Even complicated and confusing topics will be easily developed and covered if you request our help writing an essay. Place an order today!

Your Course Project

Financial Statement Analysis Project -- A Comparative Analysis of Kohl’s Corporation and J.C. Penney Corporation

 

Below is the link for the financial statements for Kohl’s Corporation for the 2010 fiscal year ending January 29, 2011. Under the term Groupings Filter, change the term All Forms to Annual Filings using the drop-down arrow and press Search.

 

You should then scroll down and select the 10k dated 3/18/2011 and choose to download in Word or PDF format.

 

http://www.kohlscorporation.com/InvestorRelations/sec-filings.htm

 

Below is the link for the financial statements for J.C. Penney Corporation for the 2010 fiscal year ending January 29, 2011. Under the term Groupings Filter, change the term All Forms to Annual Filings using the drop-down arrow and press Search.

 

You should then scroll down and select the 10k dated 3/29/2011 and choose to download in Word format.

 

http://ir.jcpenney.com/phoenix.zhtml?c=70528&p=irol-sec

 

A sample project template is available for download in Doc Sharing. The sample project compares the ratio performance of Tootsie Roll and Hershey using the 2009 financial statements of Tootsie Roll and Hershey provided in Appendix A and Appendix B of your textbook.

 

 

Description

 

 

This course contains a Course Project where you will be required to submit one draft of the project at the end of Week 5 and the final completed project at the end of Week 7. Using the financial statements for Kohl’s Corporation and J.C. Penney Corporation, respectively, you will calculate and compare the financial ratios listed further down this document for the fiscal year ending 2010 and prepare your comments about the liquidity, solvency, and profitability of the two companies based on your ratio calculations. The entire project will be graded by the instructor at the end of the final submission in Week 7 and one grade will be assigned for the entire project.

 

 

 

Overall Requirements

 

 

  For the Final Submission:

 

Your final Excel workbook submission should contain the following. You cannot use any other software but Excelto complete this project.

1.     A completed worksheet title page tab, which is really a cover sheet with your name, the course, the date, your instructor’s name, and the title for the project.

2.     A completed worksheet profiles tab, which contains a-one paragraph description regarding each company with information about their history, what products they sell, where they are located, etc.

3.     All 18 ratios for each company with the supporting calculations and commentary on your worksheet ratio tab. Supporting calculations must be shown either as a formula or as text typed into a different cell. The ratios are listed further down this document. Your comments for each ratio should include more than just a definition of the ratio. You should focus on interpreting each ratio number for each company and support your comments with the numbers found in the ratios.

4.     The Summary and Conclusions worksheet tab, which is an overall comparison of how each company compares in terms of the major category of ratios (liquidity, profitability, and solvency). A nice way to conclude is to state which company you think is the better investment and why.

5.     The Bibliography worksheet tab must contain at least your textbook as a reference. Any other information you use to profile the companies should also be cited as a reference.

Required Ratios for Final Project Submission

1.     Earnings per share

  1. Current ratio
  2. Gross profit rate
  3. Profit margin ratio
  4. Inventory turnover ratio
  5. Days in inventory

7.     Receivables turnover ratio

8.     Average collection period

  1. Asset turnover ratio
  2. Return on assets ratio 
  3. Debt to total assets ratio
  4. Times interest earned ratio
  5. Payout ratio
  6. Return on common stockholders’ equity ratio
  7. Free cash flow
  8. Current cash debt coverage ratio
  9. Cash debt coverage ratio
  10. Price/earnings ratio [For the purpose of this ratio, for both Kohl’s and J.C. Penney, use the market price per share on January 31, 2011.]

The Excel files uploaded in the Dropboxes should not include any unnecessary numbers or information (such as previous years' ratios, ratios that were not specifically asked for in the project, etc.).

 

Please upload your final submission to the Week 7 Dropbox by Sunday at the end of Week 7.

