Walt disney co. project

The project information is in the PDF. Do part 2 within 4 hours. Part 3 by 3/17 and part 4 by 3/21. The company is for Walt Disney Co.

Annual Report Project (GROUP Project)
Spring 2024
Due Dates – On page 2
(And in Canvas – Project Module)
During this term, you will participate in an annual report project. With this project you will learn
everything you can about a company using its annual report, the internet, the press, stock market results,
and so on. There are four parts to this project. The four parts constitute the project and are considered
your final exam. Therefore, all four parts are required; none are optional. The completed project is
required for you to pass the class with a grade of C or higher but does not guarantee a passing g rade.
The due date is posted on the class calendar in Canvas. You will submit the project via Canvas by
11:59pm on the due date. The file name MUST include your last name.first name or group leader last
name and your class section number. For example, manesh.sara bus120sec3699.
For this semester, choose one of the companies listed below that meets all of the following criteria:
1.
2.
3.
4.
Publicly traded on the New York Stock Exchange or NASDAQ
Has a United States presence (location)
Currently has at least one person on the board of directors from an under represented group
Manufactures product
LIST:
Walt Disney Co.
Hasbro
Home Depot
The Project:
The first part is simply answering general questions about the company. This part is to be completed
using Microsoft Word and is worth 15 points.
The next two parts deal with the analysis of the company’s financial statements. This analysis is
summarized in Chapter 13 – Interpreting Financial Statements of the text. You will be using Microsoft
Excel and Word for these. Each of these parts is worth 20 points. The use of someone else’s template or
formulas is still considered cheating unless you cite the source. Do your own work!
The last part is a set of conclusion questions which you will complete using Microsoft Word. This part
is worth 45 points.
Submission Requirements:
All parts are to be submitted via Canvas on or before the deadline as stated in this document and on
Canvas Project Module.
Part 1: You will submit one file. It must be either .doc or .docx format (MS Word)
1
Part 2: You will submit two files. One file will be .xls or .xlsx format (MS Excel) and one will be .doc
or .docx format (MS Word)
Part 3: You will submit one file that is .xls or .xlsx format (MS Excel).
Part 4: You will be submitting two files: one PDF file that is the company’s annual report that you got
from their website, one MS Word file.
Your work parts will only be accepted in Excel and Word format. When completing parts in Excel, it is
expected that you will use proper formulas in all areas necessary or the part will have a significant point
deduction. (See rubric)
Your group name and company name must also be typed on the left-hand corner of each part or added
as a header. Failure to do so will result in automatic point deductions.
(Please note: If you do not have access to MS Word and MS Excel, complete it using Google Docs and
Google Sheets. When you “save” the document, save it as an MS Word document and an MS Excel
spreadsheet.)
Use APA 7 th edition format. Times New Roman, 12-point font. Must have one-inch margins, no less, no
more. Must cite all sources used. Your project must include proper headings, cover page, and a table of
contents. You DO NOT need an executive summary. You can use citationmachine.net or a similar source
to help you with citing your sources and creating your reference page.
Due Dates:
Part 1: 03/07/2024 @ 11:59pm – up to 15points – submitted in Canvas – Module Project – Part 1 Late
submissions (anything after 11:59pm on 03/07/2024):
03/08/2024 – can earn up to 14.0 points
03/09/2024 – can earn up to 13.0 points
03/10/2024 – can earn up to 12.0 points
03/11/2024 – cannot earn points but will be accepted.
Part 2: 03/12/2024 @ 11:59pm – up to 20 points – submitted in Canvas – Module Project – Part 2 Late
submissions (anything after 11:59pm on 03/12/2024):
03/13/2024 – can earn up to 19.00 points
03/14/2024 – can earn up to 18.00 points
03/15/2024 – can earn up to 17.00 points
03/16/2024 – cannot earn points but will be accepted.
