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 |