FIN3013 Lab #2. UTSA College of Business FIN3013Lab Group Exercise Divide into groups of four students Discuss the graphs you created in Assignment #1.

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Presentation transcript:

FIN3013 Lab #2

UTSA College of Business FIN3013Lab Group Exercise Divide into groups of four students Discuss the graphs you created in Assignment #1 What four companies were analyzed? How did each perform relative to the S&P500 What similarities do you notice about the four graphs? What differences do you notice? Do you have any questions about the assignment or results?

UTSA College of Business FIN3013Lab Assignment #2 Goals Gather corporate financial statements Calculate financial ratios Write a professional memo reporting results

UTSA College of Business FIN3013Lab Assignment #2 Gather Financial Statements Balance Sheet and Income Statement Past 3 years Annual data Available at

UTSA College of Business FIN3013Lab Assignment #2 Gather Financial Statements

UTSA College of Business FIN3013Lab Assignment #2 3 Years, Annual Data

UTSA College of Business FIN3013Lab Assignment #2 DuPont Decomposition ROE = NI/Equity = NI/Sales X Sales/Assets X Assets/Equity

UTSA College of Business FIN3013Lab Assignment #2 DuPont Decomposition for 3 Years NI/SalesSales/AssetsAssets/EquityNI/Equity

UTSA College of Business FIN3013Lab Assignment #2 Liquidity Ratios Current Ratio = Current Assets/Current Liabilities Quick Ratio = (Current Assets – Inventory)/Current Liabilities Cash Ratio = Cash/Current Liabilities

UTSA College of Business FIN3013Lab Assignment #2 Liquidity Ratios for 3 Years Current RatioQuick RatioCash Ratio

UTSA College of Business FIN3013Lab Assignment #2 Write Memo--Content Brief description of your findings Be sure to include table with figures Provide at least two insights/observations Observations will vary greatly depending on company

UTSA College of Business FIN3013Lab Assignment #2 Some Questions to Consider Has the company drastically increased or decreased its use of debt? Has the company’s liquidity position changed over the three years? Has ROE been rising or falling? If so, what has contributed to this change? What trends do you see developing in the data? Do you see any major changes in the financial status of the company over the time period?

UTSA College of Business FIN3013Lab Assignment #2 Write Memo--Format Use proper memo format Be sure to proofread Writing—clear, concise, easy to follow Free of spelling and grammatical errors Grade based on presentation as well as content

UTSA College of Business FIN3013Lab QUESTIONS?