Advanced Financial Statement Analysis - Leon's vs the Brick
Advanced Financial Statement Analysis
Assignment #1
Comprehensive Analysis of Financial Performance
Leon’s Furniture Limited and The Brick Income Fund
Comprehensive Analysis of Financial Performance
Assignment #1 - Leon’s versus The Brick
TABLE OF CONTENTS
Page # Table of Contents …. Abstract ….. Report Outline ….. Introduction ….. Ratios – Financial Analysis ….. Summary ….. Bibliography ….. Appendices (A – J) ….. 2 3 4 5 6 23 25 26
Advanced Financial Statement Analysis
Comprehensive Analysis of Financial Performance
Assignment #1 - Leon’s versus The Brick
Abstract
This research paper is prepared for purposes of assessing financial condition as well as overall operating performance of two same sector entities. The subject entities (Leon’s Furniture Limited and The Brick Group Income Fund) were assigned by the professor and students were instructed to review historical financial data for a period not less than 5 years from the date of the last filed audited financial statements.
There were no underlying expectations or assumptions that would have influenced the assessment/evaluation criteria of either organization. In accordance with curriculum content reviewed during the first 5-6 weeks of study, students were directed to ensure that completion of the comprehensive financial analysis incorporated those financial ratios that would inform the reader as to overall financial health, on a comparative basis, for the two entities.
Students were encouraged to review all information available through the traditional channels, including: annual reports, audited financial statements, annual information forms as well as management representations made therein as part of Management Discussion and Analysis disclosure.
Advanced Financial Statement Analysis
Comprehensive Analysis of Financial Performance
Assignment #1 - Leon’s versus The Brick
Report Outline
1. 2. Introduction Ratios – Financial Analysis Liquidity Capital Structure
Assignment #1
Comprehensive Analysis of Financial Performance
Leon’s Furniture Limited and The Brick Income Fund
Comprehensive Analysis of Financial Performance
Assignment #1 - Leon’s versus The Brick
TABLE OF CONTENTS
Page # Table of Contents …. Abstract ….. Report Outline ….. Introduction ….. Ratios – Financial Analysis ….. Summary ….. Bibliography ….. Appendices (A – J) ….. 2 3 4 5 6 23 25 26
Advanced Financial Statement Analysis
Comprehensive Analysis of Financial Performance
Assignment #1 - Leon’s versus The Brick
Abstract
This research paper is prepared for purposes of assessing financial condition as well as overall operating performance of two same sector entities. The subject entities (Leon’s Furniture Limited and The Brick Group Income Fund) were assigned by the professor and students were instructed to review historical financial data for a period not less than 5 years from the date of the last filed audited financial statements.
There were no underlying expectations or assumptions that would have influenced the assessment/evaluation criteria of either organization. In accordance with curriculum content reviewed during the first 5-6 weeks of study, students were directed to ensure that completion of the comprehensive financial analysis incorporated those financial ratios that would inform the reader as to overall financial health, on a comparative basis, for the two entities.
Students were encouraged to review all information available through the traditional channels, including: annual reports, audited financial statements, annual information forms as well as management representations made therein as part of Management Discussion and Analysis disclosure.
Advanced Financial Statement Analysis
Comprehensive Analysis of Financial Performance
Assignment #1 - Leon’s versus The Brick
Report Outline
1. 2. Introduction Ratios – Financial Analysis Liquidity Capital Structure
Bibliography: 1. Leon’s Furniture Limited a. Annual Report i. 2006 ii. 2007 iii. 2008 iv. 2009 b. Annual Information Form i. 2006, March 23, 2007 ii. 2007, March 14, 2008 iii. 2008, March 24, 2009 iv. 2009, March 24, 2010 2. The Brick Group Income Fund a. Annual Report i. 2006, March ii. 2007, March 14, 2008 iii. 2008, March 24, 2009 iv. 2009, March 24, 2010 b. Annual Information Form i. 2006, March 22, 2007 ii. 2007, March 16, 2008 iii. 2008, March 13, 2009 iv. 2009, March 25, 2010 Advanced Financial Statement Analysis