Week 11 Discussion- Managerial Finance

Week 5 Learning Resources

Managerial Finance

Financial Statements and Reports

Although some publicly traded companies provide access to their annual reports on their websites, all public companies must file their audited financial reports with the Securities and Exchange Commission (SEC). This is done so through a 10K report, which is the legal and official report from which the company’s financial data is to be obtained. Using these resources, you will examine the role of financial statements for publicly traded corporations, as well as how to examine a 10K report.

· Brigham E. F., & Houston, J. F. (2022). Financial statements, cash flow, and taxes. In  Fundamentals of financial management (16th ed., pp. 64–106). Cengage Learning.

· Securities and Exchange Commission. (2011, September).  Investor bulletin: How to read a 10-K  Download Investor bulletin: How to read a 10-K . https://www.sec.gov/files/reada10k.pdf

Measures That Illustrate Financial Health

When trying to determine a company’s financial standing, a common practice is to explore its industry and compare its financial performance to the industry averages. There are many aspects that can be used as a comparison, which can be useful for stakeholders to understand. By having a better understanding of a company’s financial health, managers become better decision makers and help drive their organization toward success. Through these resources, you will examine how financial statements can reveal the state of an organization’s financial health.

· Brigham E. F., & Houston, J. F. (2022). Analysis of financial statements. In  Fundamentals of financial management (16th ed., pp. 108–128). Cengage Learning.

· 365 Careers. (2020, July 17).  Dupont analysis explained Links to an external site.  [Video]. YouTube. https://www.youtube.com/watch?v=hHuItcTJJcs

· IBISWorld. (2016, November 6).  Financial ratios – IBISWorld industry product Links to an external site.  [Video]. YouTube. https://www.youtube.com/watch?v=6-JlnqWlyoU

· FinanceWalk [Avadhut Nigudkar]. (2014, January 24).  Ratio analysis, financial ratio analysis in Excel Links to an external site.  [Video]. YouTube. https://www.youtube.com/watch?v=WH1afIA6sEk

· Learn to Invest. (2018, November 23).  ROE DuPont analysis: How to use the DuPont equation to analyze a stock: DuPont decomposition Links to an external site.  [Video]. YouTube. https://www.youtube.com/watch?v=qRBHfpyTDU8

Important Documents for The Week

· Document:  Module 2 Assignment Part 1 Template (Excel spreadsheet) Download Module 2 Assignment Part 1 Template (Excel spreadsheet)

· Document:  Module 2 Assignment Part 2 Template (Word document)