Financial Analysis Project: Using Calcbench Tool

Part I Using Calcbench Tool

I expect 4-5 pages, Please repeat the question and provide organized answers

Select a company in the Airline industry, Restaurant industry or Hospitality industry.  To have diversity after you select an industry, try to match the first letter of company name to match first letter of your last name.

1. What is the name of your company? What is the sector for your company?  What type of financial reporting standards does the company use: US GAAP or IFRS

2. Using Calcbench’s Analytics what did you learn about your company that stood out (e.g., positive/negative trends that would matter to you)? Be specific and explain why – use specific ratios

3. Using calcbench’s Peer Group, who is your major competitor? What your company has to do to get better financially?  More assets, sales, management change, new markets.

4. Find Management Discussion and Analysis (MD&A), determine how the management is handling the COVID19 crisis.  Is it signed by the CEO? See SEC.gov for company filings and use Form 10 K to get annual reports with index to topics in question 5 and 6)

5. Copy the opinion paragraph of the independent auditor report here.  Did the auditor say anything about the wellbeing of the company? Did it say anything about COVID19? What was the message?

6. Is there any evidence anywhere in company disclosure documents that suggests your company is environmentally friendly? Explain where you looked for and what you found.

7. Using Calcbench select financial ratios for your company (2 ratios from each of Chapters 3 and 4) and elaborate on desirability of the ratios for your company.

1. Using Calcbench, looking at all public companies, using “income tax expense” show how much corporations contributed to the U.S. Treasury in 2018 – 2015.  Then comment about the new tax Act put in place in 2017 by President Trump, corporate taxes increased or decreased?

2. Select two industries (sectors) and compare the total gross profit ratio for 2018.  Comment on the use of this ratio.

3. Select five industries/sectors and report how much each industry contributed to U.S. Treasury in 2018