Financial Analysis and Reporting Project

Analysis
1. Establish objectives of the analysis
Evaluate and compare two companies from the same industry and decide on an investment
strategy.
2. Study the industry in which the firm operates and relate industry climate to current and
projected economic developments.
Read not only the firms’ own analysis of the industry and its projections, but articles written by
external and non-related entities.
Read on the trend of other industries that may have a direct influence in the firms’ future.
3. Develop knowledge of the firm and the quality of management. Demonstrate this through both
financial and non-financial information.
4. Evaluate financial statements using financial analysis tools and techniques.
5. Summarize findings based on analysis and reach conclusions about both firms as they pertain to
the established objectives.

Written Report

Company analysis/profile 50
Knowledge of the firms
Understanding of the quality of management of the firms
Industry analysis and global economic trends 50
MD&A evaluation 50

Financial Analysis 100

Accuracy
Understanding of concepts
Quality of Earnings 50
Quantitative and Qualitative data interplay 50
Financial statements
Notes to the financial statements
Company culture, strategy
Tie in of industry and economic trends
Conclusion and recommendations 100
Total for written report 450

Presentation
Preparedness
Clarity
Ability to engage
Demonstration of grasp of industry and firms
Demonstration of grasp of concepts
Accuracy of concepts
Total for presentation 200
Question and Answer 80
Peer Evaluation 80
Total Points 760