Financial Statement Swot Analysis Project, mission

Strategic Tool Exercise 5

Financial Performance Analysis

Student Name: ________________________________

Company/Organization: ________________________

Internal Indicators of Financial Performance (Always)

20XX 20XX 20XX

Sales

Net Income

Net Profit Margin

Make sure you explain these in the context of your research. Are they positive or negative? How is the company responding to these? What does the Annual Report say?

Other Performance Indicators that may be Important to the Company/Industry (Selected)

20XX 20XX 20XX

Current Ratio

Inventory Turnover

DSO

Debt Ratios

Make sure you explain these in the context of your research. Are they positive or negative? How is the company responding to these? What does the Annual Report say?

External Indicators of Financial Performance

20XX 20XX 20XX

Dividends per Share

Earnings per Share

Price to Earnings Ratio

Stock Price

Make sure you explain these in the context of your research. Are they positive or negative? How is the company responding to these? What does the Annual Report say?

Other Performance Indicators that may be Important to the Company/Industry (Selected)

Make sure you explain these in the context of your research. Are they positive or negative? How is the company responding to these? What does the Annual Report say?

Other Indicators 20XX 20XX 20XX

Concluding Paragraph

Provide a summary of your conclusions based on the analysis of the data/information presented above.

Resources to Help You:

Case Information

Industry Report (IBIS World)

Annual Report

Look at Company Website for Annual Reports (Investor or Shareholder Relations)

Balance Sheet

Income Statement

Yahoo, Google, Reuters Finance http://finance.yahoo.com/q/ks?s=GOOG LexisNexis Academic http://www.lexisnexis.com/hottopics/lnacademic/

IBIS World HYPERLINK "http://www.ibisworld.com/launch.aspx" http://www.ibisworld.com/launch.aspx ?

Other Sources