Financial Statement Analysis

I choose Jarir company in Saudi Arabia
1. Introduction
This is a group assignment having two parts. First part will be considered as assignment 1 of
this course where you will analyze one selected company from following list for a period of
three years. We will allocate you to perform credit or equity analysis of that company on first
come first get basis.
2. Content of Assignment:
A. Excel Analysis (Credit/Equity analysis)
Get last three years’ data to perform the analysis of selected company. Transform the data in
Excel. All analysis should be performed in excel file.
Key note:
•
For three years’ take 2022, 2021,2020
•
Company: Jarir in Saudi Arabia (Jarir is Merchandising, so we will use inventory
turnover ratio)
•
Use credit only. No equity.
B. PowerPoint presentation
Prepare a PowerPoint presentation covering the following content:
• Introduce the company in one slide.
• Mention the proper formulae in slides along with the values taken from excel.
• Discuss at least 3 scenarios to analyze the Credit or Equity situation of company for last 3
years. Add proper interpretation of the analysis. (3 to 4 slides)
• Conclude the credit/equity situation of company in clear words.
• References: For reference provide the website link from where data is taken.
• Follow proper formatting for PowerPoint.
• Team work table. Remember that PPT preparation is not a contribution by one team
member. All members should prepare and present the assignment.
3. Submission
a. Excel file
b. PPT
Plagiarized work will be awarded zero.
——————————————————————————————————–For three Scenarios = three analysis techniques
Analysis techniques covered in chapter 7:
1. Graphs
2. Regression
3. Ratios
4. Commonsize/horizontal analysis
Example (credit analysis): credit ratios, standard category ratios, vertical/ horizontal analysis.