This assignment is a team-based assignment conducted in small groups that students may choose.
Groups of 4 to 6 would be ideal. Please find your groups and the company your team will study
in the attached list below based on the group member survey results in your preference.
Go to SEC company filing website Edgar
https://www.sec.gov/edgar/searchedgar/companysearch and search for the company. You will
need to obtain 3 years of (2020, 2021 and 2022) detailed (BS, IS, CFS, SOE) financial
statements, build an analysis model in Excel to calculate metrics and ratios and write a brief
memo describing the team’s analysis. Students will have an opportunity to present their analysis
in class for extra credit sometime during the semester.
The report should be about 3-4 pages in length and contain data, charts, graphs as well as your
analysis about the financial performance of the company you are analyzing and its trends in that
performance. In class we will discuss what a good report and analysis should contain.
I look forward to reading your reports.
