Pageof 4zoom acct 370 page 1 of 4 excel project: competitor analysis

 
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ACCT 370Page 1 of 4EXCEL PROJECT: COMPETITOR ANALYSIS ASSIGNMENT INSTRUCTIONSOVERVIEWCompetitor #1 Income Statement (Tab 5), Competitor #1 Balance Sheet (Tab 6), Competitor #1Cash Flows (Tab 7), Competitor #2 Income Statement (Tab 8), Competitor #2 Balance Sheet(Tab 9), Competitor #2 Cash Flows (Tab 10), Historical and Competitor Ratios (Tab 11)INSTRUCTIONS Continue in the same Excel workbook prepared in Module 2: Week 2, adding the followingtabs:o The 5th tab and 8th tabs in your Financial Statement Analysis Template must belabeled (Competitor Company Name) Income Statements.  (Replace“Competitor Company Name” with the name of the competitor.) Include  the  latest  three  years  of  income  statements  for  your  competitorbased on SEC filings. Ensure that the worksheet includes a header with: Company Name Financial Statement Name (Income Statements) Financial Statement Dates Denomination level ($s in millions or thousands, etc.)o The 6th and 9th tabs in your Financial Statement Analysis Template must be labeled(Competitor Company Name) Balance Sheets.  (Replace “CompetitorCompany Name” with the name of the competitor.) Include  the  latest  three  years  of  balance  sheets  for  your  first  competitorbased on SEC (10-K) filings.  (Note: Some 10-Ks only provided 2 years ofbalance sheet data.  You may need to download the second most recent 10-Kfor your company in order to obtain 3 years of balance sheet data.) Ensure that the worksheet includes a header with: Company Name Financial Statement Name Financial Statement Dates Denomination level ($s in millions or thousands, etc.)o The  7th  and  10th  tabs  in  your  Financial  Statement  Analysis  Template  must  belabeled  (Competitor  Company  Name)  Cash  Flows.    (Replace  “CompetitorCompany Name” with the name of the competitor.) Include the latest three years based on SEC (10-K) filings. Make  sure  that  the  Income  Statement,  Balance  Sheet,  and  Cash  FlowsStatement tie in as follows:ACCT 370Page 2 of 4 Net Income from Income statement agrees with Net Income on theStatement of Cash Flows Ending  Cash  Balance  from  Statement  of  Cash  Flows  agrees  withCash in the Balance Sheeto The  11th  tab  in  your  Financial  Statement  Analysis  Template  must  be  labeledHistorical and Competitor Ratios The  list  of  ratios  to  be  included  are  as  follows.    They  should  be  groupedunder the headings, as shown: Liquidity Ratioso Current Ratioo Quick Ratio Leverage Ratioso Debt to Total Assets Ratioo Debt Equity Ratioo Long-Term Debt to Equityo Times Interest Earned Ratio Activity Ratioso Inventory Turnovero Fixed Assets Turnovero Total Assets Turnovero Accounts Receivable Turnovero Average Collection Period Profitability Ratioso Gross Profit Margino Operating Profit Margino Net Profit Margino Return on Total Assets (ROA)o Return on Stockholders’ Equity (ROE)o Earnings Per Share (EPS)o Price Earnings Ratio Calculate the ratios for your chosen company for the last three years, linkingthe ratio calculations back to the historical financial statement tabs (Tabs 2-4) using formulas.ACCT 370Page 3 of 4 Calculate  the  ratios  for  each  of  your  company’s  competitors  (most  recentyear only), linking the ratio calculations to the competitor financialstatements shown in Tabs 5-10 using formulas. Using the internet, locate the industry averages for the ratios listed above,and include them in the final column of the ratio tab.  Include a footnote onthe tab to identify the source of the industry averages.o Other instructions: The Excel workbook should be professionally formatted.  Professionalformatting includes: All numbers are formatted similarly.  The use of decimals, commasfor thousands, and other formatting is consistent. Dollar  signs  are  included  in  the  first  and  last  numbers  of  eachcolumn. Subtotals and totals are preceded by a single underline.  Totals arefollowed by a double underline. Line  descriptions  are  indented/bolded  in  a  manner  that  makes  thespreadsheet easy to read.   All totals and subtotals in the competitor financial statements as well as theratio calculations should be calculated using formulas.  Note: Your assignment will be checked for originality via the Turnitin plagiarism tool.ACCT 370Page 4 of 4 

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