Financial Analysis on Twitter

Your Case
Study: Historical Financial Analysis Assignment paper must include:
1.
Historical Financial Statements (Income
Statement, Balance Sheet and Statement of Cash Flows) from the 3 most current
years for the firm. These should be
downloaded from the SEC website. The
financial statements must include horizontal (shown between the years) and
vertical analysis (shown to the right of the last year of historical data).
2.
Ratio analysis for the ratios shown
on Table 1 in the Guide to Case Analysis (CA) of the textbook:
a.
Profitability ratios
b.
Liquidity ratios
c.
Leverage ratios
d.
Activity ratios
e.
Price-to-earnings ratio
f.
The changes between years are
included in the calculations.
3.
Competitor ratios to compare with
the ratios that were calculated in item 2.
These should be included on the same tab as the ratio analysis for the
firm.
4.
Financial analysis should include
comparisons to the firm’s main competitor as well as to the industry. How does the financial position of the firm
influence the strategic direction of the company? This section should not be used to define
what each ratio is rather it should clearly provide analysis based on the
calculations as to the strategic choices and implications of the firm’s
financial position. A compare and
contrast with the main competitor should be included in this section of
narrative.

Options to Download SEC Financial Data into Excel Spreadsheets:
There are two ways to
pull financial data in Excel format from the SEC site, depending on how recent
the information is.

OPTION 1: For filings
that are a year or two old
· Go to www.sec.gov.
o
In the Filings & Forms box, click on Search for Company Filings.
o
Then click on Company or fund name, ticker symbol, CIK (Central Index Key), file
number, state, country, or SIC (Standard Industrial Classification).
o
Enter either a company name or ticker symbol
into the appropriate box. (Note: it may be easier to use a ticker symbol
because this guarantees you have the right company.) Choose Find Companies.

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