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Purpose of Assignment
Students should understand how to use the financial information and tools learned in the class on a public company, obtain public company SEC reports, and use that data to calculate a company’s financial ratios and their comparison to industry or competitor standards.
Assignment Steps
Resources: Tutorial help on Excel® and Word functions can be found on the Microsoft®Office® website. There are also additional tutorials via the web that offer support for office products.
Obtain the most current SEC Form 10-K (annual financial report) from the company’s web site (Do not use the Annual Report that is sent to shareholders):
Calculate and analyze the following ratios for your selected company for the last two years from the SEC Form 10-K:
All ratios should be calculated using data from the company’s financial statements in the 10-K Report.
Specify what year financial data is being used (indicate the dates of the company’s fiscal year).
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