Apple Company (APPL) Financial Analysis Assignment

This is an individual assignment that focuses on Dun and Bradstreet’s key business ratio analysis and a current financial situation analysis.
https://www.dnb.com/product/contract/ratiosP.htm and
http://ezinearticles.com/?The-Seven-Key-Ratios-Used-in-Key-Ratio-Analysis&id=5873597
Required Elements to include in Financial Analysis:
• Students will be required to create a quantitative financial spreadsheet with key financial ratios (Students will create spreadsheet) – NOT COUNTED TOWARD 4 PAGE

LENGTH
• Complete the financial ratios using the outline on the template.
• Include additional financial ratios that you believe relevant or important to your analysis;
• Provide a detailed, written analysis of the findings from the financial analysis;
• a trend analysis of the latest three years of key balance and income statement information, including a spreadsheet depicting the trend as well as a detailed,

written analysis of the information.
• Demonstrate critical thinking in the assessment.
Required Formatting of Paper:
· This report should be double spaced, 12-point font, and three to four page written analysis excluding the title page, reference page and .spreadsheets;
· Complete template and spreadsheets with the most recently reported three years of financial statements and presented as an appendix;
• This paper should be written in the third person. No script should contain the words “I or we;”
• Title page with your name, the course name, the date, and instructor’s name;
• Include references with at least one reference other than the course material;
• Use APA formatting for in-text citations and reference page. You are expected to paraphrase and not use quotes. Deductions will be taken when quotes are used and

found to be unnecessary;

Financial Analysis Assignment Template
Your response for the Financial Analysis Assignment should measure, record, and present the financial performance of your firm. Your analysis shall be conducted on a

year-to-year basis using the firm’s most recent three years balance sheets and income statements except for final partial-year data, as appropriate (e.g., 4th quarter

2013*). Use the outline below as a guide for developing your response for the Financial Analysis Assignment.
Item 0: Financial Analysis Assignment Cover Sheet

Item 1: List of Illustrations
Item 2: Table of Contents
Item 3: Main Body
(Start of Topic Outline for Body of Paper)
I. Introduction
II. Summary of Operations ($000)
A. Net Sales
B. Gross Margin
C. Operating Margin
D. Income before Taxes
E. Net Income
F. Summary of Operations Data Assessment/Interpretation
III. Financial Position ($000)
A. Working Capital
B. Net Property, Plant & Equipment
C. Total Assets
D. Long Term Assets
E. Stockholders’ Equity
F. Financial Position Data Assessment/Interpretation Summary
IV. Financial Ratios to cover four (4) categories of the firm’s performance; minimum one ratio from each category.
A. Liquidity
B. Leverage
C. Profitability
D. Efficiency
E. Financial Ratios Data Assessment/Interpretation Summary
V. Historical view of the financial performance; 3-year Trend Analysis for relevant financial performance variables
A. Comparisons with at least 2 major competitors
B. Comparison with Industry Standards
C. Supplemental Data
D. Historical Financial Performance and 3-year Trend Analysis Data Assessment/Interpretation Summary
(End of Topic Outline for Body of Paper)
Item 4: References
Item 5: Appendix (Examples of Typical Appendices)
1. Industry Statistics
2. Company Income Statements
3. Company Balance Sheets
4. Company Quarterly Statements
5. Competitor #1 Income Statements
6. Competitor #1 Key Statistics
7. Competitor #2 Income Statements
8. Competitor #2 Key Statistics