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Finance
Type: Financial Performance Analysis Report
Format: Written report + Finance excel spreadsheet
Length: 2,000 words
Instructions:
Company X = Metrolinx
Company Y = TTC (Toronto Transit Commission).
We will be using data from 2019 to 2023, as 2024 is not available yet. All Annual reports are uploaded for Metrolinx and the TTC.
Choose a publicly-listed non-financial company you are interested in (referred to here as “Company X”) and imagine that you are a part of the senior management team of that company. Recently appointed as the Senior Financial Analyst, you have been asked to analyse the company’s current financial performance and prepare a comparative financial report for the upcoming board meeting in March 2025. You have also been asked to benchmark Company X against another company of your choosing that operates in the same industry (referred to here as “Company Y”).
Write a comprehensive report for the board addressing the following key points while considering all relevant finance principles, concepts and theories:
1. Introduction (about 200 words)
Briefly outline the background of the report, its aim and purpose, and the structure of the report.
2. Financial ratios – Comparative ratio analyses (about 900 words)
Retrieve the financial data of Companies X and Y – Uploaded.
Critically analyse the five-year performance trends (2020-2024) of Company X concerning liquidity (current ratio), profitability (net profit margin), efficiency (asset turnover), and leverage (debt ratio) by benchmarking it against those of Company Y. In your discussion, critically discuss the implications for Company X, including the specific strengths and weaknesses, in the context of the operating environment. You must substantiate your discussion with clear evidence from credible sources.
3. DuPont Analyses (about 300 words)
Use the DuPont Method to perform a critical analysis of Company X’s Return on Equity (ROE) performance during 2020-2024. How has the ROE changed over these five years? Identify the main driving factors behind the changes in ROE for Company X and discuss the implications. You must substantiate your discussion with clear evidence from credible sources.
4. ESG investment impacts (about 300 words)
Identify one recent Environmental, Social, and Governance (ESG) initiative of Company X and discuss how it will affect the financial performance (i.e., reflected by the financial ratios discussed above) of the company moving forward. (Hints: It could be both negative and positive, as well as short-term and long-term). The discussion must be based on Company X’s sustainability report and other credible sources.
5. Conclusion, limitations and recommendations (about 300 words)
Based on your analysis and discussion above (in Questions 1 through 3), make recommendations for future improvements to the Board of Company X. Finally, discuss the limitations of the above analysis.
Important: Justifying and supporting your arguments and referencing your sources are essential.
A minimum of seven (7) credible academic sources must be used- these must be academic and peer reviewed, scholarly journal articles.
You must support your arguments using evidence from credible academic articles (scholarly, peer reviewed, academic journal articles), and must be recorded in the Reference Source Information document (see Requirements section below) to demonstrate your academic research in a highly consistent manner. This requirement is in addition to listing them in the Reference list as usual.
Most web-based sources are not sufficiently rigorous and credible for academic assessments and will NOT count toward the minimum required credible academic sources.
Please do not use AI tools.
-Please DO not submit to turn it in software that stores work.
Additionally, to strengthen your analysis, you should examine the companies’ operating information in other non-academic, credible sources such as company annual reports, industry reports, and government and media sources to support your discussion. However, non-academic sources do not need to be included in the Reference Source Information document; they need to be listed in the Reference list only.
See uploaded document called instructions.
Report = 2000 words. I’ve added words as the Reference source information table needs to be added (paid). And complete the spreadsheet with formulas and graphs (paying extra for).
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