Company Fact Sheet Instructions

Charles V. Balch

Your goal is a business fact sheet on the company assigned.

The paper should follow the example below.

Company Name

Company Trademark Symbol

Company Address
Company 800 phone number
Company Web Page address

Introduction

Mission Statement of the Company

Company Motto/Slogan
Describe the company's main products and target market.
Describe the basis on which the company competes (cost, quality, service, innovation, etc.)
Revenue Rank in Fortune 500
Give a short history of the company including year incorporated, company CEO and length of time CEO hired, total number employees, degree of international involvement, technology/recent developments, and major current issues.

Financial Information:

State Fiscal Year start and stop month.

Trends

Graph the Last 12 months of DOW equity index and company stock values.

Create a table of statistics on DOW and stock values for the last year. Include Minimum, Maximum, Average, Spread, and Percentage Growth (End Value - Start Value)/Start Value.

10 year growth in assets as a graph and percentage.

Current Information

For the most current Fiscal Year end:
Total Revenues
Total Profits
Total Assets
Total Equity
Total Liability
Total Return to Investors (TRI)
Earnings per stockholder share (EPS)
CEO's Name and Salary

Ratios

  • Liquidity: Current Assets/ Current Liabilities; (Current Assets - Inventory) / Current Liabilities
  • Leverage: Total Debt / Total Assets; TIE (Profit before tax + Interest Charges) / Interest Charges
  • Activity: Sales/Inventory; Receivables/Daily Sales; Sales/fixed assets; Sales/Total Assets
  • Profitability: Net profit after taxes / Sales; Net profit after taxes/ Assets; Net Profit after taxes / net worth, Net Profit / Stockholders' Equity

    • Your Name

    Date

    Note the following:

  • Be sure to include an image of the company logo.
  • All words that are not your own must be within quotes and have an attributed source.
  • On a separate page list and discuss your references including URLs.
  • Paragraphs must be single spaced and tab indented.
  • Type should be Times Roman size 10 to 12.
  • Be sure to do a spell and grammar check.
  • Check your math.
  • My business resource page is a good place to start.

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