Presented by the UCLA Undergraduate Investment Society.

Slides:



Advertisements
Similar presentations
T3.1 Chapter Outline Chapter 11 Working With Financial Statements Chapter Organization 3.1Cash Flow and Financial Statements: A Closer Look 3.2Standardized.
Advertisements

Chapter 3 Working With Financial Statements
Stockholders Who cares about Financial Statements? Creditors Management & Employees Will I be paid? How good is our investment? How are we performing?
“How Well Am I Doing?” Financial Statement Analysis
Financial Statement Analysis
Essentials of Investments © 2001 The McGraw-Hill Companies, Inc. All rights reserved. Fourth Edition Irwin / McGraw-Hill Bodie Kane Marcus 1 Chapter 14.
NORDSTROM, INC. Nicole Conte ACG2021- Sec Welcome to Nordstrom. Would you like to sign in?sign in your accountyour account | shopping bag: 1 item.
1 Corporate Finance Interview Prep - Accounting Mark Pacyna / Manoj Ramnani VP’s for Corporate Finance Ross Business School Finance Club.
Financial Statement Analysis
1 16. Understanding Accounting & Financial Statements.
By: Jennifer Spinka.  Coach was founded in 1941 as a family-run workshop in a Manhattan loft.  Coach, Inc. designs and markets accessories and gifts.
Introduction to Financial Statement Analysis Introduction to Financial Statement Analysis C H A P T E R 5.
Financial Statement Analysis
Financial Statement Analysis MIM 517 Class 4 Fall 2010.
Chapter Thirteen Financial Statement Analysis Copyright © 2011 by The McGraw-Hill Companies, Inc. All rights reserved.McGraw-Hill/Irwin.
Evaluating Financial Performance. The Key Questions: 1.Does the firm have the ability to meet maturing financial obligations? 2.Does management do a good.
Copyright © 2007 South-Western. All rights reserved. Chapter 15 Accounting and Financial Analysis.
- Brijesh Pitroda. The analysis of a Business' Health starts with Financial Statement Analysis.
Financial Statement Analysis Management Accounting: The Cornerstone for Business Decisions Copyright ©2006 by South-Western, a division of Thomson Learning.
Reinsurance Market Overview
Parts of a Financial Statement 1.Statement of Income 2.Balance Sheet 3.Statement of Cash Flow 4.Statement of Stockholders’ Equity.
Copyright © 2006 McGraw Hill Ryerson Limited17-1 prepared by: Sujata Madan McGill University Fundamentals of Corporate Finance Third Canadian Edition.
Williams Sonoma Annual Report Justin Kovacsik ACG
An Example: Dell Abbreviated Balance Sheet
Annual Report Corning Incorporation John Harkins ACG 2021 Section 002.
BILLABONG Samantha Mowatt ACG Executive Summary Over the past year there has been an overall increase in Billabong industries with record highs.
Parts of a Financial Statement 1.Statement of Income 2.Balance Sheet 3.Statement of Cash Flow 4.Statement of Stockholders’ Equity.
Intro to Financial Management Evaluating a Firm’s Financial Performance.
PART A. Introduction Chief executive officer: Ralph Lauren Chief executive officer: Ralph Lauren Location of home office: United States Location of home.
Agenda 14 December :30 Call to Order 9:35 Minutes 9:40 Treasurer’s Report 9:45 Old Business –Value Line 10:00 New Business 10:10 Education 10:30.
Annual Report Project Starbucks Blake Hersch ACG2021 Sec. 080.
Financial Statement Analysis. Two Primary Statements Balance Sheet –Snapshot –BV vs MV Income Statement –Period of time.
