Financial Analysis (4 pages max) D2L Financial Template (10 marks for all calculations; 10 marks for noting the relevant strategic impacts and stating a general conclusion.)
Evaluate the current financial health of the company by presenting your findings of relevant financial information based on a subset of the following:
Ratios: 1) liquidity 2) profitability, 3) leverage, 4) efficiency, 5) operating, and 6) market value and investment ratios. (See the template) – sometimes, there are no applicable ratios, so state N/A for that specific ratio. DO NOT use other ratio from external sources.
Also, using trend analysis, and/or common size analysis, and/or longitudinal analysis based on CAGR (Compound Annual Growth Rate – see CAGR in Investopedia.com) to either reinforce staying with the company’s status quo or suggest changes in strategy in light of the results.
If applicable, include competitive financial analysis and/or other relevant financial findings by investigating all quantitative information provided.
For each of your calculations or observations, note whether a trend is up, down or flat (see template) and note the strategic impact of each finding.
A concluding summary statement should address the strategic implications arising from your analysis of the company’s financial health.
An excel template for your financial analysis will be provided by your instructor on D2L. You will need to export your analysis into a Table and insert it into your report, which should be submitted as a word document.
