An evaluation of financial performance of a business

please read the instructions carefull. it highlights everything needed to achieve a very high grade.DO NOT USE AI FOR THIS, I cannot stress the importance of this enough. The 2 companies you will be looking at in this report are Coca-Cola HBC and Britvic. this is not mentioned in the document attached so please discuss about these 2 companies.

Coursework Assessment
Assessment Title: An Evaluation of the Financial Performance
of a Business
MODULE TITLE: Accounting and Finance for Business
ASSESSMENT NAME: Individual coursework
ASSESSMENT FORMAT: Report
WORD COUNT: 3,000 words report +/– 10%
LEARNING OUTCOMES ADDRESSED:
This assignment is designed to assess learning outcomes:
▪
Evaluate the reliability and usefulness of publicly available corporate report
information and the role of this information in informing business decisions.
▪
Identify principles underpinning information technology and the ability to assess
the strengths and weaknesses of digital skills in relation to financial information.
1
1. ASSESSMENT SUMMARY:
You are required to analyse the recent financial performance of a major UK company
from the assigned list provided including a financial comparison with one of its direct
competitors. The report should conclude with an investment recommendation for a
potential equity investor (i.e., whether to buy, sell or hold the company’s shares).
Using financial ratio analysis as well as other techniques, you are required to use
the company’s latest Annual Report and to make comparisons with the performance of
one other company in the same industry. When writing the report, your focus should be
on the main company, using the other company and any industry average data as a
benchmark for comparison. Do not write your report as if you are analyzing the two
companies separately.
You are required to write a 3,000-word report to an investor, containing a detailed
analysis of the financial position and the financial performance of the company.
Given that the latest annual report and the financial accounts of any company are
already out of date by the time it is made available, you will be expected to show
knowledge of the present and likely future economic & business environment within
which the company is operating in order to make informed comments on the financial
ratios that you calculate. The completed coursework is to be in the form of a written report.
You MUST include relevant extracts from the latest Annual Reports, namely
the Income statement, and the Statement of Financial Position (Balance Sheet) – with notes
to the accounts where appropriate. These extracts should be included within the
appendices to your report. They will be required to support your ratio calculations and
your analysis, and their inclusion is essential.
2. DETAILED ASSESSMENT GUIDE AND STRUCTURE:
You are required to address each of the following tasks within your written report:
Criteria for Assessment
1.
Executive Summary:
Max
Max word
marks count guide
for each
section
100 words
5%
This should focus on the objective (s) of the report and its
main findings, conclusions, and recommendations.
2
Criteria for Assessment
2.
Introduction:
Max
Max word
marks count guide
for each
section
300 words
10%
This section should provide a brief background of the
company, highlighting the main markets, sources of revenue,
and the nature of the industry in which the company operates.
3.
Financial Analysis
a) Financial Ratios Calculation:
You need to calculate a comprehensive set of ratios for at
least two years (you can do more if you wish) for your
allocated company and for the company you have selected for
comparative purposes. These ratios should cover the
following five core areas:
50%
2,000 words
a) Profitability
b) Liquidity
c) Efficiency
d) Financing
e) Investment potential
APPENDICES should include the following information
(not to be part of the word count):
▪ Ratio calculations. You should calculate the financial
ratios. The calculations should be presented in clearly
prepared tables, either in Excel or Word. A copy of the
tables should be pasted into the main report as an
appendix.
▪ Please ensure that you include the workings for all
ratio calculations in the appendix of your
submission. If you DO NOT provide these workings to
support your ratio calculations, your marks for this part
will be reduced.
▪ Relevant extracts from the latest Annual Reports of
the two companies, including:
– The Income statement,
– The Balance Sheet
– Notes to the accounts where appropriate
If you do not provide these extracts to support your ratio
calculations, your marks for this part will be reduced.
b) Financial Statements Analysis:
An interpretation and assessment of each company’s recent
financial performance and position based exclusively on the
3
Criteria for Assessment
Max
Max word
marks count guide
for each
section
financial statements in the Annual Reports. This analysis and
assessment should cover the following five core areas: a) Profitability
b) Liquidity
c) Efficiency
d) Financing
e) Investment potential
4.
