Financial Analysis

Financial Analysis of the McDonalds Company

Stock ticker symbol, exchange where traded _________

Address of company headquarters _________

Company phone number __________

Your name, etc.

PART 1, COMPANY OVERVIEW:

a.  Brief description of the company (one paragraph, briefly summarizing the company’s business)

b.  Company history (origin, major developments, etc.)

c.  Organization (describe how the company is structured)

d.  Main products and services (describe what the company sells; how it makes money)

e.  Geographic area of operations (describe where the company sells its products)

f.  Recent developments (list recent major news stories, if any)

PART 2, FINANCIAL OVERVIEW:

a. Sales and Income Record:

————- Fiscal Years ————-

2008    2009    2010    2011    2012

— Sales                                         ____    ____    ____    ____    ____

— Percent change in

sales each year                                    ____    ____    ____    ____

— Net Income                               ____    ____    ____    ____    ____

— Percent change in

net income each year                          ____    ____    ____    ____

GRAPH OF SALES & NET INCOME, FY 2008 – 2012

-|

-|

-|       (Plot Sales and Net Income for the

-|        last five fiscal years on the graph)

-|

-|       (Recommend you prepare the graph in Excel,

-|        then copy and paste it into the report)

-|

-|

-|

-|——–|———|———|———|

2008   2009    2010     2011     2012

COMMENTS: Comment on the trends you see in your numbers and on the graph.

Be sure to include comments!  The numbers and the chart are meaningless by themselves.  Comment on what you see.

b.  Expense Distribution:

FY 2012

Major Expenses:

________

(list the major expense categories    ________

from the latest income statement)   ________

PIE CHART OF EXPENSES, FY 2012

Note – Do not “explode”

the pie slices

COMMENTS: Comment on the company’s expense distribution.

c.  Assets Distribution:

Year-end FY 2012

Assets:

Cash                                              ________

Accounts receivable                      ________

Inventory                                       ________

Fixed Assets                                  ________

Other Assets                                  ________

PIE CHART OF ASSETS, Year-end FY 2012

COMMENTS: Comment on the company’s asset distribution.

c.  Capital Structure:

Year-end FY 2012

Capital Structure:

Current Liabilities                      ________

Long-term & Other Liabilities   ________

Preferred Stock (if any)              ________

Common Equity                         ________

CAPITAL STRUCTURE PIE CHART, Year-end FY 2012

COMMENTS: Comment on the company’s capital structure.

PART 3, RATIO ANALYSIS:

(1) LIQUIDITY:

FY 2011          FY 2012

Current Ratio:

McDonalds                 ____                ____

Wendy’s                      ____                ____

Quick Ratio:

McDonalds                 ____                ____

Wendy’s                      ____                ____

Comments On McDonalds Liquidity:

Be sure to include comments!  The numbers are meaningless by themselves.  Comment

on what you see.  What story do the numbers tell?

(2) ASSET MANAGEMENT

FY 2011          FY 2012

Total Asset Turnover:

McDonalds                 ____                ____

Wendy’s                      ____                ____

Average Collection Period:

McDonalds                 ____                ____

Wendy’s                      ____                ____

Comments On McDonalds Asset Management:

(3) DEBT MANAGEMENT:

FY 2011          FY 2012

Total Debt to Total Assets:

McDonalds                 ____                ____

Wendy’s                      ____                ____

Times Interest Earned:

McDonalds                 ____                ____

Wendy’s                      ____                ____

Comments On McDonalds Debt Management:

(4) PROFITABILITY:

FY 2011          FY 2012

Net profit Margin:

McDonalds                 ____                ____

Wendy’s                      ____                ____

Return on Assets:

McDonalds                 ____                ____

Wendy’s                       ____                ____

Return on Equity:

McDonalds                 ____                ____

Wendy’s                      ____                ____

Modified Du Pont Equation, FY 2012:

McDonalds     Wendy’s

Net Profit Margin                   ____                ____

Total Asset Turnover              ____                ____

Equity Multiplier                     ____                ____

Comments On McDonalds Profitability:

(5) MARKET VALUE RATIOS:

FY 2011          FY 2012

PE Ratio:

McDonalds                 ____                ____

Wendy’s                      ____                ____

Market to Book Ratio:

McDonalds                 ____                ____

Wendy’s                      ____                ____

Comments On McDonalds Market Value Ratios:

PART 4, CONCLUSIONS AND RECOMMENDATIONS

–  Summarize your analysis.  Review your comments in the financial analysis section and provide your assessment of the overall status of the firm.  Include any recommendations you think are appropriate.

–  List any other recommendations you have for the firm in view of your analysis.

* End of report Outline *

 

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