This document provides directions for an annual report project. Students are instructed to analyze the annual report of a publicly traded company, prepare a PowerPoint presentation summarizing their analysis in 7 parts, and submit it by the due date. The presentation should include an executive summary, company information, audit report, stock performance, industry outlook and company plans, financial statements and ratios analysis, accounting policies, and financial analysis ratios.

1. YOUR COMPANY’S NAME
YOUR NAME
YOUR ACG2021 SECTION
Annual Report Project Directions:
•GET APPROVAL FOR THE COMPANY YOU WANT TO ANALYZE FROM YOUR PROFESSOR. EACH
STUDENT WILL DO A DIFFERENT COMPANY.
•PREPARE A POWERPOINT PRESENTATION: Modify and enhance this powerpoint template—replace any
italicized words in this template with your own. Add images, tables, backgrounds, etc. !!! THIS TEMPLATE IS
BASED ON THE ANNUAL REPORT PROJECT PAGE 277 IN TEXT (page 283 in ebook).
•SAVE YOUR PROJECT AS A POWERPOINT--NAME YOUR FILE YOUR THREE INITIALS AND YOUR
COMPANY NAME.
•BE SURE YOUR REPORT INCLUDES A LINK TO THE CORPORATIONS' F/S!
•SEND YOUR .ppt PRESENTATION AS AN E-MAIL ATTACHMENT TO susan.crosson@sfcollege.edu BY THE
DUE DATE LISTED IN COURSE CALENDAR. ALL SUBMISSIONS WILL BE POSTED ON OUR COURSE
WEBSITE. GRADES WILL BE ASSIGNED BASED ON WHAT IS DISPLAYED ON THE INTERNET.
• THE ANNUAL REPORT PROJECT IS WORTH 25 POINTS.

2. Executive Summary
After completing your analysis, write
an executive summary of your
conclusions here….
Embed a link to the company’s
Annual Report here….

3. Part A. Introduction
• Name of chief executive officer
• Location of home office
• Ending date of latest fiscal year
• Description of the principal products or
services that the company provides
• Main geographic area of activity

4. Part A. Audit Report
• Name of the company’s independent
auditors.
• In your own words, what did the auditors
say about the company?

5. Part A. Stock Market Information
• Most recent price of the company’s stock
• Twelve month trading range of the
company’s stock
• Dividend per share
• Date of the above information
• Your opinion about the company stock as
an investment? BUY/SELL/HOLD

6. Part B. Industry Situation and
Company Plans
In your own words, describe the industry and
its outlook; then summarize the company’s
future plans based on your research (cite at
least two sources) and on reading the annual
report (be sure to read the letter to the
stockholders). Include links to any relevant
information.

7. Part C. Income Statement
•Is the format most like a single-step
or multistep format?
•Insert a table showing the
company’s gross profit, income from
operations, and net income for the
last two years.
•In your own words comment on the
increases and decreases in these
amounts.

8. Part C. Balance Sheet
•Insert a table showing that
Assets=Liabilities + Stockholders’
Equity for the past two years.
•In your own words, comment in general
on the increases or decreases in the
balance sheet accounts. Which accounts
changed the most?

9. Part C. Statement of Cash Flows
•Are cash flows from operations more or less than
net income for the past two years?
•Is the company growing through investing
activities, i.e., buying property, plant and
equipment and other long lived assets?
•What is the company’s primary source of
financing, i.e., long-term loans, stock sales?
•Overall, has cash increased or decreased over the
past two years?

10. Part D. Accounting Policies
•What are the significant accounting
policies, if any, relating to revenue
recognition, cash, short-term investments,
inventories, and property and equipment?
•List the topics of the notes to the financial
statements.

11. Part E. Financial Analysis
Liquidity Ratios
For the past two years, calculate and comment on:
• Working Capital
• Current Ratio
• Receivable turnover
• Average days’ sales uncollected
• Inventory turnover
• Average days’ inventory on hand

12. Part E. Financial Analysis
Profitability Ratios
For the past two years, calculate and comment on:
• Profit margin
• Asset turnover
• Return on assets
• Return on equity

13. Part E. Financial Analysis
Solvency Ratio
For the past two years, calculate and comment on:
• Debt to equity

14. Part E. Financial Analysis
Market Strength Ratios
For the past two years, calculate and
comment on:
• Price/earnings per share
• Dividend yield