You are a consultant for a company whose service has been highly successful in the business market.
Question:
You are a consultant for a company whose service has been highly successful in the business market. You have recently been contracted to provide an analysis and interpretation of a corporation's annual report. Using the financial analysis techniques studied, you will be analysing accounting data for decision making purposes. The analysis will include a description of the purpose of each section common to a corporation's annual report. Then you will contrast the annual reports of your company and a comparable publicly traded corporation (e.g. of similar size, in the same industry, Canadian versus internationally).
Assess the current and projected financial strength of a corporation based on an analysis of its annual report.
Note: You are required to obtain a copy of the most recent annual report for a corporation, perform an analysis for your client and create a formal report. The company that you will use for the basis of your analysis is The Walt Disney Company.
Final Report:
- An executive summary; *** you will need to research what an executive summary is!
- A thorough analysis of the corporation (horizontal, vertical, and ratio analysis) (use your data collection spreadsheet)
- A comparison of the annual report to a comparable publicly traded company;
- An assessment of the current and projected financial strength of the corporation based on the analysis;
- Conclusions Would you invest? Should your client invest
Investment Analysis and Portfolio Management
ISBN: 978-0538482387
10th Edition
Authors: Frank K. Reilly, Keith C. Brown