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FIN571_r9_LTA_Researching_Industry_Financial_Statistics_Week_3.doc|
Researching Industry Financial Statistics Grading Guide FIN571 Version 9 |
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Researching Industry Financial Statistics Grading Guide
FIN/571 Version 9
Foundations of Corporate Finance
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Learning Team Assignment: Researching Industry Financial Statistics
Purpose of Assignment
The purpose of this assignment is to allow the students an opportunity to complete their financial evaluation of a company using the financial research database Plunkett Research Online. Plunkett Research Online provides in-depth analysis of a company’s financials, comparisons to industry averages, a list of top executives, how the company compares to other competitors in terms of revenue, number of employees, market capitalization and other key financial metrics.
Resources Required
· Microsoft® Excel®
Grading Guide
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Accessed the UOPX Library by clicking on the University Library Link. |
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Clicked “Company Directories and Financials” under Library Resources. |
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Clicked “Plunkett Research Online” under Company Directory and Financials |
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Reviewed “HOW TO USE” videos: · Plunkett Research Online Overview · How to Export Company and Exec. Lists · How to Build-a-Report · How to Use Industry Analytics · How to Research an Industry · How to Use Company Profiles |
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Clicked “Research A Company” |
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Selected a company (i.e. Walmart) and input into the Search Box. |
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Scrolled through the search results to choose the correct company. |
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Clicked the link to the company profile (in blue). |
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Reviewed the Company Profile and answer the following questions in Microsoft® Word: · What is the Ticker Symbol for the Company? · When was the company established? · How many employees does it have? · What is the NAICS Code? · Who is the CEO? · Where does the company rank in terms of Total Revenue when compared to its competitors? · Where does the company rank in terms of Net Income when compared to its competitors? · Where does the company rank in terms of Return on Assets when compared to its competitors? · What is the Revenue in 2014 and 2015? · What was the Gross Margin in 2014 and 2015? · What was the Earnings per Share in 2014 and 2015? |
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Saved the Company Profile as a PDF document. |
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Compared the 2015 Company Financials to the Industry Averages and export the results into a Microsoft® Excel® Document. |
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Added a new column in your Microsoft® Excel® document titled “Change” and calculate the difference between the company’s 2015 financial results and the industry averages. |
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Explained in 1,050 words how the company selected compares to the industry averages in terms of financial profitability, liquidity and solvency, and why the difference is important. Also review the financial statements over the last three years, and discuss any positive and negative trends would you report to the company’s management? |
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Used Plunket Research Online; Microsoft® Excel®
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The paper—including tables and graphs, headings, title page, and reference page—is consistent with APA formatting guidelines and meets course-level requirements. |
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Intellectual property is recognized with in-text citations and a reference page. |
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Paragraph and sentence transitions are present, logical, and maintain the flow throughout the paper. |
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Sentences are complete, clear, and concise. |
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Rules of grammar and usage are followed including spelling and punctuation. |
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Assignment Total |
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