Category: Financial Statement Analysis

  • “Analyzing Financial Performance of Apple Inc. using Horizontal Analysis” “Analyzing and Visualizing IP Data: A Comprehensive Excel Spreadsheet”

    Financial Statement Analysis
    *Please make sure that grammar, spelling, punctuation, and format are correct and professional
    *Make sure to have proper essay format. Introduction, Body paragraphs, and conclusion. Please use the template that is provided in the Attachment provided to you 
    *Use in text citation (in proper APA format)
    *Provide scholarly references in proper APA format 7th edition
    *No palagarism of any kind will be tolerated/accepted-it must be 100% original and written in your own words.
    *Include 3 scholarly references and corresponding citations in proper APA format
    *4 pages of content(not including title or reference pages) and Excel trend analysis that is completed for the chosen company(Apple)
    Description
    Assignment Details
    One of the critical roles of a financial analyst is to provide insight into the performance of an organization using financial models and tools. In this
    Individual Project (IP), you will focus on the use of a simple but effective tool, a horizontal analysis, to provide insight into the financial performance of a chosen company.
    Publicly traded companies publish annual reports to educate current and potential stockholders about company activities and performance. They include information about the company and significant financial statements, including the balance sheet, income statement, and cash flow statement, offering a snapshot of the company’s financial performance over the last year. 
    Analyzing financial performance is critical to determine company’s financial health.
    Choose 1 of the companies below, and review its financial statements and supplementary data from the annual report: (please choose apple and review its financial statements here: https://resources.careered.com/LCMSFileSharePreview/Resources/AdobePDF/Apple_Inc_2022_Annual_Report.pdf)
    Amazon 2022 Annual Report
    Apple Inc. 2022 Annual Report
    Microsoft Inc. 2022 Annual Report
    Conduct a full horizontal analysis on the income statement and answer the following questions:
    After conducting the analysis, look through the trends. What do you notice about specific accounts? You are looking for anything that looks like it might be worthy of investigation. When analyzing Net Sales, what changes did you notice? What are some possible reasons for this change? How might you investigate the cause of the changes?
    When analyzing Operating Expenses, what changes did you notice? What are some possible reasons for this change?
    Now that you have conducted a horizontal analysis, discuss how investors might interpret the trends you have observed?
    Your final submission should consist of a 4-page Word document not including a title or reference page, along with the Excel trend analysis that you completed for your chosen company
    Download the Word document template and the company template you chose to help you with this assignment:
    *IP Word Document: https://resources.careered.com/LCMSFileSharePreview/Resources/MSWordDocument/FINC600_Unit1_IP_Template.docx
    *Apple: https://resources.careered.com/LCMSFileSharePreview/Resources/MSExcelWorkbook/FINC600_Unit1_IP_Template_Apple.xlsx
    Reference:
    Apple. (2022). Annual report 2022. https://s2.g4cdn.com/470004039/files/doc_financials/2022/q4/_10-K-2022-(As-Filed).pdf
    Individual Project Rubric:
    The Individual Project (IP) Grading Rubric is a scoring tool that represents the performance expectations for the IP. This Individual Project Grading Rubric is divided into components that provide a clear description of what should be included within each component of the IP. It’s the roadmap that can help you in the development of your IP.
    Expectation:
    Provides, reviews, and analyzes net sales and operating expenses
    Presents and explains the reasons for identified changes in net sales and operating expenses
    Describes common-size analysis and how it can be used to explain identified changes in net sales and operating expenses
    Organization: Assignment presents information logically and is clearly relevant to the topic of the IP; submission includes the complete Excel spreadsheet
    Professional Language: Assignment contains accurate grammar, spelling, and punctuation, with few or no errors (APA formatting is required or style specified in assignment.)