Individual Case #1: Financial Analysis

Purpose

This assignment is designed to help students obtain the ability to collect financial information and interpreting financial statements. Also, students are required to perform financial analysis and benchmarking, evaluate financial performance, and provide recommendations to help the company to improve.

Requirements:

Identify two public listed companies in North Americai.e. Shaw vs Telus, RBC vs TD. Or CIBC vs BMO

Retrieve their financial statements (company investor relation website or www.sedar.com)

Perform financial analysis including vertical, horizontal and ratio analysis

Evaluate financial performance

Provide recommendation

Format

The maximum 10 pages of the body content and unlimited pages of the appendix

Single Space

Citation Style, APA or MLA

Individual Case Outline

Title Page

Executive Summary

Table of Content

Introduction

o Company Background

o Main Competitor Background and Comparability Rational

Financial Assessment

o Vertical Analysis

o Horizontal Analysis

o Financial Ratio Analysis

Recommendation

Conclusion

Reference

Appendix