Ratio Case Studies Samples That Help You Write Better, Faster & with Gusto

International Trade Finance

Section 1: Introduction
The main aim of designing the report is to provide an in-depth analysis into Seward Inc financial performance. A firm can strengthen its financial position when it has a better understanding of its financial position. The position is further understood through comparative analysis where the various financial ratios are compared to other competitors or the general performance within the industry. The report consists of various sections that look into the business performance through profitability leverage and efficiency, the comparative analysis and finally the ratio analysis.

Section 2: Firms performance analysis

The basic tool most investors or even the managers use to Continue reading...

Businesses operate in a cutthroat market whereby financial intelligence is integral to success and operational sustainability. With such a competitive environment, it is prudent to have information regarding to the sources of finance before starting the business intended. As such, through proper financing, the business performance strategies are drawn out effectively. Further, budgeting instills proper financial planning in the running of the business. Through proper planning, the business emerges as formidable forces in the market through budgeting and cost control measures. Hence, in this paper, I will look at financial analysis and recommendations at Bank of America.

Financial analysis

First and Continue reading...

International Trade Finance

Section 1: Introduction
This report is designed with the sole purpose of strengthening Seward Inc financial position, through providing an in-depth analysis of the firm’s financial performance. The content of the report consist of the various financial ratios such as the profitability and leverage ratios, and how this ratios compares to the overall industrial ratios as provided by the financial analyst.

Section 2: Firm performance

Profitability measures are the most important thing to business managers. One of the most used tools for determining the business bottom line and its return to investors is by the use of profitability ratios. The operating profit Continue reading...

Introduction

It has been a concern in the business sector when determining the financial position or financial performance of any company. It is easy to use financial analysis method in assessing the performance of a company. This is where the assessment of profitability, stability and viability of any project in a business is carried out. By evaluating the financial statements of an enterprise, the picture of the company's profitability and financial position is determined in a particular accounting period. Financial analysis of the business is carried out by the use of ratio analysis. Ratio analysis can be used to evaluate Continue reading...

Executive summary

Management is the process of ensuring that the resources of the company are effectively to achieve the goals and objectives. There are various resources which are utilized by the company and they include human skills and financial resources. The aim of any organization is to improve the competitive advantage in the global market. The company should utilize the resources effectively to maximize the output while minimizing the input and this helps to improve the performance of the company. In this report therefore, the report discusses the main concepts of management and resource planning and the policies that can be Continue reading...

The Ratio Analysis of Beiersdorf AG financials shows obvious company’s strengths and weaknesses. The company is in good position in terms of liquidity and inventory turnover. At the same time, the company’s profitability and return on investment are not so good. Beiersdorf AG has the lowest Return on Net Sales ratio among leading competitors and the lowest net profit. In order to improve profitability, the company should compare its profit margins by product to the industry average and consider starting new high margin products.
Current ratio was used in order to evaluate Beiersdorf AG liquidity. This ratio Continue reading...

Re: Financial forecasts and associated discussion

Dear CEO,Following your request, please find attached the financial statement forecasts for 2016 which include the income statement and the balance sheet. The points to be discussed in this memo will be addressed below:
As can be seen from the forecasted financial statements, the increase in sales does not required additional fixed assets, therefore the company’s investing needs are nil this year. However, to reach the fixed objective of bringing days payables outstanding to 40 days, accounts payable will need to be reduced to $0.9m, compared to a previous year amount of $1.8m. This reduction will thus Continue reading...

The key issues in the case include low level of borrowed funds, cash and cash equivalents and reduction in the rate of sales growth. Recommendations on the increase of borrowed funds examine a recapitalization strategy, in which it lends equal to $1 billion to repurchase its shares. Recommendations concerning increase in cash and cash equivalents consider the sale of unused or unwanted objects and reserves for an amount of $456.65 Mio. Recommendations on the increase of sales growth rate to at least 4.4%, including the improvement of advertising campaign and application of the strategy of mergers and acquisitions.

Competent, Continue reading...

Introduction

Financial analysis is the research process of financial condition and the main results of financial activity in order to identify the reserves for increasing its market value and provide further effective development. The results of the financial analysis are the basis for management decisions and the creation of a strategy for further development of the company. Therefore, the financial analysis is an integral part of financial management, its most important component (Keown, Martin, Petty and Scott, 2001).
Under Armour was chosen for conducting financial analysis, because it is one of the most innovative and conceptual companies in the production Continue reading...

Valuation of a Public Company: Nike Inc.

About the company
Nike Inc. is an American multinational organization that designs and manufactures sports footwear, apparel and accessories. The company was originally founded as Blue Ribbon Sports in 1961 when it started its operations through sales on distribution basis for a Japanese footwear company, Onitsuka Tiger. However, the founders, Phillip Knight and Bill Bowerman, soon started their own company in 1971, while its brand logo, ‘’Just Do It’’ was patented in 1974. At present, the company has the largest market share in sports footwear industry, where it revenue exceeds $28 Billion. As of 2014, the brand value of Continue reading...

