Week 2 hroughout this course you will prepare a comprehensive 2,500-word financial analysis (excluding tables, figures, and addenda) of a chosen company following the nine-step assessment process detailed in the resource Assessing a Company’s Future Financial Health. This analysis will be composed of four separate component assignments in Topics 2, 4, 6, and 8.
Week 2
hroughout this course you will prepare a comprehensive 2,500-word financial analysis (excluding tables, figures, and addenda) of a chosen company following the nine-step assessment process detailed in the resource Assessing a Company’s Future Financial Health. This analysis will be composed of four separate component assignments in Topics 2, 4, 6, and 8.
Case Study Instructions: Overall
In this topic you will select a publicly traded company and submit the name of the company to the instructor for approval by the end of the topic. Note: You will need to have this step finalized before you can complete the assignment detailed below, so it is in your best interest to select and obtain approval as soon as possible.
Select a company that is public and enjoys extensive analyst coverage (e.g., Apple, GE, Southwest Airlines, Walgreen, Exxon Mobile) to insure access to sufficient financially oriented material regarding your chosen company. The more information available, the easier it will be to perform the financial analysis.
As you move through the nine steps in conducting your analysis, you will research the market at each step for relevant data on your chosen company, including analyst reports and market information. Disclose all assumptions you are making in the case study (e.g., revenue growth projections, expense controls) and provide supporting reasons and evidence behind those assumptions. As your case study analysis develops over the span of the course, you will synthesize the research data and outcomes of the nine-step assessment process in order to assess the long-term financial health of the chosen company.
Component 1:
For this assignment, apply the following two steps of the nine-step assessment process to develop a 500-word analysis of the company you have selected and which has been approved by your course instructor:
Analysis of Fundamentals: Goals, Strategy, Market, Competitive Technology, Regulatory, and Operating Characteristics
Analysis of Fundamentals: Revenue Outlook
Note: You will be required to resubmit this assignment, revised to incorporate all instructor feedback, along with the other three component assignments as one comprehensive submission in Topic 8. To save time later in the course, consider addressing any feedback soon after this assignment has been graded and returned to you.
Prepare this assignment according to the guidelines found in the APA Style Guide, located in the Student Success Center. An abstract is not required.
This assignment uses a rubric. Please review the rubric prior to beginning the assignment to become familiar with the expectations for successful completion.
You are required to submit this assignment to Turnitin. Please refer to the directions in the Student Success Center.
Week 4
Throughout this course you will prepare a comprehensive 2,500-word financial analysis (excluding tables, figures, and addenda) of a chosen company following the nine-step assessment process detailed in Assessing a Company’s Future Financial Health. This analysis is composed of four separate component assignments in Topics 2, 4, 6, and 8.
In this topic, apply the next two steps of the nine-step assessment process to develop a 500-word analysis of your chosen company:
Investments to Support the Business Unit Strategy or Strategies
Future Profitability and Competitive Performance
Note: You will be required to resubmit this assignment, revised to incorporate all instructor feedback, along with the other three component assignments as one comprehensive submission in Topic 8. To save time later in the course, consider addressing any feedback soon after this assignment has been graded and returned to you.
Prepare this assignment according to the guidelines found in the APA Style Guide, located in the Student Success Center. An abstract is not required.
This assignment uses a rubric. Please review the rubric prior to beginning the assignment to become familiar with the expectations for successful completion.
You are required to submit this assignment to Turnitin. Please refer to the directions in the Student Success Center.
Week 6
Throughout this course you will prepare a comprehensive 2,500-word financial analysis (excluding tables, figures, and addenda) of a chosen company following the nine-step assessment process detailed in Assessing a Company’s Future Financial Health. This analysis is composed of four separate component assignments in Topics 2, 4, 6, and 8.
In this topic, apply the next two steps of the nine-step assessment process to develop a 500-word analysis of your chosen company:
Future External Financing Needs
Access to Target Sources of External Finance
Note: You will be required to re-submit this assignment, revised to incorporate all instructor feedback, along with the other three component assignments as one comprehensive submission in Topic 8. To save time later in the course, consider addressing any feedback soon after this assignment has been graded and returned to you.
Prepare this assignment according to the guidelines found in the APA Style Guide, located in the Student Success Center. An abstract is not required.
This assignment uses a rubric. Please review the rubric prior to beginning the assignment to become familiar with the expectations for successful completion.
You are required to submit this assignment to Turnitin. Please refer to the directions in the Student Success Center.
Week 8
Throughout this course you have been preparing separate components of a comprehensive 2,500-word financial analysis (excluding tables, figures, and addenda) of a chosen company following the nine-step assessment process detailed in Assessing a Company’s Future Financial Health.
There are three parts to the final component assignment of the case study.
Part One (Case Study Component 4)
Apply the final three steps of the nine-step assessment process to develop a 750-word analysis of your chosen company:
Viability of the 3-5 Year Plan
Stress Test Under Scenarios of Adversity
Current Financing Plan
Part Two
Access the three prior component assignments, with instructor feedback incorporated, that you submitted in Topics 2, 4, and 6. Integrate these three assignments into the final case study submission along with the Component 4 assignment in this topic to provide a comprehensive analysis inclusive of all nine steps that flows from start to finish.
Part Three
Assume that you will be presenting your analysis to a group of senior management at your place of employment that urgently needs to know this information to make a major financial decision for your company. In 250 words, develop an introduction to your analysis that can serve as an overview. Consider factors that might impede their ability to focus on the information you are presenting. For example, some of your audience may be pressed for time, another may have a crisis in their work team that needs to be attended to quickly, and others may simply not be paying attention. You have one chance to impress them; keep your overview focused, succinct, and informative. Present only key and other potentially relevant points this group needs to know.
Prepare this assignment according to the guidelines found in the APA Style Guide, located in the Student Success Center. An abstract is not required.
This assignment uses a rubric. Please review the rubric prior to beginning the assignment to become familiar with the expectations for successful completion.
You are required to submit this assignment to Turnitin. Please refer to the directions in the Student Success Center.
