financie

profilehanxuji
ICE1-FinalRatiosAnalyses-Revised1.docx

Student Name Team #

Point

ICE #1- Financial Ratio Analyses

1. DATA DOWNLOAD PROCESS

A. STEPS OF DOWNLOADING COMPANY FINANCIALS

· WRDS Homepage

· Login the username and password

· Get Data/ Company Financials

· Company Financials / COMPUSTA North America

· Data Variable/ Data Range: Fiscal Year

· Each team needs to have three fiscal years of each company

· Type Ticker Symbols (Please extract the data of five stocks of your portfolio)

· Don’t change the screen variables for this ICE

· Select Data Items

· Please refer to ICE#1- EXCEL Template to extra the relevant information from 973 data items.

· It is imperative to understand each financial variable definition, thus, each team member MUST help each other to verify how COMPUSTAT defines/calculates Balance Sheet and Income Statement data items.

· Question Mark next to data variable offers explanation which can assist you to make the correct decision.

· Finally, you can submit your query output. Please DON’T SAVE Query to WRDS because the whole class is using the same account.

2. EXCEL TEMPLATE

A. FINANCIAL RATIOS ANALYSES

· Please SAVE all the data items downloaded from WRDS to Worksheet #1.

· Then each team will construct embedded formula to calculate financial ratios and answer questions which are displayed on Worksheet #2.

· After reviewing three fiscal years of financial ratios, please make 2 comments of each company. Then, each team should report the comments to Worksheet #3.

· THE FILE SHOULD BE NAMED – " ICE#1-Team #”

· Submitted to BeachBoard Dropbox by due date/due time.

1