Part 3: 03/17/2024 @ 11:59pm – up to 20 points – submitted in Canvas – Module Project – Part 3 Late
submissions (anything after 11:59pm on 03/16/2024):
03/18/2024 – can earn up to 19.00 points
03/19/2024 – can earn up to 18.00 points
03/20/2024 – cannot earn points but will be accepted.
Part 4: 03/21/2024 @ 11:59pm – up to 45 points – submitted in Canvas – Module Project – Part 4 Late
submissions (anything after 11:59pm on 03/21/2024):
2
03/22/2024 – can earn up to 40 points
03/23/2024 – can earn up to 35 points
NO papers will be accepted after March 23, 2024 @ 11:59pm.
Failure to follow the directions completely will result in automatic point deductions.
Part 1: Complete using MS Word – up to 15 points (You can create it in Google Docs,
then save it as a Word Doc to submit)
1. First, identify the company that you are going to use.
2. Email me the company name to get approval. DO NOT start the project before you get
approval.
3. Go to the company website
4. Go to Investor Relations
5. Download and save the company’s 2022 Annual Report (It must be 2022, other years will not
be accepted)
Answer the following questions. Be sure to type the question and letter (A, B, C, etc.) first, skip a
line, and type your response. Answer the questions using complete sentences and do not “lift”
information from the report. Plagiarism will result in a zero for any part in this project. For
information about plagiarism, go to http://www.georgetown.edu/honor/plagiarism.html.
A. What is the Internet address of the company?
B. Identify the stock exchange(s) where the company’s stock trades.
C. What is the ticker symbol of the company?
D. What is the name of the company’s independent accountants (auditing firm).
E. What is the chief executive officer’s (CEO) name?
F. Where is the home office located?
G. Using your own words, write a description of the principal products and/or services that
the company provides.
H. What is the most recent price of the company’s stock? What is the date and source of
this price? “Recent price” means the price as of the day you are working on this. You
will need to look this up.
I. What is the most recent dividend paid? Was it for the quarter or for the year? What is
the date and source of this information? “Recent dividend” means the dividend closest
to the day you are working on this. You will need to look this up.
Part 2: Complete using MS Excel & Word – up to 20 points (You can create in
Google Docs and Google Sheets, then save it as an MS Word doc for Google Docs and an Excel sheet
from Google Sheets to submit)
3
In this part, you will begin analyzing your company’s financial statements. You will begin by
preparing horizontal (comparative statements) and vertical (common -size statements) analyses.
There are three sections/parts to Part 2. The first two parts of Part 2 (comparative statements and
common-size statements) are to be completed using Microsoft Excel. If you are not familiar with
Excel
or you need a refresher, go to http://www.usd.edu/trio/tut/excel for a tutorial. Be sure to use Excel
formulas in the cells where you are making computations. Typing computational results in the cells is
not acceptable and will result in zero points. Also, your name and the company name must be typed in
the left-hand corner or added as a header on ALL pages. If any component is missing it will result in
automatic point deductions.
The third part of Part 2 is to be completed using Microsoft Word. Bullet statements, outlines, and so
forth are not acceptable and will result in zero points. Be sure that you use good grammar, sentence
structure, etc.
Also make sure that your writing is businesslike and professional. Your answers should be clear,
concise, and complete. Lastly, make sure that your answers are your own. Plagiarism will result in zero
points (see http://www.georgetown.edu/honor/plagiarism.html for information). If you need help with
your writing, visit the English Writing Center (http://www.grossmont.net/tutoring/ewc.asp).
I.
Using Excel, prepare comparative financial statements (Balance Sheet and Income
Statement) for the two most recent years (2022 & 2021). Round amounts to the nearest onetenth of a percent. This section is worth 7 points.
II.
Using Excel, prepare common-size statements (Balance Sheet and Income Statement) for
the two most recent years (2022 & 2021). This section is worth 7 points.
III.
