Evaluate the current financial health of the company by presenting your findings of
relevant
financial information based on a
subset of the following
:
Ratios: 1) liquidity 2) profitability, 3) leverage, 4) efficiency, 5) operating, and 6) market value and investment ratios. (See the template)
Also, using trend analysis, and/or common size analysis, and/or longitudinal analysis based on CAGR (Compound Annual Growth Rate – see CAGR in Investopedia.com ) to either reinforce staying with the company’s status quo or to suggest changes in strategy in light of the results.
If applicable, also include competitive financial analysis and/or other relevant financial findings by investigating all quantitative information provided.
For each of your calculations or observations note whether a trend is up, down or flat (see template) and note the strategic impact of each finding.
A concluding summary statement should address the strategic implications arising from your analysis of the financial health of the company