Form 10-K Research Paper Instructions Project Due: 5/5/16


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Form 10-K Research Paper Instructions Project Due: 5/5/16 Requirements: A comparison of two companies within the same industry. Apple and Dell Must obtain appropriate approval of chose corporations by due date. At least 7 pages double spaced (including reasonable tables, i.e. calculation tables and graphs as mentioned below) not including cover page, references, appendices, Company 10-Ks, table of contents, etc. Cover page with Title, your name and the two corporations you are comparing 10-K of both companies turned in with report At least 3 reputable references Attach is the full details of the project Research Assignment – Form 10-K.docx Form 10-K Research Paper Instructions Project Due: 5/5/16 Requirements: A comparison of two companies within the same industry Must obtain appropriate approval of chose corporations by due date – Due: 2/7/16 At least 7 pages double spaced (including reasonable tables, i.e. calculation tables and graphs as mentioned below) not including cover page, references, appendices, Company 10-Ks, table of contents, etc. Cover page with Title, your name and the two corporations you are comparing 10-K of both companies turned in with report At least 3 reputable references Contents of the research paper should include: Summary – Provide a brief overview of each of the two corporations. Participants are not limited but, at a minimum, should provide the following information for both companies: o Official name of the corporation o Location of the corporate headquarters o The state in which the company is incorporated o Company Internet address o Stock symbol of the corporation and the exchange on which it is traded o Fiscal year-end of the corporation o Date of the 10-K filing according to the financial statements provided o The company’s independent accountant/auditor o The primary products(s) and/or services (s) of the corporation Analysis of the two companies should include discussions regarding the o The Company’s strategies – Include each company’s strategy and a comparison or short discussion of the strategies. o Industry discussion – You should discuss items relevant to your particular industry and paper. Items you can discuss in the section – what is unique to the industry, what are challenges, economic characteristics, competitive dynamics in the industry, etc. Remember this is not an economics paper so please do not focus your project on the industry/economics discussion. This should be addressed in moderation. The amount should provide useful information, but focus will need to be on the remaining sections. o Assessment of the financial statements – Discussion of each of the financial statements: Balance sheet – what do they have, mainly current assets, LT assets, do they have investments, higher inventory balances or hold a lot of cash? How much equity vs how much debt? What type of liabilities do they have? Etc. Income Statement – Are they profitable? Comment on items such as gross Margin, Operating Profits and what do each mean, are expenses high or low, etc. Cash Flows Statement – Are they generating cash? How is cash generated through operations, financing, investing? What are the biggest factors that caused the increase or decreases in cash over the past couple of years Horizontal analysis (Horizontal Analysis is used as a tool to evaluate data and trends over time) Horizontal Analysis is used to do intra-company analysis and expresses information as a percentage change. The calculations used to determine the answers for the horizontal analysis must be included in the appendix. For EACH of the two corporations complete a horizontal analysis for the last two years in order to determine the trend in the data over time. The analysis must include the following: Revenue; Gross Profit; Net Income; Income from Continuing Operations; Net Cash from Operating Activities; Assets. Which Company is experiencing the most growth? Where is the growth coming from? Grap

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