mY COMPANY IS MACY;S Saint Leo University Graduate Business Studies MBA 560 Financial and Managerial


mY COMPANY IS MACY;S

Saint Leo University

Graduate Business Studies

MBA 560 Financial and Managerial
Accounting

Financial Statement Analysis Project

You
are to act as a financial advisor to a client interested in investing in a
particular industry You will research a company and provide
a recommendation to your client whether he/she should invest Some
possible industries include:

Industry Companies
Airline American/Southwest
Airlines/United

Fast
Food Wendy’s/McDonalds

Search
Engine Google/Yahoo

Pharmaceutical Merck/Pfizer/Bristol
Myers Squibb

Auto Ford/GM

Retail Gap/Guess/Abercrombie

Beverage Coca Cola/Pepsi

Or
you may select other companies or another industry Each
person in the class must select a different company Companies must be public companies

PART
A: Obtain Financial Statements

Obtain
3 years of financial
statements (just the Balance Sheet and Income Statement) for your company from
SECGOV 3 BALANCE SHEETS AND 3 INCOME
STATEMENTS will be submitted One set per company

PART
B: Enter data into FSAP (Financial Statement Analysis Package)

(Google
– “Financial Statement Templatexls, click on “Excel Template for Income
Statement – Accounting Simplifiedâ€)

Enter
the Balance Sheet and Income Statement amounts for 3 years into the Financial Statement Analysis Package Excel
file (just the Balance Sheet and Income Statement information, not the
Statement of Cash Flows) Make sure your balance sheet BALANCES!!!! Make sure
your Net Income matches your Net Income on the Income Statement Submit one FSAP per company

PART C: Company Analysis

Focus
more on their position within the industry, recent developments, fluctuation in
stock prices relative to the market/industry, and other items of significance
that would impact your investment decision Legal issues facing the company
New markets and new products DO NOT WRITE ABOUT THE HISTORY OF THE COMPANY (1
page – single spaced) Submit 1 paper
per company

PART D: Industry Analysis

Summarize
the economic outlook for your industry
Look at recent market activity, recent indicators impacting your
industry Address recent change in stock prices Obtain industry averages for your ratio and
common size analysis Identify laws/regulations impacting your industry
Identify market trends and geo/political events impacting your industry
Identify Micro/Macro economic conditions impacting your industry DO NOTE WRITE
ABOUT YOUR INDIVIDUAL COMPANIES (1 page – single spaced) Submit 1 paper per industry

Data
sources: Standard and Poor’s Stock Reports or other
Industry Surveys, Mergent’s Industry Review Financeyahoocom,
moneycentral,msncom, hooverscom, and other financial websites Examine
recommendations of other investment websites (buy/sell/hold)

PART
E: FINAL PAPER

Include Company Analysis (address
prior comments) Include Industry Analysis (address
prior comments) Include FSAP summary – Create
tables summarizing the analysis tab of your FSAP Make it look
professional Write a summary of the significant
findings from the financial statement analysis (1 single spaced page)
Address significant (Focus on the 2-4 items under each) Ratios, Horizontal
Analysis, and Common Sized Analysis from the FSAP (look under the Analysis
Tab) Do not address all the ratios and every line of vertical and
horizontal analysis, just what you feel is important

E
Based on your findings would you
invest? Include specific support for your decision based on your findings in
the analysis Also include support (for or against) investing in the industry you
chose

GRADING

DO NOT COPY, DO NOT PLAGIARIZE, CITE
APPROPRIATELY!!

USE APA

Final paper will be submitted to turnitincom

Due

%

PART
A – Financial Statements

15%

PART
B – FSAP

15%

PART
C – Company Analysis

15%

PART
D – Industry Analysis (2 Companies submit one)

15% PART
E FINAL ESSAY – Analysis using Ratio, Common Sized, and Vertical Analysis –
Decision

40% Financial Statement Analysis Presentation You will then present your findings, including an overview of the
companies, on the last day of classes Presentation Rubric

Evaluating
Student Presentations

Department
of Accounting, Business Information Systems, and Marketing

Criteria Unacceptable

0-3 Acceptable

4-7 Exemplary

8-10

Total
Points

1) Introduction

Student does not introduce topic and
offers no components for discussion

Student introduces topic and begins
presenting but does not clearly state all variables for discussion

Student completely introduces topic
and clearly states 3 to 4 components for discussion

2) Organization

Audience cannot understand
presentation because there is no sequence of information

Student presents all components but
not in a logical sequence (audience has some difficulty following
presentation)

Student presents information in
logical, interesting sequence which audience can follow 3) Dress and

Appearance

Student was not professionally dressed
and properly groomed

Student was professionally dressed but
displayed one or more distracting accessories

Student was professionally dressed
devoid any distracting accessories 4) Subject

Knowledge

Student does not have grasp of
information; student cannot answer questions about subject

Student is able to answer rudimentary
questions and appears uncomfortable with the topic of discussion

Student demonstrates full knowledge
(more than required) by answering all questions with explanations and
elaboration

5) Graphics

Student uses superfluous graphics or
no graphics

Student occasionally uses graphics
that rarely support text and presentation

Student’s graphics explain and
reinforce screen text and presentation

6) PP Slides and/or other Visual

Student’s slide presentation (or
handout) has four or more spelling errors and/or grammatical errors Less than half of the slides follow PP
rules (1 topic, 4 to 6 bullets slide)

Slide presentation (or handout) has
three misspellings and/or grammatical errors
More than half of the slides follow PP rules

Slide presentation (or handout) has no
misspellings or grammatical errors
All slides follow PP rules

7) Eye Contact

Student reads all of report with no
eye contact

Student occasionally uses eye contact,
but still reads most of report

Student maintains eye contact with
audience, seldom returning to notes 8) Voice

Production and Grammar Usage

Student does not effectively
articulate, incorrectly pronounces terms, and uses slang and/or
idiosyncrasies

Student’s voice is low Student
incorrectly pronounces terms Audience members have difficulty hearing
presentation

Student uses a clear voice and
correct, precise pronunciation of terms so that all audience members can hear
presentation

9) Conclusion

Student offered no conclusion and
ended presentation without appropriate closing

Student offered a presentation summary
but did not reiterate variables that were discussed and/or brought in new
information

Student clearly summarized
presentation by briefly reiterating all variables discussed—without bringing
in new information

10) Overall Deliverance

Student uses no gestures, no examples,
and displays poor voice characteristics and a lack of confidence

Student uses some gestures, doesn’t
show complete confidence and presents with little enthusiasm Examples were used but some did not relate
to presentation topic

Student presents with poise and
confidence and uses appropriate gestures, posture, volume resonance, and
stimulating examples that relate to the topic

Total
Points:

LEDGER FOR TOTAL POINTS SCORED

0-39
points = Unacceptable

40-79
points = Acceptable

80-100
points = Exemplary

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