Use the Pitchbook Database https://pitchbook.com/free-trial download the most recent 5 years of financial statements
In your report make sure you discuss the following:
Company background: Name of company, Auditor, Industry, Market Capitalization, & name of Stock Exchange where the company is listed.
Accounting Analysis: Briefly evaluate the company’s accounting choices and accrual estimates.
Company’s Activities & Competition: Briefly describe the company’s activities and history and include any major event(s) that took place in the last 3 years
(major investments, mergers, spin-offs, a new line of activity, stock issue, etc.). Name your company’s major competitor.
Industry trends: Anything noticeable in the company’s industry in recent years?
Ratio Analysis – going back 5 years: Your ratio analysis should include liquidity, asset management, profitability, and debt management ratios, as well as
ratios related to the performance of the stock. Aside from analyzing trends, you should compare your ratios with industry averages or, if not available, with
the ratios of one of your company’s main competitors.
Performance & Financing: Analyze the company’s ROE. parameters and determine the relative contribution of operational & financing activities.
Growth Analysis. Analyze the company’s growth over the last 5 years and explain how the company financed its growth if any.
Diversity, Equity, & Inclusion (DEI): How does your company think of its role in society? Are they committed to DEI? support your answer with figures from the
company’s annual report.
Conclusion and Recommendations: What are the financial strengths and weaknesses of your company? What changes, if any, would you recommend
management should implement to improve its financial performance and condition?
