Apple inc -
drp137
project_outline.docxRunning head: ASSIGNMENT OUTLINE 1
ASSIGNMENT OUTLINE 5
Assignment Outline
Student Name
FIN6406
Professor Stugk
Submission Date
Title page in APA style – As an APA refresher, please review the APA style guide available on the Library website.
Table of Contents
I recommend you to use the Heading functions and the Table of Content function in Word.
Here is a link to a Youtube tutorial on how to set up a APA style paper in the correct format https://youtu.be/VKWKswH29kM
Table of Contents Company Introduction 3 Industry Profile 3 Financial analysis 4 Financial Statement Analysis 4 Ratio Analysis 4 Stock and Bond analysis 4 Valuation Model 5 Conclusion and Recommendation 5 References 6 Appendix A 7
Table of Tables
Table labeling can be done by using the “Insert Caption” function under the reference tab. Later you can then insert Table of Figures.
Table of Figures
Figure 1 Business Source Complete 3
Company Introduction
In this section you must introduce the company by providing a brief history of the company, stating what the company offers and brief SWOT analysis.
The best source for this information is the library data base Business Source Complete. After you access the database you will find on the right side a link “Company Profile” see screen shot below. Click on the link to get the MarketLine report for your company. This report includes all information you will need for this section.
Figure 1 Business Source Complete
Source: Include complete reference where you have received the information.
Industry Profile
In this section you should highlight current trends in the industry in which your company operates. The best sources for this section are the Industry Profile reports through the database Business Source Complete (Figure 1).
Financial analysis
Financial Statement Analysis
Start with the horizontal and vertical financial statement analysis for 5 years and include tables. You then will summarize your findings. I recommend you to use the standardized financial statements from Mergent Online. To ensure professional presentation, I recommend you to include your tables as appendices.
Ratio Analysis
Calculate the financial ratios as presented in the financial ratio lecture recording in week one. I recommend you to create tables in which you provide the ratios for five years and the industry ratio. For some industries you will only be able to find the most recent ratios. In your summary you will discuss the ratios and the meaning of the ratios in terms of company performance.
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Year 1 |
Year 2 |
Year 3 |
Year 4 |
Year 5 |
Industry |
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Ratio 1 |
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Ratio 2 |
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Source: Complete reference.
Stock and Bond Analysis
In this section you will provide information on the company stock performance. Information to include is current stock price, compared to 3 month, 1 year and 5 years. Provide stock performance ratios for example P/E ratio. Dividend payment analysis; does the company pay dividends, what is the yield. Summarize your findings. If the company has bonds issued please provide a brief statement about the bonds. The information must include the kind of bond, the amount, the current yield and the YTM.
The best source for this information is Mergent online, Mergent Invest, MarketWatch, Yahoo Finance, and other similar sources.
Valuation Model
In this section you will present the discounted dividend or discounted cash flow model. Include a table and summarize your findings.
Conclusion and Recommendation
In this section you will summarize your findings and make strong recommendations for the company’s future. Your recommendations will be based on the financial information you have analyzed, but also current issues concerning the company. For example if you found that a company has revenue/profit decline in one specific product or geographical area, then you may want to recommend to end the product line or move to a new area. Also political and regulatory changes could be influential in your decision.
References
References must be in alphabetical order. The format of a complete reference for a scholarly article must be as shown below.
Author Last Name, First initial (Year of publication) Title of the article, Name of the Journal, Volume, page numbers, doi: number
