Assignments

• Complete Chapters 2 and 3 Integrated Mini-Cases using the template provided.  Save your file and upload it in Canvas by the deadline indicated. Put your last name and first name in the beginning of the Excel file name; e.g. Smith_Sam_Module1MiniCase.xlsx.
  • Ch2and3_IntegratedMiniCaseTemplate_Revised.xlsx
• Complete the Module 1 (WalMart) Project using the data found in WalMart’s Annual Report. Follow the instructions found in the Excel template. Upload a completed Excel file, as well as a Word (or PDF) document with your analysis. Put your last name and first name in the beginning of the Excel and Word file names; e.g. Smith_Sam_Module 1Project.xlsx and Smith_Sam_Module1Project.docx.
  • WalMart’s 2019 Annual Report: Walmart-2019-AR-Final.pdf. 
  • Project Template: Module1WalMartProjectTemplateRevised.xlsx
  • Don’t forget to upload a file (Word or PDF) with your written analysis. Note–these must be your original thoughts. Do not plagiarize!

Grading Criteria:

• Financial data is accurately calculated using appropriate sources.
• Analysis is complete and reflects a thorough understanding of the purpose and meaning of financial statements and financial ratios, as well as an understanding of the interrelationship of various ratios.
• Assignments demonstrate a synthesis of the material covered in the readings.  
• Writing is professional in tone and free from errors in grammar or spelling that distract from the content of the document. 
• There is no plagiarism evident in submitted documents. 
• All files are submitted by the deadline in the required format(s).

ISBN-13: 978-1260013986

ISBN-10: 1260013987

Chapter 1 Viewpoints: Personal Application — Retirement strategies  (Links to an external site.)

Chapter 1 Example 1-1: Finance Applications (Links to an external site.)
Chapter 1 Example 1-2: Executive Compensation (Links to an external site.)

Chapter 2 Viewpoints: Personal Application — Financing Entrepreneurship  (Links to an external site.)
Chapter 2 Example 2-1: Calculating Book versus Market Value (Links to an external site.)
Chapter 2 Example 2-2: Impact of Capital Structure on a Firm’s EPS  (Links to an external site.)
Chapter 2 Example 2-3: Calculation of Corporate Taxes (Links to an external site.)
Chapter 2 Example 2-4: Corporate Taxes with Interest and Dividend Income (Links to an external site.)
Chapter 2 Example 2-5: Effect of Debt-versus-Equity Financing on Funders’ Returns (Links to an external site.)
Chapter 2 Example 2-6: Calculating Free Cash Flow (Links to an external site.)
Chapter 2 Example 2-7: Statement of Retained Earnings (Links to an external site.)
Chapter 2 Appendix 2A: Colgate 10-K 2015 (Links to an external site.)

Chapter 2 Appendix 2A: Colgate 10-K 2016 Excel (Links to an external site.)

Chapter 3 Viewpoints: Personal Application — Financial Ratios  (Links to an external site.)
Chapter 3 Example 3-1: Calculating Liquidity Ratios (Links to an external site.)
Chapter 3 Example 3-2: Calculating Asset Management Ratios (Links to an external site.)
Chapter 3 Example 3-3: Calculating Debt Management Ratios (Links to an external site.)
Chapter 3 Example 3-4: Calculating Profitability Ratios (Links to an external site.)
Chapter 3 Example 3-5: Calculating Market Value Ratios (Links to an external site.)
Chapter 3 Example 3-6: Application of DuPont Analysis (Links to an external site.)
Chapter 3 Example 3-7: Calculating Internal and Sustainable Growth Rates