Pacific Salmon Company, Inc
Your Company Name
Financial Analysis Project
Submitted by:
Team #??
Student Name 1
Student Name 2
Student Name 3
Student Name 4
Student Name 5
MSE 608C
Prof. Scott Wainess
Date?????
Table of Contents
1. Executive Summary
2. Problem Statement
3. Company Overview
4. Analysis of Capitalization
5. Analysis of Operations
6. Projections
7. Conclusions and Recommendations on Investment Potential
8. Appendix
Executive Summary
• The key word is “summary”
• It is an overview of the important information contained in the body of the report.
• Do not present new information. It must all be contained in the body of the project.
• The purpose is to provide the reader with a quick overview of your project results and the body of the report will provide more depth and details.
Note:
Students often misunderstand this section. It is to provide a concise summarization of the details that follow and should be approximately one page long. It will give a quick overview of the entire report.
Problem Statement
1. This should summarize the reason for this report. It should be written prior to starting so you have a roadmap on what you are trying to determine.
Company Overview
2. Give a brief overview of the company as described in the Annual Report or the Online services. Mention the name of competitors if this is available from the Online services (and it usually is available).
3. This only needs to be two or three paragraphs as a minimum. You may add more if you like but a brief overview is adequate.
Analysis of Capitalization
• You must analyze how the company is financed through equity and debt financing. You will discuss the level of leverage and how it compares to similar companies in the Industry.
• You will use ratio analysis and primarily the Capital Structure ratios. You will use a graph for each ratio to present the projected trends and provide intelligent discussion of what you observe. Stating they are going up or down and “this could be a problem” is not adequate. You should determine if the change(s) in the trend is significant and, if so, what could this mean? You should reference specific changes on the Balance Sheet, Income Statement and Cash Flow Statement to support your discussion. You can also use other details provide in the company’s 10-K and Annual Report.
• After you have completed each ratio analysis ask yourself, “does this say anything important that is not obvious to the casual observer?” Always keep in mind that this is going to be used to make an important investment decision and should be at a high, informative level.
• You will compare your ratios to external benchmarks that are found in the Oviatt Library, on the first floor in the back (behind the Librarians), Table 3 on the left hand side. You will find Comparative Industry ratios (benchmarks) from Dun and Bradstreet and others. You will need the SIC code for your company and this should be provided in your research. Each ratio should have it’s own graph and one benchmark ratio.
• Recommended Ratios:
a. Times Interest Earned (EBIT/Interest)
b. Total Debt to Owners’ Equity (Debt/Worth)
c. Long-term debt to total capitalization (put on your “thinking cap”; this is available in the Industry data you have)
• Look at the trends for the financing data available on the Balance Sheet and Cash Flow Statement. Do you observe any significant trends?
Analysis of Operations
• You must analyze the operating performance of your company.
• You will use ratio analysis and primarily using Liquidity, Profitability and Working Capital ratios. You will use a graph for each ratio to present the projected trends and provide intelligent discussion of what you observe. Stating they are going up or down and “this could be a problem” is not adequate. You should determine if the change(s) in the trend is significant and, if so, what could this mean? You should reference specific changes on the Balance Sheet, Income Statement and Cash Flow Statement to support your discussion. You can also use other details provide in the company’s 10-K and Annual Report.
• After you have completed each ratio analysis ask yourself, “does this say anything important that is not obvious to the casual observer?” Always keep in mind that this is going to be used to make an important investment decision and should be at a high, informative level.
• You will compare your ratios to external benchmarks that are found in the Oviatt Library, on the first floor in the back (behind the Librarians), Table 3 on the left hand side. You will find Comparative Industry ratios (benchmarks) from Dun and Bradstreet and others. You will need the SIC code for your company and this should be provided in your research. Each ratio should have it’s own graph and one benchmark ratio.
• Recommended Ratios:
a. Current and Quick ratios
b. Accounts Receivable Collection Period
c. Accounts Payable Payment Period
d. Gross Profit Margin
e. Operating Margin
f. Return on Sales
g. Return on Assets
• Look at the some of the trend for the financial data in the Balance Sheet and Income Statement. Do you observe any significant trends?
Projections
• You will now state what financial performance you expect from your company over the next 3 to 5 years. Keep in mind that this will be an important part of your next section.
Conclusions and Recommendations on Investment Potential
• You will state your conclusion about the investment potential of your company and site the data you prepared in the previous sections 3, 4 and 5.
• You will finally make a recommendation to invest or not to invest in the company and site your specific reasons.
Appendix
• Additional data and tables not illustrated in the body of the report. These must be referenced in the report and not added as filler.
• Other reference documents.
• Bibliography
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