Lastname, Firstname Main Company, Comparison Company Analysis of (Company’s) 20xx – 201x Financial Statements Firstname Lastname Texas A&M University-Commerce Class Name, Number and Section Number...

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Compare Macy's and Nordstrom from 2016-2018 using financial statements and the template and excel sheet provided


Lastname, Firstname Main Company, Comparison Company Analysis of (Company’s) 20xx – 201x Financial Statements Firstname Lastname Texas A&M University-Commerce Class Name, Number and Section Number FINANCIAL STATEMENT ANALYSIS (Spring/Fall/Summer Term) 201x [DO NOT INCLUDE PHOTOS/GRAPHICS ON COVER PAGE] The purpose of this document is to provide you with an example of how your paper could be structured, as well as to provide you with some hints of what to include/exclude to maximize your grade. The categories are not comprehensive. Further, it is merely an example and there is no requirement that you conform to it if you prefer a different approach that is equally or more effective than this. See the syllabus and eCollege for more information about paper requirements and grading. The italics throughout this template represent sample wordings. For printing efficiency I have single-spaced the material, but your paper should be double-spaced. INTRODUCTION The purpose of the introduction is to tell the reader what your paper is about, what you recommend, and why. This is a brief section (1-2 paragraphs). Your introduction should include the following: BACKGROUND About the company and industry: One-two paragraph description of Main Company and the primary industry in which it competes. Include the primary SIC and NAIS codes. ANALYSIS OF THE INCOME STATEMENT Vertical Common Size Analysis (CSA) [Your CSA discussions should focus on those items and trends that are key for your company either because of the industry they are in, or because there have been positive/negative changes. You do not have to discuss every item, but don’t overlook the key information. Do not expect the typical reader to wade through the details contained in the tables. If it’s important, discuss it. Also, make sure you discuss what caused the changes. Finally, explain/summarize the overall result of the analysis.] TABLE X: COMMON SIZE ANALYSIS: INCOME STATEMENT - VERTICAL ANALYSIS[footnoteRef:1][footnoteRef:2] [1: Include the source of your data unless you used FinSAS.] [2: This table, and those that follow, are simply examples of a wide variety of formats you can utilize. Just make sure it is easy to read and do not use one large table for all ratios. Make sure you “clean up” the table and get rid of bad characters, etc. ]   Main Company Comparison Company INCOME STATEMENT 2012 2011 2010 2012 2011 2010 - ---------- ---------- ---------- ---------- ---------- ---------- Net Sales 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% Less: Cost of Goods Sold 40.95% 40.94% 43.53% 61.66% 63.84% 67.45%   ---------- ---------- ---------- ---------- ---------- ---------- Gross Profit 59.05% 59.06% 56.47% 38.34% 36.16% 32.55%           Other Operating Revenue 0.00% 0.00% 0.00% 3.37% 3.20% 3.53% Less: Operating Expenses 39.60% 39.79% 40.22% 28.18% 28.52% 28.00%   ---------- ---------- ---------- ---------- ---------- ---------- Operating Income 19.45% 19.28% 16.26% 13.53% 10.84% 8.08% ET CETERA TABLE X: COMMON SIZE ANALYSIS: INCOME STATEMENT – HORIZONTAL ANALYSIS Balance Sheet Summary of Vertical Common-Size Analysis Overall, this analysis suggests/shows/means/etc….. ANALYSIS OF THE BALANCE SHEET LIQUIDITY Introduce the section by explaining what liquidity means as in the F/S context. Also, define/explain the meaning of the specific ratios. If you use a reference such as the text to help you with this, do not forget to properly cite your sources. Ordinarily, our textbook should be sufficient so if you use a different source, make sure there’s a good reason, e.g., another source provides additional insights not provided by our text. If you paraphrase another author’s words, just a reference is required. If you copy the source verbatim or nearly so, the use of quotation marks is required. Discuss the results of your ratios and the trends. Try to figure out why you are seeing changes by going back to your CSA’s and the MD&A. It is not sufficient to say, e.g., “This analysis shows that the ratio was higher than in other years.” It is more insightful to say, e.g., “Receivables turnover increased from 59 days to 72 from 2009 to 2012. Since the company only extends credit for 60 days, this suggests that the company is experiencing significant issues with timely collections.