Finance Final project Financial Company Analysis

Finance Final project Financial Company Analysis

Finance Final project Financial Company Analysis
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1. Final project: Financial Company Analysis


The course project will require students to complete a thorough financial analysis of an assigned publicly traded corporation. The project deliverable will be a in a structured Word document that includes embedded Excel spreadsheets.


During Week 1 students will be given a publicly-traded company to research. Project requirements must include the following analysis:

a. One page description of the corporation: it’s products, markets,

b. Overall trend assessment of the company’s balance sheet, income statement, and statement of cash flows for the last three years.

c. Selected ratio and trend analysis. Ratios must include liquidity, asset management, solvency, profitability, and market value ratios. A three-year ratio analysis is the minimum expectation.

d. Analysis of the company’s stock price and EPS trends for the last three years. Analysis must include comparison to key market competitors.

e. Evaluation of the firm’s Beta in relation to a specified market index (eg. S&P 500, Nasdaq 100, Dow 30).

f. Assessment of the firm’s capital structure including any significant changes in the firm’s capital structure over the last three to five years.

g. Calculate the WACC (weighted average cost of capital) based on the most recent balance sheet data.

h. Assessment of the firm’s cash flow and determination of the firm’s free cash flow over the last three years.

i. Closing summary of the firm’s financial health in relation to the overall economy and within its industry.


Project deliverable Week 7 details:

a. Financial analysis Word file is to be a maximum 9 pages in length, not including a cover page and supporting reference appendices.

b. Paper format: APA required

c. Supporting financial data prepared...

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