Summary Financial Analysis Report

CHAPTER 4 - FINANCIAL ANALYSIS

Summary Financial Analysis Report

Profit Margin %

Answers how well the business performed.

Company Two Years Prior

Company One Year Prior Company Industry S&P 500

Gross Margin

Gross Profit /

Total Revenue 44.8% 46.2% 45.5% 51.4% 39.9%

Pre-Tax Margin

Operating Income / Total Revenue 9.68% 13% 13.4% 18.8% 18.2%

Net Profit Margin

Net Income /

Total Revenue 7.7% 10% 10.2% 13.3% 13.2%

Sales

Financial Statement $6.149m $6.32M $6.69m Not required Not required

Operating Income

Note to the user:

This Word document provides a structured template for preparing your responses to the questions in the annual report project. If you did not purchase the workbook you are not permitted to use this template.

INTRODUCTION TO THE CORPORATE ANNUAL REPORT:

A Business Application with IFRS Content

3rd edition

Copyright 2011 by Applied Accounting Analytics. All rights reserved. Reproduction or translation of this book beyond that permitted by the applicable copyright law without Applied Accounting Analytics' permission is prohibited. Requests for permission to reprint or for further information should be directed to bstanko@luc.edu or tzeller@luc.edu.

ISBN: 978-0-9841839-2-0

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CHAPTER 1 - INTRODUCTION

Select a Company and Gather Documents

Chapter 1: Select a Company and Gather Documents - Question 1

Identify with an "X" the primary source of data for this project.

Annual report to shareholders

Annual