financial statement investment analyst project excel powerpoint and presentation draft
Analyze “Merck” (S&P500)
This work including Excel, powerpoint(at least 7 slides) and 5 mins presentation draft
Focus on analysis, not company history. First evaluate the company itself (90%) and then determine if the stock is a good investment (10%). Based on the company’s financial statements, background, industry statistics, trends, and other market and company information, prepare a financial statement analysis presentation which includes the following:
1.At least 3 years of financial history from the firm’s Annual Report/10-K (firm’s website or sec.gov). Do not use Yahoo! or Google, as they do not provide enough financial detail.
2.Brief overview of the company and its industry.
3.Detailed evaluation of the firm’s current situation. Include short-term liquidity (current debt paying ability), cash position, capital structure, return on assets/equity, asset utilization, profitability, and stage in the firm life cycle. Use ratio analysis and common sizing extensively. Graphs/charts display this information much more effectively than data tables.
