Financial_Statement_Analysis_Project (1)
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Nov 24, 2024
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Financial Statement Analysis
A Comparative Analysis of Apple, Inc. and Microsoft, Inc.
Team Members: [Your Team Members]
Course: [Your Course]
Date: [Your Date]
Instructor: [Your Instructor]
Company Profiles
Apple, Inc.
[One-paragraph description of Apple, including history, products, location etc.]
Microsoft, Inc.
[One-paragraph description of Microsoft, including history, products, location etc.]
Ratio Analysis
Apple, Inc.
List and calculate the 16 financial ratios here for Apple. Include supporting calculations and
commentary.
Microsoft, Inc.
List and calculate the 16 financial ratios here for Microsoft. Include supporting calculations
and commentary.
Your preview ends here
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Summary and Conclusions
[Overall comparison of each company based on the ratios and your investment
recommendation.]
Bibliography
[List of references including textbook and financial statement URLs, formatted in APA style.]
Related Documents
Related Questions
Visit the website of the US Securities and Exchange Commission (SEC) https://www.sec.gov/edgar/searchedgar/companysearch.html Search for the latest Form 10-K for a company you would like to analyze. Submit a short memo that
A. Includes the name of the company you have chosen.B. Review the company’s end-of-period Balance Sheet to determine the following:
Total assets
Total liabilities
Total equity
C. Compare beginning and ending Assets totals and discuss the amount of change.D. Compare beginning and ending Liabilities totals and discuss the amount of change.E. Compare beginning and ending Equity totals and discuss the amount of change.
Please provide a link to the company’s Form 10-K to allow accurate verification of your answers.
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Assignment
1
: Select a company. It is advised to choose the organization
(
if it is listed
)
where you are employed for this assignment. If your organization is not listed you may choose any other listed company from your industry or related industry.
·
Download last
3
years annual report.
·
Compute the financial ratios for last
3
years and see the trend
[
Profitability ratios, Liquidity ratios, Activity Ratios, Financing Ratios, and Market Ratios
]
.
You need to do this exercise on an excel file.
·
Provide explanation on the strategic implications of these ratios on your company
’
s financial standing and strategy. You may explain in
2
-
3
lines for each category of ratios.
[
Profitability ratios, Liquidity ratios, Activity Ratios, Financing Ratios, and Market Ratios
]
.
Use the same company as the one mentioned in Assignment
1
.
•
Part A: Strategic Analysis
•
Conduct a strategic analysis using PESTLE and Porter
’
s
5
forces tools for understanding the…
arrow_forward
Ratio of Liabilities to Stockholders’ Equity CompareAmazon.com to Best Buy Obj.6 Amazon.com, Inc. (AMZN) is one of the largest Internet retailers in the world. We will use Amazon as a continuing company exercise to reinforce the various tools and techniques for analyzing financial statements. We will begin with the ratio of liabilities to stockholders’ equity. Ratios can be used to compare companies in the same industry. For Amazon, there are a number of competitors that sell media, electronic, and other merchandise. Best Buy, Inc. (BBY) is one such company. The following total liabilities and stockholders’ equity information (in millions) is provided for Amazon and Best Buy for the end of a recent year:Amazon Best BuyTotal assets $64,747 $13,519Total liabilities 51,363 9,141Total stockholders' equity 13,384 4,378a. Compute the ratio of liabilities to stockholders' equity for each company. Round to two decimal places.b. What conclusions regarding the margin of protection to creditors…
arrow_forward
The preceding table gives balance sheet percentages and selected financial data for three companies in very different industries - food and beverage, manufacturing, and social networking. Make three observations in each section - Assets, Liabilities and Net Worth, and Selected Financial Data - that you think are interesting. Describe what you think is going on.
arrow_forward
Corporate Finance Application Complete both parts of this assignment. You will work on some of these pieces earlier in the course when you submit the Module 3: Portfolio Milestone and the Module 5 Portfolio Milestone. Part One: Ratio Analysis Pick one debt ratio and one profitability ratio, which you did not analyze, from the week three portfolio milestone. Research a publicly traded technology company and access the financial statements needed to calculate those two ratios. Provide a cross-sectional analysis comparing the results from TechnoTCL Download TechnoTCLand your chosen company for the two ratios. Prepare a presentation (maximum of 4 slides – no speaker notes required) with the following information: Slide One: Analyze the two ratios including how the ratio is calculated and how it is used. Slide Two: Introduce the public company chosen, describe the information used for the ratios and calculate the two selected ratios. Slide Three: Show the two ratios for the two companies…
arrow_forward
Question 15
Which 2 management report templates will be seen by default when
accessing a client's books via QuickBooks Online Accountant?
Expanded company financials
Sales performance
Basic company financials
Expenses performance
Company overview
Profitability performance
arrow_forward
Industry standards for financial statement onalysis:
Multiple Choice
Are used to compare a company's performance to industry performance.
Are based on rules of thumb.
Are set by the government.
Compare a company's income with its prior year's income.
