Financial Statement Analysis

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Financial Statement Analysis



This project can be done in group or individual.

Search on the internet the most recent Annual Report (Form 10-K of The Securities and Exchange Commission) for onepublic company. Following you will find some examples that you can use or you can select any other public company.

  1. Tesla
  2. Apple
  3. The Home Depot
  4. The Walt Disney Company
  5. Starbucks Corporation
  6. Walmart Inc.
  7. General Electric Company
  8. The Boeing Company
  9., Inc.


Look for the financial statements (most of the time located in part II item 8 of the table of contents).




  1. For the selected company give a brief description of the business they perform including in what industry the company operates, type of products or services offered, type of customers, suppliers of merchandise or materials, etc.


  1. Prepare an analysis of company’s strengths, weaknesses, opportunities, and threats (SWOT).


  1. Calculate the following ratios for the most recent fiscal year:


Liquidity ratios:

  1. Current ratio
  2. Quick ratio (Acid test)
  3. Cash ratio


Assets utilization ratios:

  1. Accounts receivable turnover
  2. Days sales in receivables
  3. Inventory turnover
  4. Days in inventory (Inventory period)
  5. Total assets turnover


Solvency ratios (Leverage)

  1. Total debt ratio
  2. Debt to equity ratio
  3. Times interest earned


Profitability ratios:

  1. Net profit margin
  2. Return on assets
  3. Return on equity


Compute the ratios and comment on how the company performed in terms of profitability, efficiency, liquidity, and solvency. Explain the reasons for your conclusion.


  1. With all information gathered, prepare a short power point presentation about the selected company presenting the description, financial statement analysis, and conclusion of overall financial performance.





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