Financial Analysis Case Study: “Assessing a Company’s Future Financial Health”

Due Date: Oct 14, 2015 23:59:59       Max Points: 10

Details:

Throughout this course you will prepare a 2,500-word (excluding tables, figures, and addenda) financial analysis of a chosen company following the nine-step assessment process introduced below and detailed in Assessing A Company’s Future Financial Health.

1. Analysis of Fundamentals: Goals, Strategy, Market, Competitive Technology, Regulatory and Operating Characteristics
2. Analysis of Fundamentals: Revenue Outlook
3. Investments to Support the Business Unit(s) Strategy(ies)
4. Future Profitability and Competitive Performance
5. Future External Financing Needs
6. Access to Target Sources of External Finance
7. Viability of the 3-5 Year Plan
8. Stress Test under Scenarios of Adversity
9. Current Financing Plan

Select a publicly traded company and submit the name of the company to the instructor by the end of Module 2.

Note: It is best to select a company that is public and enjoys extensive analyst coverage (i.e., Apple, GE, Southwest Airlines, etc.) to insure access to material regarding your subject company. The more information available, the easier it will be to perform the financial analysis.

As you conduct the analysis, you will research the market for data on your chosen company, including analyst reports and market information. Disclose all assumptions made in the case study (e.g., revenue growth projections, expense controls) and provide supporting reasons and evidence behind those assumptions.

Finally, in order to assess the long-term financial health of the chosen company, synthesize the research data and outcomes of the nine-step assessment process.

Prepare this assignment according to the APA guidelines found in the APA Style Guide, located in the Student Success Center. An abstract is not required.

This assignment uses a grading rubric that can be viewed at the assignment’s drop box. Instructors will be using the rubric to grade the assignment; therefore, students should review the rubric prior to beginning the assignment to become familiar with the assignment criteria and expectations for successful completion of the assignment. 

You are required to submit this assignment to Turnitin. Please refer to the directions in the Student Success Center.