I need this Wednesday please thanks

 Instructions:

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Choose a company and product line big enough to have a professional website and plentiful information through multiple sources, but small enough to analyze properly. For example, Universal Studios as a division of parent Company Comcast is too big, but Universal Studios Theme Parks (subsidiary) and Orlando’s Islands of Adventure (product example) is perfect. Network television as a division of parent company Disney is also too big, but ESPN (subsidiary) and Sports Center (product example) works better. The only time you will need to talk about the parent companies, such as Comcast and Disney, is when you provide a brief history and look up financial information. The rest of your research will be on the subsidiary brand you chose, its product lines, specific product examples, and specific competing products.

Using the attached “Assignment 1 Template,” answer the following: 

                                          

                                              COMPANY/FINANCIAL 

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A publicly traded company is one that sells shares of the company to investors on stock exchanges. The value of the shares and the company’s income must also be reported publicly, making it easier for you to find the information. View the video, “Determining if a Company is Public or Private” below. Give a brief history of your brand’s publicly traded parent corporation and talk about its current position. Also, a fact or detail from the past could be important to current operations. Include the five metrics listed on the template: Year-over-year increase or decrease in stock price, comparison of stock price to the larger market, and the most recent year’s net income, net profit margin, and debt to assets ratio. For step-by-step help, see “Financial Information Source” attached below. Elaborate on the corporate structure and ownership. Focus mostly on what is happening today. Again, you will research the parent company only for financial and background information. All other research will be on the subsidiary brand and product you have chosen.

                                                                       BUSINESS

What are the main product or service lines the company offers? What is a specific example of a product or service within each line? Include a description of the product line or the product as needed. Remember, your audience may not know if a product name refers to a video game, television show, album, etc. Your eventual recommendations to the company in Week 4 will focus on a single product or service line. The product/service line on which you focus may change based on your continued research and that’s okay. Your recommendations should always fit the research, not the other way around.

                                                           TARGET MARKET

Describe the type of customers, or market segments to whom the company’s products/service examples appeal. Be specific. For instance, “Worldwide music lovers of all ages” is too broad. “Electronic Dance Music fans age 17-24 in North America” is much better. Substantiate your assertions with some kind of market research data that you find. Be resourceful. There probably will not be an article that tells you exactly what you want and the way you want it. Make sure these are the product/service examples you’ve chosen to focus on in your research. See the attachment, “Market Segmentation Recap” for help.

                                                           COMPETITION

Who are your competitors? Name at least three competitors that offer similar products, appeal to similar customers, and are the same type of company. Compare Business Product/Service 1 to Competitor Product/Service A. Rank them by finding and using any one metric to assess their comparative success. For instance: revenues, profits, ticket sales, number of users or attendees, awards, or rankings by credible reviewers, etc. Avoid using stock price as a metric. See template for more. As you continue to research your brand, what else besides direct competitors do you think might compete for your customers cash and attention?

                                                           SUMMARY FINDINGS

Research leads to findings. Summarize your findings so far in 2-3 well developed paragraphs. Describe your findings (data), and note whether it was significant or not. Reference the company or division’s structure, market position, size, financial standing, products and competition. This is also a good place to note anything else about your brand that seems important but does not specifically fit into one of the above sections. Avoid editorializing: (XYZ is sure to dominate the competition for years to come!). Try to be objective in your description. Use both quantitative and qualitative data from your research.

ASSIGNMENT1 – INITIAL COMPANY RESEARCH

Student Name:

Date:

COMPANY: (Include in-text citations)

Parent Company (or Holding Company) Name:

Brand/Division/Subsidiary Name:

https://www.linkedin.com/pulse/confused-terms-subsidiary-affiliate-division-others-gary-kirshenbaum

Parent company structure: (begin with a brief history, mention its relationship to the brand you selected, and note its current financial position below):

Brand/Division/Subsidiary Detail (begin with a brief history, identify the CEO, and what part in plays in the success of the parent company, i.e. percent of business):

Parent company financial position (Refer to assignment attachment: “Financial Information Source” for these five financial measures. Remember to include currency and year.)

· Year over Year
(Stock price going up or down? Give stock price at beginning and end of the most recent 5-year period):

· Compare stock performance to a market index (note the percentage of change in the market index, and compare it to the percentage of change in the stock price for the same period):

· Net Income:

· Net Profit Margin:

· Debt to Assets Ratio:

BUSINESS LINES OF BRAND OR DIVISION (Include in-text citations)

Include a description of the Product or Service Line and the Product or Service example. Do not assume your decision-making client knows what “Mass Effect” is. She may be an Accounting VP, not a gamer. Emphasize benefits to potential and current customers.

