financie

Student Name Team #

Point

ICE #

1

– Financial Ratio Analyses

1. DATA DOWNLOAD PROCESS

A. STEPS OF DOWNLOADING COMPANY FINANCIALS

· WRDS Homepage

· Login the username and password

· Get Data/ Company Financials

· Company Financials / COMPUSTA North America

· Data Variable/ Data Range: Fiscal Year

· Each team needs to have three fiscal years of each company

· Type Ticker Symbols (Please extract the data of five stocks of your portfolio)

· Don’t change the screen variables for this ICE

· Select Data Items

· Please refer to ICE#1- EXCEL Template to extra the
relevant information
from 973 data items.

· It is imperative to understand each financial variable definition, thus, each team member MUST help each other to verify how COMPUSTAT defines/calculates Balance Sheet and Income Statement data items.

· Question Mark next to data variable offers explanation which can assist you to make the correct decision.

· Finally, you can submit your query output.
Please DON’T SAVE Query to WRDS because the whole class is using the same account.

2. EXCEL TEMPLATE

A. FINANCIAL RATIOS ANALYSES

· Please SAVE all the data items downloaded from WRDS to Worksheet #1.

· Then each team will construct
embedded formula
to calculate financial ratios and answer questions which are displayed on Worksheet #2.

· After reviewing three fiscal years of financial ratios, please make 2 comments of each company. Then, each team should report the comments to Worksheet #3.

· THE FILE SHOULD BE NAMED – ” ICE#1-Team #”

· Submitted to BeachBoard Dropbox by due date/due time.

1

WRDS Data Items

Financial

Ratios

Analyses

Fundamental Ratios Analyses Fundamental Ratios Analyses Fundamental Ratios Analyses Fundamental Ratios Analyses

Company Name : Company Name : Company Name : Company Name :

Stock Ticker : Stock Ticker : Stock Ticker : Stock Ticker :

NAICS NAICS NAICS NAICS

SIC SIC SIC SIC

Ratios

Year Year Ratios Year Year Year Ratios Year Year Year Ratios Year Year Year Ratios Year Year Year

Liquidity (short-term solvency) Liquidity (short-term solvency) Liquidity (short-term solvency) Liquidity (short-term solvency)

Current ratio Current ratio Current ratio Current ratio

Quick ratio Quick ratio Quick ratio Quick ratio

Long-term Solvency Long-term Solvency Long-term Solvency Long-term Solvency

Total Debt-Equity ratio Total Debt-Equity ratio Total Debt-Equity ratio Total Debt-Equity ratio

Times Interest Earned Times Interest Earned Times Interest Earned Times Interest Earned

Cash Coverage Ratio Cash Coverage Ratio Cash Coverage Ratio Cash Coverage Ratio

Asset Management Asset Management Asset Management Asset Management

Asset Turnover Asset Turnover Asset Turnover Asset Turnover

Inventory Turnover Inventory Turnover Inventory Turnover Inventory Turnover

Profitability Profitability Profitability Profitability

Profit Margin Profit Margin Profit Margin Profit Margin

Return on Assets Return on Assets Return on Assets Return on Assets

Return on Equity Return on Equity Return on Equity Return on Equity

Market Value Market Value Market Value Market Value

Price-Earnings Price-Earnings Price-Earnings Price-Earnings

Market-to-Book Market-to-Book Market-to-Book Market-to-Book

Fundamental Ratios Analyses

Company Name :

Stock Ticker :

NAICS

SIC

Year

Liquidity (short-term solvency)

Current ratio

Quick ratio

Long-term Solvency

Total Debt-Equity ratio

Times Interest Earned

Cash Coverage Ratio

Asset Management

Asset Turnover

Inventory Turnover

Profitability

Profit Margin

Return on Assets

Return on Equity

Market Value

Price-Earnings

Market-to-Book

Comments of Financial Ratios

After reviewing three fiscal years’ financial ratios of all five stocks, please make two comments of each company. (please use Wrap Text function)	Company 1	Company 2	Company3	Company 4	Company 5
Comment 1
Comment 2