FIN$3400$

Company Analysis Projects

Overall Objective:

Students will research the financial fundamentals of a public company and its market

equity performance.

Project #$1$: Company Fundamental Analysis $($Due Week $6)$

Outcomes:

Professional Communication: Students will be able to communicate effectively in

professional writing and public presentation.

Financial Management: Students will be able to understand and apply the

concepts, principles, and tools of financial management used to make capital and

financing decisions by the firm. In particular, students should be able to conduct

basic fundamental analysis by applying principles and tools to company's earnings,

financial position, and cash flows.

Valuation and Risk: Students will be able to understand and apply the principles of

valuation and the nature of risk to assess investment alternatives.

Select a public company and obtain its most recent annual financial statements. The

company's annual report will provide you with extensive information on the company's

operations, investments, and, financing activities. You should be able to download the

annual report from the company's Website $($it is usually contained in the Investor's page$).$

Websites such as

www$.$marketwatch.com and

www$.$bloomberg.com also provide financial

statements for most companies. However, please be aware that both sites have

standardized $($it fits all$)$ format for all financials. I strongly recommend to you to examine

the annual financial statements published by the company for they have more detailed

information on the company's financial activities. The most common sources is a

company's "Investor Relations" section of website or the SEC's website.

For the sake of completeness, choose a company that has long$-$term debt $($Balance

Sheet$),$ pays a dividend $($Statement of Cash Flows$),$ and, has been public for at least six

years.

Use report format with headings and subheadings. Make sure to cite and list all

sources either using MLA or APA format. Please use font size $12$ and double$-$

spaced lines. In addition, make sure that you have visuals exhibiting all formulas

and calculations. Visuals such as tables and graphs are highly encouraged.

In your written report, provide the following information within a narrative style.

Company's overview:

a$.$ Company's History. Highlight the main events $($when and who founded it$,$ when it

became public, mergers, acquisitions, new products introductions, and most recent

events$).$

b$.$ Nature of the Operations$/$Market competition. Briefly describe the products$/$services