For the Draft:

 

Create an Excel spreadsheet or use the project template to show your computations for the first 12 ratios listed above. The more you can complete regarding the other requirements, the closer you will be to completion when Week 7 arrives. Supporting calculations must be shown either as a formula or as text typed into a different cell. If you plan on creating your own spreadsheet, please follow the format provided in the Tootsie Roll and Hershey template file. 

 

Please upload your draft submission to the Week 5 Dropbox by Sunday at the end of Week 5.

 

Other Helpful information:

 

If you feel uncomfortable with Excel, you can find many helpful references on Excel by performing a Google search.

 

The Appendix to Chapter 13 contains ratio calculations and comparison comments related to Kellogg and General Mills, so you will likely find this information helpful.

 

BigCharts.com provides historical stock quotes.

 

Either APA or MLA style can be used to complete the references on your Bibliography tab. There is a tutorial for APA and MLA style within the Syllabus.

 

 

Grade Information

 

 

The entire project will be graded by the instructor at the end of the final submission in Week 7, and one grade will be assigned for the entire project.The project will count for 18% of your overall course grade.

 

 

Category

Points

%

Description

Documentation
and Formatting

9

5%

The report will be submitted in the form of an Excel Workbook, with each page (worksheet) of the workbook named appropriately. Please do not use any other software (such as MS Works or Lotus) to complete the project.A quality report will include a title worksheet tab, a worksheet tab for the profile of the two companies, a worksheet tab for the ratio calculations and comments, a worksheet tab for the summary and conclusion, proper citations if applicable, and a Bibliography worksheet tab for the references.

Organization
and Cohesiveness

9

5%

A quality report will include the content described above in the documentation and formatting section. The ratios should be listed in the same order in which they appear in the project information above.

Editing

18

10%

A quality report will be free of any spelling, punctuation, or grammatical errors. Sentences and paragraphs will be clear, concise, and factually correct. Ratios will be expressed as numbers or percentages, depending on what is appropriate, as is shown in the textbook.Note that not all ratios are shown as percentages. Two decimal places is sufficient for each of the ratios.

Content

144

80%

A quality report will have correct ratio calculations and accurate supporting commentary. Any assumptions, if made, should be spelled out clearly. Supporting calculations must be shown either as a formula or as text typed into a different cell.

Total

180

100%

A quality report will meet or exceed all of the above requirements.

 

 

 

 

testimonials icon
Review Paper—Topic Proposal & Reference PageThe purpose of this assignment is to provide you with the opportunity to select a topic in...
testimonials icon
(1) Proportion of women employees prefer women boss, p = (81/810) = 0.10Standard Error of Proportion = SQRT [{0.10*(1-0.10)}/810] = 0.01054...
testimonials icon
 Assignment  #2 Letter to the EditorWrite and submit a short (250-300 word) letter to the editor based on your social p...
testimonials icon
Assignment 2: Analyzing ReligionsThe US culture has a broad spectrum of religious affiliations and religiosity. As a result of interacting w...
testimonials icon
Describe two models for change. Include appropriate examples in your answer.The two models for to be considered and discussed...
testimonials icon
CRT 205 Week 1 Checkpoint Taking a Position...
testimonials icon
The senate is a controversial subject to some as many strongly dislike the senate as some feel the...
testimonials icon
Firm: Under Armour Choose a publicly traded company and perform an expanded analysis on the financial statements. Use the most current 10K...
testimonials icon
In a written paper of 1,200-1,500 words, apply the concepts of epidemiology and nursing research to a communicable disease.Choose one communicable...
testimonials icon
Due Week 2 and worth 60 pointsPrior to completing the assignment, be sure to review the selected MS Project tutorial videos...
testimonials icon
"International Opportunities" Please respond to the following:Determine why, given the advantages of international di...
testimonials icon
State Strategies The purpose of this assignment is to familiarize students with health reform strategies adopted b...

Other samples, services and questions:

Calculate Price

When you use PaperHelp, you save one valuable — TIME

You can spend it for more important things than paper writing.

Approx. price
$65
Order a paper. Study better. Sleep tight. Calculate Price!
Created with Sketch.
Calculate Price
Approx. price
$65