“ Again, make sure you focus on ratios that are important to the company/industry and tell the reader what the trends mean. (No change is a finding as well – it’s great if the ratios paint a positive picture; it’s not great if the company isn’t improving a problematic solution.) Compare your company to the competitor you selected. Again, I don’t expect a ratio by ratio comparison – just a couple of summary level comparisons. You do not have to do a detailed analysis of Comparison Company, nor do you have to do a ratio-by-ratio comparison, but you need to make some general comparisons, at a minimum. Also, if they have significantly different accounting policies (e.g., credit, inventory valuation) that are relevant to the ratios, this is a good time to discuss them. Compare your company to industry averages. You probably won’t find extensive industry data, but you will be able to find some. Again, a detailed discussion is not necessary but summarize how the company stacks up to the industry. Summarize the section. Finally, take a step back and ask yourself what the overall liquidity picture is. Is it increasing/decreasing/etc? Is that good/bad/indifferent? What the implications are for the company? Use this analysis to summarize the overall liquidity picture. For example: Overall the company has experienced a significant decline in liquidity over the past four years. In addition to accounts receivable increasing by 13 days, inventory turnover has increased by 7 days, for a 20 day increase in the operating cycle. The current ratio which has decreased slightly from 2.3 to 2.1 over this same period still appears adequate. However, the cash ratio has declined steadily from 1.1 to .6 leaving the company vulnerable to having to prematurely liquidate assets for less than fair market value to meet its immediate obligations.  TABLE X: LIQUIDITY   Main Company Comparison Company LIQUIDITY 2012 2011 2010 2012 2011 2010 Days' Sales in Receivables Accounts Receivable Turnover A/R Turnover in Days  ET CETERA         LONG-TERM DEBT PAYING ABILITY  Table X: LONG-TERM DEBT PAYING ABILITY   Main Company Comparison Company LONG-TERM DEBT-PAYING ABILITY 2012 2011 2010 2012 2011 2010 Times Interest Earned Fixed Charge Coverage Debt Ratio PROFITABILITY  Table X: PROFITABILITY   Main Company Comparison Company PROFITABILITY 2012 2011 2010 2012 2011 2010 Net Profit Margin Total Asset Turnover Return on Assets INVESTOR ANALYSIS  Table X: INVESTOR ANALYSIS   Main Company Comparison Company INVESTOR ANALYSIS 2012 2011 2010 2012 2011 2010 Degree of Financial Leverage Earnings per Share Price/Earnings Ratio CONCLUSION Your conclusion wraps up the ideas you have presented in your paper. The point is to reiterate your claim and the key elements of your argument. One or two paragraphs should suffice. Make sure that you do not introduce new information in this section. REFERENCES [USE APA FORMAT. See, e.g., http://owl.english.purdue.edu/] Page 2 of 5 HOME DEPOT, INC. VS. LOWE’S COMPANIES INC. Page 1 of 25 Analysis of the Top Two Competitors in the Home Improvement Industry’s 2015 - 2017 Financial Statements: Home Depot, Inc vs. Lowe’s Companies Inc. Texas A&M University-Commerce Financial Statement Analysis, Accounting 575 01W & 02W FINANCIAL STATEMENT ANALYSIS FALL 2018 HOME DEPOT, INC. VS. LOWE’S COMPANIES INC. INTRODUCTION Purpose of the Paper The purpose of this paper is to analyze the home improvement industry’s top two leading companies, Home Depot, Inc (HD) and Lowe’s Companies, Inc. (LOW). I will evaluate each company’s financial strengths and weaknesses, compare the operating philosophies, and analyze the most recent financial statements to determine the financial health of the companies. This analysis will help in determining which of the industry’s giants is the best company to purchase stock and which is, if either, demonstrates the most risk for long-term investment. Recommendation HD and LOW have continued to show growth over the past several years maintaining their top positions in the home improvement industry. My examination of the 2015-2017 annual financial reports enclosed support my recommendation of purchasing HD’s stock for long-term investment. HD’s performance offers an overall safer investment appeal providing better earnings per share and dividend yield. In this paper, I will first give a brief background of the home improvement industry, provide an overview of HD and LOW’s historical growth, products and services, strategic goals each company is striving to achieve, and list the critical financial events during the 2015-2017 period that effected the retailers. Secondly, I will evaluate the annual financial statements by doing a three-year vertical and horizontal common-size analysis of the income statement and balance sheet. Next, I