Project #50600 - Research Analysis

Please submit one Word document double spaced for this research analysis by uploading the document by clicking on the SEC EDGAR Research Analysis link and then uploading the.  Please answer the requirements in the order they are listed below.  Your submission should be at least 3 pages long and make sure you are giving a comparison analysis when required. Please save your file with the initial of your first name and your last name. Make sure you also include your name on the Word Document.  I would suggest you review the additional resources I have listed at the end of this document.   If you have questions do not hesitate to ask a question.  I will set up a SEC EDGAR Research Analysis discussion thread in the office to ask questions and you can always e-mail me with questions, too.  Good Luck!

 

Objectives of SEC Research Project

 

1.  Classify companies into service, merchandising, or manufacturing industry.

 

2.  Analyze the annual financial statements to differentiate the industry.

 

3.  Identify differences in inventory accounts among industries.

 

Requirements:

 

1.  Find 3 different publicly traded companies' most recent 10-K report from the SEC EDGAR system other than Caterpillar, Inc., Wal-Mart Stores, Inc., and Southwest Airlines Company to demonstrate an example of each of the following types of companies: manufacturer, merchandiser, and a service company. The company must be an actively traded company at the present time, so if you are finding only old 10-Ks you might be looking at a company that went bankrupt, merged, or went private.  Therefore, the companies you pick must be current publicly traded companies and cannot be companies that have gone private or bankrupt.   Provide the URL address of each of the 10-K reports at the SEC website, the CIK number for each of the companies, and the respective period of report date for each of the 10-K reports (I do not want the filing date, but the reporting date which is found on the first page of the 10-K).   The 10-K reports can be found at the SEC website at http://www.sec.gov/edgar.shtml click on Search for Company Reports and you should pick the most recently filed 10-K report.  Read over the Quick Edgar Tutorial under the heading Filings & Forms (Edgar), so you have an understanding of how to use the Edgar system. If your company provides an interactive report and you want to use that report instead of the one 10-K filing, state it is the interactive report and the statement you are using and if you are linking to the notes to the financial statements state that it is the notes and the number of the note you are referencing.

 

2.  Identify the company you have chosen for each of the 3 types of companies listed above and explain why you have made these classifications.  Using the 10-K report, provide supporting information from the report that substantiates your classification.  Give the page numbers of the 10-K report you used to make this determination of which classification you used. 

 

3.  Compare the income statements and explain the differences you found on the income statement in respect to how the companies report the cost of providing the product or service they sell. Give Dollar amounts for the costs the company is incurring to provide the product or service they sell.  Give the page number of each of the income statements and be specific in your comparison by giving a description of the cost of the product or service and the dollar amounts that are being used on each of the income statements for these different costs.  Additional guidance:  The income statement and the statement of operations are the same thing.  This is just a variation of the common term "income statement", so if your company has a statement of operations this is the income statement.  You will see the word consolidated in most company's 10-K, which means that the company has controlling interest of other companies and has combined or "consolidated" all of these subsidiaries into the financial statement.

 

4.  Compare the balance sheets, notes to the financial statements, and identify what type of inventory accounts each of the companies are presenting or are not presenting.  What do these accounts represent and give dollar amounts of the inventory amounts?  Make sure you are giving a detailed explanation.  Give the page number(s) of the balance sheets and notes you used for your comparison of each of these companies.

 


Grading Rubric: Worth 10 pts.

 

1.  3 URLS for each 10-K report from EDGAR, 3 CIK numbers, and "period of report" date of most current 10-Ks from the EDGAR system.  Worth 1/2 pt. each or 1 1/2 total

 

2.  Identify the company you have chosen for each of the 3 types of companies listed above and explain why you have made these classification.  Include page references-worth 1 pt. each or 3 pts. total

 

3.  Compare the income statements and explain the differences you found on the income statement in respect to how the companies report the cost of providing the product or service they sell. Give Dollar amounts for the costs.  Give the page number of each of the income statements and be specific in your comparison by giving a description of the cost of the product or service and the amounts that are being used on each of the income statements for these different costs.  Worth total of 2.5 pts.

 

4.  Compare the balance sheets, notes to the financial statements, and identify what type of inventory accounts each of the companies are presenting or are not presenting.  What do these accounts represent and give dollar amounts of the inventory amounts?  You need to include page numbers of both the balance sheet and the notes to the financial statement used in your response. Worth 3 pts. 

 

*** I will deduct .25 pts. for each spelling and grammar error.

 

***If a company's financial statements are in millions or thousands, please make sure you provide this information in your analysis. If you do not provide this information for a company that does report statements in millions or thousands, I will deduct .5 pts. for each company you did not provide this information for.  Please realize how important this information is to a reader, since there is a big difference between giving inventory amount of 123 and 123,000,000.

 

Additional resources you might want to look at if you are having trouble using EDGAR or understanding the 10-K.

 

1.  I would suggest everyone read this link from the SEC website-How to read a 10-K http://www.sec.gov/answers/reada10k.htm
2.  A 2 minute video of the SEC EDGAR
http://www.howcast.com/videos/383532-How-to-Use-the-SECs-EDGAR-Search-Engine
3.  Another resource for 10-K shows what the report means. http://beginnersinvest.about.com/od/annualreports/a/10k.htm
4.  What is a publicly traded company?  http://financial-dictionary.thefreedictionary.com/Publicly-Traded+Company
5.  List of publicly traded companies:  http://www.investorguide.com/stock-list.php

***USE APA Format!!!

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Due By (Pacific Time) 12/07/2014 12:00 am
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