Are based on a single competitor's financial performance.
arrow_forward
attched files
arrow_forward
1. Ratio analysis
A company reports accounting data in its financial statements. This data is used for financial analyses that provide insights into a company's strengths,
weaknesses, performance in specific areas, and trends in performance. These analyses are often used to compare a company's performance to that of
its competitors or to its past or expected future performance. Such insight helps managers and analysts improve their decision making.
Consider the following scenario:
You work for a brokerage firm. Your boss asked you to analyze Blue Parrot Manufacturing's performance for the past three years and to
write a report that includes a benchmarking of the company's performance.
Which of the following components would be best for you to include in your financial statement analysis?
A critique of the company's financial statements and a report of any misprints to be sent to the Securities and Exchange Commission
A calculation of financial ratios and an evaluation of the…
arrow_forward
None
arrow_forward
Chapter 14, Question 6. Attached is a similar question with answers. Please answer in the same formate for the new question :)
arrow_forward
Use the following selected data from Business Solutions's income statement for the three months ended March 31, 2022, and from its Complete this question by entering your answers in the tabs below.
March 31, 2022, balance sheet to complete the requirements.
Computer services revenue
Net sales (of goods)
Total sales and revenue
Cost of goods sold.
Net income
Quick assets
Current assets
Total assets
Current liabilities
Total liabilities.
Total equity
Required 1
Required:
1. Compute the gross margin ratio (both with and without services revenue) and net profit margin ratio.
2. Compute the current ratio and acid-test ratio.
3. Compute the debt ratio and equity ratio.
4. What percent of its assets are current? What percent are long term?
Required 2
Complete this question by entering your answers in the tabs below.
$ 25,307
18,693
44,000
Required 3
Gross margin ratio
Net profit margin ratio
14,052
18,833
90,924
95,568
120,268
875
875
119,393
%
Compute the gross margin ratio (both with and…
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explan ans
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Chapter 14, Question 6
arrow_forward
According the income statements for the four most recent fiscal years of Amazon Company:
1.What are the trends of Amazon company?
2. What is the strength or weaknesses? What areas would amazon like additional information?
3. What are any potential areas of significant concern? Anything else?
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A
B
C
D
E
F
G
K
M
N O
P
Formula: Divide; Cell Referencing
Using Excel to Perform Vertical Analysis
Student Work Area
PROBLEM
Required: Provide input into cells shaded in yellow in this template. Use mathematical
formulas with cell references to this work area.
Data from the comparative balance sheets of Rollaird Company is
presented here.
December 31,
December 31,
Using these data from the comparative balance sheets of Rollaird Company, perform vertical
analysis.
2022
2021
Accounts receivable (net)
2$
460,000 $
400,000
1.
December 31, 2021
Inventory
Total assets
780,000
650,000
December 31, 2022
3,164,000
2,800,000
Amount
Percent
Amount
Percent
Accounts receivable (net)
$ 460,000
$
400,000
Inventory
780,000
650,000
Total assets
3,164,000
2,800,000
arrow_forward
SEE MORE QUESTIONS
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Related Questions
- Visit the website of the US Securities and Exchange Commission (SEC) https://www.sec.gov/edgar/searchedgar/companysearch.html Search for the latest Form 10-K for a company you would like to analyze. Submit a short memo that A. Includes the name of the company you have chosen.B. Review the company’s end-of-period Balance Sheet to determine the following: Total assets Total liabilities Total equity C. Compare beginning and ending Assets totals and discuss the amount of change.D. Compare beginning and ending Liabilities totals and discuss the amount of change.E. Compare beginning and ending Equity totals and discuss the amount of change. Please provide a link to the company’s Form 10-K to allow accurate verification of your answers.arrow_forwardAssignment 1 : Select a company. It is advised to choose the organization ( if it is listed ) where you are employed for this assignment. If your organization is not listed you may choose any other listed company from your industry or related industry. · Download last 3 years annual report. · Compute the financial ratios for last 3 years and see the trend [ Profitability ratios, Liquidity ratios, Activity Ratios, Financing Ratios, and Market Ratios ] . You need to do this exercise on an excel file. · Provide explanation on the strategic implications of these ratios on your company ’ s financial standing and strategy. You may explain in 2 - 3 lines for each category of ratios. [ Profitability ratios, Liquidity ratios, Activity Ratios, Financing Ratios, and Market Ratios ] . Use the same company as the one mentioned in Assignment 1 . • Part A: Strategic Analysis • Conduct a strategic analysis using PESTLE and Porter ’ s 5 forces tools for understanding the…arrow_forwardRatio of Liabilities to Stockholders’ Equity CompareAmazon.com to Best Buy Obj.6 Amazon.com, Inc. (AMZN) is one of the largest Internet retailers in the world. We will use Amazon as a continuing company exercise to reinforce the various tools and techniques for analyzing financial statements. We will begin with the ratio of liabilities to stockholders’ equity. Ratios can be used to compare companies in the same industry. For Amazon, there are a number of competitors that sell media, electronic, and other merchandise. Best Buy, Inc. (BBY) is one such company. The following total liabilities and stockholders’ equity information (in millions) is provided for Amazon and Best Buy for the end of a recent year:Amazon Best BuyTotal assets $64,747 $13,519Total liabilities 51,363 9,141Total stockholders' equity 13,384 4,378a. Compute the ratio of liabilities to stockholders' equity for each company. Round to two decimal places.b. What conclusions regarding the margin of protection to creditors…arrow_forward
