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Financial Statement Analysis Task

Task

Assignment 1

  • Individual task
  • You must answer all the questions.
  • When solving problems, you must clearly explain all the steps you are doing, and why are you making those steps.
  • Show all your workings, a numeric answer is not enough.
  • You should submit an excel sheet with the financial statements and your calculations.

Formalities:

  • Font: Arial 12,5 pts.
  • Text alignment: Justified.
  • Make sure that the document can be read properly.

Submission: Week (4) – In class. Via Moodle (Turnitin).

Weight: This task is 40% of your total grade for this subject.

It assesses the following learning outcomes:

  • Apply an efficient and effective approach to interpreting and analyzing financial statements.
  • Analyze the current and potential future situation of a company based on its Financial Statements
  • Critically evaluate financial ratios

Tasks:

The price per share for the company is 26.75, there are 43.22 MM shares outstanding, and the market cap is 1120,32MM.

Prepare a common size income statement and a common size balance sheet for the three years and answer the following questions:

1.- How is the development of the sales of the company in the period?

2.- What is the development of the margin?

3.- What is the development of the fixed costs?

4.- Make your comments and explain numerically the development of the following items:

  1. a) Total Assets
  2. b) Total Liabilities
  3. c) Stockholder´s Equity
  4. d) Retained earnings
  5. e) Explain what the situation of the company in terms of liquidity is.
  6. f) What is the working capital of the company, and is it adequate for the business of the company?
  7. g) Comment on the company’s leverage and explain based on calculations.
  8. h) Comment on days of accounts receivable, days of inventory and days of accounts payable.
  9. i) What is the Return on sales, return on Equity and Return on Assets, comment on the profitability development of the company.
  10. j) What is the EPS for the three periods.
  11. k) What is the PE ratio of the company for the three periods.

Last Updated on June 15, 2022

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