Name:
Total Points:
1. Company and Market Overview:
a. What is the company’s product or service? (2 pts)
b. When was the company established? (2 pts)
c. When did the company go public? (2 pts)
d. What is the name of the industry for the company? (2 pts)
e. Who are their primary market competitors? (2 pts)
f. What is the “ticker symbol” for the company stock? (1 pt)
g. What is its current stock price? (2 pts)
h. What is its lowest and highest stock price over the most recent 52 weeks? (2 pts)
i. How does the company distribute or sell its product or service? (2 pts)
j. How does the company promote or advertise its product or service? (2 pts)
2. Company Financial Information: (Be sure to list the data in the correct denomination)
a. What are the types of financial data found in the company’s financial statements? (Hint: Find the
Annual Report online at the company website.) (2 pts)
b. What were the total dividends paid in dollars over the last three years? (3 pts)
c. Does the company have more than one type of stock (common, preferred, treasury)? (2 pts)
d. How many common stock shares are outstanding? (2 pts)
e. What is the Beta of the Company? Is it more volatile or less volatile than the market (2 pts)
f. Does the company have any long term debt on its balance sheet? How much? (2 pts)
g. Review the statement of cash flows and identify how much cash was generated or used by 1)
operating, 2) financing, and 3) investing activities. (3 Pts)
h. What was the dollar amount listed on the income statement for both revenue and net income over
the last three years. (3 pts)
i. Calculate the financial ratio for the company given below:
1) Current ratio (Hint: Current Assets/Current Liabilities) See the Balance Sheet (2 pts)
2) Profit Margin (Hint: Net Income/Total Revenue) See the Income Statement (2 pts)
3. Future Company Prospects:
a. Examine the management summary discussed in the Annual Report to identify how future
opportunities for growth in revenue and earnings will be achieved. (2 pts)
b. Explain future growth opportunities and provide examples learned from your research. (2 pts)
c. Summarize what you have learned and how it may help you in the future (2 pts)
d. Cite sources used as references in your paper as shown in the example at the bottom page of the
link http://owl.english.purdue.edu/owl/resource/560/01/ and include a cover page. (2 pts)