Find attached project 1 for FIN 515

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FIN515—Week 2 Project: Financial Statement Analysis

As the new financial manager of your company, the CEO has asked your team to provide a brief analysis of the company’s performance to present at the upcoming board of directors meeting. The CEO has asked that you assess the company’s performance against your company’s industry. Thus, to do this, you will need to use ratio analysis or other techniques to determine areas in which the company is doing well, as well as areas that management should look at.

Here are the steps for the project:

1. Select your teammate. Each team should be made up of two members.

2. Determine which company you will analyze for the project. Your selection may be subject to your professor’s approval. The company that you select will likely be used for all four team projects. As such, be sure that the company has debt on its balance sheet, as this will be a requirement for future projects.

3. Go to the website for your company and download the 10-K report for the most recent year.

4. Perform your ratio analysis on your company:

a. A good place to start would be to perform a complete DuPont analysis of the company. The DuPont analysis might provide guidance as to what particular areas of the company should be examined next and what ratios should be calculated. Be sure to include ratios that cover the following areas:

i. Profitability

ii. Debt Management

iii. Liquidity

iv. Asset Management

v. Market Value

b. In addition to the DuPont analysis ratios, be sure to present and discuss at least six relevant ratios that your team feels may best assess the company’s performance.

c. Using an online database, such as bizstats.com or a similar database, capture the ratio averages for your company’s industry to evaluate your company’s performance.

d. Provide an analysis that compares your company’s ratios to the industry standards. There is no need to explain the purpose of the ratios. Rather, be sure to provide an interpretation of the results. This may entail some research from news sources on the company’s recent performance.

e. Prepare a PowerPoint presentation that summarizes the comparison of your company’s ratios against the industry ratios, as well as your analysis. APA standards are to be followed for all portions of this presentation, including but not limited to proper references and citations.

f. Using Webex or Voicethread, prepare an oral presentation that presents your PowerPoint presentation. Each team member must participate in this presentation.

Rubric: First Project

FIN515

Possible

Points

0-3

4-6

7-9

10-12

No referent

provided.

Insufficient or

incorrect ratios

used.

Some ratios

questionable.

Inappropriate

referent selected.

Ratios mostly

appropriate.

Appropriate

referent

selected.

Ratios and

referent

appropriate.

0-2

3-4

5-6

7-8

Calculations not

provided or are

generally incorrect.

Not all calculations

Provided, or some

calculations are

incorrect.

Calculations are

nearly but not

totally provided

or correct.

Calculations

are provided

and are

correct.

0-3

4-6

7-9

10-12

No evaluation, or

evaluation not

based on findings

Minimal or incorrect

Evaluation, or

evaluation not

original.

Evaluation

generally correct.

May be not

completely

supported by

findings or

insufficient in

quantity.

Evaluation

fully

supported by

findings.

0-2

3-4

5-6

7-8

Significant

problems with

presentation or format.

Minor problems with

writing or presentation..

Writing and

presentation

generally

correct with a few

exceptions.

Virtually no

errors in

writing or

presentation.

Form

Ratios selected

Calculations

Evaluation

Criteria and Point Range

The copyrights in these materials are owned by DeVry Educational Development Corp. and other copyright owners as indicated herein. No part of these works may be reproduced or used, distributed, published, displayed, transmitted in any form or by any means – graphic, electronic, or mechanical, including photocopying, recording, Web distribution or information storage and retrieval systems – without the prior written consent of DeVry Educational Development Corp. or the respective copyright owner.

Page | 1

FIN515

—

Week 2 Project

Financial

Statement

Analysis

The copyrights in these materials are

owned by DeVry Educational Development Corp. and other copyright owners as indicated

herein. No part of these works may be reproduced or used, distributed, published, displayed, transmitted in any form or by an

means

–

graphic, electronic, or mechanical,

including photocopying, recording, Web distribution or information storage and retrieval

systems

–

without the prior written consent of DeVry Educational Development Corp. or the respective copyright owner.

Page |

As the new financial manager of your company

, the CEO has asked you

team

provide a brief

analysis of the company’s performance to present at the upcoming

oard of

directors meeting

The CEO has asked that you assess the company’s performance against

your company’

industry. Thus, to do this, you will need to u

se ratio analysis or other techniques to determine

areas in which the company is doing well

as well as areas that management should look at.

Here are the steps for the project:

Select your team

mate. Each team should be made up of two members.

Determine which company you will analyze for the project. Your selection may be

subject to your professor’s approval.

The company that you select will likely be used

for all four

team projects. As such, be sure that the company h

as debt on its balance

sheet, as this will be a requirement for future projects.

Go to the website for your company

and download the 10

K report for the most

recent

year.

Perform your ratio analysis on your company:

A good place to start would be to perform a complete DuPont analysis of the

mpany.

The DuPont analysis might provide guidance as to what particular

areas of the company should be examined next and what

ratios should be

calculated.

Be sure to include ratios that cover the following areas:

Profitability

ii.

Debt Management

iii.

Liquidity

iv.

Asset Management

Market Value

In addition to the DuPont

nalysis ratios, be sure to present and discuss at

least

six

relevant ratios

that your team feels may best assess the company’s

performance

Using an online database, such as

bizstats.com

or a similar database, capture

the ratio

averages

for your

company’s industry

to evaluate your company’s

performance.

Provide

an analysis that compares your company’s ratios to the industry

standards.

There is no need to explain the purpose of the ratios. Rather, be

FIN515—Week 2 Project: Financial

Statement Analysis

The copyrights in these materials are owned by DeVry Educational Development Corp. and other copyright owners as indicated

herein. No part of these works may be reproduced or used, distributed, published, displayed, transmitted in any form or by any

means – graphic, electronic, or mechanical, including photocopying, recording, Web distribution or information storage and retrieval

systems – without the prior written consent of DeVry Educational Development Corp. or the respective copyright owner.

Page | 1

As the new financial manager of your company, the CEO has asked your team to provide a brief

analysis of the company’s performance to present at the upcoming board of directors meeting.

The CEO has asked that you assess the company’s performance against your company’s

industry. Thus, to do this, you will need to use ratio analysis or other techniques to determine

areas in which the company is doing well, as well as areas that management should look at.

Here are the steps for the project:

1. Select your teammate. Each team should be made up of two members.

2. Determine which company you will analyze for the project. Your selection may be

subject to your professor’s approval. The company that you select will likely be used

for all four team projects. As such, be sure that the company has debt on its balance

sheet, as this will be a requirement for future projects.

3. Go to the website for your company and download the 10-K report for the most

recent year.

4. Perform your ratio analysis on your company:

a. A good place to start would be to perform a complete DuPont analysis of the

company. The DuPont analysis might provide guidance as to what particular

areas of the company should be examined next and what ratios should be

calculated. Be sure to include ratios that cover the following areas:

i. Profitability

ii. Debt Management

iii. Liquidity

iv. Asset Management

v. Market Value

b. In addition to the DuPont analysis ratios, be sure to present and discuss at

least six relevant ratios that your team feels may best assess the company’s

performance.

c. Using an online database, such as bizstats.com or a similar database, capture

the ratio averages for your company’s industry to evaluate your company’s

performance.

d. Provide an analysis that compares your company’s ratios to the industry

standards. There is no need to explain the purpose of the ratios. Rather, be