PART 1, COMPANY OVERVIEW:
a. Brief description of the company (one paragraph, briefly summarizing the company’s business)
b. Company history (origin, major developments, etc.)
c. Organization (describe how the company is structured)
d. Main products and services (describe what the company sells; how it makes money)
e. Geographic area of operations (describe where the company sells its products)
f. Recent developments (list recent major news stories, if any)
PART 2, FINANCIAL OVERVIEW:
a. Sales and Income Record:
————- Fiscal Years ————-
2008 2009 2010 2011 2012
‑‑ Sales ____ ____ ____ ____ ____
‑‑ Percent change in
sales each year ____ ____ ____ ____
‑‑ Net Income ____ ____ ____ ____ ____
‑‑ Percent change in
net income each year ____ ____ ____ ____
GRAPH OF SALES & NET INCOME, FY 2008 ‑ 2012
‑|
‑|
‑| (Plot Sales and Net Income for the
‑| last five fiscal years on the graph)
‑|
‑| (Recommend you prepare the graph in Excel,
‑| then copy and paste it into the report)
‑|
‑|
‑|
‑|‑‑‑‑‑‑‑‑|‑‑‑‑‑‑‑‑‑|‑‑‑‑‑‑‑‑‑|‑‑‑‑‑‑‑‑‑|
2008 2009 2010 2011 2012
COMMENTS: Comment on the trends you see in your numbers and on the graph.
Be sure to include comments! The numbers and the chart are meaningless by themselves. Comment on what you see.
b. Expense Distribution:
FY 2012
Major Expenses:
________
(list the major expense categories ________
from the latest income statement) ________
PIE CHART OF EXPENSES, FY 2012
Note – Do not “explode”
the pie slices
COMMENTS: Comment on the company’s expense distribution.
c. Assets Distribution:
Year-end FY 2012
Assets:
Cash ________
Accounts receivable ________
Inventory ________
Fixed Assets ________
Other Assets ________
PIE CHART OF ASSETS, Year-end FY 2012
COMMENTS: Comment on the company’s asset distribution.
c. Capital Structure:
Year-end FY 2012
Capital Structure:
Current Liabilities ________
Long-term & Other Liabilities ________
Preferred Stock (if any) ________
Common Equity ________
CAPITAL STRUCTURE PIE CHART, Year-end FY 2012
COMMENTS: Comment on the company’s capital structure.
PART 3, RATIO ANALYSIS:
(1) LIQUIDITY:
FY 2011 FY 2012
Current Ratio:
McDonalds ____ ____
Wendy’s ____ ____
Quick Ratio:
McDonalds ____ ____
Wendy’s ____ ____
Comments On McDonalds Liquidity:
Be sure to include comments! The numbers are meaningless by themselves. Comment
on what you see. What story do the numbers tell?
(2) ASSET MANAGEMENT
FY 2011 FY 2012
Total Asset Turnover:
McDonalds ____ ____
Wendy’s ____ ____
Average Collection Period:
McDonalds ____ ____
Wendy’s ____ ____
Comments On McDonalds Asset Management:
(3) DEBT MANAGEMENT:
FY 2011 FY 2012
Total Debt to Total Assets:
McDonalds ____ ____
Wendy’s ____ ____
Times Interest Earned:
McDonalds ____ ____
Wendy’s ____ ____
Comments On McDonalds Debt Management:
(4) PROFITABILITY:
FY 2011 FY 2012
Net profit Margin:
McDonalds ____ ____
Wendy’s ____ ____
Return on Assets:
McDonalds ____ ____
Wendy’s ____ ____
Return on Equity:
McDonalds ____ ____
Wendy’s ____ ____
Modified Du Pont Equation, FY 2012:
McDonalds Wendy’s
Net Profit Margin ____ ____
Total Asset Turnover ____ ____
Equity Multiplier ____ ____
Comments On McDonalds Profitability:
(5) MARKET VALUE RATIOS:
FY 2011 FY 2012
PE Ratio:
McDonalds ____ ____
Wendy’s ____ ____
Market to Book Ratio:
McDonalds ____ ____
Wendy’s ____ ____
Comments On McDonalds Market Value Ratios:
PART 4, CONCLUSIONS AND RECOMMENDATIONS
‑ Summarize your analysis. Review your comments in the financial analysis section and provide your assessment of the overall status of the firm. Include any recommendations you think are appropriate.
‑ List any other recommendations you have for the firm in view of your analysis.
* End of report Outline *
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