Financial statement analysis project

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3 years ago
09.10.2023
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Parent Company - Apple

Competitors- Microsoft and Google

I have chosen the companies Apple, Microsoft, and Google to analyze in the tech industry, Apple is the parent company I have decided to go on with. The other companies (Microsoft and google) you will consider your competitors to which you will be comparing your ratios and performance.

Locate the latest SEC filing 10-K for each company you will be analyzing (probably December 31, 2022 or possibly in 2023 for companies, such as those in retail, that may not use a calendar fiscal year). Conduct an internet search by investigating websites and tools that will help you perform ratio analysis on these companies. These may include analyst reports, Bloomberg, Thomson Reuters, the company’s annual report, and industry association websites, among other sources.

Identify the ratios and tools that you will use to perform a ratio analysis on the companies you chose. Also, evaluate their cash flows thoroughly. To Perform your analysis you must use Excel to present your ratio calculations.

· Note: You should apply the same ratios to each company to allow you to compare and analyze a company's performance.

Finalize ratio calculation and analysis for each company presentation with the following elements:

· Create a presentation to report on your findings and conclusions. The presentation should include 8 – 10 slides (not including title and reference pages).

· Use Excel to compute your ratio calculations that support your PowerPoint presentation.

· Your presentation should include:

· Company background

· Briefly present the financial position based on the SEC filings and other documents you have reviewed

· Summarize, compare and analyze the cash flows and ratios you computed of the parent company to the other two companies (competitors). Analyze each company’s performance relative to each other. Identify where the parent company out performs its competitors and areas where the company may have certain issues and where you recommend further investigation based on the underlying financial information you have gathered.

Grading Rubric:

FiFinancial Statement Analysis Project

	*Needs Improvement 0-25%*	*Developing 25-50%*	*Performing 50-75%*	*Excelling 75-100%*
Subject	Subject	Some subject	Subject	Subject knowledge
Knowledge 20	knowledge is not	knowledge is	knowledge is	is evident
	evident.	evident. Some	evident in much	throughout the
	Information is	Information is	of the project.	project. All
	confusing,	confusing,	Most	information is
	incorrect, or	incorrect, or	information is	clear, appropriate,
	flawed.	flawed.	clear, appropriate, and correct.	and correct.
Citing Sources 5	No sources are properly cited.	Few sources are properly cited.	Most sources are properly cited.	All sources are properly cited.
Organization 10	The sequence of information is not logical. Menus and paths to information are not evident.	The sequence of information is somewhat logical. Menus and paths are confusing and flawed.	The sequence of information is logical. Menus and paths to most information are clear and direct.	The sequence of information is logical and intuitive. Menus and paths to all information are clear and direct.
Technical 5	Submission does not run satisfactorily. There are too many technical problems to view the project.	Submission runs minimally. There are many technical problems when viewing the project.	Submission runs adequately with minor technical problems.	Submission runs perfectly with no technical problems. For example, there are no error messages, all sound, video, or other files are found.
Presentation Skills 10	The presentation is very disorganized, confusing, and the message is not clear. The visual aids or not appropriate or distract from the presentation. Not everyone spoke or the hand offs/transitions were awkward.	The presentation is not very well organized and not always easy to understand. It was either too short or too long. The visual aids were distracting or not easy to see. Not everyone spoke or the hand offs/transitions were awkward.	The presentation is somewhat organized and most of it is understandable. It runs within the time parameters. Visual aids are somewhat visually appealing and easy to read. Not everyone spoke or the hand-offs/transitions are awkward.	The presentation is well organized and easy to understand. It runs in the time parameters given. Visual aids are appropriate, visually appealing, and easy to read. All presenters speak with natural hand-offs/transitions.