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April 18, 2022

Analyze financial and investment decisions that add value to the organization Analyze financing options to maximize investor value Scenario You a

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Competencies

In this project, you will demonstrate your mastery of the following competencies:

  • Analyze financial and investment decisions that add value to the organization
  • Analyze financing options to maximize investor value

Scenario

You are a financial analyst for the chosen business that you selected during your Module Two Journal assignment. Your supervisor has discovered last minute that your business’s board of directors is looking for updates on the business’s financial health. Your supervisor has asked you to write a report regarding the business’s current financial health and the available financial options for improving the business. You’ve also been asked to make recommendations as to which options the business should choose to best support its financial health. Your supervisor will then use your report to present to the business’s board of directors, whose members all have varying levels of knowledge in terms of finance.

Directions

Using the business you chose from the Project Two Business Options List (TESLA), create a report for your supervisor to share with the board of directors during their presentation. Keep in mind that your report needs to be easy for someone unfamiliar with finance to understand, as not all of the board members for your business fully understand finance.

Using Mergent Online, locate the most recent quarterly financial statements for your chosen company, and use these statements to support your analysis throughout the project. Refer to the Project Two Financial Assumptions document located in the Supporting Materials section for the assumptions you need in order to analyze the three available financial options outlined in the Financial Analysis section of the project directions.

You are encouraged to use the Project Two Financial Analyst Report template located in the What to Submit section to help complete this project.

Specifically, you must address the following:

  1. Financial Analysis: In this section of the report, you will use the most recent quarterly financial statements for your chosen business and the Project Two Financial Formulas spreadsheet (located in the What to Submit section) to calculate appropriate financial formulas for assessing the business’s financial health. You will also analyze all three available financial options for improving the business based on your calculations and the provided Project Two Financial Assumptions document.
    1. Financial Calculations: Calculate accurate financial formulas to assess the business’s current financial health. Specifically, you must calculate the following:
      • Working capital
      • Current ratio
      • Debt ratio
      • Earnings per share
      • Price/earnings ratio
      • Total asset turnover ratio
      • Financial leverage
      • Net profit margin
      • Return on assets
      • Return on equity
    2. Working Capital Management: Explain the impact of working capital management on the business’s operations. Provide examples to support your claims.
    3. Bond Investment: Analyze the risks and benefits of the business choosing to invest in a corporate bond, including the necessary ethical considerations, appropriate calculations, and examples to support your analysis.
    4. Capital Equipment: Analyze the risks and benefits of the business choosing to invest in capital equipment, including the necessary ethical considerations, appropriate calculations, and examples to support your analysis.
    5. Capital Lease: Analyze the risks and benefits of the business choosing to purchase a capital lease, including the necessary ethical considerations, appropriate calculations, and examples to support your analysis.
  2. Financial Evaluation: In this section of the report, you will now determine if the three available financial options in the Project Two Financial Assumptions document are appropriate for the business, considering the analysis you did in the first section. You will also explain financing and describe the business's likely future performance.
    1. Financing: Explain how a business finances its operations and expansion.
    2. Bond Investment: Assess the appropriateness of a bond investment as a financing option for the business’s financial health, using your financial analysis and other financial information to your support claims.
    3. Capital Equipment: Assess the appropriateness of a capital equipment investment as a financing option for the business’s financial health, using your financial analysis and other financial information to support your claims.
    4. Capital Lease: Assess the appropriateness of a capital lease purchase as a financing option for the business’s financial health, using your financial analysis and other financial information to support your claims.
    5. Short-Term Financing: Explain how potential short-term financing sources could help the business raise needed funds for improving its financial health. Base your response on the business’s current financial information.
    6. Future Financial Considerations: Describe the business’s likely future financial performance based on its current financial well-being and risk levels. Use financial information to support your claims.
  3. Financial Recommendations: In this section of the report, you will recommend which financing option(s) are the best for the business to choose depending on its financial health.
    1. Financial Recommendation(s): Recommend the most appropriate financing option(s) based on the business’s financial health, including a rationale for why the option(s) are best.

What to Submit

To complete this project, you must submit the following:

Financial Analysis Report
Submit your completed report as a 3- to 5-page Word document with 12-point Times New Roman font, double spacing, and one-inch margins. Or, you may use the provided Project Two Financial Analyst Report Word Document template if you so choose to help you complete your report.

You will also need to submit the Excel files for your chosen business’s balance sheet, income statement, and cash flow statement from Mergent Online (https://www-mergentonline-com.ezproxy.snhu.edu/basicsearch.php ) .

Spreadsheet: Project Two Financial Formulas Spreadsheet
Use this Excel spreadsheet to complete your calculations for the project. You should have already completed parts of the spreadsheet for your Project Two Milestone assignment.

  • attachment

    FIN320ProjectTwoFinancialAnalystReport.docx

  • attachment

    FIN320ProjectTwoFinancialFormulas2.xlsx

  • attachment

    Project_Two_Milestone_Comparison_Analysis1.docx

SNHU logo

FIN 320 Project Two Financial Analyst Report

[Note: To complete this template, replace the bracketed text with your own content. Remove this note before you submit your report.]

Financial Analysis, Financial Evaluation, and Financial Recommendation(s)

Financial Analysis

Financial Calculations:

Using the most current quarter’s financial statements for your chosen business and the

Financial Formulas spreadsheet, calculate the financial formulas below to assess the

business’s financial health.

Working capital:

[Write the result of the calculation and what it says about the company’s health.]

Current ratio:

[Write the result of the calculation and what it says about the company’s health.]

