Executive Summary (Completed in Week Five)**
- Create an Executive Summary for your report that can be used as the first page of the final product to provide general information for upper management
- Provide a synopsis of your findings, including your recommendations and a rationale for whether or not to purchase stock from this company.
Introduction to and Background on the Company (Completed in Week One)**
- Analyze your chosen company’s current business and financial conditions and create a brief introduction to your company that includes the following.
- The mission of the company
- A descriptions of the company’s current business operation, competitors, financial condition
- General information that explains why the company interesting to you as an analyst.
Financial Statement Review (Completed in Week Two)**
- Evaluate the financial performance of your company by creating a complete financial statement review.
- Review all three accounting statements and compare each of these statements to previous statements for the past three years.
- Describe any positive or negative trends that emerge from the accounting statement data and comparisons, providing a detailed explanation of the factors that lead to these trends.
- Assess potential weaknesses in the financial statements for your company.
Market Summary and Value Calculation (Completed in Week Four)**
- Summarize how your company compares to the overall market based on researched competitive market data.
- Summarize what 3-5 market analysts are currently saying about the company.
- Calculate the value of the company’s financial assets by completing ratio analyses for the company for the last three fiscal years within the following bulleted categories. Provide a rationale as to whether each ratio is favorable or signals potential trouble for the company justifying your observations with evidence from the data and your findings.
(Note: Your report must include a minimum of 2 ratios from each bulleted category, with a minimum of 10 total analyses. The greater the number of relevant ratio analyses you can provide, the stronger your business case will be to either purchase or not purchase the stock.)
