Financial statement analysis project | Account | Caldwell University

Parent Company – Apple

Competitors- Microsoft and Google

I have chosen the companies Apple, Microsoft, and Google to analyze in the tech industry, Apple is the parent company I have decided to go on with. The other companies (Microsoft and google) you will consider your competitors to which you will be comparing your ratios and performance.

Locate the latest SEC filing 10-K for each company you will be analyzing (probably December 31, 2022 or possibly in 2023 for companies, such as those in retail, that may not use a calendar fiscal year).  Conduct an internet search by investigating websites and tools that will help you perform ratio analysis on these companies. These may include analyst reports, Bloomberg, Thomson Reuters, the company’s annual report, and industry association websites, among other sources.

Identify the ratios and tools that you will use to perform a ratio analysis on the companies you chose. Also, evaluate their cash flows thoroughly. To Perform your analysis you must use Excel to present your ratio calculations. 

· Note: You should apply the same ratios to each company to allow you to compare and analyze a company’s performance. 

Finalize ratio calculation and analysis for each company presentation with the following elements:

· Create a presentation to report on your findings and conclusions. The presentation should include 8 – 10 slides (not including title and reference pages).

· Use Excel to compute your ratio calculations that support your PowerPoint presentation.

· Your presentation should include:

· Company background

· Briefly present the financial position based on the SEC filings and other documents you have reviewed

· Summarize, compare and analyze the cash flows and ratios you computed of the parent company to the other two companies (competitors).  Analyze each company’s performance relative to each other.  Identify where the parent company out performs its competitors and areas where the company may have certain issues and where you recommend further investigation based on the underlying financial information you have gathered.

Grading Rubric:

FiFinancial Statement Analysis Project

 


Needs Improvement 0-25%


Developing 25-50%


Performing 50-75%


Excelling 75-100%

Subject

Subject

Some subject

Subject

Subject knowledge

Knowledge

20

knowledge is not

knowledge is

knowledge is

is evident

 

evident.

evident. Some

evident in much

throughout the

 

Information is

Information is

of the project.

project. All

 

confusing,

confusing,

Most

information is

 

incorrect, or

incorrect, or

information is

clear, appropriate,

 

flawed.

flawed.

clear, appropriate, and

correct.

and correct.

Citing

Sources

5

No sources are

properly cited.

Few sources are

properly cited.

Most sources are

properly cited.

All sources are

properly cited.

Organization

10

The sequence of information is not logical. Menus and paths to information are not evident.

The sequence of information is somewhat logical. Menus and paths are confusing and

flawed.

The sequence of information is logical. Menus and paths to most information are clear and direct.

The sequence of information is logical and intuitive. Menus and paths to all information are

clear and direct.

Technical

5

Submission does not run satisfactorily.

There are too many technical problems to view the project.

Submission runs minimally. There are many technical problems when viewing the project.

Submission runs adequately with minor technical problems.

Submission runs perfectly with no technical problems. For example, there are no error messages, all sound, video, or

other files are found.

Presentation Skills

10

The presentation is very disorganized, confusing, and the message is not clear. The visual aids or not appropriate or distract from the presentation. Not everyone spoke or the hand offs/transitions were awkward.

The presentation is not very well organized and not always easy to understand.  It was either too short or too long. The visual aids were distracting or not easy to see. Not everyone spoke or the hand offs/transitions were awkward.

The presentation is somewhat organized and most of it is understandable.  It runs within the time parameters. Visual aids are somewhat visually appealing and easy to read.  Not everyone spoke or the hand-offs/transitions are awkward.

The presentation is well organized and easy to understand. It runs in the time parameters given. Visual aids are appropriate, visually appealing, and easy to read.  All presenters speak with natural hand-offs/transitions.

Calculate Your Essay Price
(550 words)

Approximate price: $22

Calculate the price of your order

550 words
We'll send you the first draft for approval by September 11, 2018 at 10:52 AM
Total price:
$26
The price is based on these factors:
Academic level
Number of pages
Urgency
Basic features
  • Free title page and bibliography
  • Unlimited revisions
  • Plagiarism-free guarantee
  • Money-back guarantee
  • 24/7 support
On-demand options
  • Writer’s samples
  • Part-by-part delivery
  • Overnight delivery
  • Copies of used sources
  • Expert Proofreading
Paper format
  • 275 words per page
  • 12 pt Arial/Times New Roman
  • Double line spacing
  • Any citation style (APA, MLA, Chicago/Turabian, Harvard)

Our guarantees

Delivering a high-quality product at a reasonable price is not enough anymore.
That’s why we have developed 5 beneficial guarantees that will make your experience with our service enjoyable, easy, and safe.

Money-back guarantee

You have to be 100% sure of the quality of your product to give a money-back guarantee. This describes us perfectly. Make sure that this guarantee is totally transparent.

Read more

Zero-plagiarism guarantee

Each paper is composed from scratch, according to your instructions. It is then checked by our plagiarism-detection software. There is no gap where plagiarism could squeeze in.

Read more

Free-revision policy

Thanks to our free revisions, there is no way for you to be unsatisfied. We will work on your paper until you are completely happy with the result.

Read more

Privacy policy

Your email is safe, as we store it according to international data protection rules. Your bank details are secure, as we use only reliable payment systems.

Read more

Fair-cooperation guarantee

By sending us your money, you buy the service we provide. Check out our terms and conditions if you prefer business talks to be laid out in official language.

Read more