1. You are required to do a short financial analysis using excel (20%)a. Pick a publicly - traded US company (a lot of companies are publicly traded, examples include Walmart, Apple, Google, Amazon etc) b. Download the firms financial data from capital IQ; 2. Financial Analysis Excel Worksheet (80%)a. Using the balance sheet and income statement for analysisb. Calculate 8 ratios for the most recent 5 years (these 8 ratios are current ratio; inventory turnover; receivables turnover; total asset turnover; profit margin; equity multiplier; return on asset; return on equity), and think about the trends.c. Submit the excel worksheetGrading Criteria:This excel project is graded on completeness. You have to finish all the requirements. The data have to be from Capital IQ

Essentials Of Investments
11th Edition
ISBN:9781260013924
Author:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Publisher:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Chapter1: Investments: Background And Issues
Section: Chapter Questions
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1. You are required to do a short financial analysis using excel (20%)a. Pick a publicly - traded US company (a lot of companies are publicly traded, examples include Walmart, Apple, Google, Amazon etc)

b. Download the firms financial data from capital IQ;

2. Financial Analysis Excel Worksheet (80%)a. Using the balance sheet and income statement for analysisb. Calculate 8 ratios for the most recent 5 years (these 8 ratios are current ratio; inventory turnover; receivables turnover; total asset turnover; profit margin; equity multiplier; return on asset; return on equity), and think about the trends.c. Submit the excel worksheetGrading Criteria:This excel project is graded on completeness.

You have to finish all the requirements. The data have to be from Capital IQ

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