Competitor #1 Income Statement (Tab 5), Competitor #1 Balance Sheet (Tab 6), Competitor #1 Cash Flows (Tab 7), Competitor #2 Income Statement (Tab 8), Competitor #2 Balance Sheet (Tab 9), Competitor #2 Cash Flows (Tab 10), Historical and Competitor Ratios (Tab 11)
Instructions
- Continue in the same Excel workbook prepared in Module 2: Week 2, adding the following tabs:
- The 5th tab and 8th tabs in your Financial Statement Analysis Template must be labeled (Competitor Company Name) Income Statements. (Replace “Competitor Company Name” with the name of the competitor.)
- Include the latest three years of income statements for your competitor based on SEC filings.
- Ensure that the worksheet includes a header with:
- Company Name
- Financial Statement Name (Income Statements)
- Financial Statement Dates
- Denomination level ($s in millions or thousands, etc.)
- The 6th and 9th tabs in your Financial Statement Analysis Template must be labeled (Competitor Company Name) Balance Sheets. (Replace “Competitor Company Name” with the name of the competitor.)
- Include the latest three years of balance sheets for your first competitor based on SEC (10-K) filings. (Note: Some 10-Ks only provided 2 years of balance sheet data. You may need to download the second most recent 10-K for your company in order to obtain 3 years of balance sheet data.)
- Ensure that the worksheet includes a header with:
- Company Name
- Financial Statement Name
- Financial Statement Dates
- Denomination level ($s in millions or thousands, etc.)
- The 7th and 10th tabs in your Financial Statement Analysis Template must be labeled (Competitor Company Name) Cash Flows. (Replace “Competitor Company Name” with the name of the competitor.)
- Include the latest three years based on SEC (10-K) filings.
- Make sure that the Income Statement, Balance Sheet, and Cash Flows Statement tie in as follows:
- Net Income from Income statement agrees with Net Income on the Statement of Cash Flows
- Ending Cash Balance from Statement of Cash Flows agrees with Cash in the Balance Sheet
- The 11th tab in your Financial Statement Analysis Template must be labeled Historical and Competitor Ratios
- The list of ratios to be included are as follows. They should be grouped under the headings, as shown:
- Liquidity Ratios
- Current Ratio
- Quick Ratio
- Leverage Ratios
- Debt to Total Assets Ratio
- Debt Equity Ratio
- Long-Term Debt to Equity
- Times Interest Earned Ratio
- Activity Ratios
- Inventory Turnover
- Fixed Assets Turnover
- Total Assets Turnover
- Accounts Receivable Turnover
- Average Collection Period
- Profitability Ratios
- Gross Profit Margin
- Operating Profit Margin
- Net Profit Margin
- Return on Total Assets (ROA)
- Return on Stockholders’ Equity (ROE)
- Earnings Per Share (EPS)
- Price Earnings Ratio
- Calculate the ratios for your chosen company for the last three years, linking the ratio calculations back to the historical financial statement tabs (Tabs 2-4) using formulas.
- Calculate the ratios for each of your company’s competitors (most recent year only), linking the ratio calculations to the competitor financial statements shown in Tabs 5-10 using formulas.
- Using the internet, locate the industry averages for the ratios listed above, and include them in the final column of the ratio tab. Include a footnote on the tab to identify the source of the industry averages.
- Liquidity Ratios
- Other instructions:
- The Excel workbook should be professionally formatted. Professional formatting includes:
- All numbers are formatted similarly. The use of decimals, commas for thousands, and other formatting is consistent.
- Dollar signs are included in the first and last numbers of each column.
- Subtotals and totals are preceded by a single underline. Totals are followed by a double underline.
- Line descriptions are indented/bolded in a manner that makes the spreadsheet easy to read.
- All totals and subtotals in the competitor financial statements as well as the ratio calculations should be calculated using formulas.
- The Excel workbook should be professionally formatted. Professional formatting includes:
- The list of ratios to be included are as follows. They should be grouped under the headings, as shown:
- The 5th tab and 8th tabs in your Financial Statement Analysis Template must be labeled (Competitor Company Name) Income Statements. (Replace “Competitor Company Name” with the name of the competitor.)
Note: Your assignment will be checked for originality via the Turnitin plagiarism tool.
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