Trend Analysis
Trend Analysis
Minor Project – Trend Analysis:
Students will perform a financial trend analysis that is due at the end of Week 5. For the Minor Project, each student will work independently and submit their own work. Students should start the project no later than Week 3.
A. Select a company that underwent a merger or consolidation and obtain its annual financial statements over the past three years (after the merger). For example, the Sears Company bought K-Mart in 2005. Therefore, you would be focused on the annual financial statements for the three years 2006, 2007 & 2008.
When selecting your Minor Project Company for review, you may want to visit
http://www.statisticbrain.com/largest-corporate-buyouts-mergers-and-aquisitions/
Similarly, you may refer to the textbook page 633, table 20-1.
B. Conduct a trend analysis on the company’s financial performance over three years (use the text as a guide on developing the trend analysis). Trend analysis is interwoven with ratio analysis. Of the thirteen significant ratios under the four primary categories stated on page 58 of the textbook; please utilize at least seven of same transcending the four primary categories for the Minor Project and all thirteen ratios for the Major Project.
C. Include in your paper the company’s vision and mission or a brief background of the company’s business operations. Also, examine the company’s corporate social responsibility statement and reflect on it in your paper. Cite a Bible scripture that may track the company’s social responsibility statement.
D. Post tables and charts for relevant data in your analysis including, but not limited to Industry Ratios which you may find in the Regent Library:
The 2014 Almanac of Business and Industrial Financial Ratios by Dr. Leo Troy, published by Commerce Clearing House (CCH). Note the publishers’ overview of this Almanac:
The choice for measuring a company’s performance and value. This comprehensive resource puts 50 comparative performance indicators and covers all of North America (U.S., Canada, and Mexico) using NAICS data. It provides competitive norms in actual dollar amounts for revenue and capital factors, such as net receivables, net property, inventories, total assets, portfolio income, and more. Provides ratios for: Industry-wide results for inventory turnover; Current assets to working capital; Quick ratio and asset turnover; Debt ratio, return on assets and equity, profit margin and more.
Other sources of Industry Ratios at the Regent Library are “Industry Norms & Key Business Ratios” by Dun & Bradstreet” and “RMA (Risk Management Association) Annual Statement Studies.”
E. The paper should contain at least 1,500 words.
F. External sources of at least five references, including scholarly journals are needed aside from the textbook.
Students will perform a financial trend analysis that is due at the end of Week 5. For the Minor Project, each student will work independently and submit their own work. Students should start the project no later than Week 3.
A. Select a company that underwent a merger or consolidation and obtain its annual financial statements over the past three years (after the merger). For example, the Sears Company bought K-Mart in 2005. Therefore, you would be focused on the annual financial statements for the three years 2006, 2007 & 2008.
When selecting your Minor Project Company for review, you may want to visit
http://www.statisticbrain.com/largest-corporate-buyouts-mergers-and-aquisitions/
Similarly, you may refer to the textbook page 633, table 20-1.
B. Conduct a trend analysis on the company’s financial performance over three years (use the text as a guide on developing the trend analysis). Trend analysis is interwoven with ratio analysis. Of the thirteen significant ratios under the four primary categories stated on page 58 of the textbook; please utilize at least seven of same transcending the four primary categories for the Minor Project and all thirteen ratios for the Major Project.
C. Include in your paper the company’s vision and mission or a brief background of the company’s business operations. Also, examine the company’s corporate social responsibility statement and reflect on it in your paper. Cite a Bible scripture that may track the company’s social responsibility statement.
D. Post tables and charts for relevant data in your analysis including, but not limited to Industry Ratios which you may find in the Regent Library:
The 2014 Almanac of Business and Industrial Financial Ratios by Dr. Leo Troy, published by Commerce Clearing House (CCH). Note the publishers’ overview of this Almanac:
The choice for measuring a company’s performance and value. This comprehensive resource puts 50 comparative performance indicators and covers all of North America (U.S., Canada, and Mexico) using NAICS data. It provides competitive norms in actual dollar amounts for revenue and capital factors, such as net receivables, net property, inventories, total assets, portfolio income, and more. Provides ratios for: Industry-wide results for inventory turnover; Current assets to working capital; Quick ratio and asset turnover; Debt ratio, return on assets and equity, profit margin and more.
Other sources of Industry Ratios at the Regent Library are “Industry Norms & Key Business Ratios” by Dun & Bradstreet” and “RMA (Risk Management Association) Annual Statement Studies.”
E. The paper should contain at least 1,500 words.
F. External sources of at least five references, including scholarly journals are needed aside from the textbook.
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