YOUR COMPANY’S NAME YOUR NAME YOUR ACG2021 SECTION Annual Report Project Directions : GET APPROVAL...

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YOUR COMPANY’S NAME YOUR NAME YOUR ACG2021 SECTION Annual Report Project Directions: GET APPROVAL FOR THE COMPANY YOU WANT TO ANALYZE FROM YOUR PROFESSOR. EACH STUDENT WILL DO A DIFFERENT COMPANY. PREPARE A POWERPOINT PRESENTATION: Modify and enhance this powerpoint template—replace any italicized words in this template with your own. Add images, tables, backgrounds, etc. !!! THIS TEMPLATE IS BASED ON THE ANNUAL REPORT PROJECT PAGE 277 IN TEXT (page 283 in ebook). SAVE YOUR PROJECT AS A POWERPOINT--NAME YOUR FILE YOUR THREE INITIALS AND YOUR COMPANY NAME. BE SURE YOUR REPORT INCLUDES A LINK TO THE CORPORATIONS' F/S! SEND YOUR .ppt PRESENTATION AS AN E-MAIL ATTACHMENT TO [email protected] BY THE DUE DATE LISTED IN COURSE CALENDAR. ALL SUBMISSIONS WILL BE POSTED ON OUR COURSE WEBSITE. GRADES WILL BE ASSIGNED BASED ON WHAT IS DISPLAYED ON THE INTERNET. THE ANNUAL REPORT PROJECT IS WORTH 25 POINTS.

Transcript of YOUR COMPANY’S NAME YOUR NAME YOUR ACG2021 SECTION Annual Report Project Directions : GET APPROVAL...

Page 1: YOUR COMPANY’S NAME YOUR NAME YOUR ACG2021 SECTION Annual Report Project Directions : GET APPROVAL FOR THE COMPANY YOU WANT TO ANALYZE FROM YOUR PROFESSOR.

YOUR COMPANY’S NAMEYOUR NAME

YOUR ACG2021 SECTIONAnnual Report Project Directions:

•GET APPROVAL FOR THE COMPANY YOU WANT TO ANALYZE FROM YOUR PROFESSOR. EACH STUDENT WILL DO A DIFFERENT COMPANY.

•PREPARE A POWERPOINT PRESENTATION: Modify and enhance this powerpoint template—replace any italicized words in this template with your own. Add images, tables, backgrounds, etc. !!! THIS TEMPLATE IS BASED ON THE ANNUAL REPORT PROJECT  PAGE 277 IN  TEXT (page 283 in ebook). 

•SAVE YOUR PROJECT AS A POWERPOINT--NAME YOUR FILE YOUR THREE INITIALS AND YOUR COMPANY NAME.

•BE SURE YOUR REPORT INCLUDES A LINK TO  THE CORPORATIONS' F/S!

•SEND YOUR .ppt PRESENTATION AS AN E-MAIL ATTACHMENT TO [email protected] BY THE DUE DATE LISTED IN COURSE CALENDAR. ALL SUBMISSIONS WILL BE POSTED ON OUR COURSE WEBSITE. GRADES WILL BE ASSIGNED BASED ON WHAT IS DISPLAYED ON THE INTERNET.

• THE ANNUAL REPORT PROJECT IS WORTH 25 POINTS. 

Page 2: YOUR COMPANY’S NAME YOUR NAME YOUR ACG2021 SECTION Annual Report Project Directions : GET APPROVAL FOR THE COMPANY YOU WANT TO ANALYZE FROM YOUR PROFESSOR.

Executive Summary

After completing your analysis, write an executive summary of your

conclusions here….

Embed a link to the company’s Annual Report here….

Page 3: YOUR COMPANY’S NAME YOUR NAME YOUR ACG2021 SECTION Annual Report Project Directions : GET APPROVAL FOR THE COMPANY YOU WANT TO ANALYZE FROM YOUR PROFESSOR.

Part A. Introduction

• Name of chief executive officer

• Location of home office

• Ending date of latest fiscal year

• Description of the principal products or services that the company provides

• Main geographic area of activity

Page 4: YOUR COMPANY’S NAME YOUR NAME YOUR ACG2021 SECTION Annual Report Project Directions : GET APPROVAL FOR THE COMPANY YOU WANT TO ANALYZE FROM YOUR PROFESSOR.

Part A. Audit Report

• Name of the company’s independent auditors.

• In your own words, what did the auditors say about the company?

