Business & finance case study: historical financial analysis

Complete a case study of ABC Corporation. You will find the case in the case section of the text.

A formal, in-depth case study analysis requires you to utilize the entire strategic management process. Assume you are a consult asked by the ABC Corporation to analyze its external/internal environment and make strategic recommendations. You must include exhibits to support your analysis and recommendations.

INSTRUCTIONS

The completed case study must include these components, with portions to be submitted over several modules as the Case Study: Matrices Assignment, the Case Study: Historical Financial Analysis Assignment, and the Case Study: Projections, NPV, Compilation Assignment.

Cover page (must include the company name, your name, the date of submission, and a references page; the document must follow current APA guidelines)
A total of 12 – 15 pages (for all three parts, combined) of narrative text, this does not include the financial statements, reference pages, or matrices
Reference page (follow current APA guidelines)
Historical Financial Statements, Proforma Financial Statements, NPV Calculations and a Cost Sheet for the strategy in an Excel document
Matrices, which must be exhibits/attachments in the appendix and not part of the body of the analysis (The Strategy Club has excellent templates/examples for exhibits and

Your Case Study: Historical Financial Analysis Assignment paper must include:
1. Historical Financial Statements (Income Statement, Balance Sheet and Statement of
Cash Flows) from the 3 most current years for the firm. These should be downloaded
from the SEC website. The financial statements must include horizontal (shown
between the years) and vertical analysis (shown to the right of the last year of
historical data).
2. Ratio analysis for the ratios shown on Table 1 in the Guide to Case Analysis (CA) of
the textbook:
a. Profitability ratios
b. Liquidity ratios
c. Leverage ratios
d. Activity ratios
e. Price-to-earnings ratio
f. The changes between years are included in the calculations.
3. Competitor ratios to compare with the ratios that were calculated in item 2. These
should be included on the same tab as the ratio analysis for the firm.
4. Financial analysis should include comparisons to the firm’s main competitor as well
as to the industry. How does the financial position of the firm influence the strategic
direction of the company? This section should not be used to define what each ratio

BUSI 690
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is rather it should clearly provide analysis based on the calculations as to the strategic
choices and implications of the firm’s financial position. A compare and contrast
with the main competitor should be included in this section of narrative.
Place the results of Case Study: Historical Financial Analysis, in the Case Study: Historical
Financial Analysis submission link in Module 6: Week 6.
Options to Download SEC Financial Data into Excel Spreadsheets:
There are two ways to pull financial data in Excel format from the SEC site, depending on how
recent the information is.
OPTION 1: For filings that are a year or two old
 Go to www.sec.gov.
o In the Filings & Forms box, click on Search for Company Filings.
o Then click on Company or fund name, ticker symbol, CIK (Central Index
Key), file number, state, country, or SIC (Standard Industrial Classification).
o Enter either a company name or ticker symbol into the appropriate box. (Note: it
may be easier to use a ticker symbol because this guarantees you have the right
company.) Choose Find Companies.
o On the next screen, select the appropriate filing or filter by filing type (10-K).
o Newer filings have two button options: Documents and Interactive Data. Select

On the next screen, select the appropriate filing or filter by filing type (10-K).
o Newer filings have two button options: Documents and Interactive Data. Select
Interactive Data if that is an option.

Once in Interactive Data, select financial statements. A drop-down box will
appear in the left-hand column. Select the statement that you want. Then, click
View Excel Document above the left-hand column.
o

Open Excel. Click on the Data tab in the ribbon and select From Web, the second icon
from the left.
o A web browser will open up. Copy the link from the company 10-K and insert it
into the New Web Query browser that opened up. Click Go to be taken to the
filing. (Note: The browser sometimes runs slow.)
o Find the financial tables you wish to import. Above the tables you should see a
yellow box with a black arrow pointing to the right. Click on each box
corresponding with each financial table that you wish to import. The box will turn
green with a check mark.
o Once all desired tables are selected, click the Import button at the bottom right of
the web browser.
o You will be taken back into the Excel spreadsheet with an Import Data box
open. To import the data, select either a cell in the existing worksheet or New
Worksheet and click OK.
o Data will be uploaded into Excel. Note that this process does a poor job of
formatting the tables. Brackets indicating negativity and currency symbols are
often placed in adjacent cells, necessitating manual entry. For year-over-year

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July 1, 2023

1) Members of OSHA's $100,000 club have:

A) invested more than $100,000 in health and safety equipment for employees.

B) purchased health and safety insurance coverage of at least $100,000.

C) received fines of $100,000 or more for safety or health violations.

D) paid more than $100,000 in workers' compensation claims.

2) Workplace safety is a significant issue because approximately ________ employees were injured on the job in 2009.

A) 3,000,000

B) 1,000,000

C) 500,000

D) 250,000

3) According to the doctrine of contributory negligence, employers were:

A) not responsible for an employees' injury when another employee's negligence caused the injury.

B) not liable for an employee's injuries when that employee's own negligence caused the injury.

C) responsible for compensating employees for all work-related illnesses and accidents.

D) not responsible for any employees' injuries under any circumstances.

4) Workers' compensation laws vary by state, but all are built on the theory that:

A) employees' personal health insurance should pay the medical costs of any injuries.

B) work-related accidents are costs of doing business and should be paid for by employers.

C) governments are responsible for paying the medical costs related to an employee's injuries.

D) employers are not responsible for employee injuries resulting from the employee's own negligence.

5) Which of the following is a true statement about workers' compensation?

A) Workers' compensation laws are federally mandated and enforced by OSHA.

B) Non-union firms are not required to carry workers' compensation insurance.

C) Workers' compensation is not mandatory in all U.S. states.

D) Most states had workers' compensation programs by 1911.

6) Workers' compensation:

A) pays only if the worker cannot.

B) is considered a no-fault system.

C) is mandatory in all fifty states.

D) covers employees' medical costs with Medicaid.

7) The primary goal of state workers' compensation laws is best described as:

A) providing a means for injured workers to receive care and income without having to sue.

B) determining the cause of work-related accidents and minimizing future accidents.

C) ensuring that employers are not held responsible for accidents caused by worker negligence.

D) spreading the cost of workplace accidents among all workers in the state.

8) The ________ holds that employers are not held liable for an employee's injuries when the negligence of another employee contributed to or caused the accident.

A) doctrine of contributory negligence

B) fellow-servant rule

C) general duty provision

D) "no-fault" rule

9) Which of the following is most likely true?

A) Workers' compensation is a federal program. OSHA is the organization that helps individual states meet workers' compensation standards.

B) Workers' compensation is a federal program that provides compensation to employees injured on the job. OSHA is a federal program that creates and enforces safety standards in the work place.

C) OSHA is a federal program that creates safety standards for work environments. Workers' compensation programs are created by the individual states to provide compensation for employees injured on the job.

D) OSHA is a federal program that provides compensation for employees injured on the job. Workers' compensation programs are state programs that provide compensation for employees injured on the job.

10) Workers' compensation:

A) replaces the worker's entire income until he/she is able to work again.

B) provides benefits for permanent, but not temporary, impairment.

C) gives survivors burial allowances and income benefits.

D) covers medical expenses up to $100,000.