ANYTHING IN ITALICS, REPLACE…
YOUR COMPANY’S NAME
YOUR NAME
YOUR SECTION
Embed a link to the company’s most recent Annual Report here….
Annual Report Project Directions:
•By May 22 Class: GET APPROVAL FOR THE PUBLICALLY TRADED COMPANY YOU WANT TO ANALYZE FROM
YOUR PROFESSOR. EACH STUDENT WILL DO A DIFFERENT COMPANY.
•By June 3 Class: PRINT & BRING TO CLASS YOUR COMPLETED SLIDES 1-7.
•By June 3 Class: SAVE YOUR PROJECT AS A POWERPOINT--NAME YOUR FILE YOUR THREE INITIALS AND
YOUR COMPANY NAME. SEND AS AN EMAIL ATTACHMENT TO susan.crosson@emory.edu
•By June 17 Class: PRINT & BRING TO CLASS YOUR COMPLETED SLIDES 1-12.
•By June 26 Class: SEND YOUR COMPLETED PRESENTATION AS AN E-MAIL ATTACHMENT TO
susan.crosson@emory.edu
•By June 26 Class: PRINT & BRING TO CLASS YOUR COMPLETED POWERPOINT PRESENTATION. [Modify and
enhance this powerpoint template—replace any italicized words in this template with your own. Add images, tables,
backgrounds, etc. !!! ]
•THIS ANNUAL REPORT PROJECT VALUE IS INCLUDED IN YOUR PARTICIPATION GRADE.
Introduction
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Name of chief executive officer
Location of home office
Ending date of latest fiscal year
Description of the principal products or
services that the company provides
• Main geographic area of activity
Audit Report
• Name of the company’s independent
auditors.
• In your own words, what did the auditors
say about the company?
Stock Market Information
• Most recent price of the company’s stock
• Twelve month trading range of the
company’s stock
• Dividend per share
• Date of the above information
• Your opinion about the company stock as an
investment? BUY/SELL/HOLD
Income Statement
•Insert a table showing the company’s
gross profit, income from operations, and
net income for the last two years.
•Is the format most like a single-step or
multistep format?
•In your own words comment on the
increases and decreases in these
amounts.
Balance Sheet
•Insert a table showing that Assets=Liabilities
+ Stockholders’ Equity for the past two years.
•In your own words, comment in general on
the increases or decreases in the balance
sheet accounts. Which accounts changed the
most?
Statement of Cash Flows
•Insert a table showing the company’s cash flow from operating,
investing, and financing activities for the past two years.
•Are cash flows from operations more or less than net income for the
past two years?
•Is the company growing through investing activities, i.e., buying
property, plant and equipment and other long lived assets?
•What is the company’s primary source of financing, i.e., long-term
loans, stock sales?
•Overall, has cash increased or decreased over the past two years?
Accounting Policies
•What are the significant accounting policies, if
any, relating to revenue recognition, cash,
accounts receivable, inventories, investments,
and property and equipment?
•List the topics of the notes to the financial
statements.
Financial Analysis
Liquidity Ratios
For the past two years, calculate and comment on:
• Working Capital
• Current Ratio
• Receivable turnover
• Average days’ sales uncollected
• Inventory turnover
• Average days’ inventory on hand
• Operating cycle
• Payables turnover
• Average days’ payables
Financial Analysis
Profitability Ratios
For the past two years, calculate and comment
on:
• Profit margin
• Asset turnover
• Return on assets
• Return on equity
Financial Analysis
Market Strength Ratios
For the past two years, calculate and
comment on:
• Price/earnings per share
• Dividend yield
Financial Analysis
Solvency Ratio
For the past two years, calculate and comment on:
• Debt to equity
• Financing gap
Industry Situation & Company Plans
In your own words, describe the industry and its
outlook; then summarize the company’s future
plans based on your research (cite at least two
sources) and on reading the annual report (be
sure to read the letter to the stockholders). Include
links to any relevant information.
Executive Summary
After completing your analysis, write
an executive summary of your
conclusions here….