A quantitative financial spreadsheet with key financial ratios.
Financial ratios that you believe relevant or important to your analysis and a detailed, written analysis of
the findings
a trend analysis of the latest three years of key balance and income statement information, including a
spreadsheet depicting the trend as well as a detailed, written analysis of the information
The most recently reported three years of financial statements and completed spreadsheets should be presented
as an appendix.
I. Introduction
II. Summary of Operations ($000)
A. Net Sales
B. Gross Margin
C. Operating Margin
D. Income before Taxes
E. Net Income
F. Summary of Operations Data Assessment/Interpretation
III. Financial Position ($000)
A. Working Capital
B. Net Property, Plant & Equipment
C. Total Assets
D. Long Term Assets
E. Stockholders’ Equity
F. Financial Position Data Assessment/Interpretation Summary
IV. Financial Ratios to cover four (4) categories of the firm’s performance; minimum one ratio from each
category.
A. Liquidity
B. Leverage
C. Profitability
D. Efficiency
E. Financial Ratios Data Assessment/Interpretation Summary
V. Historical view of the financial performance; 3-year Trend Analysis for relevant financial performance
variables
A. Comparisons with at least 2 major competitors
B. Comparison with Industry Standards
C. Supplemental Data
D. Historical Financial Performance and 3-year Trend Analysis Data Assessment/Interpretation Summary