Product/Service line A

Example of Product/Service line A:

Product/Service line B

Example of Product/Service line B:

Product/Service line C

Example of Product/Service C:

TARGET MARKET FOR BRAND OR DIVISION (Include in-text citations)

Complete these segmentations for each Example of the Product/Service you identified above. Segment the Market according to what you learned in Introduction to Marketing. Be specific. Avoid broad generalizations like “worldwide”, “everyone” and “all ages.”

Example of Product/Service line A:

· Geographic:

· Demographic:

· Psychographic:

· Benefits Sought by consumer:

· Usage Rate of consumer:

Example of Product/Service line B:

· Geographic:
· Demographic:
· Psychographic:
· Benefits Sought by consumer:
· Usage Rate of consumer:

Example of Product/Service line C:

· Geographic:
· Demographic:
· Psychographic:
· Benefits Sought by consumer:
· Usage Rate of consumer:

DIRECT COMPETITION FOR YOUR BRAND OR DIVISION (Include in-text citations)

Each Competitor’s Product/Service below should align with the Examples of your company’s Product/Service identified above. For example, Competitor Company 1 Product/Service below should be compared to Example of Product/Service line A above.

Name of Competitor Company 1:

Competitor Company 1 Product/Service:

Competes with your Product/Service A:

Name of Competitor Company 2:

Competitor Company 2 Product/Service:

Competes with your Product/Service B:

Name of Competitor Company 3:

Competitor Company 3 Product/Service:

Competes with your Product/Service C:

Rank the 4 companies (each Competitor Company listed above and the Company you selected for this Assignment). List the companies in order of success. Rank the most successful as #1. Include the metric/numerical evidence used as the basis of the ranking. The metric/numerical evidence can be annual revenue, annual profit, ticket sales, concert tour revenue, fan base size, twitter followers, consumer reviews, age of company, size of company, etc. DO NOT USE current stock price as a measure of success, since it does not offer the necessary context.

Ranking:

Company #1:

Company #2:

Company #3:

Company #4:

FINDINGS: (Include in-text citations)

Research leads to findings. Summarize your findings here in two or three well-developed paragraphs (a well-developed paragraph will contain 4-6 sentences). Describe your findings (data), and note whether it was significant or not. Explain what the data you found implies, or says, about your subject. Avoid overstating the importance (“XYZ is sure to dominate the competition for years to come!”). Try to be objective in your description. Use both quantitative and qualitative data from your research:

REFERENCES: (APA Format)

List at least 3 references below using the APA long form guidelines for formatting. Each reference must also have a corresponding in-text citation above to show where it was used. It must be formatted using the APA short form guidelines. Each of the five sections above (Company, Business Lines, Target Market, Competition, Findings) must include at least one in-text citation.

ASSIGNMENT

 

1
 -­‐
 INITIAL
 COMPANY
 RESEARCH

 

Student
 Name:
 Great
 FS
 Student
 
 
 
 Date:
 04/21/17
 

 

COMPANY
 (Include
 Citations)
 

 
Company
 Name:
 Arthur
 A.
 Levine
 Books
 Parent
 Company:
 Scholastic
 Corporation
 

 
Scholastic
 was
 founded
 by
 Maurice
 (Robbie)
 Robinson
 in
 1920
 as
 The
 Western
 Pennsylvania
 
Scholastic.
 It
 is
 one
 of
 the
 world’s
 largest
 publisher
 and
 distributor
 of
 children’s
 books.
 It
 is
 also
 
a
 leading
 provider
 of
 both
 digital
 and
 printed
 education
 programs
 around
 the
 world.
 The
 
company
 is
 now
 run
 by
 Dick
 Robinson,
 the
 son
 of
 the
 late
 Maurice
 Robinson,
 who
 strives
 to
 
bring
 the
 love
 of
 reading
 to
 people
 of
 all
 ages
 (Our
 History,
 2016).
 

