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Research the last two years of financial statements for a publicly traded organization based in the United States. Then write a 10- to 12-
6016 assessment 10
· Financial Analysis
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Overview
Research the last two years of financial statements for a publicly traded organization based in the United States. Then write a 10- to 12-page financial analysis that applies financial theories, methods, and analytical tools, including capital structure and financial statement ratio analysis.
Note: The assessments in this course build upon each other, so you are strongly encouraged to complete them in sequence.
By successfully completing this assessment, you will demonstrate your proficiency in the following course competencies and assessment objectives:
- Competency 1: Apply the theories, models, and practices of finance to the financial management of the firm.
- Analyze the financial statements of a publicly traded company.
- Competency 2: Assess the impact of ethical, regulatory, and tax considerations on financial policy decisions.
- Analyze the impact of ethical, regulatory, and tax considerations on financial policy decisions.
- Competency 3: Evaluate alternative methods of financing a firm in diverse economic environments.
- Analyze the impacts and risks of international trade on an organization's financial statements.
- Competency 4: Integrate financial analyses into general business management planning and decision making.
- Evaluate financial analyses used for general business management planning and decision making.
- Competency 5: Communicate in a manner that is professional and consistent with expectations for members of the business professions.
- Communicate in a manner that is professional and consistent with expectations for members of the business professions.
Resources
Suggested Resources
The resources provided here are optional. You may use other resources of your choice to prepare for this assessment; however, you will need to ensure that they are appropriate, credible, and valid. They provide helpful information about the topics in this unit. The MBA-FP6016 – Finance and Value Creation Library Guide can help direct your research. The Supplemental Resources and Research Resources, both linked from the left navigation menu in your courseroom, provide additional resources to help support you.Internet Resources
Additional Resources for Further Exploration
The following texts are designed to assist learners to master core concepts, solve financial problems, and analyze results.
- Ross, S. A., Westerfield, R. W., Jaffe, J. F., & Jordan, B. D. (2014). Corporate finance: Core principles and applications (4th ed.). New York, NY: McGraw-Hill. - Available from the bookstore
- Chapter 18, "Short-Term Finance and Planning," pages 551–582.
- Chapter 19, "Raising Capital," pages 583–618.
- Chapter 20, "International Corporate Finance," pages 619–644.
The text offers an introductory look at corporate finance.
- Welch, I. (2017). Corporate finance (4th ed.). Retrieved from http://book.ivo-welch.info/read/.
- Chapter 14, "From Financial Statements to Economic Cash Flows," pages 355-385.
Assessment Instructions
Write a financial analysis for a U.S.-based, publicly traded organization.
To begin, research the latest two years of financial statements for a publicly traded organization based in the United States. Obtain the organization's three most recent annual reports. You may choose any organization, as long as the data needed to complete this assessment is available to you.
Then, write an analysis (10–12 pages) of your findings. Apply theories, methods, and analytical tools, including capital structure and financial statement ratio analysis. Address the following in your analysis:
- Analyze the financial statements of a publicly traded company.
- Identify the industry of the organization and present industry statistics.
- Perform a complete financial analysis of the organization's financial statements for the last two years, including horizontal, vertical, and changes in ratios.
- Analyze the impacts and specific risks of international trade on the organization's financial statements.
- What are the financial research sources to support your analysis?
- What specifics from the financial statements would be at greatest risk?
- Evaluate financial analyses used for general business management planning and decision making.
- Identify and analyze important segments (percentage of sales or subsidiaries).
- Analyze cash flows.
- Compare and evaluate the organization's ratios against the industry averages.
- Analyze the impact of ethical, regulatory, and tax considerations on the organization's financial policy decisions.
Additional Requirements
- Written communication: Written communication is free of errors that detract from the overall message.
- APA formatting: Format the title page, citations, references, and any tables, graphs, or charts according to current APA style and formatting.
- Number of resources: Minimum of 10 references, of which three should be academic journals and no more than two should be textbooks.
- Length of paper: 10–12 typed, double-spaced pages—not including the title page, references, tables, graphs, or charts.
- Font and font size: Times New Roman, 12 point.
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