Colangelo College of Business, Grand Canyon University FIN-350, Fundamentals of Business Finance

Benchmark- Financial Analysis Project

 

[Your Company Name Here]

 

[Your Name Here]

 

Colangelo College of Business, Grand Canyon University

 

FIN-350, Fundamentals of Business Finance

 

[Instructor Name]

 

Running head: ASSIGNMENT TITLE HERE

 

1

 

[Date]

 

Start with an introduction of your company. Your company’s website and Item 1 “Business” in the 10-K is a helpful source for this information. Describe your company’s purpose, products, locations, etc.

 

Now you can begin providing financial information. The following charts should be completed, using information from the most recent 10-k.

 

 

 

From sec.gov

 

 

 

Company

 

$ in millions

 

As of date ___

 

As of date____

 

Cash / Marketable Securities

 

 

 

 

 

AR

 

 

 

 

 

Inventory

 

 

 

 

 

Current Assets

 

 

 

 

 

Fixed Assets

 

 

 

 

 

Total Assets

 

 

 

 

 

AP

 

 

 

 

 

Current Liabilities

 

 

 

 

 

Total Liabilities

 

 

 

 

 

Total Stockholder’s Equity

 

 

 

 

 

 

 

 

 

 

 

Total Net Sales / Revenue

 

 

 

 

 

COGS

 

 

 

 

 

EBIT

 

 

 

 

 

Interest Expense

 

 

 

 

 

Earnings / Net Profit / After Tax Profit

 

 

 

 

 

Stock Price

 

 

 

 

 

Ratios

 

From chapter 14

 

From sec.gov

 

Company

 

Competitor

 

Ratio Category

 

Ratio Name (choose 1 from each category)

 

Ratio Formula

 

12/31/20 ratio

 

12/31/21 ratio

 

12/31/21 ratio

 

1. Liquidity

 

2.Effectiveness / Asset Mgmt

 

3. Leverage

 

4. Profitability

 

 

 

You can now begin your analysis. Your paper should follow the outline below.

 

Challenges, Strategies, Growth Plans, Product Changes, and Mission Statement Alignment

 

Address each of these key aspects of the business. Item 7 “Management’s Discussion” in the 10-K is a helpful source for this information. Research current news related to your company in the WSJ. Include challenges the company is facing, information about any strategic acquisitions, and major new products. Share your thoughts about what the company needs to do to be / remain successful and stay true to their mission statement.

 

Recent Trends in the Company’s Stock Price

 

This discussion should address the company’s stock performance Describe if you think the stock is trending favorably, unfavorably or remaining stable over time, and why. Based on your research using the company’s website, WSJ, 10-k and other credible sources, share your insights about what may be impacting the market’s valuation of your company.

 

Overall Financial Strength

 

Here, you should address the company’s liquidity and leverage which you included in the chart above. Explain the ratio, whether the company’s position is strong or weak, and what is contributing to this strength or weakness. Make relevant observations with comparisons to a competitor, the industry, or prior year. Review the balance sheet and income statement and note line items that changed and what may have caused the change.

 

Evaluation of Efficiency and Effectiveness

 

In this section, address the company’s efficiency and profitability/effectiveness ratios from your chart above. Explain the ratios, whether the company’s position is strong or weak, and what is contributing to this strength or weakness. Make relevant observations from the balance sheet or income statement as applicable. If the ratios changed materially versus last year, describe the trend, whether positive or negative, and what may have caused the change.

 

 

References

 

List references here (and cite usage in-text) according to APA format. Be careful about using sources other than those available on the company’s website (Annual Report/10K, Press Releases, etc.). Use the WSJ. Make sure the sources are credible. Be sure to submit your project to LopesWrite.