Chapter 2 Financial Ratio Analysis. 2-2 Example 2.1 Problem  Rylan Enterprises has 5 million shares outstanding.  The market price per share is $22.
Financial Statement Analysis. Limitations of Financial Statement Analysis Differences in accounting methods between companies sometimes make comparisons.
Annual Report NovaMed Kristin Catlin ACG2021 Sect. 004.
Using Financial Information and Accounting Chapter 19.
Th 9 ©The McGraw-Hill Companies, Inc Foundations of Financial Management E D I T I O N N I N T H Irwin/McGraw-Hill Block Hirt 5 C H A P T E R FIVE.
©2012 McGraw-Hill Ryerson Limited 1 of 34 Learning Objectives 1.Calculate 13 financial ratios that measure profitability, asset utilization, liquidity.
McGraw-Hill/Irwin © 2008 The McGraw-Hill Companies, Inc., All Rights Reserved. CHAPTER 11 Financial Statement Analysis McGraw-Hill/Irwin © 2008 The McGraw-Hill.
Using Financial Information and Accounting Chapter 14.
Fourth Edition 1 Financial Statement Analysis. Fourth Edition 2 Outline 1.Financial statements 1.Income statement and margin analysis 2.Ratio analysis.
Ch.2 Financial Statements and the Annual Report Prof. Jamie Wang.
McGraw-Hill/Irwin Copyright © 2013 by The McGraw-Hill Companies, Inc. All rights reserved. Financial Statements Analysis Chapter 3.
McGraw-Hill/Irwin Copyright © 2005 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 19 Financial Statement Analysis.
Finance 206 Evaluating a firm’s Financial Performance.
Chapter 14 © The McGraw-Hill Companies, Inc., 2007 McGraw-Hill /Irwin “How Well Am I Doing?” Financial Statement Analysis.
Kinnari Patel ACG 2021 Section 080 Pfizer Annual Report.
Copyright © 2007 Prentice-Hall. All rights reserved 1 Financial Statement Analysis Chapter 13.
1 Research term paper Five major sections: Company background / introduction Competitive strengths Financial analysis (focus section) Stock valuation analysis.
Presented By: Ann Hempfling Conclusion and 08 Sierra Kollar-Lane Investment Utilization Bob Kasai Intro Ryan Wein Overall Performance Yi-Tai Lee Test of.
“How Well Am I Doing?” Financial Statement Analysis Chapter 17.
McGraw-Hill/Irwin © 2007 The McGraw-Hill Companies, Inc., All Rights Reserved. Financial Statement Analysis CHAPTER 13.
 The McGraw-Hill Companies, Inc., 1999 INVESTMENTS Fourth Edition Bodie Kane Marcus Irwin/McGraw-Hill 19-1 Financial Statement Analysis Chapter 19.
© 2015 Cengage Learning. All Rights Reserved. Learning Objective © 2015 Cengage Learning. All Rights Reserved. LO2 Analyze the profitability of a business.
ACC 561 Week 2 Assignment Practice Quiz ​ 100%Correct To purchase this material click below link Assignment-Week-2-Practice-Quiz.
Pre – MBA Program Accounting Ratios Nov 11, 2012.
Financial Statement Analysis
Chapter 4 Using Financial Statements to Analyze Value Creation
Financial Statement Analysis
Fundamental Managerial Accounting Concepts
Analysis Example Financial Ratio
Analyzing financial statements
Financial Statement Analysis
T I M C O K By: Amanda D. Barlow.
END OF CHAPTER PROBLEMS
Financial Analysis Quick ratio: ($22,000+ $41,500)/
Intro to Financial Management
5 Financial Analysis FIVE C H A P T E R Irwin/McGraw-Hill
Financial Statement Analysis
Financial Statements: Basic Concepts and Comprehensive Analysis
Presentation transcript:

