Assignment:
I have chosen the companies Apple, Microsoft, and Google to analyze in the tech industry, Apple is the parent company I have decided to go on with. The other companies (Microsoft and google) you will consider your competitors to which you will be comparing your ratios and performance.
Locate the latest SEC filing 10-K for each company you will be analyzing (probably December 31, 2022 or possibly in 2023 for companies, such as those in retail, that may not use a calendar fiscal year). Conduct an internet search by investigating websites and tools that will help you perform ratio analysis on these companies. These may include analyst reports, Bloomberg, Thomson Reuters, the company’s annual report, and industry association websites, among other sources.
Identify the ratios and tools that you will use to perform a ratio analysis on the companies you chose. Also, evaluate their cash flows thoroughly. To Perform your analysis you must use Excel to present your ratio calculations.
• Note: You should apply the same ratios to each company to allow you to compare and analyze a company's performance.
Finalize ratio calculation and analysis for each company presentation with the following elements:
• Create a presentation to report on your findings and conclusions. The presentation should include 8 – 10 slides (not including title and reference pages).
• Use Excel to compute your ratio calculations that support your PowerPoint presentation.
• Your presentation should include:
Company background
Briefly present the financial position based on the SEC filings and other documents you have reviewed
Summarize, compare and analyze the cash flows and ratios you computed of the parent company to the other two companies (competitors). Analyze each company’s performance relative to each other. Identify where the parent company out performs its competitors and areas where the company may have certain issues and where you recommend further investigation based on the underlying financial information you have gathered.
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Slide 1: Introduction and Company Background
- Briefly introduce the topic and mention the three companies being analyzed: Apple, Microsoft, and Google
- Provide a brief background on each company, including their products and services, market position, and recent developments
Slide 2: Financial Position
- Provide an overview of the financial position of each company based on their SEC filings and other documents
- Highlight key financial metrics such as revenue, net income, and total assets for the latest fiscal year
- Show a comparison of these metrics for all three companies in a table or graph
Slide 3: Cash Flows Analysis
- Present a thorough analysis of the cash flows for each company
- Discuss the components of cash flows (operating, investing, and financing) and their trends over the years
- Evaluate the cash flow ratios such as operating cash flow ratio, cash flow margin, and cash flow return on investment
Slide 4: Ratio Analysis
- Identify the ratios that will be used to perform a ratio analysis on the three companies
- Some ratios to consider include liquidity ratios (current ratio, quick ratio), profitability ratios (gross profit margin, operating profit margin), and efficiency ratios (inventory turnover, accounts receivable turnover)
- Calculate these ratios for all three companies using Excel and present the results in a table or graph
Slide 5: Comparison and Analysis
- Compare and analyze the ratios of the parent company (Apple) to its competitors (Microsoft and Google)
- Identify areas where Apple outperforms its competitors and areas of concern or weakness
- Discuss the implications of these findings on the overall performance and competitiveness of the companies
Slide 6: Further Investigation Recommendations
- Based on the underlying financial information gathered, recommend areas where further investigation is needed
- Highlight any potential issues or red flags that need to be addressed
- Provide suggestions for additional analysis or research that could provide more insights into the financial health and performance of the companies
Slide 7: Conclusion
- Summarize the key findings and conclusions from the analysis
- Emphasize the strengths and weaknesses of each company relative to its competitors
- Highlight any opportunities or threats that may impact the future performance of the companies
Slide 8: References
- Cite all the sources and references used in the analysis, such as SEC filings, annual reports, analyst reports, and industry association websites
- Provide links or proper citations for easy access to the original sources
Note: This outline provides a general structure for the presentation. You can modify it according to your specific analysis and findings. Consider adding visual elements such as charts, graphs, and images to enhance the presentation.
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