Any equity research report will include the historical financial performance of the company. The financial statements form the basis of facts for the company and those facts contribute to the determination of the buy, hold, or sell investment recommendation. For this assignment, you will use the Mergent database through the university library to retrieve 3 years of financial statements (i.e., the income statement, balance sheet, and statement of cash flow) for your chosen publicly traded company that pays dividends. You should use the same company you picked for your Post Your Introduction discussion forum. Then you will format that financial information using a spreadsheet program like Excel. The video below explains how to format your company’s financial information.
Title this assignment “Appendix A.” Be sure to save both formats (Excel and PDF) of these files for later use.
Note: You will use all of the assignments in Weeks 1 through 4 for your Week 5 final project for this course.
Prior to beginning work on this assignment,
Using the Mergent database in the university library,
- Find your chosen dividend-paying company within the Mergent (Links to an external site.) database.
- Follow the instructions in the video above to retrieve and format the 3 most recent years of historical financial statements (income statements, balance sheets, and statements of cash flows).
Construct Appendix A:
- Retrieve the 3 most recent years of historical financial statements (income statements, balance sheets, and statements of cash flows) for your chosen company using Mergent. Then using a program like Excel, and based on the instructions in the BUS401 | Retrieving Financial Statements Using Mergent (Links to an external site.) video.
- Format the income statement.
- Format the balance sheet.
- Format the statement of cash flows.
- Save this Excel file as a PDF and title it “Appendix A.”
Historical Financial Statements: Appendix A PDF file
- Must contain the formatted income statement, balance sheet, and statement of cash flows for a company that has paid dividends for the last 4 to 5 years.