End To End Supply Chains – the text discusses the overall supply

End To End Supply Chains

In this section, the text discusses the overall supply chain, sourcing materials, producing a product, demand planning, and finally getting the product to the customer, including customer service. For this discussion pick one of the links in the chain and research its impact on the others in today’s manufacturing environment. 

What is the basic strategy needed to move the company

Address the following:

  • What is the basic strategy needed to move the company in a new direction based on environmental analysis and company values?
  • Which KPIs effectively measure success of the strategy? Explain how/why these KPIs align with the identified strategy.
  • Discuss any other relevant metrics that would effectively measure the success of the strategy.
  • Which department(s) will have the main responsibility for implementing the strategy?

Week 6 Discussion – Prepare a comparative balance sheet

Week 6 Discussion

Using the company APPLE and their annual reports:

  • Prepare a comparative balance sheet, income statement, and statement of cash flows, and perform a horizontal analysis of the company’s balance sheet, income statement, and statement of cash flows for the most recent 2 years. Identify at least one significant change (increase or decrease) from one year to the next in a balance sheet account, income statement account, and statement of cash flows account.
  • Identify the causes of the change in each of these accounts.
  • Discuss the implications of each of these account changes, and your assessment of the company based on these changes. Do these changes reflect positively or negatively on the company, and what is your assessment of the outlook for the company?

Week 6 Discussion 2 – Prepare common-size balance

Discussion 6 Number 2

Using the APPLE company and annual reports:

Prepare common-size balance sheets, income statements, and statements of cash flows for your chosen company for the latest 2 years. Identify one company that competes with your chosen company, obtain their financial statements for the most recent two years, and prepare common-size balance sheets, income statements, and statements of cash flows for the APPLE company for the latest 2 years.

  • Explain why common-sized financial statements are a convenient way to compare financial statement items within the same period, between periods, and between competing companies.
  • Perform a vertical analysis of at least one item on the common-size balance sheet, income statement, and statement of cash flows you prepared for the most recent year. Compare each item to the same item on the common-size financial statements for the previous period and to the same item on the common-size financial statements you prepared for the competing company.
  • Discuss what this comparison tells you about your chosen company’s current financial condition, how it compares to the previous year, and how it compares with the financial condition of your chosen company’s competitor.

Project Part 1& 2 – Assume the role of a senior financial analyst

Project Part 1 & 2

PART 1:

In prior weeks, you learned about the financial statements and financial statement ratios. This week, you will utilize that information, to take a deep dive into one company.

Assume the role of a senior financial analyst who has been assigned to complete a thorough and detailed review for the APPLE company below. Access the APPLE company quarterly financial statements (10-Q) for the past two quarters on EDGAR, which is available on the web page, EDGAR Company FilingsLinks to an external site.

Apple

AAPL

In your thorough and detailed review, analyze the APPLE company’s quarterly financial statements (10-Q) for the past two most current quarters and perform the following:

  • Prepare a balance sheet and income statement horizontal analysis for the last two quarters.
  • Prepare a balance sheet and income statement vertical analysis for the last two quarters.
  • Prepare a liquidity analysis by computing and using the appropriate ratios to assess liquidity.
    • Compute a minimum of three ratios and show your supporting calculations.
  • Prepare a solvency analysis by computing and using the appropriate ratios to assess solvency.
    • Compute a minimum of three ratios and show your supporting calculations.
  • Prepare a profitability analysis by computing and using the appropriate ratios to assess profitability.
    • Compute a minimum of three ratios and show your supporting calculations.
  • Analyze the methods and tips provided in the textbook, Warren Buffet Accounting, to address the following questions:
    • What is your company’s primary revenue, secondary revenue, and gains?
    • What is your company’s primary expenses, secondary expenses, financial activity generated expenses, and losses?
    • What is the revenue trend? Does the 10-K or 10-Q discuss primary revenues, as well as other revenue types?
    • What do the accounting policies say in the annual report (footnotes) regarding the cost of revenue? What are the drivers to the cost of revenue and the trends?
    • Are there any trends in sales and marketing expenses or research and development? Are these amounts reasonable for the type of business?
    • Compare general and administrative expenses to similar companies. Are they reasonable?
    • What is the ratio of net interest income (expense) to income from operations? Is this a safe ratio for the company? Why or why not?
    • What is the income taxes trend? Is the effective tax rate reasonable over time?

Formulate your analysis on the above requirements to discuss the financial health, performance, strengths, and weaknesses of the company, as well as any identified positive or negative trends.

The Real-World Financial Statement Analysis PART 1:

  • Must be seven double-spaced pages in length (not including title and references, supporting calculation of the horizontal analysis, vertical analysis or ratio calculations) and formatted according to APA Style 
  • Must include a separate title page with the following:
    • Title of paper
    • Student’s name
    • Course name and number
    • Instructor’s name
    • Date submitted
  • Must utilize academic voice. 
  • Must include an introduction and conclusion paragraph. Your introduction paragraph needs to end with a clear thesis statement that indicates the purpose of your paper.
  • Must document any information used from sources in APA Style 
  • Must include a separate references page that is formatted according to APA Style 

PART 2:

****In addition to your written financial statement analysis, you will also need to communicate a high-level summary of your analysis to your selected company’s executive team using. The summary should be documented with five PowerPoint slides, including speaker notes. In addition, include the company’s

  • financial health,
  • performance strengths and weaknesses, and
  • identified positive or negative trends.

 

The Real-World Financial Statement Analysis PowerPoint Part 2:

  • Must be five slides in length (not including title and references slides) and formatted according to APA Style 
  • Must include a separate title slide with the following:
    • Title of paper
    • Student’s name
    • Course name and number
    • Instructor’s name
    • Date submitted
  • Must document any information used from sources in APA Style 

https://www.sec.gov/edgar/searchedgar/companysearch