Financial Accounting Project - Choose a Publicly Held Company
kritin15
module_01financial_accounting_project_spreadsheet-2.xlsxVertical_Horizonal Analysis
| Week 1 fill in the numbers-this tab only. Complete blue highlighted areas only. There are no calculations in week one. | ||||||
| Table I | ||||||
| Company (enter your company name) | Vertical Analysis year 1 | Vertical Analysis Year 2 | Horizontal Analysis | |||
| Income Statement | Year 1 (enter the years used) | Year 2 | Year 3 | |||
| Net Revenue (net sales) | ||||||
| Cost of Goods | ||||||
| Gross Profit | ||||||
| Total Operating Expenses | ||||||
| Earnings from Operations | ||||||
| Interest Expense | ||||||
| Net Earnings | ||||||
| Balance Sheet | ||||||
| Cash/cash equivalents (cash) | ||||||
| Short term investments | ||||||
| Net Accounts Receivable | ||||||
| Inventory | ||||||
| Current Assets | ||||||
| Net Fixed Assets | ||||||
| Total Assets | ||||||
| Current Liabilities | ||||||
| Long Term Liabilities | ||||||
| Total liabilities | ||||||
| Stockholders Equity | ||||||
| Total liabilities + Stockholders Equity | ||||||
| Prepared by your name | ||||||
| Select numbers taken from financial statements | ||||||
| Include the source here | ||||||
| Optional Information | ||||||
| Any Preferred Stock | ||||||
| Dividends paid Common shareholder | ||||||
| Dividents paid to Preferred shareholder | ||||||
| Outstanding Shares Common Stock | ||||||
| Basic EPS (Earnings Per Share) | ||||||
| Auditing Firm | ||||||
Financial Ratios
| Table II | ||||||
| Company | Company* | Company* | Competition or Industry Ratio** | |||
| Formula | Year 1 | Year 2 | give the year here | |||
| Liquidity Ratios | 1. Complete the formula column. See example for gross profit percent. | |||||
| Current Ratio | 2. Use the numbers on the previous page to complete the ratios-Use Excel formulas. | |||||
| Acid Test Ratio | 3. One * means you did the calculations | |||||
| Two ** means you got the information from another source (cite that source) | ||||||
| Asset Management Ratio | 4. For column E choose a competitor or the Industry. | |||||
| Inventory Turnover | You do not need to calculate the competitor ratios, you can use pre-calculated ratios | |||||
| just remember to cite your source. (like a database) | ||||||
| Solvency Ratios | ||||||
| Debt ratio | ||||||
| Times Interest Earned Ratio | ||||||
| Profitability Ratios | ||||||
| Gross Profit Percent | Gross profit/net revenue | |||||
| Return on Net Sales | ||||||
| EPS** | ||||||
| Market Analysis | ||||||
| Price Earning Ratio** | ||||||
| Dividend Yield** | ||||||
| *Calculated by Author | ||||||
| ** Information from give souce | ||||||
| Prepared by |
