Case CC-1
Walmart
Comprehensive
Financial Analysis
Select a company from a non-regulated industry for which you can obtain complete financial statements for at least the most recent six years.
Required:
Based on these financial statements, the company’s background, industry statistics, and other market and company information, prepare a financial statement analysis report covering the following points:
a.Executive summary of the company and its industry.
b.Detailed evaluation of:
(1) Short-term liquidity (current debt-paying ability). (6) Profitability and equity analysis.
(2) Cash forecasting and pro forma analysis. Note: You are expected to use a variety of
(3) Capital structure and solvency. financial analysis tools in answering (b).
(4) Return on invested capital. Your analysis should yield inferences for each
(5) Asset turnover (utilization). of these six areas.
MT482 Unit 9 Case Study Comprehensive Financial Analysis CMG
Directions
For your Term Project, turn to page 676 in your textbook, and complete the Assignment under Case CC-1, Comprehensive Financial Analysis.
The final analysis should be set up as a research paper with the following sequence:
·
Cover page with your name, course number, your instructor, date, subject, a brief statement that you (and you alone) produced for the paper, and a citation for each reference mentioned in your statement.
·
Executive Summary (max. ¾ page in Bold)
·
Table of Contents
·
Introduction
·
Body (8 – 12 pages)
·
Conclusion and Recommendation(s)
·
References
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MT482 – Unit 9 Final Project: Comprehensive Case Analysis |
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Areas to be evaluated |
Points Possible |
Points Earned |
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Executive summary of the company and its industry. |
15 |
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Detailed evaluation of: · Short-term liquidity (current debt-paying ability). · Cash forecasting and pro forma analysis. · Capital structure and solvency. · Return on invested capital. · Asset turnover (utilization). · Profitability and equity analysis. |
30 |
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Comment on the usefulness of the financial statements of this company for your analysis. |
10 |
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How did accounting principles used in the financial statements affect your analytical measures? |
10 |
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Prepare a forecast of the income statement, balance sheet, and statement of cash flows for a five-year horizon and a terminal year in Year 6.x |
30 |
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Estimate the value of your company’s common stock per share using the valuation analysis and procedures described in the Comprehensive Case. |
30 |
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Responses to all questionsexhibit strong critical thinking and appropriate analysis. |
75 |
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Sentences are clear, concise, and direct; tone is appropriate. Grammatical skills are strong with almost no errors per page. Paper follows APA format and follows the criteria given: · Cover page with your name, course number, your instructor, date, subject, and a brief statement that you (and you alone) produced the paper and a citation of all references that are mentioned in your statement. · Executive Summary (max. ¾ page in Bold) · Table of Contents · Introduction · Body (8 – 12 pages) · Conclusion and Recommendation(s) · References |
50 |
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Total Points Earned |
250 |
http://www.walmartstores.com/sites/annual-report/2012/financials.aspx
http://www.walmartstores.com/sites/annual-report/2012/WalMart_AR.pdf
http://cdn.walmartstores.com/sites/AnnualReport/2010/PDF/01_WMT%202010_Financials.pdf
http://www.walmartstores.com/sites/annualreport/2008/financial_reporting.html
