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.)