Presented by the UCLA Undergraduate Investment Society

Balance Sheet

Income Statement

Statement of Cashflow

Statement of Owners/Shareholders Equity

Recall… We use Financial Ratios to Analyze the Statements of Companies

Let’s Get Going We are going to look at 6 Companies 3 from the Retail Industry 3 from the Pharmaceutical Industry

Retail Industry Maidenforms Brands Inc. (MFB) True Religion Apparel Inc. (TRLG) Jones Group Inc. (JNY)

Maidenforms Band Inc. MFB Maidenform Brands, Inc. is a global intimate apparel company that designs, sources and markets a range of intimate apparel products, including bras, panties and shapewear. As of December 31, 2011, the Company operated 74 outlet stores. In addition, the Company sells products, such as sleepwear, bra accessories and girls bras under the Maidenform label, which it purchases from its licensees and other third-party vendors. It operates in two segments: wholesale and retail.

Balance Sheet

Income Statement

Cash Flows

Ratios Liquidity/Financial Health Latest Qtr Current Ratio Quick Ratio Financial Leverage Debt/Equity

More Ratios Profitability Return on Assets % Financial Leverage (Average) Return on Equity % Return on Invested Capital %

True Religion Apparel Inc. (TRLG) True Religion Apparel, Inc. (True Religion) designs, markets, sells and distributes premium fashion apparel, centered on its core denim products using the brand name True Religion Brand Jeans. The Company operates in four segments: U.S. Consumer Direct, International, U.S. Wholesale and Core Services. The Company’s products are distributed through multiple wholesale and retail segments on six continents, including North America, Europe, Asia, Australia, Africa and South America.

Balance Sheet

Income Statement

Cash Flows

Ratios Liquidity/Financial Health Latest Qtr Current Ratio Quick Ratio Financial Leverage Debt/Equity —————

More Ratios Profitability Return on Assets % Financial Leverage (Average) Return on Equity % Return on Invested Capital %

Jones Group Inc. (JNY) The Jones Group Inc. (Jones) is a global designer, marketer and wholesaler of over 35 brands across five divisions: apparel, footwear, jeans wear, jewelry and handbags. Jones also markets directly to consumers through its branded specialty retail and outlet stores and through its e-commerce sites. Its operations consist of six segments: domestic wholesale sportswear, domestic wholesale jeanswear, domestic wholesale footwear and accessories, domestic retail, international wholesale and international retail. On June 2, 2011, the Company acquired 100% of the equity interests in KG Group Holdings Limited.

Balance Sheet

Income Statement

Cash Flows

Ratios Liquidity/Financial Health Latest Qtr Current Ratio Quick Ratio Financial Leverage Debt/Equity

More Ratios Profitability Return on Assets % Financial Leverage (Average) Return on Equity % Return on Invested Capital %

Retail Industry Sequenom, Inc. (SQNM) Affymetrix, Inc. (AFFX) MAKO Surgical Corp. (MAKO)

Sequenom, Inc. (SQNM) Sequenom, Inc. (Sequenom) is a molecular diagnostic testing and genetics analysis company committed to providing molecular diagnostic testing services, and research use only products, services, applications, and genetic analysis products that translate the results of genomic science into solutions for biomedical research, translational research, molecular medicine applications, and agricultural, livestock, and other areas of research. The Company operates in two segments: Molecular Diagnostics (including Sequenom Center for Molecular Medicine, LLC, or Sequenom CMM) and Genetic Analysis

Balance Sheet

Income Statement

Cash Flows

Ratios Liquidity/Financia l Health Current Ratio Quick Ratio Financial Leverage Debt/Equity ——

More Ratios Profitability Tax Rate %————— Net Margin % Asset Turnover (Average) Return on Assets %

Affymetrix, Inc. (AFFX) Affymetrix, Inc. (Affymetrix) is engaged in the development, manufacture, sale and service of consumables and systems for genetic analysis in the life sciences and clinical healthcare markets. The Company sells its products directly to pharmaceutical, biotechnology, agrichemical, diagnostics and consumer products companies, as well as academic research centers, government research laboratories, private foundation laboratories and clinical reference laboratories in North America and Europe. In June 2012, the Company acquired eBioscience Holding Company, Inc.

Balance Sheet

Income Statement

Cash Flows

Ratios Liquidity/ Financial Health Latest Qtr Current Ratio Quick Ratio Financial Leverage Debt/Equity

More Ratios Profitability Return on Assets % Financial Leverage (Average) Return on Equity % Return on Invested Capital %

MAKO Surgical Corp. (MAKO) MAKO Surgical Corp. (MAKO) is a medical device company that markets its robotic arm solution and orthopedic implants for orthopedic procedures called MAKOplasty. The Company offers MAKOplasty, a surgical solution that enables orthopedic surgeons to treat patient specific, osteoarthritic disease. MAKOplasty is performed using its RIO Robotic Arm Interactive Orthopedic system (RIO).. During the year ended December 31, 2011, a total of 48 RIO systems were sold worldwide.

Balance Sheet

Income Statement

Cash Flows

Ratios Liquidity/ Financial Health Latest Qtr Current Ratio Quick Ratio Financial Leverage Debt/Equity—————

More Ratios Profitability Return on Assets % Financial Leverage (Average) Return on Equity % Return on Invested Capital %

Now its time to practice!