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    • primary revenues and 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 preceding requirements to discuss the financial health, performance, strengths, and weaknesses of the company, as well as any identified positive or negative trends.

  • This written portion must be five to seven double-spaced pages in length (not including title and references) and provide supporting calculation of the horizontal analysis, vertical analysis or ratio calculations and be formatted according to APA Style as outlined in the Writing Center’s APA StyleLinks to an external site.

Part Two:

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 PowerPoint. The summary should be documented with three to five PowerPoint slides, including speaker notes. In addition, include the company’s

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


Consider the following requirements to complete the final project:

  • Final Paper Requirements
  • PowerPoint Presentation Requirements
  • Waypoint Submission

The Real-World Financial Statement Analysis final paper 


The Real-World Financial Statement Analysis PowerPoint presentation 


Waypoint submission of Final Paper and PowerPoint Presentation

  • At the end of your Final Paper, add an APA-formatted appendix.
  • Save your Final Paper as a Word document.
  • Access Waypoint using the following button to submit your Final Paper.
  • Access Waypoint using the following button to submit your PowerPoint presentation.