FINANCIAL ANALYSIS PRESENTATION ASSIGNMENT INSTRUCTIONS
OVERVIEW
Each  student  will  prepare  a  10-12  minute  presentation,  summarizing  the  financial  statement
analysis completed on the company that was the focus of the Excel Project.  
INSTRUCTIONS
Start by preparing a PowerPoint presentation that concisely summarizes the following key areas:
1. INTRODUCTION: A general description of the Company, its products/services, industry,
primary customer base, and major competitors
2. INCOME:  A  discussion  of  the  company’s  primary  sources  of  core  and  comprehensive
income, major sources of non-operating or transitory earnings (if applicable), and quality
of earnings
3. CASH  FLOWS:  A  discussion  of  cash  flow  trends  for  each  of  the  3  major  categories
(operating, investing, financing)
4. RATIO ANALYSIS: Key conclusions drawn from the company’s last 3 years of ratios, as
well as a comparison to industry averages and competitors.  Should include a discussion
for  each  major  category  of  ratios,  including  liquidity,  solvency/leverage,  efficiency,
profitability, and market value.
5. MARKET  VALUATION:  A  consideration  of  any  unrecorded  assets,  as  well  as  the
company’s general market value or stock price trends.
6. STRENGTHS/WEAKNESSES:  Summarize  the  company’s  key  financial  strengths  and
weaknesses, in comparison to its competitors and the industry.
7. FUTURE  PROSPECTS:  Discuss  what  conclusions  you  were  able  to  draw  regarding  the
company’s future prospect from your financial analysis and research.
8. BIBLICAL WORLDVIEW: Evaluate the company’s financial position and organizational
strategy in relation to a Biblical worldview.
Presentations should include in-text citations (APA style, current edition) that reference at least 8
scholarly/trade sources, the course textbook, and the Bible.