A1
Company Ratios: Appendix C [WLO: 3] [CLO: 1]
Any equity research report will typically include a ratio analysis of the financial performance of
the company. For this assignment, you will use the Mergent database available in the university
library to retrieve 3 years of financial ratios for the publicly traded company you chose for this
class. In addition, you will download and format the financial ratios using Excel. You will save
that Excel sheet as a PDF and submit it to Waypoint as Appendix C.
Prepare:
Prior to beginning work on this assignment,
• Complete the Week 2 – Learning Activity in Amplifire.
• Review Chapter 11 of Essentials of finance.
• Watch the following video:
(Links to an external site.)
BUS401 | Retrieving a Company’s Ratios Using Mergent (Links to an external site.)
(Links to an external site.)Construct Appendix C:
Using the Mergent (Links to an external site.) database in the university library, and following
the instructions in the BUS401 | Retrieving a Company’s Ratios Using Mergent (Links to an
external site.) video from above complete the following:
• Find your company within the Mergent database.
• Download your company’s financial ratios for the last 3 years as an Excel document.
• Format the Excel spreadsheet according to the video instructions.
• Save the 3 years of financial ratios as a PDF. Title this PDF file “Appendix C” and submit it
to Waypoint.
The Company Ratios: Appendix C must contain your company’s financial ratios for the last 3
years.
A2
Industry Competitor Ratios: Appendix D [WLOs: 2, 3] [CLOs: 1, 2]
Ratios are rarely used in isolation. For a good understanding of a company’s financial
performance, it is important to evaluate the company’s ratios relative to the industry in which it
operates. For this assignment, you will use Mergent through the university library to download
the most recent year of financial ratios for top competitors in your publicly traded company’s
industry. You will download the competitor financial ratios into Excel. Once you have these