Financial Analysis Assignment 5395 2014
Financial Analysis Assignment
Fall 2014
Following are a series of questions designed to assess your ability to apply some of the financial management techniques we’ve covered over the semester. You may use any resources you see fit (including our text, other reference books, your classmates, me, etc.) to gain insight into the assignment. However, your answers should not be the same as your classmates. If you work with others to complete this assignment, each individual should use a different company. Be sure to answer all portions of each question. Specific explanations and justifications of the “Why…?” portions of each question are necessary to earn full credit. Your responses should be as complete and succinct as possible. Feel free to make references to any of the relevant material we’ve already covered in class.
To complete this assignment, you will need three years of financial statements from one PRT related organization. These may be the financials that you submitted earlier in the semester or other ones that you now deem more interesting. Make sure that you have income statements and the balance sheets from no older than 2009. Annual reports will have the most detail. Online sources (Google Finance, Yahoo, company websites) may not provide much detail on sales and other items.
1. For the financials you choose, please complete these ratios for each of the last three years.
Current Ratio
Debt to Net Worth (also known as Debt to Equity)
Debt Ratio
Average Collection Period
Return on Assets
Return on Net Worth (also known as Return on Equity)
Submit copies of the financial statements you’ve used, with the numbers you used in the ratios HIGHLIGHTED. Part of the assignment is choosing the right numbers with which to work.
(40 points).
2. Select a visual format (graph, chart, etc.) to best represent the findings from your ratio analysis as well as any other pertinent financial information you gather about this organization (information about
Fall 2014
Following are a series of questions designed to assess your ability to apply some of the financial management techniques we’ve covered over the semester. You may use any resources you see fit (including our text, other reference books, your classmates, me, etc.) to gain insight into the assignment. However, your answers should not be the same as your classmates. If you work with others to complete this assignment, each individual should use a different company. Be sure to answer all portions of each question. Specific explanations and justifications of the “Why…?” portions of each question are necessary to earn full credit. Your responses should be as complete and succinct as possible. Feel free to make references to any of the relevant material we’ve already covered in class.
To complete this assignment, you will need three years of financial statements from one PRT related organization. These may be the financials that you submitted earlier in the semester or other ones that you now deem more interesting. Make sure that you have income statements and the balance sheets from no older than 2009. Annual reports will have the most detail. Online sources (Google Finance, Yahoo, company websites) may not provide much detail on sales and other items.
1. For the financials you choose, please complete these ratios for each of the last three years.
Current Ratio
Debt to Net Worth (also known as Debt to Equity)
Debt Ratio
Average Collection Period
Return on Assets
Return on Net Worth (also known as Return on Equity)
Submit copies of the financial statements you’ve used, with the numbers you used in the ratios HIGHLIGHTED. Part of the assignment is choosing the right numbers with which to work.
(40 points).
2. Select a visual format (graph, chart, etc.) to best represent the findings from your ratio analysis as well as any other pertinent financial information you gather about this organization (information about