Assignment 1 Due Monday, February 15 at 7:00pm Please submit on D2L/Dropbox This is a group project. Each team will have four members. You must email me your team members. If you don’t have a team,...

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I am doing a financial analysis of Delta Airlines stock.


Assignment 1 Due Monday, February 15 at 7:00pm Please submit on D2L/Dropbox This is a group project. Each team will have four members. You must email me your team members. If you don’t have a team, let me know, and I will find one for you. You cannot discuss your assignment with other teams. Please review the Academic Misconduct section in the syllabus. In this assignment, assume you are a savvy financial analyst researching companies in which to invest. Select a U.S. publicly traded company you think might be a good investment and perform a financial analysis. You need at least 5 years of information. (If the company has not been public for at least 5 years, it is not a good choice.) Your analysis should include the following: 1. Income statement analysis - Determine the source and sustainability of revenues - Analyze the nature and scope of expenses - Perform a horizontal analysis - Perform a vertical analysis - What are your conclusions? 2. Balance sheet analysis - Using the annual reports, find as much as possible about each component of the balance sheet (e.g. how will the company be paid, what are the usual terms for selling on credit, how is the inventory valued, has the company made any changes, how is the company paying its suppliers, are there any intangible assets). - Perform a horizontal analysis - Perform a vertical analysis - What are your conclusions? 3. Cash flow analysis - What are the uses/sources of cash? - What are the trends? - Compute the company’s FCF - What are the uses of its FCF - What are your conclusions? 4. Ratio analysis - Compare your company’s ratios with its main competitors and the industry average. What can you conclude? - Perform a trend analysis for your ratios. What do you conclude? Explain any drastic changes. 5. What can you conclude about the company’s financial health? What are the financial strengths and weaknesses? How can the company improve its financial condition? Please include any other information that you consider important for your company. Don’t forget - use tables and graphs - use the provided links - you must consider the condition of the industry and the macroeconomic factors (general economic activity, trade…) - cite all your sources - organize your paper
Answered 4 days AfterMar 22, 2021

Answer To: Assignment 1 Due Monday, February 15 at 7:00pm Please submit on D2L/Dropbox This is a group project....

Nitish Lath answered on Mar 27 2021
156 Votes
IS Vertical
    Financial Statements
    DELTA AIR LINES, INC.
    Consolidated Statements of Operations
            Year Ended December 31,                Vertical Analysis
    (in millions, except per share data)    2020    2019    2018    2017    2016    2020    2019    2018    2017    2016
    Operating Revenue:
    Passenger    $ 12,883    $ 42,277    $ 39,755    34,819    33,777    75%    90%    89%    84%    85%
    Cargo    608    753    865    72
9    668    4%    2%    2%    2%    2%
    Other    3,604    3,977    3,818    5,696    5,194    21%    8%    9%    14%    13%
    Total operating revenue    17,095    47,007    44,438    41,244    39,639    100%    100%    100%    100%    100%
    Operating Expense:
    Salaries and related costs    8,754    11,225    10,743    10,436    10,034    51%    24%    24%    25%    25%
    Aircraft fuel and related taxes    3,176    8,519    9,020    5,733    5,133    19%    18%    20%    14%    13%
    Regional carriers expense, excluding fuel    2,479    3,584    3,438    4,503    4,311    15%    8%    8%    11%    11%
    Depreciation and amortization    2,312    2,581    2,329    2,235    1,902    14%    5%    5%    5%    5%
    Ancillary businesses and refinery    1,785    1,245    1,695            10%    3%    4%    0%    0%
    Contracted services    1,778    2,641    2,175    2,184    1,991    10%    6%    5%    5%    5%
    Landing fees and other rents    1,518    1,762    1,662    1,528    1,490    9%    4%    4%    4%    4%
    Aircraft maintenance materials and outside repairs    822    1,751    1,575    1,992    1,823    5%    4%    4%    5%    5%
    Passenger commissions and other selling expenses    582    1,993    1,941    1,787    1,710    3%    4%    4%    4%    4%
    Passenger service    523    1,251    1,178    1,067    907    3%    3%    3%    3%    2%
    Aircraft rent    399    423    394    351    285    2%    1%    1%    1%    1%
    Restructuring charges    8,219    - 0    - 0            48%    0%    0%    0%    0%
    Government grant recognition    (3,946)    - 0    - 0            -23%    0%    0%    0%    0%
    Profit sharing    - 0    1,643    1,301    1,065    1,115    0%    3%    3%    3%    3%
    Other    1,163    1,771    1,723    2,249    1,986    7%    4%    4%    5%    5%
    Total operating expense    29,564    40,389    39,174    35,130    32,687    173%    86%    88%    85%    82%
    Operating (Loss)/Income    (12,469)    6,618    5,264    6,114    6,952    -73%    14%    12%    15%    18%
    Non-Operating Expense:
    Interest expense, net    (929)    (301)    (311)    (396)    (388)    -5%    -1%    -1%    -1%    -1%
    Impairments and equity method losses    (2,432)    (62)    (60)            -14%    -0%    -0%    0%    0%
    Gain/(loss) on investments, net    (105)    119    38            -1%    0%    0%    0%    0%
    Miscellaneous, net    348    (176)    220    (17)    72    2%    -0%    0%    -0%    0%
    Total non-operating expense, net    (3,118)    (420)    (113)    (413)    (316)    -18%    -1%    -0%    -1%    -1%
    (Loss)/Income Before Income Taxes    (15,587)    6,198    5,151    5,701    6,636    -91%    13%    12%    14%    17%
    Income Tax Benefit/(Provision)    3,202    (1,431)    (1,216)    (2,124)    (2,263)    19%    -3%    -3%    -5%    -6%
    Net (Loss)/Income    $ (12,385)    $ 4,767    $ 3,935    $ 3,577    $ 4,373    -72%    10%    9%    9%    11%
IS Horizontal
        Financial Statements
        DELTA AIR LINES, INC.
        Consolidated Statements of Operations
                Year Ended December 31,                    Horizontal Analaysis
        (in millions, except per share data)    2020    2019    2018    2017    2016    2015    2020    2019    2018    2017    2016
        Operating Revenue:
        Passenger    $ 12,883    $ 42,277    $ 39,755    34,819    33,777    34,782    -70%    6%    14%    3%    -3%
        Cargo    608    753    865    729    668    813    -19%    -13%    19%    9%    -18%
        Other    3,604    3,977    3,818    5,696    5,194    5,109    -9%    4%    -33%    10%    2%
        Total operating revenue    17,095    47,007    44,438    41,244    39,639    40,704    -64%    6%    8%    4%    -3%
        Operating Expense:
        Salaries and related costs    8,754    11,225    10,743    10,436    10,034    8,776    -22%    4%    3%    4%    14%
        Aircraft fuel and related taxes    3,176    8,519    9,020    5,733    5,133    6,544    -63%    -6%    57%    12%    -22%
        Regional carriers expense, excluding fuel    2,479    3,584    3,438    4,503    4,311    4,241    -31%    4%    -24%    4%    2%
        Depreciation and amortization    2,312    2,581    2,329    2,235    1,902    1,835    -10%    11%    4%    18%    4%
        Ancillary businesses and refinery    1,785    1,245    1,695                43%    -27%
        Contracted services    1,778    2,641    2,175    2,184    1,991    1,848    -33%    21%    -0%    10%    8%
        Landing fees and other...
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