Overview: The final project for this course is the creation of a financial analysis and planning report, including a presentation to the executive management team. For Milestone One, submit Component 1 Section II: Current Financial Status.
From the company’s annual reports, you will pull the financial statements from the last three years (balance sheet and income statement). Calculate the liquidity, efficiency, profitability, market value, and leverage ratios for the past three years. Analyze the trends of the ratios over the past three years.
Prompt: Milestone One should contain the following critical elements:
II. Current Financial Status: Analyze the position of the firm and whether the company regressed or improved financially over the past three years. Be sure to situate your company within the broader economy and its specific industry, particularly with respect to major competitors and industry and market trends. Your analysis, supported by relevant spreadsheets and graphs, must include, but need not be limited to, the following: A. Liquidity B. Efficiency C. Profitability D. Market Value E. Leverage
Guidelines for Submission: Your draft must contain all of the elements listed above. It should be at least 4 pages in length (excluding the title page, references, supporting calculations, and appendices) and should follow APA guidelines. You must include calculations and appropriate graphs, tables, references, and other appendices as needed to support your written analysis. Cite your sources within the text of your paper and on the reference page.