Name: Click here to enter text.
Industry: Click here to enter text.
Date: Click here to enter text.
Financial Statements and Ratio Analysis
Objective: Students will be able to evaluate the relationship between various amounts in financial statements to
determine the financial strength, activity, and debt-paying ability of a business.
Task: Use the balance sheets and income statements for the companies in your assigned industry to complete a ratio
analysis.
Directions:
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Open the “Financial Statements and Ratio Analysis” Article from Moodle.
Turn on “Comment” in the upper right hand corner
Read and SUBSEARCH the article.
Save your changes and upload your marked up article to Moodle.
Meet with your group
Open the income statement and balance sheet for your first company
Download the Excel sheet for ratios from Moodle
Enter the balance sheet and income statement data for your first company. Use the textbook and the article
“Financial Statements and Ratio Analysis” to help you understand the necessary ratios.
Enter the balance sheet and income statement data for your second company. Use the textbook and the article
“Financial Statements and Ratio Analysis” to help you understand the necessary ratios.
Enter the balance sheet and income statement data for your third company. Use the textbook and the article
“Financial Statements and Ratio Analysis” to help you understand the necessary ratios.
Analyze the companies in your industry
a. Where are they alike?
b. Where are they different?
c. Who is in the best shape? Why?
d. Who is the worst company? Why?
e. What are their strengths?
f. What are their weaknesses?
g. Are they a good investment? Why or why not?
Analyze the financial statements and ratios to uncover trends. What trends do you see? What do they mean or
indicate?
Write a summary on the each company. Include their financial strength, activity, viability and debt-paying
ability.
Financial Statements
Income Statement
 Tech Industry:
o
o
o
Apple Income Statement
Microsoft Income Statement
Google Income Statement
 Retail Industry:
o
o
o
Nike Income Statement
Crocs Income Statement
Skechers Income Statement
Balance Sheet
 Tech Industry:
o
o
o
Apple Balance Sheet
Microsoft Balance Sheet
Google Balance Sheet
 Retail Industry:
o
o
o
Nike Balance Sheet
Crocs Balance Sheet
Skechers Balance Sheet
 Car Industry:
 Car Industry:
o
o
o
o
o
o
Ford Income Statement
General Motors Income Statement
Tesla Income Statement
 Restaurant Food:
o
o
o
McDonald’s Income Statement
Cheesecake Factory Income Statement
Buffalo Wild Wings Income Statement
 Transportation:
o
o
o
UPS Income Statement
FedEx Income Statement
C.H. Robinson Worldwide Income
Statement
 Airlines:
o
o
o
Southwest Income Statement
American Airlines Income Statement
United Income Statement
 Cell Phone Industry:
o
o
o
Sprint Income Statement
T-Mobile Income Statement
Verizon Income Statement
 Coffee:
o
o
o
Starbucks Income Statement
Dunkin Donuts Income Statement
Green Mountain Coffee Roasters
Income Statement
Ford Balance Sheet
General Motors Balance Sheet
Tesla Balance Sheet
 Restaurant Food:
o
o
o
McDonald’s Balance Sheet
Cheesecake Factory Balance Sheet
Buffalo Wild Wings Balance Sheet
 Transportation:
o
o
o
UPS Balance Sheet
FedEx Balance Sheet
C.H. Robinson Worldwide Balance
Sheet
 Airlines:
o
o
o
Southwest Balance Sheet
American Airlines Balance Sheet
United Balance Sheet
 Cell Phone Industry:
o
o
o
Sprint Balance Sheet
T-Mobile Balance Sheet
Verizon Balance Sheet
 Coffee:
o
o
o
Starbucks Balance Sheet
Dunkin Donuts Balance Sheet
Green Mountain Coffee Roasters
Balance Sheet