Page 5: YOUR COMPANY’S NAME YOUR NAME YOUR ACG2021 SECTION Annual Report Project Directions : GET APPROVAL FOR THE COMPANY YOU WANT TO ANALYZE FROM YOUR PROFESSOR.

Part A. Stock Market Information

• Most recent price of the company’s stock

• Twelve month trading range of the company’s stock

• Dividend per share

• Date of the above information

• Your opinion about the company stock as an investment? BUY/SELL/HOLD

Page 6: YOUR COMPANY’S NAME YOUR NAME YOUR ACG2021 SECTION Annual Report Project Directions : GET APPROVAL FOR THE COMPANY YOU WANT TO ANALYZE FROM YOUR PROFESSOR.

Part B. Industry Situation and Company Plans

In your own words, describe the industry and its outlook; then summarize the company’s future plans based on your research (cite at

least two sources) and on reading the annual report (be sure to read the letter to the

stockholders). Include links to any relevant information.

Page 7: YOUR COMPANY’S NAME YOUR NAME YOUR ACG2021 SECTION Annual Report Project Directions : GET APPROVAL FOR THE COMPANY YOU WANT TO ANALYZE FROM YOUR PROFESSOR.

Part C. Income Statement

•Is the format most like a single-step or multistep format?

•Insert a table showing the company’s gross profit, income from operations, and net income for the last two years.

•In your own words comment on the increases and decreases in these amounts.

Page 8: YOUR COMPANY’S NAME YOUR NAME YOUR ACG2021 SECTION Annual Report Project Directions : GET APPROVAL FOR THE COMPANY YOU WANT TO ANALYZE FROM YOUR PROFESSOR.

Part C. Balance Sheet

•Insert a table showing that Assets=Liabilities + Stockholders’ Equity for the past two years.

•In your own words, comment in general on the increases or decreases in the balance sheet accounts. Which accounts changed the most?

Page 9: YOUR COMPANY’S NAME YOUR NAME YOUR ACG2021 SECTION Annual Report Project Directions : GET APPROVAL FOR THE COMPANY YOU WANT TO ANALYZE FROM YOUR PROFESSOR.

Part C. Statement of Cash Flows

•Are cash flows from operations more or less than net income for the past two years?

•Is the company growing through investing activities, i.e., buying property, plant and equipment and other long lived assets?

•What is the company’s primary source of financing, i.e., long-term loans, stock sales?

•Overall, has cash increased or decreased over the past two years?

Page 10: YOUR COMPANY’S NAME YOUR NAME YOUR ACG2021 SECTION Annual Report Project Directions : GET APPROVAL FOR THE COMPANY YOU WANT TO ANALYZE FROM YOUR PROFESSOR.

Part D. Accounting Policies

•What are the significant accounting policies, if any, relating to revenue recognition, cash, short-term investments, inventories, and property and equipment?

•List the topics of the notes to the financial statements.

Page 11: YOUR COMPANY’S NAME YOUR NAME YOUR ACG2021 SECTION Annual Report Project Directions : GET APPROVAL FOR THE COMPANY YOU WANT TO ANALYZE FROM YOUR PROFESSOR.

Part E. Financial AnalysisLiquidity Ratios

For the past two years, calculate and comment on:• Working Capital• Current Ratio• Receivable turnover• Average days’ sales uncollected• Inventory turnover• Average days’ inventory on hand

Page 12: YOUR COMPANY’S NAME YOUR NAME YOUR ACG2021 SECTION Annual Report Project Directions : GET APPROVAL FOR THE COMPANY YOU WANT TO ANALYZE FROM YOUR PROFESSOR.

Part E. Financial AnalysisProfitability Ratios

For the past two years, calculate and comment on:

• Profit margin

• Asset turnover

• Return on assets

• Return on equity

Page 13: YOUR COMPANY’S NAME YOUR NAME YOUR ACG2021 SECTION Annual Report Project Directions : GET APPROVAL FOR THE COMPANY YOU WANT TO ANALYZE FROM YOUR PROFESSOR.

Part E. Financial AnalysisSolvency Ratio

For the past two years, calculate and comment on:

• Debt to equity

Page 14: YOUR COMPANY’S NAME YOUR NAME YOUR ACG2021 SECTION Annual Report Project Directions : GET APPROVAL FOR THE COMPANY YOU WANT TO ANALYZE FROM YOUR PROFESSOR.

Part E. Financial AnalysisMarket Strength Ratios

For the past two years, calculate and comment on:

• Price/earnings per share

• Dividend yield