1 / 14

FIN3013

In this group exercise, students discuss graphs from Assignment #1, analyze financial statements, calculate ratios, and write a professional memo reporting the results.

kimbler
Télécharger la présentation

FIN3013

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. FIN3013 Lab #2

  2. Group Exercise • Divide into groups of four students • Discuss the graphs you created in Assignment #1 • What four companies were analyzed? • How did each perform relative to the S&P500 • What similarities do you notice about the four graphs? • What differences do you notice? • Do you have any questions about the assignment or results? UTSA College of Business FIN3013Lab

  3. Assignment #2Goals • Gather corporate financial statements • Calculate financial ratios • Write a professional memo reporting results UTSA College of Business FIN3013Lab

  4. Assignment #2Gather Financial Statements • Balance Sheet and Income Statement • Past 3 years • Annual data • Available at http://finance.yahoo.com UTSA College of Business FIN3013Lab

  5. Assignment #2Gather Financial Statements UTSA College of Business FIN3013Lab

  6. Assignment #23 Years, Annual Data UTSA College of Business FIN3013Lab

  7. Assignment #2DuPont Decomposition ROE = NI/Equity = NI/Sales X Sales/Assets X Assets/Equity UTSA College of Business FIN3013Lab

  8. Assignment #2DuPont Decomposition for 3 Years UTSA College of Business FIN3013Lab

  9. Assignment #2Liquidity Ratios • Current Ratio = Current Assets/Current Liabilities • Quick Ratio = (Current Assets – Inventory)/Current Liabilities • Cash Ratio = Cash/Current Liabilities UTSA College of Business FIN3013Lab

  10. Assignment #2Liquidity Ratios for 3 Years UTSA College of Business FIN3013Lab

  11. Assignment #2Write Memo--Content • Brief description of your findings • Be sure to include table with figures • Provide at least two insights/observations • Observations will vary greatly depending on company UTSA College of Business FIN3013Lab

  12. Assignment #2Some Questions to Consider • Has the company drastically increased or decreased its use of debt? • Has the company’s liquidity position changed over the three years? • Has ROE been rising or falling? If so, what has contributed to this change? • What trends do you see developing in the data? • Do you see any major changes in the financial status of the company over the time period? UTSA College of Business FIN3013Lab

  13. Assignment #2Write Memo--Format • Use proper memo format • Be sure to proofread • Writing—clear, concise, easy to follow • Free of spelling and grammatical errors • Grade based on presentation as well as content UTSA College of Business FIN3013Lab

  14. QUESTIONS? UTSA College of Business FIN3013Lab

More Related