Financial Analysis

1. Final project: Financial Company Analysis

a. One page description of the corporation: it’s products, markets,-Completed

b. Overall trend assessment of the company’s balance sheet, income statement, and statement of cash flows for the last three years.

c. Selected ratio and trend analysis. Ratios must include liquidity, asset management, solvency, profitability, and market value ratios. A three-year ratio analysis is the minimum expectation.

d. Analysis of the company’s stock price and EPS trends for the last three years. Analysis must include comparison to key market competitors.

e. Evaluation of the firm’s Beta in relation to a specified market index (eg. S&P 500, Nasdaq 100, Dow 30).

f. Assessment of the firm’s capital structure including any significant changes in the firm’s capital structure over the last three to five years.

g. Calculate the WACC (weighted average cost of capital) based on the most recent balance sheet data.

h. Assessment of the firm’s cash flow and determination of the firm’s free cash flow over the last three years.

i. Closing summary of the firm’s financial health in relation to the overall economy and within its industry.

Project deliverable Week 7 details:

a. Financial analysis Word file is to be a maximum 9 pages in length, not including a cover page and supporting reference appendices.

b. Paper format: APA required

c. Supporting financial data prepared using Excel and embedded into the Word file.

d. Students may include additional reference materials such as financial statements.

e. Students are not to copy and paste financial statements or other materials directly from the web into their analysis (Word) file.

f. Reference page includes all references sited, APA format for references.

Project grading rubric

Grading Criteria	Maximum Points
Description of the firm’s market, products, and financial highlights (1-pg max)	5
Financial statement assessment (1-page maximum)	10
Ratio and trend analysis prepared with supporting analysis (3-page maximum)	30
Stock price and EPS analysis (1-page maximum)	10
Capital structure analysis and calculated WACC (1-page maximum)	15
Cash flow analysis (1-page maximum)	10
Conclusion/summary of financial condition of the firm	5
Excel documentation concise, clear, supports narrative and requirements	5
Perfect spelling, punctuation, grammar; APA; concise business-style writing	10
Total	100

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