Debt ratio:

[Write the result of the calculation and what it says about the company’s health.]

Earnings per share:

[Write the result of the calculation and what it says about the company’s health.]

Price/earnings ratio:

[Write the result of the calculation and what it says about the company’s health.]

Total asset turnover ratio:

[Write the result of the calculation and what it says about the company’s health.]

Financial leverage:

[Write the result of the calculation and what it says about the company’s health.]

Net profit margin:

[Write the result of the calculation and what it says about the company’s health.]

Return on assets:

[Write the result of the calculation and what it says about the company’s health.]

Return on equity:

[Write the result of the calculation and what it says about the company’s health.]

Working Capital Management:

[In one paragraph, explain the impact of working capital management on the business’s operations. Provide examples to support your claims.]

Bond Investment:

[In one paragraph, analyze the risks and benefits of the business choosing to invest in a

corporate bond, including the necessary ethical considerations, appropriate calculations, and examples to support your analysis.]

Capital Equipment:

[In one paragraph, analyze the risks and benefits of the business choosing to invest in capital equipment, including the necessary ethical considerations, appropriate calculations, and examples to support your analysis.]

Capital Lease:

[In one paragraph, analyze the risks and benefits of the business choosing to purchase a capital lease, including the necessary ethical considerations, appropriate calculations, and examples to support your analysis.]

Financial Evaluation

In this section of the report, you will evaluate the three available financial options for the business and recommend which option(s) are the best for the business to choose.

1. Financing:

[In one paragraph, explain how a business finances its operations and expansion.]

Bond Investment:

[In one paragraph, write your assessment on the appropriateness of a bond investment as an option for the business’s financial health, using your financial analysis and other financial information to support your claims.]

Capital Equipment:

[In one paragraph, write your assessment on the appropriateness of a capital equipment investment as an option for the business’s financial health, using your financial analysis and other financial information to support your claims.]

Capital Lease:

[In one paragraph, write your assessment on the appropriateness of a capital lease purchase as an investment option for the business’s financial health, using your financial analysis and other financial information to support your claims.]

Short-Term Financing:

[In one paragraph, explain how potential short-term financing sources could help the business raise needed funds for improving its financial health. Base your response on the business’s current financial information.]

Future Financial Considerations:

[In one paragraph, describe the business’s likely future financial performance based on its current financial well-being and risk level. Use financial information to support your claims.]

Financial Recommendation(s)

[In 1 to 2 paragraphs, recommend the most appropriate financing option(s) based on the business’s financial health, and include a rationale for why the option(s) are the best.]

3

,

RATIOS

ACCOUNTING & FINANCIAL RATIOS
CURRENT RATIO (Current Assets / Current Liabilities) TOTAL ASSET TURNOVER RATIO (Total Revenue / Total Assets)
Current Assets Total Revenue
Current Liabilities ERROR:#DIV/0! Total Assets ERROR:#DIV/0!
WORKING CAPITAL (Current Assets – Current Liabilities)
: *Note to students: Be mindful of the scale being used in Mergent Online when filling this out. If a number is written as 12.53, that does not mean the total for that item is $12.53. There could be numerous zeros written after it, depending on the scale labeled above. In this example, 12.53 is actually $12,530,000. (To delete this comment, right-click on the "WORKING CAPITAL" box, then select Delete Comment from the drop-down menu.)
FINANCIAL LEVERAGE (Total Assets / Shareholder's Equity)
Current Assets Total Assets
Current Liabilities 0 Shareholder's Equity ERROR:#DIV/0!
DEBT RATIO (Total Liabilities / Total Assets) NET PROFIT MARGIN (Net Income / Total Revenue)
Total Liabilities Net Income
Total Assets ERROR:#DIV/0! Total Revenue ERROR:#DIV/0!
EARNINGS PER SHARE (Net Income / Weighted Average Common Shares Outstanding) RETURN ON ASSETS (Net Income / Total Assets)
Net Income Net Income
Shares Outstanding ERROR:#DIV/0! Total Assets ERROR:#DIV/0!
PRICE EARNINGS RATIO (Share Price (end of quarter / EPS) RETURN ON EQUITY (Net Income – Preferred Dividends / Shareholder's Equity)
Stock Price NI – Pref. Div.
EPS ERROR:#DIV/0! Shareholder's Equity ERROR:#DIV/0!

Monthly

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Time Value of Money – Monthly Compounding
Rate of Return Year 1
Initial Investment Month 1 2 3 4 5 6 7 8 9 10 11 12
Interest $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Investment Value $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Year 2
Month 1 2 3 4 5 6 7 8 9 10 11 12
Interest $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Investment Value $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Year 3
Month 1 2 3 4 5 6 7 8 9 10 11 12
Interest $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Investment Value $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Year 4
Month 1 2 3 4 5 6 7 8 9 10 11 12
Interest $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Investment Value $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Year 5
Month 1 2 3 4 5 6 7 8 9 10 11 12
Interest $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Investment Value $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Year 6
Month 1 2 3 4 5 6 7 8 9 10 11 12
Interest $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Investment Value $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Year 7
Month 1 2 3 4 5 6 7 8 9 10 11 12
Interest $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Investment Value $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Year 8
Month 1 2 3 4 5 6 7 8 9 10 11 12
Interest $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Investment Value $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Year 9
Month 1 2 3 4 5 6 7 8 9 10 11 12
Interest $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Investment Value $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Year 10
Month 1 2 3 4 5 6 7 8 9 10 11 12
Interest $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Investment Value $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0