Student Name:_________________________________
Date:________________
Ch 4 Assessment Assignment – Using a 10-K
After pulling and reviewing the 10-K, answer the following questions. All answers should be typed
on this Word document. This is the document you will upload in the Assignment Folder in
myLearning.
Financial Statements:
1. On what page of the 10-K did you find the Income Statement? __________
2. On what page of the 10-K did you find the Balance Sheet? _________
Financial Data:
Complete the table below by inserting the required amounts. Pay attention to the format of the
amounts on the 10-K. (i.e. sometimes amounts are listed in thousands or millions)
Current Year
Previous Year
Net Income
Current Assets
Current Liabilities
Total Assets
Total Liabilities
Financial Ratios:
Write out the formula for each of the following ratios in the column labeled “Formula”. Use the
amounts in the Financial Data section above to calculate the company’s ratios in the last column.
Formula
(from the textbook)
Return on Assets (ROA)
Debt Ratio
Current Ratio
Company Calculation
(show your work for partial credit)
Purpose of Ratios:
In a short paragraph of 4-6 sentences, describe the purpose of each ratio. What is being
measured? What kinds of decisions could management make based on each ratio
Return on Assets (ROA)
Debt Ratio
Current Ratio