ASSIGNMENT:
1. Continue with the company from the Assignment 1. (1 Slide : briefly explain what company you have)
2. Take the most recent financial statement available (10Q or 10K).
3. Perform complete financial statement analysis (DuPont + any additional ratios you have found useful). (Each ratios group 1 slide + 2 slides DuPont =5-6 slides)
Hint: Look at Lecture 6. Do not forget to interpret ratios.
4. In case of any non-typical values in financial statement ratios, check the report, and try to find an explanation of those non-typical values.
5. Briefly check the evolution of the financial ratios of the company of your choice over time. Briefly discuss.
6. Briefly discuss competitors, compare financial ratios of the company of your choice – to the financial ratios of the competitors. Discuss any significant differences. (Slide 1-2)
(DuPont analysis is crucial here for competitors, no need complete full financial analysis as for your main company)
7. Make a conclusion. Does the company improve the efficiency, profitability or any other aspects over time/in comparison to competitors? What are the weak spots in company`s financial statements? Liquidity, excessive level of debt, inefficient cash management, inefficient inventory management, inefficient collection policy? (Slide 1-2)
BCO312 Financial Statement Analysis Assignment 2
Task
Include all details of the task, including:
· individual
· be sure that similarity measure is below 20%!
· PPT format file submission is expected
· Please do not copy the text of the assignment!
Formalities:
· Presentation
· Cover, Table of Contents, References and Appendix are excluded of the total wordcount.
· Font: Arial 12,5 pts.
· Text alignment: Justified.
· The in-text References and the Bibliography have to be in Harvard’s citation style.
· You can do all the computations in EXCEL but the submission should be in .PPT
Submission: 11th of December, 2023. Time: 23:45.
Weight: This task is a 30% of your total grade for this subject.
It assesses the following learning outcomes:
· Ability to critically analyze assumptions companies use in order to create financial statements
· Deep understanding of methods of FSA for the companies who follow IFRS
ASSIGNMENT:
1. Continue with the company from the Assignment 1. (1 Slide : briefly explain what company you have)
2. Take the most recent financial statement available (10Q or 10K).
3. Perform complete financial statement analysis (DuPont + any additional ratios you have found useful). (Each ratios group 1 slide + 2 slides DuPont =5-6 slides)
Hint: Look at Lecture 6. Do not forget to interpret ratios.
4. In case of any non-typical values in financial statement ratios, check the report, and try to find an explanation of those non-typical values.
5. Briefly check the evolution of the financial ratios of the company of your choice over time. Briefly discuss.
6. Briefly discuss competitors, compare financial ratios of the company of your choice – to the financial ratios of the competitors. Discuss any significant differences. (Slide 1-2)
(DuPont analysis is crucial here for competitors, no need complete full financial analysis as for your main company)
7. Make a conclusion. Does the company improve the efficiency, profitability or any other aspects over time/in comparison to competitors? What are the weak spots in company`s financial statements? Liquidity, excessive level of debt, inefficient cash management, inefficient inventory management, inefficient collection policy? (Slide 1-2)
Rubrics:
|
Exceptional 90-100 |
Good 80-89 |
Fair 70-79 |
Marginal fail 60-69 |
|
|
Knowledge & Understanding (20%) |
Student demonstrates excellent understanding of key concepts and uses vocabulary in an entirely appropriate manner. |
Student demonstrates good understanding of the task and mentions some relevant concepts and demonstrates use of the relevant vocabulary. |
Student understands the task and provides minimum theory and/or some use of vocabulary. |
Student understands the task and attempts to answer the question but does not mention key concepts or uses minimum amount of relevant vocabulary. |
|
Application (30%) |
Student applies fully relevant knowledge from the topics delivered in class. |
Student applies mostly relevant knowledge from the topics delivered in class. |
Student applies some relevant knowledge from the topics delivered in class. Misunderstanding may be evident. |
Student applies little relevant knowledge from the topics delivered in class. Misunderstands are evident. |
|
Critical Thinking (30%) |
Student critically assesses in excellent ways, drawing outstanding conclusions from relevant authors. |
Student critically assesses in good ways, drawing conclusions from relevant authors and references. |
Student provides some insights but stays on the surface of the topic. References may not be relevant. |
Student makes little or none critical thinking insights, does not quote appropriate authors, and does not provide valid sources. |
|
Communication (20%) |
Student communicates their ideas extremely clearly and concisely, respecting word count, grammar and spellcheck |
Student communicates their ideas clearly and concisely, respecting word count, grammar and spellcheck |
Student communicates their ideas with some clarity and concision. It may be slightly over or under the wordcount limit. Some misspelling errors may be evident. |
Student communicates their ideas in a somewhat unclear and unconcise way. Does not reach or does exceed wordcount excessively and misspelling errors are evident. |