...SEC 10-K FINANCIAL STATEMENT ANALYSIS PROJECT Click Link Below To Buy: http://hwcampus.com/shop/sec-10-k-financial-statement-analysis-project/ SEC 10-K FINANCIAL STATEMENT ANALYSIS PROJECT (Wallmart and CA, Inc,) 10 K – SEC Analysis Project A written Case Analysis is required for this course. The project is expected to consist of comprehensive and relevant responses to all the requirements of the Case Analysis. Requirements of the Case Analysis, which require computation, must be prepared using Microsoft Excel or Word or both and all the work must be presented in a detailed manner. Requirements of the Case Analysis which require a written response are expected to consist of an introduction, well-referenced body with appropriate headings and sub-headings, conclusion and reference list. APA style is required. Completed papers will typically be 4-5 pages in length and must read as a well-edited, professional paper. All papers will be typed, double-spaced, spell-checked, grammar-checked, and prepared in APA format. Go the SEC website http://www.sec.gov/edgar/searchedgar/companysearch.html 1. Click on “Company Filings” , then click on “Company or fund name, ticker symbol, CIK ….” 2. Type in the CIK (or company name). (Sometimes there may be multiple options available; use your judgment, and click on the right link). 3. Once you get the list of forms filed for the company, type “10-K” in the Form Type box. Now, only Form 10-Ks filed will appear...
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...Introduction Financial analysis (also referred to as financial statement analysis or accounting analysis) refers to an assessment of the viability, stability and profitability of a business, sub-business or project. It is defined as “The process of evaluating businesses, projects, budgets and other finance-related entities to determine their suitability for investment.” Typically, financial analysis is used to analyze whether an entity is stable, solvent, liquid, or profitable enough to be invested in. When looking at a specific company, the financial analyst will often focus on the income statement, balance sheet, and cash flow statement. In any organization, the two important financial statements are the Balance sheet & Profit and loss account of the business. Balance sheet is a statement of the financial position of an enterprise at a particular point of time. Profit and loss account shows the net profit or net loss of a company for a specified period of time. When these statements of the last few year of any organization are studied and analyzed, significant conclusions may be arrived regarding the changes in the financial position, the important policies followed and trends in profit and loss etc. Analysis of financial statement is necessary because it help in depicting the financial position on the basis of past and current records. Analysis of financial statement help in making the future decision and strategies. Therefore...
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...Financial Analysis Project-Final Paper Ladrica McRae MBA 503 February 28, 2016 Purpose of Analysis All managers and investors needs to know and understand how well they are performing in their industry against competitors and to make sure they are meeting goals that they set for themselves as a company. This will also help them understand their risk and profitability as a company. The food industry is very diverse in the United States and Internationally. Company Background and History Starbucks corporation, an American company founded in 1971 in Seattle, WA is a premier roaster marketer and retailer of specialty coffee around the world. Starbucks has about 182,000 employees across 19,767 company operated and licensed stores in 62 countries. Their product mix includes roasted and handcraft high quality premium priced coffees, teas, a variety of fresh food items and other beverages. They also sell a variety of natural food service accounts. Starbucks had a total revenue of $14.89 billion as of September 29th 2013. (Greedy) Starbucks receivables are mainly comprised of receivables for products and equipment sales and royalties from their licenses, as well as from receivables from CPG and foodservice business customers. Their allowances for doubtful accounts is calculated based on historical expense, customer credit risk and applications of specific identification method. As of September 28th 2014 and September 29th 2013, the allowance for doubtful account was $6.7...
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...Financial Analysis Team Project Overview: Your team works for a major mutual fund management company. Your boss is the lead fund manager for a technology investment fund specializing in an area set forth below. Your task is to develop a professional, 10- to 15-minute (maximum) presentation dealing with investment in the technology area of your fund. Because the fund company is paying you "top dollar" to guide investment decisions, your boss expects your presentation to be "top quality." At a minimum, this means that your presentation will make use of computer presentation technology (PowerPoint slides and/or the Internet), appropriate handouts, etc., to present an overview of investment opportunities and strategy in your technology area. Remember, your presentation is to be directed at a fund manager who makes buy/sell decisions based on your recommendations, not at a class. This means that, although there are questions listed below to guide you, your presentation should not be a series of answers to the questions. Instead, it should be a professional presentation dealing with the knowledge and information needed to guide investment policy. Any presenter who makes a statement such as, "The second question we had to answer was ...," will earn a 10-point deduction for his/her team on this project. Deliverable: The team will prepare a 15 slide (max) PowerPoint presentation that emphasizes charts and graphs, keeping text to a minimum. A two-page (max) narrative will be...
