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Financial Statement Analysis Project




Question;Your Course Project;Financial Statement;Analysis Project -- A Comparative Analysis of Kohl?s Corporation and J.C.;Penney Corporation;Below is the link for the financial;statements for Kohl?s Corporation for the 2010 fiscal year ending January 29;2011. Under the term Groupings Filter, change the term All Forms to Annual;Filings using the drop-down arrow and press Search.;You should then scroll down and select;the 10k dated 3/18/2011 and choose to download in Word or PDF format.;;Below is the link for the financial;statements for J.C. Penney Corporation for the 2010 fiscal year ending January;29, 2011. Under the term Groupings Filter, change the term All Forms to Annual;Filings using the drop-down arrow and press Search.;You should then scroll down and select;the 10k dated 3/29/2011 and choose to download in Word format.;;A sample project template is;available for download in Doc Sharing. The sample project compares the ratio;performance of Tootsie Roll and Hershey using the 2009 financial statements of Tootsie;Roll and Hershey provided in Appendix A and Appendix B of your textbook.;Description;This course contains a Course Project;where you will be required to submit one draft of the project at the end of;Week 5 and the final completed project at the end of Week 7. Using the;financial statements for Kohl?s Corporation and J.C. Penney Corporation;respectively, you will calculate and compare the financial ratios listed further;down this documentfor the fiscal year ending 2010 and prepare your comments about the liquidity, solvency;and profitability of the two companies based on your ratio calculations.The entire project will be graded by;the instructor at the end of the final submission in Week 7 and one grade will;be assigned for the entire project.;Overall Requirements;For the Final Submission;Your;final Excel workbook submission should contain the following. You cannot use;any other software but Excel to;complete this project.;1. A completed worksheet title page tab;which is really a cover sheet with your name, the course, the date, your;instructor?s name, and the title for the project.;2. A completed worksheet profiles tab;which contains a-one paragraph description regarding each company with;information about their history, what products they sell, where they are;located, etc.;3. All 18 ratios for each company with;the supporting calculations and commentary on your worksheet ratio tab. Supporting;calculations must be shown either as a formula or as text typed into a;different cell. The ratios are listed further down this document. Your comments;for each ratio should include more than just a definition of the ratio.;You should focus on interpreting each ratio number for each company;and support your comments with the numbers found in the ratios.;4. The Summary and Conclusions;worksheet tab, which is an overall comparison of how each company compares in;terms of the major category of ratios (liquidity, profitability, and solvency).;A nice way to conclude is to state which company you think is the better;investment and why.;5. The Bibliography worksheet tab must contain;at least your textbook as a reference. Any other information you use to profile;the companies should also be cited as a reference.;Required Ratios for Final Project;Submission;1.;Earnings per share;Current ratio;Gross profit rate;Profit margin;ratio;Inventory turnover;ratio;Days in inventory;7.;Receivables turnover ratio;8.;Average collection period;Asset turnover;ratio;Return on assets;ratio;Debt to total;assets ratio;Times interest;earned ratio;Payout;ratio;Return on common;stockholders? equity ratio;Free cash flow;Current cash;debt coverage ratio;Cash debt coverage;ratio;Price/earnings ratio [For the;purpose of this ratio, for both Kohl?s and J.C. Penney, use the market;price per share on January 31, 2011.];The;Excel files uploaded in the Dropboxes should not include any unnecessary;numbers or information (such as previous years' ratios, ratios that were not;specifically asked for in the project, etc.).;Please;upload your final submission to the Week 7 Dropbox by Sunday at the end of Week;7.;For;the Draft;Create an Excel spreadsheet or use;the project template to show your computations for the first 12 ratios listed;above. The more you can complete regarding the other requirements, the closer;you will be to completion when Week 7 arrives. Supporting calculations must be;shown either as a formula or as text typed into a different cell. If you plan;on creating your own spreadsheet, please follow the format provided in the;Tootsie Roll and Hershey template file.;Please upload your draft submission;to the Week 5 Dropbox by Sunday at the end of Week 5.;Other;Helpful information;If you feel uncomfortable with;Excel, you can find many helpful references on Excel by performing a Google;search.;The Appendix to Chapter 13 contains;ratio calculations and comparison comments related to Kellogg and General Mills;so you will likely find this information helpful.; provides historical;stock quotes.;Either APA or MLA style can be used;to complete the references on your Bibliography tab. There is a tutorial for;APA and MLA style within the Syllabus.;Grade Information;The entire;project will be graded by the instructor at the end of the final submission in Week;7, and one grade will be assigned for the entire project. The project will count for 18% of your overall course;grade.;Category;Points;%;Description;Documentationand Formatting;9;5%;The report will be submitted in;the form of an Excel Workbook, with each page (worksheet) of the workbook;named appropriately.Please do not use any other software (such as MS Works or;Lotus) to complete the project.;A quality report will include a title worksheet tab, a worksheet tab for;the profile of the two companies, a worksheet tab for the ratio calculations;and comments, a worksheet tab for the summary and conclusion, proper;citations if applicable, and a Bibliography worksheet tab for the references.;Organizationand Cohesiveness;9;5%;A quality report will include;the content described above in the documentation and formatting section.;The ratios should be listed in the same order in which they appear in the;project information above.;Editing;18;10%;A quality report will be free;of any spelling, punctuation, or grammatical errors. Sentences and paragraphs;will be clear, concise, and factually correct.Ratios will be expressed as;numbers or percentages, depending on what is appropriate, as is;shown in the textbook.Note that not;all ratios are shown as percentages. Two decimal places is sufficient for;each of the ratios.;Content;144;80%;A quality report will;have correct ratio calculations and accurate supporting commentary. Any;assumptions, if made, should be spelled out clearly. Supporting calculations;must be shown either as a formula or as text typed into a different cell.;Total;180;100%;A quality report will meet or;exceed all of the above requirements.


Paper#47816 | Written in 18-Jul-2015

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