Historical Financial Analysis Assignment
Paper details:
Complete a case study of ABC Corporation. You will find the case in the case section of the
A formal, in-depth case study analysis requires you to utilize the entire strategic management
process. Assume you are a consult asked by the ABC Corporation to analyze its external/internal
environment and make strategic recommendations. You must include exhibits to support your
analysis and recommendations.
The completed case study must include these components, with portions to be submitted over
several modules as the Case Study: Matrices Assignment, the Case Study: Historical
Financial Analysis Assignment, and the Case Study: Projections, NPV, Compilation
Cover page (must include the company name, your name, the date of submission, and a
references page; the document must follow current APA guidelines)
A total of 12 – 15 pages (for all three parts, combined) of narrative text, this does not
include the financial statements, reference pages, or matrices
Reference page (follow current APA guidelines)
Historical Financial Statements, Proforma Financial Statements, NPV Calculations and a
Cost Sheet for the strategy in an Excel document
Matrices, which must be exhibits/attachments in the appendix and not part of the body of
the analysis (The Strategy Club has excellent templates/examples for exhibits and
Your Case Study: Historical Financial Analysis Assignment paper must include:
1. Historical Financial Statements (Income Statement, Balance Sheet and Statement of
Cash Flows) from the 3 most current years for the firm. These should be downloaded
from the SEC website. The financial statements must include horizontal (shown
between the years) and vertical analysis (shown to the right of the last year of
historical data).
2. Ratio analysis for the ratios shown on Table 1 in the Guide to Case Analysis (CA) of
the textbook:
a. Profitability ratios
b. Liquidity ratios
c. Leverage ratios
d. Activity ratios
e. Price-to-earnings ratio
f. The changes between years are included in the calculations.
3. Competitor ratios to compare with the ratios that were calculated in item 2. These
should be included on the same tab as the ratio analysis for the firm.
4. Financial analysis should include comparisons to the firms main competitor as well
as to the industry. How does the financial position of the firm influence the strategic
direction of the company? This section should not be used to define what each ratio
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is rather it should clearly provide analysis based on the calculations as to the strategic
choices and implications of the firms financial position. A compare and contrast
with the main competitor should be included in this section of narrative.
Place the results of Case Study: Historical Financial Analysis, in the Case Study: Historical
Financial Analysis submission link in Module 6: Week 6.
Options to Download SEC Financial Data into Excel Spreadsheets:
There are two ways to pull financial data in Excel format from the SEC site, depending on how
recent the information is.
OPTION 1: For filings that are a year or two old
Go to www.sec.gov.
o In the Filings & Forms box, click on Search for Company Filings.
o Then click on Company or fund name, ticker symbol, CIK (Central Index
Key), file number, state, country, or SIC (Standard Industrial Classification).
o Enter either a company name or ticker symbol into the appropriate box. (Note: it
may be easier to use a ticker symbol because this guarantees you have the right
company.) Choose Find Companies.
o On the next screen, select the appropriate filing or filter by filing type (10-K).