For this assessment, research a stock exchange listed firm (on the S&P 500) and use their most recent 10k annual report to use as the basis of a firm analysis. T

Specific Assignment Directions

For this assessment, research a stock exchange listed firm (on the ) and use their most recent 10k annual report to use as the basis of a firm analysis. This analysis should be a 12- to 15-page paper that comments on and analyzes the following:

• Working capital status

• Total valuation

• Capital budgeting techniques

• WACC

• Dividend policy

• Optimal capital structure.  

In addition to the above (worth 10 points), compare the 10k status with what you have learned in this course.  

Be specific throughout your firm analysis. For example, address the following for 5 points:

• Include a firm introduction and any recent significant events.

• Discuss the type of corporate structure and organization that is being used.

• Does the firm have a conservative or aggressive working capital management approach?

• What is the firms intrinsic valuation as compared to the market value?

  • Include your calculations.

• Does the firm use NPV and IRR capital budgeting techniques?

• What is the firms WACC?

  • Show calculations.  

• Discuss the firms dividend policy. 

• Does the firm have an optimal capital structure and how is it determined?   

• Does the capital structure make sense? 

• Is the firm increasing in value?

  • Specifically the stock price over the past 3-5 years.

• Include an overall summary as to the firms financial position that presents strengths and weaknesses, and include any conclusions/recommendations you may have.

• Include a graph of the firms stock price for the past 5 years.

  • (In an Appendix.)

Project Requirements

• 12 – 15 pages, double spaced
• Use APA 7th edition. (format and APA: 5 pts)
• Include appropriate citations and a minimum of 5 references
• Include a stock price graph.
• Use Appendices as appropriate
• Focus on class content