SEC 10-K Paper

Select a company that is publically traded. You mustaccess the SEC 10-K Annual Report for the most recent year. This is oftenavailable at the company web site as well. Look for “InvestorInformation” or “Company Information”. Save the file to yourcomputer for access. There is no need to print as the report is usually 100pages or more. Please let me know if you have trouble accessing it and I willassist you.

Your paper will have two main parts – Exhibits and thePaper itself. You will have THREE exhibits (described below), and you will havea 2-3 page paper where you describe what you calculate in the exhibits. Irecommend using Excel for the first two exhibits and either Excel of Word forthe final Exhibit.

The three exhibits you will have are:

A vertical analysis of the Income Statement

A horizontal analysis of the Balance Sheet

A page of ratios where you show me the Ratio Equation,the numbers you put into the ratio and the final calculated ratio. You arerequired to calculate the following ratios: Current Ratio, Accounts ReceivableTurnover, Inventory Turnover, Profit Margin, Return on Assets and the Debt toAssets Ratio

Start with an introductory paragraph where you describethe company you selected.

Then use 1-2 paragraphs to describe your findings fromthe first exhibit (the vertical analysis). You can briefly describe HOW youcalculated the analysis and what the analysis may mean – as discussed in class.

Then use 1-2 paragraphs to describe your findings fromthe second exhibit (the horizontal analysis). Again, briefly describe HOW youcalculate the analysis, and also what you may notice about the company from it– as discussed in class.

Then use 1-2 paragraphs describing what your findingsfrom the third exhibit (the ratio analysis). Describe what each ratio indicatesabout the company’s performance.

Lastly, please include a summary paragraph of what youhave learned. Is the company doing well? Poorly? Please explain.

Because you should only be using the company’s annualreport and the text, no citations list is required. Please let me know if youhave any questions.

SEC 10-K Paper

Select a company that is publically traded. You mustaccess the SEC 10-K Annual Report for the most recent year. This is oftenavailable at the company web site as well. Look for “InvestorInformation” or “Company Information”. Save the file to yourcomputer for access. There is no need to print as the report is usually 100pages or more. Please let me know if you have trouble accessing it and I willassist you.

Your paper will have two main parts – Exhibits and thePaper itself. You will have THREE exhibits (described below), and you will havea 2-3 page paper where you describe what you calculate in the exhibits. Irecommend using Excel for the first two exhibits and either Excel of Word forthe final Exhibit.

The three exhibits you will have are:

A vertical analysis of the Income Statement

A horizontal analysis of the Balance Sheet

A page of ratios where you show me the Ratio Equation,the numbers you put into the ratio and the final calculated ratio. You arerequired to calculate the following ratios: Current Ratio, Accounts ReceivableTurnover, Inventory Turnover, Profit Margin, Return on Assets and the Debt toAssets Ratio

Start with an introductory paragraph where you describethe company you selected.

Then use 1-2 paragraphs to describe your findings fromthe first exhibit (the vertical analysis). You can briefly describe HOW youcalculated the analysis and what the analysis may mean – as discussed in class.

Then use 1-2 paragraphs to describe your findings fromthe second exhibit (the horizontal analysis). Again, briefly describe HOW youcalculate the analysis, and also what you may notice about the company from it– as discussed in class.

Then use 1-2 paragraphs describing what your findingsfrom the third exhibit (the ratio analysis). Describe what each ratio indicatesabout the company’s performance.

Lastly, please include a summary paragraph of what youhave learned. Is the company doing well? Poorly? Please explain.

Because you should only be using the company’s annualreport and the text, no citations list is required. Please let me know if youhave any questions.