The fifth tab in your Financial Statement Analysis Template must be labeled Competitor Income Statements

accounting

Description

Excel Project: Part II Instructions

Competitor Income Statements, Balance Sheets, and Cash Flows (Tabs 5-7), and

Historical and Competitor Ratios (Tab 8)

 

·         Continue in the same Excel workbook prepared in Week 1, adding the following tabs:

o   The fifth tab in your Financial Statement Analysis Template must be labeled Competitor Income Statements

§  Include the latest income statement for the company selected for the Excel project along with two or three major competitors.  (Only one year of data is shown for each company – the latest year available.)

o   The sixth tab in your Financial Statement Analysis Template must be labeled Competitor Balance Sheets

§  Include the latest Balance Sheet for the company selected for the Excel project along with two or three major competitors.  (Only one year of data is shown for each company – the latest year available.)

o   The seventh tab in your Financial Statement Analysis Template must be labeled Competitor Statements of Cash Flows

§  Include the Statement of Cash Flows for the company selected for the Excel project along with two or three major competitors.

§  Make sure that the Income Statement, Balance Sheet, and Cash Flows Statement tie in as follows:

·         Net Income from Income statement agrees with Net Income on the Statement of Cash Flows

·         Ending Cash Balance from Statement of Cash Flows agrees with Cash in the Balance Sheet

o   The eighth tab in your Financial Statement Analysis Template must be labeled Historical and Competitor Ratios

§  The list of ratios to be included are as follows.  They should be grouped under the headings, as shown:

·         Liquidity Ratios

o   Current Ratio

o   Quick Ratio

·         Leverage Ratios

o   Debt to Total Assets Ratio

o   Debt Equity Ratio

o   Long-Term Debt to Equity

o   Times Interest Earned Ratio

·         Activity Ratios

o   Inventory Turnover

o   Fixed Assets Turnover

o   Total Assets Turnover

o   Accounts Receivable Turnover

o   Average Collection Period

·         Profitability Ratios

o   Gross Profit Margin

o   Operating Profit Margin

o   Net Profit Margin

o   Return on Total Assets (ROA)

o   Return on Stockholders’ Equity (ROE)

o   Earnings Per Share (EPS)

o   Price Earnings Ratio

§  Calculate the ratios for your chosen company for the last three years, linking the ratio calculations back to the historical financial statement tabs (Tabs 2-4) using formulas.

§  Calculate the ratios for each of your company’s competitors (most recent year only), linking the ratio calculations to the competitor financial statements shown in Tabs 5-7 using formulas.

§  Using the internet, locate the industry averages for the ratios listed above, and include them in the final column of the ratio tab.  Include a footnote on the tab to identify the source of the industry averages.

o   Other instructions:

§  The Excel workbook should be professionally formatted.  Professional formatting includes:

·         All numbers are formatted similarly.  The use of decimals, commas for thousands, and other formatting is consistent.

·         Dollar signs are included in the first and last numbers of each column.

·         Subtotals and totals are preceded by a single underline.  Totals are followed by a double underline.

·         Line descriptions are indented/bolded in a manner that makes the spreadsheet easy to read. 

§  All totals and subtotals should be calculated using formulas.  For an example of which cells may need formulas, please see Exhibit B.

 

This assignment is due by 11:59 p.m. (ET) on Monday of Module/Week 3.

 

Instruction Files

Related Questions in accounting category


Disclaimer
The ready solutions purchased from Library are already used solutions. Please do not submit them directly as it may lead to plagiarism. Once paid, the solution file download link will be sent to your provided email. Please either use them for learning purpose or re-write them in your own language. In case if you haven't get the email, do let us know via chat support.