 

• Net
 Income:
 294,600
 (in
 thousands)
 since
 May
 31,
 2015
 (SCHL
 Income
 Statement,
 2015)
 
• Net
 Profit
 Margin:
 37.7
 %
 (SCHL
 Income
 Statement
 Nasdaq,
 2015)
 
• Year
 over
 Year,
 5
 yr.
 span:
 33.6%
 (SCHL
 Income
 Statement,
 2015)
 
• Debt
 to
 Equity
 Ratio:
 0.5
 (SCHL
 Balance
 Sheet,
 2015)
 
• Stock
 performance
 to
 market
 comparison:
 Scholastic
 has
 maintained
 an
 even
 pace
 in
 

the
 stock
 market
 with
 no
 drastic
 changes
 in
 the
 Nasdaq,
 while
 its
 competitors
 McGraw
 
Hill
 and
 Pearson
 that
 are
 in
 the
 NYSE
 have
 shown
 how
 volatile
 the
 2015
 market
 has
 
been
 for
 their
 business.
 

 
Arthur
 A.
 Levine
 Books
 was
 first
 opened
 in
 1997,
 the
 first
 book
 we
 published
 was
 Norma
 Fox
 
Mazer’s
 outstanding
 novel
 When
 She
 Was
 Good.
 However,
 what
 really
 brought
 them
 success
 
were
 the
 Harry
 Potter
 book
 series
 by
 J.K.
 Rowling.
 

 

 
BUSINESS
 LINES
 (Include
 Citations)
 

 
Product/Service
 line
 A:
 Harry
 Potter
 (Book
 Series)
 
Product/Service
 example
 A:
 Harry
 Potter
 and
 the
 Sorcerer’s
 Stone
 is
 the
 first
 of
 J.K.
 Rowling’s
 
first
 book
 with
 her
 iconic
 main
 character
 Harry
 Potter.
 Harry
 Potter
 is
 an
 orphan
 who
 lives
 with
 
his
 horrible
 aunt,
 uncle,
 and,
 his
 bully
 of
 a
 cousin,
 Dudley.
 He
 is
 even
 forced
 to
 live
 in
 the
 closet
 
under
  the
  stairs.
  However,
  everything
  seems
  to
  change
  for
  Harry
  when
  he
  gets
  a
  letter
  of
 
invitation
 to
 Hogwarts,
 a
 school
 for
 witches
 and
 wizards.
 There
 he
 will
 make
 friends
 and
 fight
 
enemies
 that
 had
 a
 role
 in
 Harry’s
 parents’
 death
 (Harry
 Potter
 and
 the
 Sorcerer’s
 Stone,
 1997).
 

 
Product/Service
 line
 B:
 The
 Arthur
 Trilogy
 (Book
 Series)
 
Product/Service
 example
 B:
 The
 Seeing
 Stone
 is
 the
 first
 book
 of
 Kevin
 Crossley-­‐Holland’s
 
trilogy
 whose
 main
 character
 is
 Arthur
 de
 Caldicot.
 Arthur
 lives
 in
 the
 year
 1199,
 and
 is
 
impatiently
 trying
 to
 grow
 up
 to
 become
 a
 knight.
 His
 life
 parallels
 that
 of
 King
 Arthur
 and
 he
 
finds
 out
 that
 facing
 challenges
 is
 part
 of
 growing
 up
 (The
 Seeing
 Stone,
 2000).
 

 

Product/Service
 line
 C:
 Moribito
 (Book
 Series)
 
Product/Service
 example
 C:
 Moribito:
 Guardian
 of
 the
 Spirit
 is
 the
 first
 part
 of
 twelve
 novels
 
written
 by
 Nahoko
 Uehashi,
 a
 Japanese
 writer.
 The
 main
 characters
 are
 Balsa,
 a
 skilled
 warrior
 
and
 bodyguard
 for
 hire
 from
 the
 Kingdom
 of
 Kanbal,
 and
 Chagum,
 the
 second
 prince
 of
 the
 
New
 Yogo
 Imperial
 Family,
 who
 has
 a
 spirit
 living
 inside
 him.
 The
 adventure
 begins
 for
 these
 
two
 when
 Chagum
 is
 chosen
 to
 bring
 the
 egg
 of
 the
 water
 spirit
 to
 its
 home
 in
 a
 distant
 sea
 
(Moribito:
 Guardian
 of
 the
 Spirit,
 2008).
 

