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You must provide five years data from the companies for
vertical, horizontal, and ratio analysis. The data must be on
excel sheet differently.
Individual Case #1: Financial Analysis
Purpose
This assignment is designed to help students obtain the ability
to collect financial information and interpreting financial
statements. Also, students are required to perform financial
analysis and benchmarking, evaluate financial performance, and
provide recommendations to help the company to improve.
Requirements:
· Identify two public listed companies in North America i.e.
Shaw vs Telus, RBC vs TD. Or CIBC vs BMO
· Retrieve their financial statements (company investor relation
website or www.sedar.com)
· Perform financial analysis including vertical, horizontal and
ratio analysis
· Evaluate financial performance
· Provide recommendation
Format
· The maximum 10 pages of the body content and unlimited
pages of the appendix
· Single Space
· Citation Style, APA or MLA
Individual Case Outline
· Title Page
· Executive Summary
· Table of Content
· Introduction
o Company Background
o Main Competitor Background and Comparability Rational
· Financial Assessment
o Vertical Analysis
o Horizontal Analysis
o Financial Ratio Analysis
·
Recommendation
· Conclusion
· Reference
· Appendix
You must provide five years data from the companies for vertical, ho.docx

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You must provide five years data from the companies for vertical, ho.docx

  • 1. You must provide five years data from the companies for vertical, horizontal, and ratio analysis. The data must be on excel sheet differently. Individual Case #1: Financial Analysis Purpose This assignment is designed to help students obtain the ability to collect financial information and interpreting financial statements. Also, students are required to perform financial analysis and benchmarking, evaluate financial performance, and provide recommendations to help the company to improve. Requirements: · Identify two public listed companies in North America i.e. Shaw vs Telus, RBC vs TD. Or CIBC vs BMO · Retrieve their financial statements (company investor relation website or www.sedar.com) · Perform financial analysis including vertical, horizontal and ratio analysis · Evaluate financial performance · Provide recommendation Format · The maximum 10 pages of the body content and unlimited pages of the appendix · Single Space
  • 2. · Citation Style, APA or MLA Individual Case Outline · Title Page · Executive Summary · Table of Content · Introduction o Company Background o Main Competitor Background and Comparability Rational · Financial Assessment o Vertical Analysis o Horizontal Analysis o Financial Ratio Analysis · Recommendation · Conclusion · Reference · Appendix