Go to the
CanGo Intranet
and pull the financial statements. Use these to fill out the table found in Doc Sharing labeled
Financial Analysis Project.Start on the Individual Financial Analysis Report,
Sheet1
| BUSN460 Individual Financial Analysis Project | ||||||||||||||||||||||||||||||||||||
| Student Name: | ||||||||||||||||||||||||||||||||||||
| Instructions: | ||||||||||||||||||||||||||||||||||||
| Go to the CanGo intranet found in the Report Guide tab under Course Home | ||||||||||||||||||||||||||||||||||||
| Use the financial statements from the most recent year to fill in the table below. | ||||||||||||||||||||||||||||||||||||
| You may find some formulae calling for an average, e.g., average inventory, average receivables. | ||||||||||||||||||||||||||||||||||||
| Because we only have the Balance sheet for one year, you can only use the one year number not an average. | ||||||||||||||||||||||||||||||||||||
| Assume interest expense is $ | 0.0 | |||||||||||||||||||||||||||||||||||
| Be careful of the Debt equity ratio. The review covers debt asset ratio as an example of how to calculate ratios and that is different from debt equity ratio, | ||||||||||||||||||||||||||||||||||||
| and that is different from the debt equity ratio so think about how you calculate the debt equity ratio using the debt asset ratio as an example. | ||||||||||||||||||||||||||||||||||||
| Be sure to cite your references | ||||||||||||||||||||||||||||||||||||
| Green boxes to be filled in by instructor | ||||||||||||||||||||||||||||||||||||
| Ratio | Formula (express the ratio in words) | Detailed calculation (actual numbers from financial statements used for the calculation) | Final number (final result of the detailed calculation) | Explanation of why ratio is important | Earned points (up to | 3 | Instructor feedback | |||||||||||||||||||||||||||||
| Example: | Term A/Term B (Term A divided by Term B) | 1000/2000 | .50 | This is the explanation of the role of this ratio and why it is important | ||||||||||||||||||||||||||||||||
| Efficiency Ratio: Receivables Turnover | ||||||||||||||||||||||||||||||||||||
| Grade for above | ||||||||||||||||||||||||||||||||||||
| Efficiency Ratio: Inventory Turnover | ||||||||||||||||||||||||||||||||||||
| Financial Leverage Ratio: Debt/Equity Ratio | ||||||||||||||||||||||||||||||||||||
| Liquidity Ratio: Current Ratio | ||||||||||||||||||||||||||||||||||||
| Liquidity Ratio: Quick Ratio | ||||||||||||||||||||||||||||||||||||
| Liquidity: Working Capital | ||||||||||||||||||||||||||||||||||||
| Profitability Ratio: Return on Assets | ||||||||||||||||||||||||||||||||||||
| Profitability Ratio: Return on Sales | ||||||||||||||||||||||||||||||||||||
| Total Earned Points |