 

 
TARGET
 MARKET
 (Include
 Citations)
 

 
 
Product/Service
 example
 A:
 Harry
 Potter
 Book
 Series
 

Geographic:
 worldwide
 (Harry
 Potter
 Around
 the
 World,
 2016)
 
Demographic:
  Men:
  18-­‐34
  (44%);
  Women:
  18-­‐34
  (61%)
  &
  35-­‐54
  (41%),
  (Potter
  fans
 
more
 likely
 to
 read
 Rowling’s
 latest
 release,
 2016)
 
Psychographic:
 likes
 Fantasy
 
Benefits
 Sought
 by
 consumer:
 Entertainment
 
Usage
 Rate
 of
 consumer:
 Very
 high
 

 
Product/Service
 examples
 B:
 The
 Arthur
 Trilogy
 (Book
 Series)
 

Geographic:
 Europe
 and
 North
 America
 
Demographic:
 Ages
 12-­‐17
 
Psychographic:
 likes
 Fantasy,
 Myth
 
Benefits
 Sought
 by
 consumer:
 Entertainment,
 Education
 
Usage
 Rate
 of
 consumer:
 Very
 High
 

 
Product/Service
 example
 C:
 Moribito
 (Book
 Series)
 

Geographic:
 Japan
 
Demographic:
 All
 in
 Japan
 
Psychographic:
 likes
 Fantasy,
 Sci-­‐Fi
 
Benefits
 Sought
 by
 consumer:
 Entertainment
 
Usage
 Rate
 of
 consumer:
 Very
 High
 

 

 
COMPETITION
 (Include
 Citations)
 

 
Competitor
 1:
 Penguin
 Random
 House,
 LLC
 (Int’l
 Ltd)
 
Competitor’s
 product/service:
 
 Magic
 Treehouse
 Series
 
Competes
 with
 your
 product/service
 A:
 
 Harry
 Potter
 Book
 Series
 

 
Competitor
 2:
 McGraw
 Hill
 Financial,
 Inc.
 (S&P
 Global)
 
Competitor’s
 product/service:
 Textbook:
 World
 Mythology
 (Plp,
 2016)
 
Competes
 with
 your
 product/service
 B:
 The
 Arthur
 Trilogy
 

 
Competitor
 3:
 Pearson,
 PLC
 

Competitor’s
 product/service:
 Pearson
 Literature
 2015
 (Pearson
 Literature,
 2015)
 
Competes
 with
 your
 product/service
 C:
 Moribito
 series
 

 
Company
 #1:
 McGraw
 Hill
 Financial,
 Inc.
 (S&P
 Global)
 
  5
 yr.
 Stock
 Price:
 +
 134.6%
 
Company
 #2:
 Scholastic
 Corporation
 
 
 
 
 
 
 
 
 
 
 
 
 
  5
 yr.
 Stock
 Price:
 +
 33.6%
 
Company
 #3:
 Penguin
 Random
 House,
 LLC.
 
 (Int’l
 Ltd)
 
 
  5
 yr.
 Stock
 Price:
 +
 10.4%
 
Company
 #4:
 Pearson,
 PLC
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
  5
 yr.
 Stock
 Price:
 
 -­‐
 34.7%
 

 

 
SUMMARY:
 (Include
 Citations)
 

 
The
 Scholastic
 Corporation
 is
 a
 very
 diverse
 company
 with
 both
 educational
 and
 children’s
 
books.
 It
 has
 always
 been
 a
 corporation
 that
 appeals
 to
 children
 due
 to
 the
 famous
 Scholastic
 
Book
 Fairs
 that
 are
 often
 planned
 at
 schools.
 Arthur
 A.
 Levine
 Books
 are
 one
 of
 the
 main
 
divisions
 of
 Scholastic,
 and
 they
 include
 the
 famous
 “Harry
 Potter”
 book
 series.
 The
 standard
 of
 
this
 division
 is
 very
 high,
 so
 there
 is
 no
 surprise
 in
 finding
 that
 many
 of
 the
 books
 are
 award
 
winning
 or
 recommended
 for
 reading
 in
 schools.
 

 
One
 of
 the
 reasons
 that
 Scholastic
 stands
 separately
 from
 its
 competitors
 is
 because
 it
 has
 more
 
variety
 in
 the
 different
 types
 of
 books,
 such
 as
 textbooks
 and
 children’s
 books.
 It
 also
 has
 a
 
much
 more
 stable
 market
 than
 either
 Pearson
 or
 McGraw
 Hill,
 which
 makes
 Scholastic
 a
 
company
 that
 will
 probably
 be
 around
 for
 a
 long
 time.
 
