Project_22.docxFIN515—Week 3 Project: Financial Statement Analysis (continued)
Continuing with your Week 2 Project, now your CEO after reviewing your earlier Week 2 PowerPoint submission has asked your team to complete an additional benchmark analysis task, before the upcoming Board Meeting. For this part of the project your team needs to do an analysis of the market and operational characteristics of your company and its financial profile. For this project, your team will need to select four companies that are direct competitors of your company. This sample selection should be based on revenue, profitability, market capitalization, market segment and product characteristics.
This project is an additional benchmark data analytics project. The objective of this part of the project will be to do a comparative financial analysis of your company with the averages of the sample of four companies that will form your comparative group.
The project deliverables will be another PowerPoint presentation to the CEO explaining the financial performance of your company compared to the sample of four comparable companies. The analysis should include the following deliverables:
1. An explanation of the logic of the selection of the four comparable group companies. Why were these companies selected?
2.Your team’s data extraction strategy, process and methodology.
3. A financial comparison of your company to the average of the comparator group on the following financial factors.
a. Profitability
b. Debt Management
c. Liquidity
d. Asset Management
e. Value Creation – based on a the 3-year trend in Free
Cash Flow
In order to complete this project, your team has to select which ratios you are going to use in each of the five categories given above. In addition to that, your team will have to briefly explain why you are selecting the ratios you are using in your benchmark study.
Then your team will have to collect the financial data for your company and the financial data of the four competitor companies. The data can be collected from two financial data bases such as, Yahoo Finance, Lexis Nexis, Plunkett, or bizstats.com. Your team will then have to collect and calculate the averages of the four competitor companies. (Please note that no ratio calculations are required for each company, the ratios should be readily available on the websites noted above. You will only need to calculate the average ratios for the four companies combined.)
Your team will proceed to developing a PowerPoint presentation presenting the comparison and your team’s commentary of what your team discerns from the comparison. PowerPoint should not have more than ten slides. Just like the previous project your team should use Webex or Voicethread, and prepare an oral presentation that presents your PowerPoint presentation. Each team member must participate in this presentation.
Rubric: Second Project
FIN515
Possible
Points
0-3
4-6
7-9
10-12
No referent
provided.
Insufficient or
incorrect ratios
used.
Some ratios
questionable.
Inappropriate
referent selected.
Ratios mostly
appropriate.
Appropriate
referent
selected.
Ratios and
referent
appropriate.
0-2
3-4
5-6
7-8
.
.
.
0-3
4-6
7-9
10-12
No evaluation, or
evaluation not
based on findings
Minimal or incorrect
Evaluation, or
evaluation not
original.
Evaluation
generally correct.
May be not
completely
supported by
findings or
insufficient in
quantity.
Evaluation
fully
supported by
findings.
0-2
3-4
5-6
7-8
Significant
problems with
presentation or format.
Minor problems with
writing or presentation..
Writing and
presentation
generally
correct with a few
exceptions.
Virtually no
errors in
writing or
presentation.
Form
8
Ratios selected
12
Ratio Extraction
&
Average Calculation
8
Evaluation
12
Criteria and Point Range
Ratios accurately reflect the data source and are properly referenced.
Ratios generally reflect the data source and are properly referenced.
Ratios are not provided, and referencing was not provided.
Some ratios are incorrect, and referencing is minimal.
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Continuing with your Week 2 Project, now
your
CEO after reviewing your earlier
Week 2
PowerPoint submission has asked your team to complete an additional benchmark analysis
task
,
before the upcoming Board Meeting.
For this
part of the project your team needs to do an
analysi
s of the
market and
operational
characteristics of
your
company
and its financial profile.
For this project
,
your team will need to select
four
companies
that
are
direct
competitors
of
your
company. This sample selection should be based on revenue,
profitability, market
capitalization,
market segment and product characteristics.
This project is
a
n
additional
benchmark data
analytics project. The
objective
of this part of the
project
will be to do a comparative
financial
analysis of your
c
ompany with the averages of the
sample of four
companies that will form your comparative group.
The project delivera
bles will be another PowerPo
int presentation
to the CEO
explaining t
he
financial performance of your
compa
ny compared to the sample of four
comparable
companies. The analysis
should include the following deliverables:
1. An explanation of the logic of the selection of the
four
comparable group comp
anies. Why
were these companies selected?
2.Y
our
team’s
data extraction strategy,
process
and methodology
.
3. A financial comparison of your
company to the average
of the comparator group on the
following financial factors.
a. Profitability
b.
Debt Management
c. Liquidity
d.
Asset Management
e. Value Creation
–
ba
sed on a the 3
-
year trend in
Free
Cash Flow
In order to complete this project, you
r team has
to
select which ratios you are going to use in
each
of the five categories given above. In addition to that, you
r team
will have to briefly
explain why you are selec
ting the ratios you are using
in your benchmark study.
Then you
r team
will have to collect the financial
data for your
company an
d the financ
ial data
of the four
competitor
companies. The data can be collected from two financial data bases such
as, Yahoo Finance
, Lexis Nexis, Plunkett, or bizstats.com
.
You
r team
will then have to collect
and calculate
the average
s of the four
competitor
companies.
(Please note that no ratio
Continuing with your Week 2 Project, now your CEO after reviewing your earlier Week 2
PowerPoint submission has asked your team to complete an additional benchmark analysis
task, before the upcoming Board Meeting. For this part of the project your team needs to do an
analysis of the market and operational characteristics of your company and its financial profile.
For this project, your team will need to select four companies that are direct competitors of
your company. This sample selection should be based on revenue, profitability, market
capitalization, market segment and product characteristics.
This project is an additional benchmark data analytics project. The objective of this part of the
project will be to do a comparative financial analysis of your company with the averages of the
sample of four companies that will form your comparative group.
The project deliverables will be another PowerPoint presentation to the CEO explaining the
financial performance of your company compared to the sample of four comparable
companies. The analysis should include the following deliverables:
1. An explanation of the logic of the selection of the four comparable group companies. Why
were these companies selected?
2.Your team’s data extraction strategy, process and methodology.
3. A financial comparison of your company to the average of the comparator group on the
following financial factors.
a. Profitability
b. Debt Management
c. Liquidity
d. Asset Management
e. Value Creation – based on a the 3-year trend in Free
Cash Flow
In order to complete this project, your team has to select which ratios you are going to use in
each of the five categories given above. In addition to that, your team will have to briefly
explain why you are selecting the ratios you are using in your benchmark study.
Then your team will have to collect the financial data for your company and the financial data
of the four competitor companies. The data can be collected from two financial data bases such
as, Yahoo Finance, Lexis Nexis, Plunkett, or bizstats.com. Your team will then have to collect
and calculate the averages of the four competitor companies. (Please note that no ratio