will analyze the liquidity ratios to determine the liquidity of receivables and inventories to evaluate the company’s ability to pay debts with current assets. Then, analyze the profitability ratios to determine each company’s return on investment. Finally, based on the HOME DEPOT, INC. VS. LOWE’S COMPANIES INC. Page 3 of 25 analysis described above, I will provide support for my recommendation to invest in HD as the better long-term investment for investors. BACKGROUND Home Improvement Store Industry The home center and hardware store industry, also known as the home improvement store industry, is an established retail industry with two primary competitors offering similar merchandise, such as construction and building supplies, home repair and improvement products, and lawn and garden supplies. The Standard Industrial Classification (SIC) code for
Answered Same DayDec 06, 2021

Answer To: Lastname, Firstname Main Company, Comparison Company Analysis of (Company’s) 20xx – 201x Financial...

Khushboo answered on Dec 08 2021
168 Votes
Instructions
    FinSAS Version 20111028
    FinSAS: Financial Statement Analysis Spreadsheet
    by
    Dr. Donald V. Saftner
    [email protected]
    To Accompany
    Financial Reporting and Analysis:
    Using Financial Accounting Information
    13/e
    by Dr. Charles Gibson
    Copyright © 2013 Cengage Learning
    All rights reserved
    FinSAS: Financial Statement Analysis Spreadsheet allows users to input the reported data from the financial statements, notes, and other sources. FinSAS then computes the ratios found in Financial Reporting and Analysis: Using Financial Accounting Information 13/e. Using this tool, you can spend more time analyzing the statements and less time crunching the numbers. In addition to the ratios, both a vertical and horizontal analysis are performed.
    Instructions:
    Note the sheet tabs below. The following instructions use the names of those tabs as section headings. Click on a tab to see that sheet after reading the instructions below.
    Input
    On the Input sheet, enter values into all appropriate cells (i.e., those with blue font). The
figures in black font are calculated based on your input. By entering the Company Name, Analyst Name(s), and Most Recent Year Available in the first three input cells, those items will appear on all subsequent output sheets. They make it easy to identify any printouts you make.
    The next two input cells (Years Available for Income Statement and Balance Sheet) are particularly important to the functioning of the model. Changing these numbers (while keeping them within the range one through five) changes the number of columns of data that are available on the Input sheet and all subsequent output sheets. In a single annual report/10K, there are often three years of income statements and two years of balance sheets. The annual report/10K you are using may have more and/or you may want to use multiple years’ worth of annual report/10Ks to increase the amount of data available to analyze. The maximum years that FinSAS can accept is five years.
    Fill in all remaining input cells for which you can find data. There are many different names for the same account. You must translate the terminology used by the company to the generic terms used in FinSAS. When the detail is not needed, FinSAS requests a summary figure. For instance, on the published income statement there may be several operating expenses (e.g., wages, utilities, rent), but FinSAS only needs the sum of those, which would be entered as Operating Expenses. Be sure to read the footnotes to the financial statements and the comparative data section. Those sources include some of the information you need to complete the Input sheet. Also be sure to match key subtotals (e.g. the FinSAS total current asset should be same as the figure on the balance sheet even though the detail lines may be different.)
    Be consistent in ignoring a certain number of decimal places. Many financial statements have "in thousands, except par values," "millions except share and per share amounts," or similar statements. When entering data into FinSAS, it is usually best to follow the same convention as the financial statements in choosing the number of decimal places to assume have been removed. An exception is the second statement above. Only "per share" data should be entered as dollars with no decimal places removed. Account balances and total share information should consistently have the same number of decimal places removed. If the share and account balances have a different number of decimal places removed then ratios such as "book value per share" and "operating cash flow per share" will be inaccurate.