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

REFERENCES:
 (APA
 Format)
 

 
About
 Arthur
 A.
 Levine
 -­‐
 Arthur
 A.
 Levine
 Books.
 (n.d.).
 Retrieved
 April
 10,
 2016,
 from
 

http://www.arthuralevinebooks.com/arthur.asp
 
 

 
Harry
 Potter
 Around
 the
 World.
 (n.d.).
 Retrieved
 April
 10,
 2016,
 from
 

https://ccbc.education.wisc.edu/books/rowling/editions.htm
 
 
 

 
Moribito:
 Guardian
 of
 the
 Spirit.
 (n.d.).
 Retrieved
 April
 10,
 2016,
 from
 

http://www.arthuralevinebooks.com/book.asp?book
 
 

 
Our
 History.
 (n.d.).
 Retrieved
 April
 10,
 2016,
 from
 

http://www.scholastic.com/aboutscholastic/history.htm
 
 

 
Pearson
 Literature
 ©2015.
 (n.d.).
 Retrieved
 April
 10,
 2016,
 from
 

http://www.pearsonschool.com/index.cfm?locator=PS2b7y
 
 
 

 
Plp.
 (n.d.).
 Retrieved
 April
 10,
 2016,
 from
 http://www.mheducation.com/prek-­‐

12/program/MKTSP-­‐QUN02M0.html
 
 
 

 
Potter
 fans
 more
 likely
 to
 read
 Rowling’s
 latest
 release.
 (n.d.).
 Retrieved
 April
 10,
 2016,
 from
 

https://today.yougov.com/news/2013/08/02/20130731-­‐potter/
 

 
SCHL
 Competitors
 |
 Scholastic
 Corporation
 Stock
 -­‐
 Yahoo!
 Finance.
 (n.d.).
 Retrieved
 April
 10,
 

2016,
 from
 https://finance.yahoo.com/q/co?s=SCHLCompetitors
 
 
 
 

 
SCHL
 Income
 Statement.
 (n.d.).
 Retrieved
 April
 10,
 2016,
 from
 

http://www.nasdaq.com/symbol/schl/financials?query=income-­‐statement
 
 
 

 
SCHL
 Balance
 Sheet
 |
 Scholastic
 Corporation
 Stock
 -­‐
 Yahoo!
 Finance.
 (n.d.).
 Retrieved
 April
 10,
 

2016,
 from
 https://finance.yahoo.com/q/bs?s=SCHLBalanceSheet
 
 
 

 
SCHL
 Income
 Statement
 |
 Scholastic
 Corporation
 Stock
 -­‐
 Yahoo!
 Finance.
 (n.d.).
 Retrieved
 April
 

10,
 2016,
 from
 https://finance.yahoo.com/q/is?s=SCHLIncomeStatement
 
 
 
 
 

 
Scholastic
 Book
 Fairs.
 (n.d.).
 Retrieved
 April
 10,
 2016,
 from
 

http://www.scholastic.com/bookfairs/
 
 
 

 
Seeing
 Stone,
 The.
 (n.d.).
 Retrieved
 April
 10,
 2016,
 from
 

http://www.arthuralevinebooks.com/book.asp?bookid=64
 
 
 
 

 
The
 Magic
 Tree
 House
 Library:
 Books
 1-­‐28
 by
 Mary
 Pope
 Osborne
 |
 

PenguinRandomHouse.com.
 (n.d.).
 Retrieved
 April
 10,
 2016,
 from
 
http://www.penguinrandomhouse.com/books/215254/the-­‐magic-­‐tree-­‐house-­‐library-­‐
books-­‐1-­‐28-­‐by-­‐mary-­‐pope-­‐osborne-­‐illustrated-­‐by-­‐sal-­‐murdocc/
 
 
 

Market
Segmentation

MARKET SEGMENTATION is an integral part of a company’s marketing strategy. It is the
process of breaking down a larger target market into smaller, more like-minded groups of
customers that you can more efficiently market to. Both consumer-oriented and business-
oriented companies should segment customers using one of several common approaches.

DEMOGRAPHIC
Includes age, race, gender, marital status, occupation, education and income.

GEOGRAPHIC
Specifies a certain community, state, region, country or group of countries. Global
businesses must decide whether to maintain a universal message or tailor messages to
each country’s marketplace.

PSYCHOGRAPHIC
identifies consumers based on interests and activities. Often coincides with how
consumers see themselves, or how they identify with a lifestyle.

BEHAVIORAL
Based on user behaviors. Usage rate refers to frequency. Some may use the product daily
while others use it weekly, monthly or infrequently. Benefits sought refers to what
satisfaction the user gets out of the product. It is usually emotional at its foundation, such
as pride, joy, belonging, etc.

