Financial Analysis | Homework Helpers

Financial Analysis

Write this report with simple but appropriate vocabularies.
Given company: Morrisons Plc , 5 years financial statement can be found on this website.
Rival company that needs to be compared in the report: Sainsbury’s
The module will be assessed by means of an approximately 9000 word report analysing a listed UK company.  The report should provide an analysis of the company’s strategic (use 5-forces, PESTEL, SWOT), financial statement  and stock market performance over the last five years.  All of analysis should be critical rather than describing. The report should be aIDressed to a potential investor in the company’s shares and should include your recommendation to that investor as to the desirability of investing (or not) in the short, medium or long term.
In order to satisfactorily complete the assessment, you will need to conduct in depth research into your allocated company, the industry in which it operates and its competitors.
The framework adopted for evaluating the performance of a company focuses on three interrelated aspects of a firm’s performance:
1.     Its strategic direction
2.    Its financial statement performance
3.    Its stock market performance
The key elements of the analysis to be undertaken are summarized below:
Assessing strategic direction    Financial statement analysis    Stock market assessment
Company     Identify and assess corporate and business unit strategies, management resource, product market positions, etc.    Assessment of the current, past and future outcomes to company’s strategies €“ sales, profitability, cash flow, etc.    Understand market assessment and rating of the company.
Industry    Evaluate competitive forces and relative strengths and strategies of competitors. Review key industry drivers and likely future pattern of industry development    Make comparisons with other companies operating in the same or similar product markets.    Compare company’s rating to other companies in the same sector. Review performance of sector against overall market.
Broad context    Assess key PEST (or PESTEL) change agents    Assess the performance of companies in general and evaluate opportunities for fund raising (debt and equity), likely tax and interest rate changes, etc.    Identify movements in overall stock market and likely future pattern of share prices.

Don't use plagiarized sources. Get Your Custom Essay on
Financial Analysis | Homework Helpers
Get an essay WRITTEN FOR YOU, Plagiarism free, and by an EXPERT!
Order Essay

Use all kind of useful ratios below to analyse financial statement:
1.    Liquidiy ratios: Current/working capital ratio, Acid test/quick/liquidity ratio
2.    Gearing ratios: capital gearing ratio, Debt/Equity ratio, Interest cover ratio
3.    Activity ratios: inventories(stock) turnover period ratio, Collection period for receivables ratio(Debtor Days), payment period for payables ratio(creditor days)
4.    Profitability ratios: e.g. ROCE, ROE/Return on shareholders’ funds ratio, net profit margin, Asset turnover, Gross profit margin
5.    Shareholder (or investment ratios)

Brief Structure:
Introduction
–    Who and what, company history
Strategic Analysis
–    Broad environment €“ e.g. PEST
–    Industry €“ industry environment and competitors
–    Company €“ strategic operations
Financial Statement Analysis
–    Raw data- Income statement, Balance sheet, Cash flow
–    Ratio Analysis
Stock Market Analysis
–    Share price performance
–    Stock market indicators
Conclusion
–    Future prospects
–    Good/bad investment?

The report should contain reference to the following:

1.         Brief company history(at least 250 words).

2.         Review and analysis of company’s sector (past, present and future) and the company’s standing within that sector, identifying its main competitors.

3.         Review and analysis of company strategy, with regard to, for example pricing policies, product range, market position, etc., in comparison with that of its competitors.

4.         Comments on company management/board of directors; for example, relevant experience, mix of skills, age, etc.

5.         Financial and stock market analysis of company over (for example) the last five years, including

a)         Analysis of financial statements, making comparisons with competitors and/or sector averages.
b)         Analysis of share price performance and evaluation of stock market indices (price-earnings ratios, dividend yield, etc.) in comparison with competitors, sector and market averages.
c)         Identification of problems of comparison caused by particular accounting policies/treatments (for example, capitalisation of interest, etc.).
d)         Identification of any new accounting policies/treatments which may impact on future profitability.
e)         Evaluation of potential future performance.

6.         A conclusion which should draw together your findings in order to make a recommendation to an investor’s as to where to buy, sell or hold the shares.

The report must be word processed or typed.  Calculations (for example, ratios) should be contained in tables in the report and will not count towards the word limit.  Appendices and footnotes will not count towards the approximately 9000 word limit.  All sources of information should be identified in the report.  A full bibliography containing all references (books, newspaper reports with dates, company reports, market research reports, etc.) must be included with the report and will not be included in the wordcount.

Calculate your paper price
Pages (550 words)
Approximate price: -

Why Choose Us

Top quality papers

We always make sure that writers follow all your instructions precisely. You can choose your academic level: high school, college/university or professional, and we will assign a writer who has a respective degree.

Professional academic writers

We have hired a team of professional writers experienced in academic and business writing. Most of them are native speakers and PhD holders able to take care of any assignment you need help with.

Free revisions

If you feel that we missed something, send the order for a free revision. You will have 10 days to send the order for revision after you receive the final paper. You can either do it on your own after signing in to your personal account or by contacting our support.

On-time delivery

All papers are always delivered on time. In case we need more time to master your paper, we may contact you regarding the deadline extension. In case you cannot provide us with more time, a 100% refund is guaranteed.

Original & confidential

We use several checkers to make sure that all papers you receive are plagiarism-free. Our editors carefully go through all in-text citations. We also promise full confidentiality in all our services.

24/7 Customer Support

Our support agents are available 24 hours a day 7 days a week and committed to providing you with the best customer experience. Get in touch whenever you need any assistance.

Try it now!

Calculate the price of your order

Total price:
$0.00

How it works?

Follow these simple steps to get your paper done

Place your order

Fill in the order form and provide all details of your assignment.

Proceed with the payment

Choose the payment system that suits you most.

Receive the final file

Once your paper is ready, we will email it to you.

Our Services

No need to work on your paper at night. Sleep tight, we will cover your back. We offer all kinds of writing services.

Essays

Essay Writing Service

You are welcome to choose your academic level and the type of your paper. Our academic experts will gladly help you with essays, case studies, research papers and other assignments.

Admissions

Admission help & business writing

You can be positive that we will be here 24/7 to help you get accepted to the Master’s program at the TOP-universities or help you get a well-paid position.

Reviews

Editing your paper

Our academic writers and editors will help you submit a well-structured and organized paper just on time. We will ensure that your final paper is of the highest quality and absolutely free of mistakes.

Reviews

Revising your paper

Our academic writers and editors will help you with unlimited number of revisions in case you need any customization of your academic papers