Financial Analysis: Financial Figures and Concepts: POWERPOINT PRESENTATION
In anticipation of Mary’s request for comparative analysis, it will be useful at this time to do some research. You know that you can obtain the financials of companies within the same sector or Standard Industry Code as Apix Printing (e.g., commercial printing), and that the North American Industry Classification System (NAICS) Standard Industry 2012 code for Apix Printing is presently 323111. Use the FINC615 Library Guide – SEC BELOW) to search for two other companies in the same industry as Apix Printing.
When you get to work the next day, you see the following e-mail from Mary:
Here is the list of financial ratios you asked for. I need you to explain the computation of each and compute these for Apix’s results for the financial statements you are using for the PowerPoint presentation.
Also, compare Apix’s 2-year trend results to that of two other firms in the sector. Indicate how each of Apix’s ratios differ,and indicate whether the two other companies’ ratios or Apix’s ratios are indicative of better performance.
Explain the computation for each of the following, and compute each for Apix and two other companies in the same industry as Apix Printing:
- Current ratio
- (Long-term) debt to equity ratio
- Gross margin percentage
- Net profit margin percentage
- Return on equity percentage
Present your findings of the above data in a table. Add a paragraph that summarizes your results, indicating whether investors would find the financial analysis results of Apix competitive as compared to rivals in the sector. Be sure to include both positive and negative trends in your analysis.
USE BELOW GUIDE FROM SEC REPORTS AND OTHER SOURCES
Search for US companies with the highest revenue and Use one of them Make note of the ticker symbol that appears in parentheses to the right of a company’s name. You can use a company’s ticker symbol on the stock market to more easily look up financial information about the company on the U.S. Securities and Exchange Commission’s website (For example, the ticker symbol for R.R. Donnelley & Sons Company is: RRD)
SEC EDGAR Website Public companies in the United States are required by law to report financial information to the U.S. Securities and Exchange Commission (SEC). These reports are made available to the public on the SEC’s website, in their Electronic Data Gathering, Analysis, and Retrieval system (EDGAR).
SEC EDGAR website: https://www.sec.gov/edgar/searchedgar/companysearch.html
- The report will open, and you can scroll through it to look for the financial information you need to find.
MORE SOURCES TO USE BELOW
Bridges Investment Management. (2005, January 31). January newsletter. Retrieved from http://www.bridgesinv.com/media/Bridges_January_31_05.pdf
NetMBA. (n.d.). Financial ratios. Retrieved from http://www.netmba.com/finance/financial/ratios/
Profit. (n.d.). Retrieved from the Merriam-Webster Online Dictionary Web site: http://www.merriam-webster.com/dictionary/profit
The Hofstede Centre. (n.d.). Retrieved from http://www.geert-hofstede.com/
United States Department of Agriculture. (2013, October 30). International macroeconomic data set. Retrieved from http://www.ers.usda.gov/Data/Macroeconomics/#HistoricalMacroTables
Brigham, E., & Ehrhardt, M. (2008). Financial management (12th ed.). Mason, OH: Thomson.
Spiceland, J., Sepe, J., & Tomassina, L. (2007). Intermediate accounting (4th ed.). New York: McGraw-Hill/Irwin