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...The purpose of this paper is to provide a financial comparison of PepsiCo, Inc. and Coca Cola company. The comparison will reveal the financial status of each company according to the consolidated statements of income and the balance sheets provided for both companies. Current Ratio * Pepsico Inc. Consolidated Balance Sheet 2005 | 2004 | $31,727/$17,476 = 1.81 | $27,987/$14,464 = 1.93 | Answer – 1.81:1 | Answer – 1.93:1 | * Coca Cola Company’s Consolidated Balance Sheet 2005 | 2004 | $10,250/$9,836= 1.04 | $12,281/$11,133 = 1.10 | Answer – 1.04:1 | Answer – 1.10:1 | Horizontal Analysis * Pepsico Inc. Consolidated Balance Sheet $10,454/$8,639 = 1.21% $9,406/$6,752 = 1.39% * Coca Cola Company’s Consolidated Balance Sheet $10,250/$12,281 = 0.83% $9,836/$11,133 = 0.88% Vertical Analysis * Pepsico Inc. Consolidated Balance Sheet Current Assets | 2005 | 2004 | $10,454/$31,727 x 100 | $8,639/$7,987 x 100 | 32.94% | 30.86% | Current Liabilities | 2005 | 2004 | $9,406/$17,476 x 100 | $6,752/$14,464 x 100 | 53.82% | 46.68% | * Coca Cola Company’s Consolidated Balance Sheet Current Assets | 2005 | 2004 | $10,250/$29,427 x 100 | $12,281/$31,447 x 100 | 34.83% | 39.05% | Current Liabilities | 2005 | 2004 | $9,836/$29,427 x 100 | $11,133/$31,441 x 100 | 33.42% | 35.40% | Current Ratio * Pepsico Inc. Consolidated Statements of Income 2005 | 2004 | $31,727/$17,476 = 1.81 | $27,987/$14,464 = 1.93...
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...What is financial accounting? Financial accounting is regarded as a professional in modern society. Most of the firms, especially the large ones, need it and have a particular department or team called accounting. In universities, financial accounting becomes a compulsory subject which BBA students must study. It is so well known that almost all people have heard of it. What actually is financial accounting? More specifically, what the main objectives or roles financial accounting has so that firms need it at a critical manner? Generally speaking, the purpose of accounting is to give relevant data or information that is necessary to make sound decision for the firms. And the main objective of financial accounting is to prepare financial statements such as statement of financial position, income statement, statement of owner’s equity and statement of cash flow. The preparation must be guided by generally accepted accounting principles, “GAAP” in short, of the physical location. The statements are then used to tell the external users the performance of the firm (Eisen, 2003). And the primary need for financial accounting, or sometimes called financial accountancy, is to minimize the principal-agent problems in organizations. This is to be done by evaluating and monitoring agents’ (manager) production and presenting the performance to people who interest in. In addition, financial accounting serves a lot of important objectives. It aims to understand the operation of the business...
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...Financial Analysis Tools Nicola Maclin American Military University Managers should have the ability to assess performance of decisions they have made or intend to make, through structured and robust financial analysis. Managers need tools to forecast or predict as they struggle to make decisions on a daily basis to execute business strategy for the company. Financial analysis tools can drive projections and predictions in many areas of the business, from planning for production and distribution to decisions on a product or service. Managers can use these tools to both assess and improve business performance. Performance evaluation is an important component of managing a business. Managers need feedback to evaluate how well they have accomplished business strategy and managed key business process. Managers need to be able to link strategy with profitability. Financial analysis tools can help provide that much needed feedback. Financial data can be used to compute ratios analysis. These financial ratios gives managers the first look at the company’s vital signs and is used to assess a complete financial health and identify operational problems. Ratio analysis allows management to quickly and efficiently address concerns like: return on capital investment and the company’s profit margin. Ratio analysis can be an effective and useful management tool if ratios are calculated on items that are meaningful and where practical steps can be taken to make improvements in...
