Case Study: Historical Financial Analysis Assignment Instructions Overview Case Study


Case Study: Historical Financial Analysis Assignment Instructions


Case Study is on: domino’s pizza inc. (dmz)

Case Study: Historical Financial Analysis Resources

· Strategy Club (Links to an external site.)

· | HOME (Links to an external site.)

· | Filings & Forms

Complete a case study of ABC Corporation. You will find the case in the case section of the text. (Case Study is on: domino’s pizza inc. (dmz) )

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.


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 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.

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

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.

  • On the next screen, select the appropriate filing or filter by       filing type (10-K).
  • 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.


OPTION 2: For older filings

  • Follow the steps in Option 1 to get to the company filing      screen. Since Interactive Data will not be available, click on Documents.
    • There will be several options. Find the link containing the full       filing. This is usually the first link but not always. For a 10-K filing       look for a link titled 10-K.

  • Open Excel. Click on the Data      tab in the ribbon and select From      Web, the second icon from the left.
    • 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.)
    • 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. 
    • Once all desired tables are selected, click the Import button at the bottom right       of the web browser.
    • 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.
    • 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 analysis       across multiple filings be careful to ensure that financial sheet items       line up with one another.

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