-
- primary revenues and other revenue types?
- What do the accounting policies say in the annual report (footnotes) regarding the cost of revenue? What are the drivers to the cost of revenue and the trends?
- Are there any trends in sales and marketing expenses or research and development? Are these amounts reasonable for the type of business?
- Compare general and administrative expenses to similar companies. Are they reasonable?
- What is the ratio of net interest income (expense) to income from operations? Is this a safe ratio for the company? Why or why not?
- What is the income taxes trend? Is the effective tax rate reasonable over time?
Formulate your analysis on the preceding requirements to discuss the financial health, performance, strengths, and weaknesses of the company, as well as any identified positive or negative trends.
- This written portion must be five to seven double-spaced pages in length (not including title and references) and provide supporting calculation of the horizontal analysis, vertical analysis or ratio calculations and be formatted according to APA Style as outlined in the Writing Center’s APA StyleLinks to an external site..
Part Two:
In addition to your written financial statement analysis, you will also need to communicate a high-level summary of your analysis to your selected company’s executive team using PowerPoint. The summary should be documented with three to five PowerPoint slides, including speaker notes. In addition, include the company’s
- financial health,
- performance strengths and weaknesses, and
- identified positive or negative trends.
Directions
Consider the following requirements to complete the final project:
- Final Paper Requirements
- PowerPoint Presentation Requirements
- Waypoint Submission
The Real-World Financial Statement Analysis final paper
- must be five to seven double-spaced pages in length (not including title and references). You must provide supporting calculations for the horizontal analysis, vertical analysis, and the ratio calculations and be formatted according to APA style as outlined in the Writing Center’s APA StyleLinks to an external site. resource.
- must include a separate title page with the following:
- Title of paper
- Student’s name
- Course name and number
- Instructor’s name
- Date submitted
- for further assistance with the formatting and the title page, refer to APA Formatting for Microsoft WordLinks to an external site..
- must utilize academic voice. See the Academic VoiceLinks to an external site. resource for additional guidance.
- must include an introduction and conclusion paragraph. Your introduction paragraph needs to end with a clear thesis statement that indicates the purpose of your paper.
- For assistance on writing Introductions & ConclusionsLinks to an external site. and Writing a Thesis StatementLinks to an external site., refer to the Writing Center resources.
- must document any information used from sources in APA Style as outlined in the Writing Center’s APA: Citing Within Your PaperLinks to an external site. guide.
- must include a separate references page that is formatted according to APA Style as outlined in the Writing Center. See the APA: Formatting Your References ListLinks to an external site. resource in the Writing Center for specifications.
Directions
The Real-World Financial Statement Analysis PowerPoint presentation
- must be three to five slides in length (not including title and references slides) with Speakers Notes and formatted according to APA Style as outlined in the Writing Center’s How to Make a PowerPoint PresentationLinks to an external site. resource.
- must include a separate title slide with the following:
- Title of paper
- Student’s name
- Course name and number
- Instructor’s name
- Date submitted
- must document any information used from sources in APA Style as outlined in the Writing Center’s APA: Citing Within Your PaperLinks to an external site. guide.
Directions
Waypoint submission of Final Paper and PowerPoint Presentation
- At the end of your Final Paper, add an APA-formatted appendix.
- For information on how to create a APA-formatted appendix, please review the Writing Center’s resource Tables, Images, and AppendicesLinks to an external site..
- Save your Final Paper as a Word document.
- Access Waypoint using the following button to submit your Final Paper.
- Access Waypoint using the following button to submit your PowerPoint presentation.