    Source of Input
    This is the place to document where you found the information you entered on the previous sheet. This can be very useful for you and for anyone who reviews your work. For instance if most of it came from the company's annual report/10K, then state that at the top. Individual lines of input in FinSAS might be the sum of a few lines in the published financial statements. Indicate on this sheet how you determined the FinSAS inputs from the statements. For some of the inputs, you may have used information from the footnotes or comparative information section. Indicate that information on this sheet and include page numbers wherever possible. Of course, other sources of information should be cited.
    Vertical Analysis
    After you insert your data, you can see the result of the vertical analysis. It compares each amount on the income statement and balance sheet with a base amount (net sales on the income statement and total assets on the balance sheet) selected from the same year.
    Horizontal Analysis
    After you insert your data, you can see the result of the horizontal analysis. It compares each amount on the income statement and balance sheet with the same amount for the oldest year available.
    Ratios – avg.
    After you insert your data, you can see the result of the ratio analysis. For the ‘Ratio – Average’, the average of beginning of year values and end of year values is used when appropriate. Note that if you only have two years of balance sheet information, then for those ratios that use the average of two years of balance sheet information, only one year's worth of ratios can be calculated. Since it is desirable to compare the ratios across time to determine possible trends, a solution to only having one year's worth of ratios should be sought. Some possible solutions are to find additional years' worth of data and/or use the Ratio - end. sheet.
    Ratios with a negative cash flow or negative profit measure in the numerator will display #N/A, which means not available or not applicable. This makes it less likely that invalid conclusions will be made during your analysis.
    You may want to determine how a certain ratio is calculated. You may do this in one of two ways. If you select the cell in which the ratio appears, then the formula for that cell appears near the top of the screen. You will then have to determine what accounts the cell refers to by looking at the Input screen. Alternatively, you can refer to the Documentation screen for the definition.
    Ratios – end.
    For the ‘Ratio – End’, the end of year values are used instead of the average values. The ‘*’ marks indicate the ratios for which the end of year values are used whereas the averages are used on the previous sheet.
    For the Ratios - end. sheet, the end of year values are used instead of the average values. The ‘*’ marks indicate the ratios for which the end of year values are used whereas the averages are used on the previous sheet. Note that the Ratios - avg. sheet is theoretically superior in that averages for balance sheet information (point in time) is compared to income statement or cash flow statements (period of time).
    Documentation
    The Documentation sheet provides you the definitions of the ratios using the row labels of the Input sheet or other ratio results.
&CCopyright © 2013 Cengage Learning
[email protected]
Input
        1    2    3    4    5
    FinSAS Version 20111028    Input
    Company:    Macys Inc
    Analyst:    Your name(s) here
    Most Recent Year Available:    2018
    Years Available for:
    Income Statement (1-5)    5
    Balance Sheet (1-5)    5
    =    =    =    =    =    =
    INCOME STATEMENT    2018    2017    2016    2015    2014
    -    -    -    -    -    -
    Net Sales    24971    24939    25908    27079    28105
    Less: Cost of Goods Sold    15215    15181    15666    16496    16863
        -    -    -    -    -
    Gross Profit    9756    9758    10242    10583    11242
    Other Operating Revenue    768    702    656    0    0
    Less: Operating Expenses    8786    8596    9527    8544    8442
        -    -    -    -    -
    Operating Income    1738    1864    1371    2039    2800
    Less: Interest Expense    261    321    367    361    393
    (no capitalized interest)
