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 ($s in millions or thousands, etc.)
o The 3rd tab in your Financial Statement Analysis Template must be labeled
Historical Balance Sheets.
Include the latest three years based on SEC (10-K) filings. (Note: Some 10-
Ks only provided 2 years of balance sheet data. You may need to download
the second most recent 10-K for your company in order to obtain 3 years of
balance sheet data.)
Ensure that the worksheet includes a header with:Choose one of the 3 companies listed in your Instructor’s Module 1: Week 1 Excel ProjectCompany Name
Financial Statement Name
Financial Statement Dates
Denomination level ($s in millions or thousands, etc.)
A partial balance sheet example is provided in Exhibit B.
o The 4th tab in your Financial Statement Analysis Template must be labeled
Historical Statement of Cash Flows.
Include the latest three years based on SEC (10-K) filings.
Make sure that the Income Statement, Balance Sheet, and Cash Flows
Statement tie in as follows:
Net Income from Income Statement agrees with Net Income on the
Statement of Cash Flows.
Ending Cash Balance from Statement of Cash Flows agrees with
Cash in the Balance Sheet.
Ensure that the worksheet includes a header with:
Company Name
Financial Statement Name
Financial Statement Dates
Denomination level ($s in millions or thousands, etc.)
o Other instructions:
The Excel workbook should be professionally formatted. Professional
formatting includes:
All numbers are formatted similarly. The use of decimals, commas
for thousands, and other formatting is consistent.
Dollar signs are included in the first and last numbers of each
column.
Subtotals and totals are preceded by a single underline. Totals are
followed by a double underline.
All extraneous information is removed from the spreadsheet.
Sometimes, files downloaded from the SEC website contains extra
characters or other things that need to be deleted.
Line descriptions are indented/bolded in a manner that makes the
spreadsheet easy to read.
All totals and subtotals should be calculated using formulas. For an
example of which cells may need formulas, please see Exhibit B.
Note: Your assignment will be checked for originality via the Turnitin plagiarism tool.