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Finance Statement Analysis

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)

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