Understanding Corporate Annual Reports
In this project the student obtains and analyzes an annual report from a publicly traded corporation. Activities include: identifying corporate operations, gaining familiarity with the financial data presentation, recognizing trends, calculating ratios, and performing industry and primary competitor comparisons. This project takes approximately 8 to 20 hours to complete (average 10 hours).
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In this project the student obtains and analyzes an annual report from a publicly traded corporation. Activities include: identifying corporate operations, gaining familiarity with the financial data presentation, recognizing trends, calculating ratios, and performing industry and primary competitor comparisons. This project takes approximately 8 to 20 hours to complete (average 10 hours).
The Purpose of this Project Getting Started Instructions Getting Acquainted with the Annual Report General Information Internet InformationThe Primary Financial StatementsIncome Statement 6Balance Sheet 10Cash Flow Statement 12Statement of Changes in Stockholders' Equity 14Notes and Supporting Schedules to the Financial Statements 16Report of the Independent Accountants 30Ratio Analysis 32Analysis of Profitability 32Analysis of Liquidity 37Analysis of Solvency 39Industry or Competitor Comparisons 41Making Decisions Based on the Annual Report 44Appendix A – Obtaining Annual Financial Data 47Appendix B – Obtaining Data for Industry Comparisons 48Appendix C – Financial Analysis Using Excel 49
