FINANCIAL ANALYSIS PRESENTATION ASSIGNMENT INSTRUCTIONS OVERVIEW


Each  student  will  prepare  a  10-12  minute  presentation,  summarizing  the  financial  statement
analysis completed on the company that was the focus of the Excel Project.  

I have the financials in excel that I can share. The part I need is for you to read the data and answer the question by providing a powerpoint of the finds. Nothing fancy.

INSTRUCTIONS
Start by preparing a PowerPoint presentation that concisely summarizes the following key areas:

1. INTRODUCTION: A general description of the Company, its products/services, industry,
primary customer base, and major competitors

2. INCOME:  A  discussion  of  the  company’s  primary  sources  of  core  and  comprehensive
income, major sources of non-operating or transitory earnings (if applicable), and quality
of earnings

3. CASH  FLOWS:  A  discussion  of  cash  flow  trends  for  each  of  the  3  major  categories
(operating, investing, financing)

4. RATIO ANALYSIS: Key conclusions drawn from the company’s last 3 years of ratios, as
well as a comparison to industry averages and competitors.  Should include a discussion
for  each  major  category  of  ratios,  including  liquidity,  solvency/leverage,  efficiency,
profitability, and market value.

5. MARKET  VALUATION:  A  consideration  of  any  unrecorded  assets,  as  well  as  the
company’s general market value or stock price trends.

6. STRENGTHS/WEAKNESSES:  Summarize  the  company’s  key  financial  strengths  and
weaknesses, in comparison to its competitors and the industry.

7. FUTURE  PROSPECTS:  Discuss  what  conclusions  you  were  able  to  draw  regarding  the
company’s future prospect from your financial analysis and research.

8. BIBLICAL WORLDVIEW: Evaluate the company’s financial position and organizational
strategy in relation to a Biblical worldview.