As I have come to know that the management is re-considering the additional bank overdraft to pay off the suppliers and reduce the payable period to 40 days, I am preparing this report with the objective of assisting you and provide you with real scenario our company is going through.
-Forecast for 2016
*Revenue figures are assumed to increase by 5% during 2016, while all the other expenses increase in proportion to revenue.

As we can witness from the above forecasted income statement, our net income is only expected to increase by $0.01 million, and with current situation where Continue reading...

Introduction

This assignment requires analyzing the financial and strategic position of a chosen organization. The company that has been selected for this analysis is Wells Fargo. The shares of the company are currently trading in the New York Stock Exchange (NYSE) with the symbol of “WFC”.

Business and Product Line

Wells Fargo & Company is basically an American based multinational banking and financial services holding company that has its headquartering in California, the United States (US). Wells Fargo is known as the fourth (4th) largest bank operating in the United States in terms of Operational Assets and Market Capitalization. As per the analysis of Standard & Continue reading...

Business

Section
Strategic Action for Royal Caribbean Cruise Line
A critical strategic issue facing the Royal Caribbean Cruise Line is to actively adopt environmentally friendly strategies.
What actions can the Royal Caribbean Cruise Line in order to actively adopt environmentally friendly strategies while at the same time achieving profit goals?

Stop dumping sewage into the oceans, ports and seas of the world using on-ship waste water treatment.

The strategic objective of the research project is to learn if Royal Caribbean Cruise Line can adopt an environmentally friendly way to discharge polluted water from the hull.

The financial objectives are to review the company’s annual report and find an affordable environmentally friendly strategy.

The strategic objective is to evaluate the opportunities the Royal Caribbean Cruise Line can adopt in order to meet environmental regulations on Continue reading...

Verizon and BT are considered the largest institution in the video conferencing industry due to their capacity to finance the day to day operation. According to the recent research, it is evident that both Verizon and BT have a stable capital structure that has led to the realization of their high growth rate in the market. In other terms, the two organizations have set in place strategic planning and mechanism that ensures there is adequate inflow and outflow of resources. Verizon has been in a best position to increase its growth rate due to its ability to settle its Continue reading...

Analysis of Starbucks

Analysis of Starbucks

Introduction/ Summary

Starbucks as the name suggest is the “Star” or the world leading champion coffee restaurant located in United States. It started from the scratch as a small business entity from three young and business oriented gentlemen and had good destiny for their start up. Management skills were not adequate at the initial stages of the business which made it to close down some of its branches for quite some time to pave way for a series of transformation initiatives to elevate customers experience at Starbucks store. The transformation initiatives conducted were aimed at providing additional resources Continue reading...

Introduction

The fundamental goal of this particular paper is to make a financial comparison of two companies’ Home Depot and Lowe’s. Both companies are fierce competitors in the retail industry market. The paper will evaluate the growth estimate of each company in the next five years and make a comparison with the industry averages. Also importantly, the paper will offer the explanation on the various reasons as to why such variances exist between the industry standard and the company growth estimates. In addition to that, the paper will evaluate the various financial ratios, make a comparison amongst the two Continue reading...

Background

The case deals with the projections made by the Flash Company for the upcoming three years and the dilemma of whether to accept the new proposal or not.

Problem Statement

The problem that is clearly reflected in the case is that the Company, Flash Memory Inc. is trying to expand its operations of the business, but it does not have the required financing. Since there are doubt issues on the growth stability of the Company, the Chief Financial Officer of the Company, Hathaway Browne, was interested in analyzing the aspects of investing and financing requirements for the extension of the business Continue reading...

Summary of Facts

The summary of the company found from the income statement and balance sheet analysis of the company. From the income statement of the company, it is found that the sales of the company are increasing continuously with a strong amount of percentage that can be found in the year 1993, 1994 and 1995. Substantial amount of sales have been generated positively in the first quarter of 1996 as well.
The cost of goods sold to sales ratio of the company as discussed in the case study is very high. It was nearly 76% in the year 1993 and remained Continue reading...

Google is an online search engine based in California but with branches worldwide. The company was founded and developed by Sergey Brin and Larry Page, two computer graduates from Stanford University in 1996. The company was initially named Backrub but later changed to Google, a name that was adopted from the word googol meaning a numerical number one which is followed by a hundred zeros. This name was influenced by the founders’ core mission of making infinite information available to the internet users. The success story of Google has evolved from a small search engine company operating in a Continue reading...

The Fort Lauderdale Herald recruit employees through five sources—(1) Corporate website; (2) Job board; (3) Newspaper; (4) Walk-in; and (5) Public employment agency. It measures the performance of each of the sources at different stages in employment: (1) Total; (2) Potentially qualified; (3) Interview; (4) Qualified and job offer; (5) Accepted job; and (6) Six-months survival. Applicants are sifted through each of the stages. Table 1 in the Appendix show the summary of this information.
In terms of total number, the top three recruitment sources are: job board, corporate website, and newspaper. In terms of retention—that is, Continue reading...