Finding
Information

For company history, position, strategy and mission; for their
community or ecological considerations –

• Company websites
• Annual reports
• Corporate Social Responsibility reports

For economic and financial information –
• Yahoo Finance
• Stock Exchanges: NYSE, Nasdaq, London Stock Exchange
• US Department of Labor
• Ward’s (for private companies)

For sociological and demographic information –
• US Census Bureau
• Nielson and Claritas (review My Best Segments)

For technology, politics and current events –
• Full Sail Library for industry and academic journals
• Wall Street Journal
• All major network news sites (CNN, BBC, ABC, CBS, NBC, Fox)
• TechCrunch (blog- must click through)

For global markets –
• CIA World Factbook (economic, financial, political, legal,

sociological, demographic, etc.)
• World Bank (economic, financial)
• International Monetary Fund (economic, financial)
• Reuters news agency

This is a starting list. Feel free to seek other sources that work for you.

http://finance.yahoo.com

https://www.nyse.com/index

http://www.nasdaq.com/

http://www.londonstockexchange.com/home/homepage.htm

http://www.dol.gov/dol/topic/statistics/

http://find.galegroup.com/gdl/help/GDLeDirWardsHelp.html

http://www.census.gov/

http://www.nielsen.com/us/en/top10s.html

http://www.claritas.com/homepage.html

https://orgsync.com/50450/custom_pages/72

http://www.wsj.com/

http://techcrunch.com/

https://www.cia.gov/library/publications/resources/the-world-factbook/

http://www.worldbank.org/

http://www.imf.org/external/index.htm

http://www.reuters.com/

Locating Financial
Information

These are the five things you’ll need to know to complete your Week 1 research:

• Look at Year-over-Year (YoY) to see if stock price is improving. By how much?
• How has the stock price done compared to market indices? Better or worse?
• Net Income = a company’s revenue after paying expenses
• Net Profit Margin = the percent of income left after expenses.
• Debt to Assets Ratio = the percent of a company’s assets owed to others in

the form of outstanding debts.

This document will walk you
through exactly what to do to
get these numbers.

As you find these numbers,
keep in mind that financial
statements report them in
thousands.

That means if the Net Income
looks like $31,000 on the
financial statement, then the
company really made
$31,000,000.

You would show this in your
research as $31 million.

Here’s what the top part of the finance home page looks like:

You’re not sure if your parent company is publicly traded? A quick Internet search will help
you discover if, and on what stock exchange. Once you know it’s public, you’ll know you can
locate all the required financials.

Yahoo.com. has some of the best, most complete and most accessible financial information
available in one place. Click on the Finance icon to get to “Finance Home” shown below.

Locating Financial Information

http://yahoo.com

One you’re on the finance page, type your company into the search field at the top.
The company’s “ticker symbol” should pop in. Click on the ticker symbol.

The small graphic shows the day’s stock price changes. Click on the “Interactive
chart” link right above it to enlarge. Make sure it shows “5y” for five years.

Locating Financial Information

Notice the dates at the bottom of the chart. Now you can see how the stock has
performed “Year over Year” for the past five years.

Locating Financial Information

Next, click on the word “Compare. When the small blue box appears, choose “Nasdaq”
since Apple trades on the Nasdaq stock exchange. Now you can see how Apple stock has
performed in comparison to a much larger slice of the market. It’s fairly easy to do by
comparing Apple’s blue line to the Nasdaq’s green line. You can also choose other indexes
like the Dow, which more closely represents the New York Stock Exchange. You can even
type in a direct competitor like Samsung (for phones).

Locating Financial Information

Now go back to the Quote Summary Page:

Click on Financials:

Make sure you see “Income Statement” and “Annual” (blue link on the right).

On this statement you’ll discover Net Income and Net Profit Margin . Make sure you
are focusing on the column showing the most recent year.
• Net Income is a line item, in bold, near the bottom of the statement.
• Net Profit Margin is Net Income divided by Total Revenue. Total Revenue is near

the top of the statement. The closer the percentage is to zero, the smaller the
profit margin. For instance, .03 is a 3% profit margin, which is very slim.

Locating Financial Information

Now click on Balance Sheet (blue link near the top of the statement) to find the Debt to
Assets Ratio. Again, you want “Annual” and the column showing the most recent year.
• Find “Total Liabilities” and divide it by “Total Assets.” Both are in bold, and in the

middle of the page. That’s your Debt to Assets ratio. The closer the number is to 1,
the more debt the company has. If the number is more than 1, the company owes
more than it’s worth.

Congratulations, you made it to the end!

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