Assessment 2: Corporate Financial Analysis – Case Study Intent: This assessment task

Assessment 2: Corporate Financial Analysis – Case Study

Intent:  This assessment task will require students to undertake a financial, social and environmental analysis of two ASX listed companies operating in the same industry with the aim being the recommendation of an investment in either or both companies based on the evidence gathered with respect to each company’s operations, investment and their financing.  

Subject intended learning outcome(s):  SLO 1, 2. and 3.

Weighting:  50%

Due Date: Tuesday 9th April 11:59 PM

Task: 

The case study requires a comparison of two ASX listed companies to enable assessment of students on their demonstrated ability to:

analyse historical business operations and utilise accounting information to evaluate past operations and provide a framework to plan future operations

depth of discussion of corporate governance issues including coverage of remuneration reports and audit fees.

relevance of commentary and critical analysis on sustainability, social and environmental issues

Detailed instructions for this task and the Excel templates provided for the analytical processes required can be accessed from the below attached.

Reports and Data (woolworthsgroup.com.au)

Investors | Coles Group

Two (2) files are required to be submitted comprising:

A word file with your answers to each part of the assessment task clearly referenced. Please include your Family name in the file name:

An Excel spreadsheet file with your workings and comments also including your Family name in the file name.

This task will require students to analyse and compare Woolworths Group (ASX code WOW) and Coles Group (ASX code COL) in order to recommend an investment in either or both companies based on your research. There are five parts to the analysis which comprise:

Executive summary of corporate operations

Financial (Economic Analysis) using relative performance measures (Ratios)  

Ratio analysis covering the areas of Profitability, Asset Efficiency, Liquidity, Capital Structure and Market based performance measures

Segment Operations

Governance including Board, Executive and Auditor remuneration

Social Analysis

Environmental concerns

Summary

Length:  Although the word limit is 1,500, (not including numbers or tables of numbers) exceeding the word limit will not result in a loss of marks. The intention is to generate business intelligence and develop skills for the reading and interpretation of financial statements and other financial media sources. 

References: APA 7th

Formatting requirements: 12pt, double-spaced.