FORMAT AND PROJECT REQUIREMENTS
SEC Report: 100 points
Deadline: Week 7
Name of your Company
Your name:
Course Title and Number
Professor’s Name
THE ABOVE INFORMATION SHOULD BE IN YOUR TITLE PAGE
PAGE 2: This page is the start of the main body of your paper. Your paper must have the section headings in bold and follow the same numbering sequence as below.
I. Introduction and Company Background Information (minimum 1 page) 8 points.
II. Discussion on Income Statement (minimum ½ page) 12 points
III. Discussion on Balance Sheet (minimum ½ page) 12 points
IV. Discussion on Statement of Cash Flows (minimum ½ page) 12 points
V. Ratio Analysis (need a minimum of 2 ratios) 10 points. Computational support must be shown. Alternatively, if you found the ratios on a website, you can use it with the condition that you must cite your source here in this section as well as at the end of the paper along with other citations.
(1) Current Ratio: 1.1
Comments: You must briefly interpret the results in 1-2 sentences.
(2) Accounts Receivable Turnover 2.5
Comments: You must briefly interpret the results in 1-2 sentences individually for each ratio.
Note: The above ratios were provided for illustrative purposes only. You decide which ratios you wish to use. You must follow the format provided in the sample Nordstrom report to avoid loss of points.
VI. Horizontal Analysis (need a minimum of 2 items-1 from Balance Sheet and 1 from Income Statement) 10 points
Account 2016 2015 Difference $ Difference %
- Cash $1,050,000 1,000000 $50,000 5%
- Accounts Receivable etc.
Comments: You must briefly comment on each item interpreting the results.
Note: The above accounts were provided for illustrative purposes only. You decide which accounts to analyze. You must follow the format provided in the sample Nordstrom report to avoid loss of points.
VII. Vertical Analysis (need a minimum of 2 items-1 from Balance Sheet and 1 from Income Statement) 10 points
Note: The base accounts Sales or Total Assets or Total Liabilities & Stockholders’ Equity does not count as one of the two items although you need to include the base account used.
Eg. Income Statement
Base: Revenues $5,000,000
CGS $1,000,000/$5,000,000 =20%
Net Income: $2,000,000/$5,000,000=40%
Balance Sheet
Total Assets Base: 10,000,000.
1. Cash 1,000,000/10,000,000 = 10%.
2. Inventory: 2,000,000/10,000,000=20%.
Comments: You must briefly comment on each item interpreting the results.
Note: You must follow the format provided in the sample Nordstrom report to avoid loss of points.
VII. Management Analysis & Discussion (MD&A): 15 points
Write a minimum of 3/4 page on anything of interest you read in the M D & A section of your SEC company
VIII. Conclusion (minimum 1/4 page) 5 points
IX. References: Minimum of three. 6 points
APA Format
Consult the library website for additional assistance. This report must be done using 12 font size and 1.5 spacing.
PS: I have attached a sample report here and will also email it to all with these instructions for you to get an idea of what the final product should look like. However, please note that the sample report is provided for general guidance. The number of ratios etc. analyzed may be different than what is required in this semester. So, please consult the above instructions when preparing your report.
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