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...Performance Evaluation 2. – Part 1 The owner of General Mills was Cadwallader C. Washburn. He created the Minneapolis Milling Company back in the year 1856 for leasing the rights to the operators, and 10 years later, the first flourmill was built under his instruction close to the falls of St. Anthony, which is by the Mississippi River in Minneapolis. Back in the 1860’s General Mills had only two flour grinders using better quality ingredients, which led the way for other competitors to follow. Dating back closer to our age, during the 1960’s General Mills came out with such products as Play-Doe, Easy Bake Ovens, and Nerf balls just for kids. The company was founded by Illinois Congressman Robert Smith, who leased power rights to mills operating along the west side of the Saint Anthony Falls on the Mississippi River. Cadwallader C. Washburn acquired the company shortly after its founding and hired his brother, William D. Washburn to assist in the company's development. General Mills operates in three different business categories. The three include U.S. retail, international, and convenience stores and foodservice. The industry that General Mills is a part of is the “food consumer products” as it’s shown on fortune 500. General Mills Inc. is a manufacturer and marketer of branded consumer foods sold through retail stores. They supply branded and unbranded food products to the foodservice and commercial baking industries. As for their revenues, GM managed to reach a net sales...
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...The Classical Brigade System vs. Modern Brigade System By: Dianna Bahamonde Le Cordon Bleu For my kitchen brigade research paper I chose to do one of my favorite restaurants, which is called Hawkers. The restaurant is located in the Downtown Orlando area and is owned by a family friend. The specialty of the small, cozy place is Asian street food that people sell-or hawk-all over the cities of Asia. In order for a restaurant to work successfully the employers have to work as a team. Although everyone in the business is important, the place would be a ghost town without the kitchen staff. They range from dish washers to executive chefs, but each person is as important as the last. This paper is about the way the brigade system is set up at Hawkers and how it compares to the classical brigade system. To do my research paper, I had to find all the information I could about Hawkers and about the way the kitchen brigade was set up when Escoffier designed it. I decided that since I was unable to visit the restaurant, I decided that the next best thing would be to call the manager. He answered all my questions as best as he could. In order to find the information about the classic brigade I reread my class notes and searched the internet. The day starts every day at around nine in the morning when employers clock in to begin cooking. The first to come in is the Executive chef, also known as Tim...
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...Financial Statement Analysis Project – Zillow, Inc. Part 1: Company Information What is your company’s name and ticker symbol? Zillow, Inc. (Z) What is your company’s most recent fiscal year end? December 31st, 2014 In what state is your company incorporated? Washington When was the company incorporated? December 13th, 2004 In what reportable segments or industries does your company operate? Sector: Internet and Software, Financial Industry: Data processing and preparation (SIC 7374), Data Processing, Hosting, & Related Services (NAICS 518210), Zillow, Inc. operates a real estate information marketplace dedicated to providing vital information about homes, real estate listings and mortgages and enabling homeowners, buyers, sellers and renters to connect with real estate and mortgage professionals. In what fiscal quarter does your company earn the most revenue? Zillow makes their most revenue during their fiscal fourth quarter. They gradually earn more revenue throughout the year (first quarter being the smallest). For the past 5 years, the fourth quarter has accounted for 29-31% of the yearly revenue stated on the annual income statement. What types of products and services does your company sell? Zillow serves the full lifecycle of owning and living in a home: buying, selling, renting, financing, remodeling and more. They operate under a living database of more than 110 million U.S. homes - including homes for sale, homes for rent and homes not...
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...Acer Incorporated Financial Statement Analysis Project Company History: Acer Incorporated was called "the region's most impressive technology company" in a 1996 article in The Economist. The company also ranks among the world's ten biggest manufacturers of individual components like keyboards, monitors, and CD-ROM drives, and is America's ninth-largest personal computer producer. By 1995, the company was producing four million PCs annually, 25 percent of them OEMs (products sold under other companies' labels). Under the guidance of Chairman and CEO Stan Shih, Acer used ground-breaking strategies to bounce back from a US $22.7 million loss in 1991, earning US $205 million on sales of US $3.2 billion in 1994. Shih hoped to increase Acer's global sales to US $15 billion by 1999, by which time the company would operate as a "federation" of local manufacturing, assembly, and marketing units. http://www.fundinguniverse.com/company-histories/Acer-Inc-Company-History.html Business Origins: Acer Incorporated is Taiwan's leading exporter and the world's fifth largest computer manufacturer. The company designs, manufactures, and sells computer hardware and software products; it ranks among the world's largest manufacturers of individual components such as keyboards, motherboards, set-up boxes, storage drives, monitors, CD-ROM drives, keyboards, printers, scanners, and software. Acer's nearly 30 years of growth results primarily from its business of manufacturing and assembling...
