Paper instructions:
FINC 5000 Financial Analysis Project The primary source of information for this report should be the companys 10-K obtained from Edgar. Additional sources might
include business periodicals, corporate home pages, and financial services reports (such as Value Line, Standard & Poors, or Moodys). Place photocopies (or
printouts) of the materials used in the appendix and provide proper attribution for all sources used. (At a minimum, the appendix should contain a copy of the four
financial statements from the 10-K and any relevant notes to the statements.) However, do not include the entire 10-K reports especially if they are lengthy. Also,
do not forget the executive summary at the beginning of your report.
I. Describe your companys primary business activities. What business is the company in? What is its business model (how does it make money)? Include a brief
historical summary, recent developments with the company and its industry, and other items of significance to your corporation. Include a short description of the
company, its products and services and a discussion of the competitive situation. Industry information should include current trends and key success factors. Is the
company in a profitable, growing industry? Limit: 4 pages. (All page limits refer to 8.5 x 11 pages, using 12-point type and double-spacing and standard margins)
II. Prepare common-sized statements of the balance sheets (2 years minimum). Identify significant trends and changes in the percentages. Describe your companys
major assets, liabilities and equities. Describe and evaluate the significant accounting policies (estimates and methods) related to these. (2 years minimum). Analyze
your results. Limit: 2 pages.
III. Prepare common-sized statements of the income statement (2 years minimum). Identify significant trends and changes in the percentages. Describe your companys
major sources of revenues and expenses. Describe and evaluate the significant accounting policies related to these. Analyze your results. Limit: 2 pages. IV.
Discuss your companys major sources and uses of cash as reflected in the firms cash flow statements. Limit: 2 pages V. Ratio Analysis: Compute ratios listed in your
text for the most recent 2 years. Perform a ratio analysis based on your results. The analysis must include a comparison with industry averages. Limit comments to 2
pages.
VI. Competitor Identification & Description. Whats the companys competitive position and strategic vision? Does it have a strong brand? Is it a leader in its
field? Is it gaining market share? For a major competitor in the same industry matched by approximate size to your target company collect 10-K or annual report for the
time period suitable for comparison with your target company. Describe in an analytical fashion the operations and performance of each. Note significant financial
policies.
Ford Motor Company
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Ford Motor Company
Ford Motor Company
This report on Ford Motor Company should be 7 pages long including reference page, double-spaced typewritten pages (without tables and graphs)
This report will require (1) financial data research, (2) the application of a wide range of financial theories, and (3) quantitative analysis to prepare a professionally-sound and supported recommendation. The report will be evaluated based on the following three factors: 30% – the quality of the supporting research and references, 50% – the analysis of the data, presented in the report. The student demonstrates understanding and application of economic concepts and formulas, 20% – the presentation approach, professionalism, logic and persuasiveness of your recommendation.
Cite all sources.
Ford Motor Company
Ford Motor Company
This report on Ford Motor Company should be 7 pages long including reference page, double-spaced typewritten pages (without tables and graphs)
This report will require (1) financial data research, (2) the application of a wide range of financial theories, and (3) quantitative analysis to prepare a professionally-sound and supported recommendation. The report will be evaluated based on the following three factors: 30% – the quality of the supporting research and references, 50% – the analysis of the data, presented in the report. The student demonstrates understanding and application of economic concepts and formulas, 20% – the presentation approach, professionalism, logic and persuasiveness of your recommendation.
Cite all sources.