Description
Case Study Instructions: Overall
In this topic you will select a publicly traded company and submit
the name of the company to the instructor for approval by the end of the
topic. Note: You will need to have this step finalized before you can
complete the assignment detailed below, so it is in your best interest
to select and obtain approval as soon as possible.
Select a company that is public and enjoys extensive analyst coverage
(e.g., Apple, GE, Southwest Airlines, Walgreen, Exxon Mobile) to insure
access to sufficient financially oriented material regarding your
chosen company. The more information available, the easier it will be to
perform the financial analysis.
As you move through the nine steps in conducting your analysis, you
will research the market at each step for relevant data on your chosen
company, including analyst reports and market information. Disclose all
assumptions you are making in the case study (e.g., revenue growth
projections, expense controls) and provide supporting reasons and
evidence behind those assumptions. As your case study analysis develops
over the span of the course, you will synthesize the research data and
outcomes of the nine-step assessment process in order to assess the
long-term financial health of the chosen company.
Component 1:
For this assignment, apply the following two steps of the nine-step
assessment process to develop a 500-word analysis of the company you
have selected and which has been approved by your course instructor:
- Analysis of Fundamentals: Goals, Strategy, Market, Competitive Technology, Regulatory, and Operating Characteristics
- Analysis of Fundamentals: Revenue Outlook
Note: You will be required to resubmit this assignment, revised
to incorporate all instructor feedback, along with the other three
component assignments as one comprehensive submission in Topic 8. To
save time later in the course, consider addressing any feedback soon
after this assignment has been graded and returned to you.
