:
FINANCE 4300
PROJECT 5
FINANCIAL ANALYSIS
OF
YOUR
FIRM,
Project 5 is a complete financial analysis
of your selected
firm using publicly available data and finpad.fts.
1.
In this
analysis you will use:
.
Financial
Ratio analysis
– . a.
_b.
Cash Flow Statement analysis.
.
_r,.
Cash
Breakeven Sales Level (CBSL) analysis
Size analysis.
.–d.
Common
.
_e.
Financial
Forecasting
.
.
–f.
Growthanalysis
sources. Some calculations
rwill
be
2.
Your data
will come from Research Insight (RI) and from other
but most will be done by finpad.fts.
·
done
by hand
of the firm,
and which flows
3.
This project
will yield a report that gives a complete financial analysis
set of
be a separate
section to section and its overall presentation
. Therewill
smoothly from
that you are to integrate
analysis
. It is these
separate instructions
instructions for each part of the
·
into a smoothly flowing report.
·
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4. Check list items: name should be identified in the title or introduction. The reader should not have
a. The firmseveral is being analyzed. An outline of the project to read
will be provided to you.
tables, not just simply restate the
b.
You should analyze and interpret the numbers in the
not leave it to the
reader to draw
numbers. As
the analyst, you should do the analysis,
his/her own conclusions.
once at the beginning of the discussion
c.
The ratio
name should
be stated in full at least
.. -·–41
first then “FAT”
.
before the acronym is used, e.g. “Fixed
Assets Turnover”
d.
Look for inconsistencies.
tables, etc;
i.
Statements
in the text that do not agree with numbers in the
the
ii.
Unreasonable numbers such as a net profit
margin that is larger than
operating or gross profit margin, etc.
for each part of the analysis
.
This
e.
Make sure
that required documentation is attached
use~ It
insight and any other data sources that you
should include4tltait.om research
.
These
documents
should be included as
should also include your finpad.fts printout&
.
appendices to your report and referenced
when appropriate
.
your report
5.
A report
format will be provided to you to help
you organize