wall mart stores financial statement analysis

Wal-Mart Stores, Inc

Consolidated Statement of Income

(Amounts in millions except per share data)

Fiscal Years Ended January 31,

2011

2010

As Adjusted

2009

As Adjusted

Revenues:

Net sales

$

418,952

$

405,132

$

401,087

Membership and other income

2,897

2,953

3,167

421,849

408,085

404,254

Costs and expenses:

Cost of sales

315,287

304,444

303,941

Operating, selling, general and administrative expenses

81,020

79,639

77,546

Operating income

25,542

24,002

22,767

Interest:

Debt

1,928

1,787

1,896

Capital leases

277

278

288

Interest income

(201

)

(181

)

(284

)

Interest, net

2,004

1,884

1,900

Income from continuing operations before income taxes

23,538

22,118

20,867

Provision for income taxes:

Current

6,703

7,643

6,564

Deferred

876

(487

)

569

7,579

7,156

7,133

Income from continuing operations

15,959

14,962

13,734

Income (loss) from discontinued operations, net of tax

1,034

(79

)

146

Consolidated net income

16,993

14,883

13,880

Less consolidated net income attributable to noncontrolling interest

(604

)

(513

)

(499

)

Consolidated net income attributable to Walmart

$

16,389

$

14,370

$

13,381

Basic net income per common share:

Basic income per common share from continuing operations attributable to Walmart

$

4.20

$

3.74

$

3.36

Basic income (loss) per common share from discontinued operations attributable to Walmart

0.28

(0.02

)

0.04

Basic net income per common share attributable to Walmart

$

4.48

$

3.72

$

3.40

Diluted net income per common share:

Diluted income per common share from continuing operations attributable to Walmart

$

4.18

$

3.73

$

3.35

Diluted income (loss) per common share from discontinued operations attributable to Walmart

0.29

(0.02

)

0.04

Diluted net income per common share attributable to Walmart

$

4.47

$

3.71

$

3.39

Weighted-average number of common shares:

Basic

3,656

3,866

3,939

Diluted

3,670

3,877

3,951

Dividends declared per common share

$

1.21

$

1.09

$

0.95

Wal-Mart Stores, Inc.

Consolidated Balance Sheet

As of January 31,

(Amounts in millions except per share data)

2011

2010

As Adjusted

ASSETS

Current assets:

Cash and cash equivalents

$

7,395

$

7,907

Receivables, net

5,089

4,144

Inventories

36,318

32,713

Prepaid expenses and other

2,960

3,128

Current assets of discontinued operations

131

140

Total current assets

51,893

48,032

Property and equipment:

Land

24,386

22,591

Buildings and improvements

79,051

73,657

Fixtures and equipment

38,290

34,035

Transportation equipment

2,595

2,355

Construction in process

4,262

5,210

Property and equipment

148,584

137,848

Less accumulated depreciation

(43,486

)

(38,304

)

Property and equipment, net

105,098

99,544

Property under capital leases:

Property under capital leases

5,905

5,669

Less accumulated amortization

(3,125

)

(2,906

)

Property under capital leases, net

2,780

2,763

Goodwill

16,763

16,126

Other assets and deferred charges

4,129

3,942

Total assets

$

180,663

$

170,407

LIABILITIES AND EQUITY

Current liabilities:

Short-term borrowings

$

1,031

$

523

Accounts payable

33,557

30,451

Accrued liabilities

18,701

18,734

Accrued income taxes

157

1,347

Long-term debt due within one year

4,655

4,050

Obligations under capital leases due within one year

336

346

Current liabilities of discontinued operations

47

92

Total current liabilities

58,484

55,543

Long-term debt

40,692

33,231

Long-term obligations under capital leases

3,150

3,170

Deferred income taxes and other

6,682

5,508

Redeemable noncontrolling interest

408

307

Commitments and contingencies

Equity:

Preferred stock ($0.10 par value; 100 shares authorized, none issued)

—

—

Common stock ($0.10 par value; 11,000 shares authorized, 3,516 and 3,786 issued and outstanding at January 31, 2011 and 2010, respectively)

352

378

Capital in excess of par value

3,577

3,803

Retained earnings

63,967

66,357

Accumulated other comprehensive income (loss)

646

(70

)

Total Walmart shareholders’ equity

68,542

70,468

Noncontrolling interest

2,705

2,180

Total equity

71,247

72,648

Total liabilities and equity

$

180,663

$

170,407

WAL-MART STORES, INC.

Consolidated Balance Sheets

January 31,

(Amounts in millions except per share data)

2010

2009

ASSETS

Current assets:

Cash and cash equivalents

$

7,907

$

7,275

Receivables, net

4,144

3,905

Inventories

33,160

34,511

Prepaid expenses and other

2,980

3,063

Current assets of discontinued operations

140

195

Total current assets

48,331

48,949

Property and equipment:

Land

22,591

19,852

Buildings and improvements

77,452

73,810

Fixtures and equipment

35,450

29,851

Transportation equipment

2,355

2,307

Property and equipment

137,848

125,820

Less accumulated depreciation

(38,304

)

(32,964

)

Property and equipment, net

99,544

92,856

Property under capital leases:

Property under capital leases

5,669

5,341

Less accumulated amortization

(2,906

)

(2,544

)

Property under capital leases, net

2,763

2,797

Goodwill

16,126

15,260

Other assets and deferred charges

3,942

3,567

Total assets

$

170,706

$

163,429

LIABILITIES AND EQUITY

Current liabilities:

Short-term borrowings

$

523

$

1,506

Accounts payable

30,451

28,849

Accrued liabilities

18,734

18,112

Accrued income taxes

1,365

677

Long-term debt due within one year

4,050

5,848

Obligations under capital leases due within one year

346

315

Current liabilities of discontinued operations

92

83

Total current liabilities

55,561

55,390

Long-term debt

33,231

31,349

Long-term obligations under capital leases

3,170

3,200

Deferred income taxes and other

5,508

6,014

Redeemable noncontrolling interest

307

397

Commitments and contingencies

Equity:

Preferred stock ($0.10 par value; 100 shares authorized, none issued)

—

—

Common stock ($0.10 par value; 11,000 shares authorized, 3,786 and 3,925 issued and outstanding at January 31, 2010 and January 31, 2009, respectively)

378

393

Capital in excess of par value

3,803

3,920

Retained earnings

66,638

63,660

Accumulated other comprehensive loss

(70

)

(2,688

)

Total Walmart shareholders’ equity

70,749

65,285

Noncontrolling interest

2,180

1,794

Total equity

72,929

67,079

Total liabilities and equity

$

170,706

$

163,429

Goldey-Beacom College

ACC644 Financial Statement Analysis Bonus for Exam #2-2012

a. Using the statement attached for Wal-mart Stores, Inc. compute the following ratios. Be sure to show all work on separate paper otherwise you will only get half credit for each answer. (10 points)

2011

2010

1. Current ratio

2. Days sales in receivables

3. Days sales in inventory

4. Debt ratio

5. Debt / Equity ratio

6. Times Interest Earned

7. Fixed charge ratio

8. Net profit margin

9. Return on assets

10. Return on Total equity

** Additional information needed to calculate the ratios listed above:

2011

2010

2009

Interest component of rentals

651

597

406

Allowance for Doubtful Accounts

252

298

188

Capitalized Interest

63

85

88

b. Comment on the company’s liquidity, debt paying ability, and profitability position.