Access Hoovers Links to an external site. to search for companies by industry.
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Access Hoovers Links to an external site. to search for companies by industry.
Select domestic public companies at SEC.gov Links to an external site..
Use the 10K annual report as indicated below or from the company’s website under investor relations. Make sure the company you select is a domestic public company by using the 10k annual report from the companies’ website under Investor Relations.
Access the U.S. Securities and Exchange Commission Links to an external site. to access your selected companies’ financial filings.
Select the Filings Tab and Company Filing Search in the drop-down menu to search for publicly traded companies.
Enter the selected company in the search engine to locate the required financial information to complete the Company and Stock Analysis template Download Company and Stock Analysis template. (or)
Search for a Company’s Corporate Website and locate the link for investor relations to locate the required information to complete the Company and Stock Analysis template Download Company and Stock Analysis template.
Complete the Stock Analysis in the Company and Stock Analysis template. Download Company and Stock Analysis template.
Note: Select the correct tab (Stock Analysis) at the bottom of the Excel document.
Complete the Stock Analysis section that includes the Industry and the names of the three companies.
Discuss the performance of the stocks, their investment potential, and what you have learned about each stock based on their financial data.
For example, evaluate liquidity, profitability, debt ratios, or Efficiency ratios (the formulas to calculate the ratios are provided in the template). Liquidity ratios include the current and quick ratios. Profitability ratios include profit margin and return on equity, debt ratios include debt to equity, and the debt to total assets ratio. Efficiency ratios include inventory and accounts receivable turnover ratios. See the template for more.
Include at least one paragraph for each company in the Stock Analysis Template (the formulas to calculate the ratios are provided in the template).
Explain why each class of ratio is important in evaluating the company and discuss each company’s performance based on these ratios. What do the ratios tell you about the company?
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