A discussion of the limitations of your analysis.
10%
300 words
10%
300 words
An explanation of the limitations of your analysis, including
the financial ratio analysis technique. Also, provide a
reflection on the usefulness of financial ratio analysis in
evaluating the financial performance of companies.
5.
Conclusion:
Clearly stated and reasonable recommendations and
conclusions. Clear advice is given to the investor which has
been logically derived from previous analysis and supported
by evidence from the Annual Report and any wider news and
literature.
6.
Structure, presentation, and Harvard referencing:
15%
The report is well presented with effective use of tables,
charts, and appendices. Material is coherently structured. Give
clear references using Westminster Harvard Referencing Style.
The report should be professionally prepared, and the text
should be carefully spell checked and proofread. In addition,
the report should provide a logical and clearly written
argument to support the conclusions reached in each section.
3. ADDITIONAL INFORMATION:
3.1 List of allocated companies for assignment
A list of the companies from which you choose two will be made available on Blackboard.
Please click the link titled ” Select two companies for your coursework” on blackboard
and follow the steps below to select two companies for your coursework.
1. Step One: Identify your seminar group.
2. Step Two: Once you have determined your seminar group, select two companies
from the same sector or industry that are relevant to your group.
4
3. Step Three: Add the names of the selected companies and your seminar group to the
Excel sheet under the “list of students” tab. Please ensure to enter this information in the
box corresponding to your name.
Also, please inform your seminar tutor as soon as possible as to which companies you
wish to choose. The latest financial statements of a company will be found on its website,
as well as other websites such as Yahoo Finance.
3.2 Word Count
The word count for the report is 3,000 words, excluding any figures, graphs,
appendices, and the list of references. Some flexibility is permitted in the word count, up
to 10% of the total.
3.3 An individual reflective Statement
Student must also include around 200 words of Reflective Statement (not part of the
3,000 words) detailing what you have gained from carrying out the assignment. You
should particularly focus on the skills that you have acquired and developed whilst
carrying out this assignment. Such skills might include researching a company, collecting
and analysing financial information, time management, learning how to present
information etc. The skills might also include skills connected with working online, a
practice which is likely to become more common in the future.
3.4 Useful Websites
The latest financial statements of a company can be found on the company’s website.
You will probably find that www.uk.yahoo.com/finance, and www.lse.co.uk are useful
sites for this coursework, as is www.ft.com. There are many other financial websites that
contain useful information, and you are encouraged to find these sites for yourselves.
3.5 Useful tips
·
Your analysis should cover the financial position and performance of the
business over at least the last 2 years.
·
Calculations should NOT be shown in the body of the report. These should be
included in an appendix.
·
Add an Executive Summary upfront. This should focus on the objective (s) of the
report and its main findings, conclusions, and recommendations.
·
Introduction to the report should summarize its objective(s) and contents.
5
·
Provide a brief overview of the company’s business and the market in which it
operates.
·
Pay special attention to the organization and layout of your report.
·
Clear conclusion and recommendations should be given at the end.
3.6 Writing the report.
A report should convey information in the most succinct form possible, so as to inform
the reader in a time-effective way. It should summarize your findings in a concise style
and should not use slang or informal phrases. You should use the Word spell-check and
grammar-check facility.
The report should include:
·
A title page.
·
A contents page, listing the different sections, with page numbers, preferably
using a Word Table layout.
·
An introduction, to explain the report’s objective, and the methods used to
compile it.
·
The body of the report should be subdivided into logical sections. It should be
written with clearly constructed paragraphs that discuss the main findings, which
are well supported by academic sources and should include references as
appropriate.
·
A conclusion which sums up your findings in a concise way.
·
A references section, which lists out in full all the sources of information used in
the report.
·
This report (Word or PDF) must be typed and presented in a professional manner.
You should use Arial, font size of 12, and 1.5 spacing.
6