- The preceding table gives balance sheet percentages and selected financial data for three companies in very different industries - food and beverage, manufacturing, and social networking. Make three observations in each section - Assets, Liabilities and Net Worth, and Selected Financial Data - that you think are interesting. Describe what you think is going on.arrow_forwardCorporate Finance Application Complete both parts of this assignment. You will work on some of these pieces earlier in the course when you submit the Module 3: Portfolio Milestone and the Module 5 Portfolio Milestone. Part One: Ratio Analysis Pick one debt ratio and one profitability ratio, which you did not analyze, from the week three portfolio milestone. Research a publicly traded technology company and access the financial statements needed to calculate those two ratios. Provide a cross-sectional analysis comparing the results from TechnoTCL Download TechnoTCLand your chosen company for the two ratios. Prepare a presentation (maximum of 4 slides – no speaker notes required) with the following information: Slide One: Analyze the two ratios including how the ratio is calculated and how it is used. Slide Two: Introduce the public company chosen, describe the information used for the ratios and calculate the two selected ratios. Slide Three: Show the two ratios for the two companies…arrow_forwardQuestion 15 Which 2 management report templates will be seen by default when accessing a client's books via QuickBooks Online Accountant? Expanded company financials Sales performance Basic company financials Expenses performance Company overview Profitability performancearrow_forward
- Industry standards for financial statement onalysis: Multiple Choice Are used to compare a company's performance to industry performance. Are based on rules of thumb. Are set by the government. Compare a company's income with its prior year's income. Are based on a single competitor's financial performance.arrow_forwardattched filesarrow_forward1. Ratio analysis A company reports accounting data in its financial statements. This data is used for financial analyses that provide insights into a company's strengths, weaknesses, performance in specific areas, and trends in performance. These analyses are often used to compare a company's performance to that of its competitors or to its past or expected future performance. Such insight helps managers and analysts improve their decision making. Consider the following scenario: You work for a brokerage firm. Your boss asked you to analyze Blue Parrot Manufacturing's performance for the past three years and to write a report that includes a benchmarking of the company's performance. Which of the following components would be best for you to include in your financial statement analysis? A critique of the company's financial statements and a report of any misprints to be sent to the Securities and Exchange Commission A calculation of financial ratios and an evaluation of the…arrow_forward
- Nonearrow_forwardChapter 14, Question 6. Attached is a similar question with answers. Please answer in the same formate for the new question :)arrow_forwardUse the following selected data from Business Solutions's income statement for the three months ended March 31, 2022, and from its Complete this question by entering your answers in the tabs below. March 31, 2022, balance sheet to complete the requirements. Computer services revenue Net sales (of goods) Total sales and revenue Cost of goods sold. Net income Quick assets Current assets Total assets Current liabilities Total liabilities. Total equity Required 1 Required: 1. Compute the gross margin ratio (both with and without services revenue) and net profit margin ratio. 2. Compute the current ratio and acid-test ratio. 3. Compute the debt ratio and equity ratio. 4. What percent of its assets are current? What percent are long term? Required 2 Complete this question by entering your answers in the tabs below. $ 25,307 18,693 44,000 Required 3 Gross margin ratio Net profit margin ratio 14,052 18,833 90,924 95,568 120,268 875 875 119,393 % Compute the gross margin ratio (both with and…arrow_forward
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SEE MORE QUESTIONS
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Recommended textbooks for you
- Century 21 Accounting Multicolumn JournalAccountingISBN:9781337679503Author:GilbertsonPublisher:CengageFinancial Accounting: The Impact on Decision Make...AccountingISBN:9781305654174Author:Gary A. Porter, Curtis L. NortonPublisher:Cengage Learning
- Financial Reporting, Financial Statement Analysis...FinanceISBN:9781285190907Author:James M. Wahlen, Stephen P. Baginski, Mark BradshawPublisher:Cengage LearningFinancial AccountingAccountingISBN:9781305088436Author:Carl Warren, Jim Reeve, Jonathan DuchacPublisher:Cengage LearningPkg Acc Infor Systems MS VISIO CDFinanceISBN:9781133935940Author:Ulric J. GelinasPublisher:CENGAGE L
Century 21 Accounting Multicolumn Journal
Accounting
ISBN:9781337679503
Author:Gilbertson
Publisher:Cengage
Financial Accounting: The Impact on Decision Make...
Accounting
ISBN:9781305654174
Author:Gary A. Porter, Curtis L. Norton
Publisher:Cengage Learning
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Finance
ISBN:9781285190907
Author:James M. Wahlen, Stephen P. Baginski, Mark Bradshaw
Publisher:Cengage Learning
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ISBN:9781305088436
Author:Carl Warren, Jim Reeve, Jonathan Duchac
Publisher:Cengage Learning
Pkg Acc Infor Systems MS VISIO CD
Finance
ISBN:9781133935940
Author:Ulric J. Gelinas
Publisher:CENGAGE L