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Financial Statement Analysis

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Financial Statement Analysis

Germaine Jamerson

Travis Taylor

Tricia Jones

Enrique Zaragoza

Robert Cruz

ACC/561

June 09, 2016

Neil de Pascal, Instructor


Introduction

        Companies have four main Financial Statements: Balance Sheet, Income Statement, Statement of Shareholder's Equity and a Statement of Cash Flows.  Ratios are used to evaluate if companies overall performance.  Profitability ratio tells us the ability of an organization to make a Profit.  Liquidity ratio describes whether the company is able to pay off all its liabilities when they become due. Solvency ratio measures the ability of an organization to pay long term commitments, such a bondholders and banks.

Ratios

        Profitability ratio tells us the ability of an organization to make a Profit.  The most important profitability ratios are Return on Assets (ROA), Gross Profit Margin (GPM), Operating Margin (OM), Return on Equity (ROE), Return on Sales (ROS) and Return on Investment (ROI).

        Liquidity ratio describes whether the company is able to pay off all its liabilities when they become due.  It not only measures the cash a company has, but how quickly they convert assets into cash.  Some liquidity ratios are Quick Ratio, Acid Test ratio, Current Ratio and Working Capital Ratio.

        Solvency ratio measures the ability of an organization to pay long term commitments, such a bondholders and banks.  Solvency ratios are Debt to Equity Ratios, Debt Ratio and Equity Ratio.

Financial Statement Information

BALANCE SHEET COMPARISON

Chipotle

Starbucks

USPS

Home Depot

AS OF DECEMBER 2015

MILLIONS

MILLIONS

MILLIONS

MILLIONS

Assets

Current Assets

815

4,353

7,915

16,993

Fixed Assets

1,840

5,998

15,686

22,191

Other Assets

70

2,096

413

3,365

TOTAL ASSETS

$2,725

$12,446

$24,014

$42,549

Liabilities

Current Liabilities

280

3,654

48,911

12,526

Long Term Liabilities

284

2,348

25,494

22,853

Other Liabilities

33

625

0

854

TOTAL LIABILITIES

$597

$6,626

$74,405

$36,233

Equity

Common stock

0

2

3,132

88

Additional Paid in capital

1,173

41

0

9,347

Treasury Stock

-1,235

0

0

-33,194

Accumulated Other C. Income

-8

-199

0

-898

Non-controlling interests

0

2

0

0

Retained earnings

2,198

5,975

-53,523

30,973

TOTAL S. EQUITY

$2,128

$5,820

($50,391)

$6,316

TOTAL LIABILITIES & EQUITY

$2,725

$12,446

$24,014

$42,549

Check

                     -  

                     -  

                     -  

                     -  

 

 

 

 

 

INCOME STATEMENT DATA

Chipotle

Starbucks

USPS

Home Depot

2015

MILLIONS

MILLIONS

MILLIONS

MILLIONS

Revenue

$4,501

$19,163

$68,928

$88,519

Net Income

$476

$2,757

($5,060)

$7,009

...

...

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