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...Acct 370 Excel Project Click Link Below To Buy: http://hwcampus.com/shop/acct-370-excel-project/ PART 1: Excel Project: Part V Instructions Common Sized Statements and Trend Analysis on WALMART Stores Inc. The tenth tab in your Financial Statement Analysis Template must be labeled Common Sized Balance SheetsThe eleventh tab in your Financial Statement Analysis Template must be labeled Common Sized Income StatementsThe twelfth tab in your Financial Statement Analysis Template must be labeled Horizontal Analysis of Balance SheetsThe thirteenth tab in your Financial Statement Analysis Template must be labeled Horizontal Analysis of Income StatementsInclude the latest three years for the common sized (vertical analysis) and horizontal analysis in Tabs 10–13. *PLEASE WORK OFF OF ATTACHED EXCEL SPREADSHEET. When you open the document, you will see that there are already 9 tabs. Follow the instructions above. You will need to add 4 more tabs labeled appropriately with the above titles (see instructions). Please save the work and send it back to me. PART 2: - Use WORD to complete this part COMPARITIVE ANALYSIS REPORT. - WALMART Examine common sized financial statements and ratios for the company you selected for the Excel project and two of its competitors. Write a 1000-word report in current APA format. Include the following in your report: Compare and contrast the selected company, its competitors, and industry averages Identify the selected company’s strengths...
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...Acct 370 Excel Project Click Link Below To Buy: http://hwcampus.com/shop/acct-370-excel-project/ PART 1: Excel Project: Part V Instructions Common Sized Statements and Trend Analysis on WALMART Stores Inc. The tenth tab in your Financial Statement Analysis Template must be labeled Common Sized Balance SheetsThe eleventh tab in your Financial Statement Analysis Template must be labeled Common Sized Income StatementsThe twelfth tab in your Financial Statement Analysis Template must be labeled Horizontal Analysis of Balance SheetsThe thirteenth tab in your Financial Statement Analysis Template must be labeled Horizontal Analysis of Income StatementsInclude the latest three years for the common sized (vertical analysis) and horizontal analysis in Tabs 10–13. *PLEASE WORK OFF OF ATTACHED EXCEL SPREADSHEET. When you open the document, you will see that there are already 9 tabs. Follow the instructions above. You will need to add 4 more tabs labeled appropriately with the above titles (see instructions). Please save the work and send it back to me. PART 2: - Use WORD to complete this part COMPARITIVE ANALYSIS REPORT. - WALMART Examine common sized financial statements and ratios for the company you selected for the Excel project and two of its competitors. Write a 1000-word report in current APA format. Include the following in your report: Compare and contrast the selected company, its competitors, and industry averages Identify the selected company’s strengths...
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...Business Analysis & Valuation Project The objective of this project is to apply financial statement analysis techniques in a typical (equity) investment decision-making context. You should assume that you are required to make an investment recommendation to a fund manager. The fund manger wishes to add a stock to a diversified portfolio. The investment manager has a strategy of maximizing investor returns over the long term. Consistent with the course objectives, the project is an essential part of the course and aimed at developing your understanding of, and practical skills in financial statement analysis and valuation. It is also designed to enhance teamwork, and analytical and communication skills. To maximize the benefits of the project, you are required to progressively complete the project as the techniques are examined in the course. The project comprises two components: (1) an industry and company analysis, (2) a detailed project report, and Getting Started (Weeks 1-2) By the end of Week 2 you are required to: (1) Form groups of ideally 4 or 5 members. For part-time students who have difficulties in finding common free time for group meetings, groups of 2 or 3 are acceptable. (2) Select a company that is listed on the Australian Securities Exchange (ASX). Your companies must have at least three years of annual reports available – it is your responsibility to pick a company with the required information available); (3) Enroll your group members online through Blackboard...
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... : Monday 2:30 pm to 6:30 pm Role and Purpose This subject aims to introduce an analytical framework for carrying out business analysis and valuation by using financial statements for valuing different kind of businesses. It contributes to the achievement of the BBA Programme Outcomes by enabling students to identify and resolve ethical issues contained in the financial statements (Outcome 4), apply basic accounting and financial theories to analyze financial reports and to identify potential problems and risks (Outcome 7). By the end of this subject, students will become a professional user of financial statements to advance further into the field of business valuation as investment analysis. It requires students to present and communicate effectively in English for general business communication (Outcome 1). Learning Outcomes Upon completion of the subject, students will be able to: a. Develop the ability to critically assess a firm’s financial condition through analyzing financial statements; b. Apply analytical tools to make forecasts and value firms and projects using different valuation techniques; in certain business context such as credit analysis and equity valuation. c. Evaluate and compare corporate valuation decision in specific contexts such as securities analysis, credit assessment...
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