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7/27/2019 Annual Report Templateppt
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YOUR COMPANYS NAME
YOUR NAME
YOUR ACG2021 SECTIONAnnual Report Project Di rections:
GET APPROVAL FOR THE COMPANY YOU WANT TO ANALYZE FROM YOUR PROFESSOR. EACH
STUDENT WILL DO A DIFFERENT COMPANY.
PREPARE A POWERPOINT PRESENTATION: Modify and enhancethis powerpoint templatereplace any
italicized words in this template with your own. Add images, tables, backgrounds, etc. !!! THIS TEMPLATE IS
BASED ON THE ANNUAL REPORT PROJECT PAGE 277 IN TEXT (page 283 in ebook).SAVE YOUR PROJECT AS A POWERPOINT--NAME YOUR FILE YOUR THREE INITIALS AND YOUR
COMPANY NAME.
BE SURE YOUR REPORT INCLUDES A LINK TO THE CORPORATIONS' F/S!
SEND YOUR .ppt PRESENTATION AS AN E-MAIL ATTACHMENT TO [email protected] BY THE
DUE DATE LISTED IN COURSE CALENDAR. ALL SUBMISSIONS WILL BE POSTED ON OUR COURSE
WEBSITE. GRADES WILL BE ASSIGNED BASED ON WHAT IS DISPLAYED ON THE INTERNET.
THE ANNUAL REPORT PROJECT IS WORTH 25 POINTS.
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Executive Summary
After completing your analysis, write
an executive summary of your
conclusions here.
Embed a link to the companys
Annual Report here.
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Part A. Introduction
Name of chief executive officer
Location of home office
Ending date of latest fiscal year
Description of the principal products or
services that the company provides
Main geographic area of activity
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Part A. Audit Report
Name of the companys independent
auditors.
In your own words, what did the auditors
say about the company?
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Part A. Stock Market Information
Most recent price of the companys stock
Twelve month trading range of the
companys stock
Dividend per share
Date of the above information
Your opinion about the company stock as an
investment? BUY/SELL/HOLD
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Part B. Industry Situation and
Company Plans
In your own words, describe the industry and
its outlook; then summarize the companysfuture plans based on your research (cite at
least two sources) and on reading the annual
report (be sure to read the letter to thestockholders). Include links to any relevant
information.
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Part C. Income Statement
Is the format most like a single-step
or multistep format?
Insert a table showing thecompanys gross profit, income from
operations, and net income for the
last two years.In your own words comment on the
increases and decreases in these
amounts.
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Part C. Balance Sheet
Insert a table showing that
Assets=Liabilities + Stockholders
Equity for the past two years.In your own words, comment in general
on the increases or decreases in the
balance sheet accounts. Which accounts
changed the most?
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Part C. Statement of Cash Flows
Are cash flows from operations more or less than
net income for the past two years?
Is the company growing through investing
activities, i.e., buying property, plant and
equipment and other long lived assets?
What is the companys primary source of
financing, i.e., long-term loans, stock sales?
Overall, has cash increased or decreased over the
past two years?
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Part D. Accounting Policies
What are the significant accounting
policies, if any, relating to revenue
recognition, cash, short-term investments,
inventories, and property and equipment?
List the topics of the notes to the financial
statements.
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Part E. Financial Analysis
Liquidity RatiosFor the past two years, calculate and comment on:
Working Capital
Current Ratio
Receivable turnover
Average days sales uncollected
Inventory turnover Average days inventory on hand
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Part E. Financial Analysis
Profitability RatiosFor the past two years, calculate and comment on:
Profit margin
Asset turnover
Return on assets
Return on equity
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Part E. Financial Analysis
Solvency RatioFor the past two years, calculate and comment on:
Debt to equity
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Part E. Financial Analysis
Market Strength RatiosFor the past two years, calculate and
comment on:
Price/earnings per share
Dividend yield