Colorado State University Financial Statement Analysis Discussion
Option #1: Financial Statement Analysis
As a financial statement analyst, select two organizations in the same industry and analyze their financial statements over time.( COKE AND PEPSI) The financial analysis period must be, at a minimum, the three most recent years. Since you will be spending a considerable amount of time on the project, ensure that you pick organizations that interest you.
The Form 10-K reports, which the organizations filed with the SEC, may be the best place to learn about a particular industry, organization, and organizational strategy, and to obtain reported financial statements. The reports are accessible at
http://www.sec.gov/edgar.shtml . (Links to an external site.)
An alternative means to obtain the report is by clicking on the SEC filings link on an organization’s website to obtain the latest Form 10-K filings. You can also find current stock valuation and other relevant stock information from financial portals such as Yahoo finance, Google finance, and Reuters.
Your Portfolio Project must include the following for the two organizations (see below for more detail):
Projected financial statements including income statements, balance sheets, and statements of cash flows
Your opinion on the overall financial health of each company
The executive summary should include an explanation of the business itself, background information on each company, including product lines, geographical locations and the company’s position in the industry.
Total Debt to Total Equity Ratio
The ratio analysis should include an explanation of the importance of each ratio, what the ratio tells you about each company, how the ratio changes from year to year, and which company appears better based on each ratio.
Your opinion of the overall financial health of the company should reflect everything you have learned throughout the course as to the analysis of financial reporting.
Your submission should include:
The financial statements from the companies you analyzed
The Excel Ratio Table Calculations
The Excel Projected Financial Statements
An 8-10 page paper covering the information listed above