HISTORICAL FINANCIAL STATEMENTS

    Company Information (Tab 1), and Historical Income Statements, Balance Sheets, and Cash Flows (Tabs 2-4) INSTRUCTIONS • Choose one of the 3 companies listed in your Instructor’s Module 1: Week 1 Excel Project Announcement. • Go to the Securities and Exchange Commission’s EDGAR database and access your chosen company’s most recent Form 10-K (annual report). (For help with this process, see the Module 1: Week 1 presentation, “Downloading Financial Statements from the SEC EDGAR Database.”) • Create an Excel workbook, including data for your chosen company as follows: o The 1st tab (worksheet) in your Financial Statement Analysis Template must be labeled Company Information. The following information must be included:  Company Name and ticker symbol  Industry  Products or services offered  Major competitors  An example of this tab is provided in Exhibit A. o The 2nd tab in your Financial Statement Analysis Template must be labeled Historical Income Statements.  Include the latest three years based on SEC filings.  Ensure that the worksheet includes a header with: • Company Name • Financial Statement Name (Income Statements) • Financial Statement Dates • Denomination level ($s in millions or thousands, etc.) o The 3rd tab in your Financial Statement Analysis Template must be labeled Historical Balance Sheets.  Include the latest three years based on SEC (10-K) filings. (Note: Some 10-Ks only provided 2 years of balance sheet data. You may need to download the second most recent 10-K for your company in order to obtain 3 years of balance sheet data.)  Ensure that the worksheet includes a header with: • Company Name • Financial Statement Name • Financial Statement Dates • Denomination level ($s in millions or thousands, etc.)