    Other Income (Expenses)    -57    -27    -39    0    -17
    Unusual or Infreq. Item;
    Gain (Loss)    0    0    0    0    0
    Equity in Earnings of Assoc.;
    Profit (Loss)    0    0    0    0    0
        -    -    -    -    -
    Income before Taxes    1420    1516    965    1678    2390
    Less:Taxes Related to Operations    322    -39    346    608    864
        -    -    -    -    -
    N.I. before Noncontr. Inc    1098    1555    619    1070    1526
    Noncontrolling income (loss)    10    11    8    2    0
        -    -    -    -    -
    N.I. before Nonrecurring Items    1108    1566    627    1072    1526
    Oper. of Discontinued Segment;
    Income (Loss)    0    0    0    0    0
    Disposal of Discont. Segment;
    Gain (Loss)    0    0    0    0    0
    Extraordinary Item;
    Gain (Loss)    0    0    0    0    0
    Cum. Effect of Acct Change;
    Gain (Loss)    0    0    0    0    0
        -    -    -    -    -
    Net Income (Loss)    1108    1566    627    1072    1526
    =    =    =    =    =    =
    BALANCE SHEET    2018    2017    2016    2015    2014
    -    -    -    -    -    -
    ASSETS
    Current Assets:
    Cash    1162    1455    1297    1109    2246
    Marketable Securities    0    0    0    0    0
    Gross Receivables    400    363    522    558    424
    Less: Allowance for Bad Debts    0    0    0    0    0
    Net Trade Receivables    400    363    522    558    424
    Inventories    5263    5178    5399    5506    5417
    Prepaid Expenses    620    650    408    479    493
    Other Current Assets    0    0    0    0    0
        -    -    -    -    -
    Total Current Assets    7445    7646    7626    7652    8580
    Long-Term Assets:
    Net Tangible (Fixed) Assets (other than construction in progress)    6637    6672    7017    7616    7800
    Construction in Progress    0    0    0    0    0
    Intangible Assets    4386    4385    4395    4411    4239
    Investments    0    0    0    0    0
    Other Nonoperating Assets    0    0    0    0    0
    Other Operating Assets    726    880    813    897    711
        -    -    -    -    -
    Total Long-Term Assets    11749    11937    12225    12924    12750
    Total Assets    19194    19583    19851    20576    21330
    LIABILITIES AND EQUITY
    Current Liabilities:
    Accounts Payable    5021    4861    4986    4859    4703
    Short Term Loans    43    22    309    642    76
    Current Maturity of L.t. Debt    0    0    0    0    0
    Other Current Liabilities    168    296    352    227    296
        -    -    -    -    -
    Total Current Liabilities    5232    5179    5647    5728    5075
    Long-Term Liabilities:
    Long-term Debt    4708    5861    6562    6995    7233
    Reserves    0    0    0    0    0
    Deferred Liabilities    1238    1148    1443    1477    1443
    Noncontrolling Interest    0    -12    -1    3    0
    Redeemable Preferred    0    0    0    0    0
    Other Long-term Liabilities    1580    1662    1877    2123    2201
        -    -    -    -    -
    Total Long-term Liabilities    7526    8659    9881    10598    10877
    Total Liabilities    12758    13838    15528    16326    15952
    Shareholders' Equity:
    Preferred Equity    0    0    0    0    0
    Common Equity-incl. Ret. Ern.    6436    5745    4323    4250    5378
        -    -    -    -    -
    Total Equity    6436    5745    4323    4250    5378
    Total Liabilities and Equity    19194    19583    19851    20576    21330
    =    =    =    =    =    =
    OTHER DATA    2018    2017    2016    2015    2014
    -    -    -    -    -    -
    Capitalized Interest    10.0    11.0    10.0    17.0    13.0
    Interest Portion of Rentals    0.0    0.0    0.0    0.0    0.0
    Liquidation Value of Pref. Stock    0.0    0.0    0.0    0.0    0.0
    Dividends on Redeemable Pref.    0.0    0.0    0.0    0.0    0.0
    Dividends on Nonredeemable Pref.    0.0    0.0    0.0    0.0    0.0
    Dividends per Common Share    1.510    1.510    1.493    1.393    1.188
    Total Cash Dividends    463.0    461.0    459.0    456.0    421.0
    Dil. Earn. per Sh. before Nonrec. Items    3.560    5.100    2.020    3.220    4.220
    Market Price per Common Share    25.730    24.890    29.110    40.410    63.880
    Tax Rate...
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