Completely Read The Course Syllabus Section 3 Final Project

Completely Read Thecourse Syllabussection 3 Final Project Financial

Completely read the Course Syllabus Section 3 “Final Project: Financial Company Analysis” and Section 4 “Week 4 Draft of the Financial Company Analysis” You will prepare and submit a draft of the Financial Company Analysis by Day 7 of Week 4. Your Instructor will return the project w/ feedback to you via Canvas. For full credit, the draft must indicate significant progress on the following items as indicated below: Draft of Part a: Corporate Description – 100% complete Draft of Part b: Balance Sheet and Income Statement Trends – 100% complete Draft of Part c: Ratio Trend Analysis – Excel Calculations – 50% complete Draft of Part c: Ratio Trend Analysis – Written Discussion – at least 1 of the 3 required pages

Paper For Above instruction

The final project for this course involves a comprehensive financial analysis of a chosen company, requiring a structured approach that demonstrates both quantitative and qualitative insights. This assignment is designed to evaluate your ability to analyze financial statements, interpret ratios, and compose a cohesive corporate overview. The project will be completed in stages, beginning with a draft due in Week 4, allowing for instructor feedback to refine the final submission.

The initial stage, the draft due by Day 7 of Week 4, must demonstrate significant progress in several key areas. Firstly, the corporate description should be fully developed, providing an overview of the company's history, business model, industry positioning, and strategic objectives. This section sets the foundation for deeper financial analysis by contextualizing the company’s operations and market environment. Secondly, the balance sheet and income statement trends must be completely analyzed, highlighting the company’s financial health, liquidity, profitability, and operational efficiency over the selected period. This involves reviewing major account movements and identifying significant changes or patterns.

The third component involves the ratio trend analysis. While the Excel calculations associated with ratios should be at least 50% complete, the written discussion interpreting these ratios should cover at least one full page, and ideally more. This portion requires a thorough examination of key financial ratios such as liquidity ratios (current ratio, quick ratio), solvency ratios (debt-to-equity, interest coverage), profitability ratios (return on assets, net profit margin), and efficiency ratios (asset turnover, receivables turnover). The interpretation should explain what these ratios reveal about the company's financial position and potential areas of concern or strength.

Completion of these components in the draft will provide a comprehensive view of the company's financial standing, supporting well-informed conclusions and recommendations. The instructor will review and provide feedback to guide the final version, which should incorporate revisions based on that input. The final submission should be a polished, cohesive document that integrates the description, financial data analysis, and ratio interpretation.

References

  • Brigham, E. F., & Houston, J. F. (2019). Fundamentals of Financial Management (14th ed.). Cengage Learning.
  • Gibson, C. H. (2017). Financial Statement Analysis (13th ed.). Cengage Learning.
  • Higgins, R. C. (2018). Analysis for Financial Management (11th ed.). McGraw-Hill Education.
  • White, G. I., Sondhi, A. C., & Fried, D. (2003). The Analysis and Use of Financial Statements. Wiley.
  • Weston, J. F., & Brigham, E. F. (2015). Managerial Finance (14th ed.). Cengage Learning.
  • Penman, S. H. (2012). Financial Statement Analysis and Security Valuation. McGraw-Hill Education.
  • Horrigan, J. (2017). Financial Analysis: Tools and Techniques. Prentice Hall.
  • Stickney, C. P., Brown, P., & Wahlen, J. (2019). Financial Reporting, Financial Statement Analysis, and Valuation. Cengage Learning.
  • DeFond, M. L., & Park, C. W. (2020). Financial Statement Analysis. Pearson.
  • White, G., & Chury, R. (2021). Corporate Financial Analysis. Routledge.