Prepare an analyst’s report in your role as a Manager employed by Regent’s Financial Advisors, in which you analyse two companies most current Annual Reports and Accounts.

Detailed description of assessment

Individual Coursework

You are required to complete a project consisting of an analysis of two publicly traded companies. It is strongly recommended that you select well-established companies, both of which are either engaged in manufacturing, wholesaling, or retailing. Selecting obscure companies will make the completion of this project more difficult. You should understand that the main thrust of the analysis will involve the use of ratios and as such you must show good computational skills and equally be able to interpret your results professionally.

Overall, the assignment aims to demonstrate your skills in:

Appreciation of the nature of financial accounting information systems.
Appropriate the use of the main terminology used in published annual reports and financial press, interpreting and understand the limitations of published corporate reports.

You are required to prepare an analyst’s report in your role as a Manager employed by Regent’s Financial Advisors, in which you analyse two companies most current Annual Reports and Accounts. You are to compare the two companies Annual Report and Accounts.

Your report will be addressed to the Managing Director of Financial Advisors and should be structured as follows:

An Executive Summary of your findings with a concise view of each company’s financial position compared with the other.

Analysis of each company using appropriate ratios and evaluate by comparison with each other (calculate at least two ratios from each category).

Suggestions to potential investors in the industry.

Comment on problems encountered while calculating and interpreting financial ratios.

Appendices in excel file containing ratio calculations.

Overall quality of presentation

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