18 Nov Mastery Assignment Part 2: Financial Statement Ratio Analysis Presentation
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Mastery Assignment Part 2: Financial Statement Ratio Analysis Presentation
Description
For the second part of the mastery assignment, you will prepare a 8-10 minute narrated video presentation of your assessment of a firm’s worthiness as an investment based on various financial calculations. Imagine the presentation is to help a client determine whether or not to invest. In addition to submitting the link to the presentation recording, you will submit the Excel spreadsheet calculations that serve as the basis for the presentation.
Instructions
Using the most recent form 10-K financial statements from the company you selected in week 1, compute a minimum of two financial ratios per category in an Excel spreadsheet similar to what you did for Nike in Week 5. There are three common financial ratio categories as follows:
• Liquidity ratios
• Solvency ratios
• Profitability ratios
Based on the information you calculated, prepare a presentation from the perspective you providing your expert opinion to a client wanting to know whether to invest in this company. Be sure your presentation addresses the following:
1. Company Overview (provide a history of this company over the past few years for your client)
2. Financial Overview (provide your expert analysis of the company by sharing each of the ratios you calculated as well as what those ratios mean. You may consider having a slide per financial ratio category or a slide per ratio you chose).
3. Trends (provide any notable trends you discovered through your analysis that you think your client should be aware of)
4. Conclude (give your expert opinion as a financial advisor to your client on why they should or should not invest in this company)
Requirements: Your presentation should be a minimum of 8 slides and a maximum of 12. Additionally, a separate title slide is required, as well as an ending reference slide. Use APA formatting when applicable (e.g., citations). You will turn in both the Excel spreadsheet calculations and a link to your Zoom presentation.
