Individual Case #1: Financial Analysis Purpose This assignment is designed to help students obtain the ability to collect financial information and interpreting financial statements. Also, studen

Individual Case #1: Financial Analysis  

Purpose  

This assignment is designed to help students obtain the ability to collect financial information and interpreting financial statements.  Also, students are required to perform financial analysis and benchmarking, evaluate financial performance, and provide recommendations to help the company to improve. 

Requirements: 

Identify two public listed companies in North America i.e. Shaw vs Telus, RBC vs TD. Or CIBC vs BMO 

Retrieve their financial statements (company investor relation website or www.sedar.com) 

Perform financial analysis including vertical, horizontal and ratio analysis 

Evaluate financial performance  

Provide recommendation 

Format 

The maximum 10 pages of the body content and unlimited pages of the appendix 

Single Space  

Citation Style, APA or MLA 

Individual Case Outline 

Title Page 

Executive Summary 

Table of Content 

Introduction 

Company Background 

Main Competitor Background and Comparability Rational 

Financial Assessment 

Vertical Analysis 

Horizontal Analysis 

Financial Ratio Analysis 

Recommendation 

Conclusion   

Reference 

Appendix