Name: _______________
Date: ________________
Financial Statements Research Assignment
Directions: Go to Yahoo Finance and pull up the stock quotes for McDonalds (MCD) and
Yum! Brands, Inc. (YUM). You will need to find the Company Profile, the Market Cap,
the balance sheet and the income statement for both companies.
Part One: Find out what each of these companies do and how big they are! (4 points)
McDonald’s Company Profile:
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Market Cap: _________________________
YUM! Brand’s Company Profile:
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Market Cap: _________________________
Circle One: Are McDonalds and YUM! Brands, Inc. in similar industries? Yes or No
Part Two: Look at the balance sheet for each company. Compare the 2013-2011
figures in the following areas. (2 points for each section of figures, 4 points total)
McDonalds:
Total Current Assets
Total Current Liabilities
Current Ratio
2013 __________
2013 __________
2013 __________
2012 __________
2012 __________
2012 __________
2011 _________
2011 _________
2011 _________
Total Current Assets
Total Current Liabilities
2013 __________
2013 __________
2012 __________
2012 __________
2011 _________
2011 _________
Current Ratio
2013 __________
2012 __________
2011 _________
Yum! Brands:
PART THREE: Go to the income statement. This financial statement looks at a
company’s Revenues, Expenses and Cost accounts. Obviously, you want to turn a profit.
Find the following information, calculate the Return on Sales and then compare the two
companies: (2 points for each section of figures, 4 points total)
McDonald’s:
Total Revenue
Total Operating
Expenses
Income Before Tax
Net Income
Return on Sales
2013 __________
2012 __________
2011 __________
2013
2013
2013
2013
2012
2012
2012
2012
2011
2011
2011
2011
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Yum! Brands:
Total Revenue
Total Operating
Expenses
Income Before Tax
Net Income
Return On Sales
2013 __________
2012 __________
2011 __________
2013
2013
2013
2013
2012
2012
2012
2012
2011
2011
2011
2011
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Calculation of Current Ratio and Return on Sales (3 points): Use the space below to
show me how you calculated the Current Ratio and Return on Sales #’s. You will be
using these numbers when you do your analysis paper so make sure you numbers are
correct. Feel free to jot down some of your initial analysis here as well…