Using Word, discuss the findings of the comparative and common-size statements. What
changes seem relevant or significant? How is the company doing? What do you think the
comparative and common-size statements are telling you? Is the company doing better or
worse? Explain, in detail, your analysis. This section is worth 6 points.
Part 3: Complete using MS Excel – up to 20 points (You can create in Google Sheets and
then save as an Excel sheet to submit)
In ARP part #2, you prepared horizontal and vertical analysis. In this part, you will prepare ratio
analysis. Refer to Chapter 13 of the text for a summary of the ratios. You should also refer to the
chapters where the ratios were originally covered in the text.
For the past two years (2022 & 2021), calculate the following using Excel. If you are not familiar with
Excel or you need a refresher, go to http://www.usd.edu/trio/tut/excel for a tutorial. Be sure to use Excel
formulas in the cells where you are making computations. Typing computational results in the cells is
not acceptable and will result in zero points. Failure to do so will be an automatic deduction of ten
points. Failure to have your name and company name typed in the left-hand corner or added as a header
on every page will result in point deductions. This part is worth twenty points.
4
Liquidity and Efficiency – ALL RATIOS are in Chapter 13 in your textbook or e-book (Exhibit 13.16)
a. Current ratio
b. Acid-test ratio
c. Accounts receivable turnover
d. Inventory turnover
e. Days’ sales uncollected
f. Days’ sales in inventory
Solvency g. Total asset turnover
a. Debt ratio
b. Equity ratio
c. Debt-to-equity ratio
d. Times interest earned
Profitability
a. Profit margin ratio
b. Gross margin ratio
c. Return on total assets
d. Return on common stockholders’ equity
e. Book value per common share
f. Basic earnings per share
Market Prospects
a. Price-earnings ratio
b. Dividend yield
Part #4 – Conclusions: Complete using MS Word – up to 45 points (You can
create in Google docs and then save as an MS Word doc to submit.). To answer each multi-part question
thoroughly, you will most likely need at least two to three paragraphs.
Each question is worth 9 points. Think about this as you answer each one!
Be sure to type the question (and number…1, 2, etc.), skip a line, and type your response. Answer the
questions using complete sentences. Bullet statements, outlines, and so forth are not acceptable and will
result in zero points. Be sure that you use good grammar, sentence structure, etc. Also make sure that
your writing is businesslike and professional. Your answers should be clear, concise, and complete.
Lastly, make sure that your answers are your own. Plagiarism will result in zero points (see
http://www.georgetown.edu/honor/plagiarism.html for information). If you need help with your writing,
visit the English Writing Center (http://www.grossmont.net/tutoring/ewc.asp).
1. Comment on your findings from the ratio analysis you performed in part #3 under Liquidity and
Efficiency, Solvency, Profitability, and Market Prospects. Be specific! Give examples directly
from the ratios you calculated in Part #3 and explain what they mean to you and for the
company. You should discuss a minimum of 7-8 ratios.
2. Identify what you believe to be the three different strongest aspects of the corporation. These
aspects are not necessarily financial in nature; they could refer to the company’s competition,
5
product, etc. Do you believe the corporation will be able to maintain these strengths over the
next few years? Why or why not? Cite all sources, including annual reports and textbook.
3. Identify what you believe to be the three different weakest aspects of the corporation. As in
question #2, these are not necessarily financial in nature; they could refer to the company’s
competition, product, etc. In what way might these weaknesses be overcome? Cite all sources,
including annual reports and textbooks.
4. Are you optimistic or pessimistic concerning the future of the corporation? What specific
corporate or industry characteristics influence your opinion? This question requires some
research to identify some of the characteristics that the company is facing with respect to its
industry. Be sure to cite your sources.
Would you invest in the capital stock of this corporation if you had sufficient funds? To answer
this question, assume you made an investment in this company in January 2010. Would your
5. Investment have increased or decreased in value? Give specific data, including your ratio
analysis.
Please follow the submission guidelines as set forth in the Annual Report Project document.
6