Summary Financial Analysis Report
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CHAPTER 4 – FINANCIAL ANALYSIS
Summary Financial Analysis Report
Profit Margin %
Answers how well the business performed.
Company Two Years Prior
Company One Year Prior
Company
Industry
S&P 500
Gross Margin
Gross Profit /
Total Revenue
44.8%
46.2%
45.5%
51.4%
39.9%
Pre-Tax Margin
Operating Income / Total Revenue
9.68%
13.4%
18.8%
18.2%
Net Profit Margin
Net Income /
Total Revenue
10.2%
13.3%
13.2%
Sales
Financial Statement
$6.149m
$6.32M
$6.69m
Not required
Not required
Operating Income
Note to the user:
This Word document provides a structured template for preparing your responses to the questions in the annual report project. If you did not purchase the workbook you are not permitted to use this template.
INTRODUCTION TO THE CORPORATE ANNUAL REPORT:
A Business Application with IFRS Content
3rd edition
Copyright 2011 by Applied Accounting Analytics. All rights reserved. Reproduction or translation of this book beyond that permitted by the applicable copyright law without Applied Accounting Analytics permission is prohibited. Requests for permission to reprint or for further information should be directed to [email protected] or [email protected].
ISBN: 978-0-9841839-2-0
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CHAPTER 1 – INTRODUCTION
Select a Company and Gather Documents
Chapter 1: Select a Company and Gather Documents – Question 1
Identify with an “X” the primary source of data for this project.
Annual report to shareholders
Annual