Project Overview:

Obtain a financial prospectus (annual 10-K or quarterly 8-K) from a publicly-traded company. Evaluate this company’s financial performance.



•Describe the basics of investment theory as an introduction to your review of the prospectus for the company you selected.

Company Profile:

•Indicate which company you have chosen to use and provide the URL to where you found that company’s financial statements.

•Provide background information on the company.

•Discuss the industry it competes in.

Fundamentals of Financial Management:

•Review one of the following:

◦Balance sheet

◦Income statement

◦Investment strategy

•Discuss the company’s ability to manage its finances based on this review. Provide suggestions for improvement.

•Identify, calculate and interpret two (2) key financial ratios for this company.

•Compare this company’s financial ratios to another company in the same industry.


•Reflect on the dynamics of financial markets and the consequences this has on the business environment. Additionally, be sure to address how this assignment will help prepare you for your chosen profession.

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