FINANCIAL STATEMENT ANALYSIS

Ratio Analysis and Final Project Week 2: Income Statement and Balance Sheet Analysis, Performance Comparison

Part One: Ratio Analysis

Find the latest financial statements for Coca Cola. Identify and/or calculate the following measures over the last three years:

  1. Total revenues
  2. Gross profit
  3. Operating income
  4. net income
  5. Dividend payout
  6. Dividends received per shareholder

Required:

  1. For the measures listed above, perform a trend analysis, including graphs, for the last 3 years.
  2. What conclusions are evident from your trend analysis?  Justify your answers and explain how these findings might be relevant to the investor and the management of the company.
  3. Cite sources of your research in APA format.

Part Two:  Final Project Week 2: Income Statement and Balance Sheet Analysis, Performance Comparison

Required:

Using the financial information gathered in Week 1, address the following questions or issues:

  1. Select three items from the income statements that you feel would be important to an investor. Analyze and compare your two companies in terms of these items and how they are performing relative to each other and in general.
  2. Select three items from the balance sheet that you feel would be important to an investor. Analyze and compare your two companies in terms of these items. How they are performing relative to each other and in general? Provide a rationale for your conclusions.

Deliverables:

  1. Part One, use MS Excel document.
  2. Use good form, and show all your calculations and conclusions.
  1. Address the issues for the Final Project, Week 2 outlined in Part Two, using an MS Excel spreadsheet. Show all your calculations and conclusions.

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