Rubic Print Format Course Code Class Code Assignment 762570

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Analyze and evaluate the provided assignment instructions, focusing on the requirements related to a course project involving company financial analysis. The core task involves selecting a company for an annual report project, conducting comprehensive financial analysis including MD&A review, horizontal and vertical analysis, ratio calculations, and industry comparison, culminating in a well-organized, properly cited report that adheres to academic standards.

Paper For Above instruction

The assignment requires students to undertake a detailed financial analysis of a selected publicly traded company, with the aim of producing an insightful annual report that showcases their understanding of financial statements, analysis techniques, and industry context. The project spans multiple weeks, with specific deliverables each week designed to build a thorough and comprehensive report.

Initially, students are tasked with providing an overview of the company—including its history, core business, and industry positioning—based on credible sources such as company websites, SEC filings, and reputable financial publications. This introductory section should also include a recent press release or news article related to the company, with a discussion elucidating the financial implications and its relevance to the company’s current status. A critical part of this phase involves analyzing the key points from the Management’s Discussion and Analysis (MD&A) section of the Annual SEC 10-K report, reflecting on the company’s financial health, strategic initiatives, and risk factors.

Subsequently, students perform horizontal and vertical analyses over a three-year period, examining trends in income statements and balance sheets. This comparative analysis highlights the company’s strengths and weaknesses, supporting insights with rationale. Enhancing their analysis, students will calculate key financial ratios—liquidity, profitability, activity, and coverage ratios—and interpret these metrics to identify financial strengths and vulnerabilities relative to industry standards and competitors.

Further, the assignment involves selecting three relevant financial topics discussed in the previous weeks, summarizing each, and explaining their significance under Generally Accepted Accounting Principles (GAAP). This includes a discussion of how these topics impact the financial statements’ disclosures, comparisons with industry practices, and their relevance to investors and other stakeholders.

Another critical component is rewriting and summarizing selected notes from the financial statements into clear, original language to demonstrate comprehension and ability to communicate financial information effectively. Students will synthesize their findings from the analyses, integrating industry and competitor insights, culminating in a professional investment recommendation supported by quantitative and qualitative evidence.

The final step involves assembling all previous work into a comprehensive report, formatted according to academic standards, with proper citations in APA style. The report must include references for all data sources, ensuring credibility and scholarly integrity. Throughout the report, clarity, coherence, and professionalism are essential, with attention to grammatical correctness and an organized structure that facilitates reader understanding and engagement.

This project not only assesses technical financial analysis skills but also emphasizes critical thinking, strategic insight, and effective communication—skills paramount for careers in finance, accounting, and business analysis. By engaging thoroughly with the financial statements, industry context, and current news, students develop a nuanced understanding of corporate financial health and the factors influencing investor decisions.

References

  • Young, S. D., Cohen, J., & Bens, D. A. (2019). Corporate financial reporting and analysis: A global perspective. Hoboken, NJ: John Wiley & Sons Inc.
  • Rivas, T. (2020). Starbuck’s sales are coming back, but the outlook is worse than feared. Barron’s. Retrieved from https://www.barrons.com
  • Vargas, C. (2019). Costco (COST) Shares see tepid movement after concluding fiscal 2019. Yahoo Finance. Retrieved from https://finance.yahoo.com
  • SEC. (2018). 2018 Annual SEC Form 10-K Report, Starbucks Corporation. Retrieved from https://www.sec.gov
  • U.S. Securities and Exchange Commission. (2018). Starbucks Corporation. Retrieved from https://www.sec.gov
  • Phua, F. T. (2018). The role of organizational climate in socially embedding construction firms’ sustainability goals. Construction Management & Economics, 36, 409–421. doi:10.1080/
  • Young, S. D., Cohen, J., & Bens, D. A. (2019). Financial reporting and analysis: A global perspective (4th ed.). Hoboken, NJ: John Wiley & Sons
  • Official Company Websites and Investor Relations Pages for the specific corporations.
  • Credible scholarly journals and peer-reviewed articles discussing financial analysis techniques, GAAP standards, and industry benchmarks.
  • Government and trade association reports providing industry data and financial ratios benchmarks.

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