Company A and B Financial Performance Executive Summary

User Generated

whfgylsr

Business Finance

Description

Overview

To measure the financial performance of any company, it is important to analyze its four key financial statements: balance sheets, income statements, cash flow statements, and shareholders’ equity statements. In this assignment, you will:

  • Visually present the balance sheet to depict what each company owns and what it owes over the past three years.
  • Visually present the income statement to depict how much money a company made and spent over the past three years.

The visual presentation and analysis will help you understand and compare the performance of both the companies to be acquired and eventually will help you build your recommendation for the acquisition.

Prompt

Use the provided data sets of Company A and Company B to create data visualizations of their financial performance in Power BI. Then, based on the visualizations, write an executive summary interpreting the financial performance of Company A and Company B. Include screenshots from your data visualizations as needed in your summary. Follow the directions in the Power BI Executive Summary Assignment User Manual. ( I already completed it. see attached down below)

To complete this assignment, you will use Power BI software that is located within the virtual desktop infrastructure (VDI). (I already completed the graphs) 

Specifically, you must address the following criteria:

  1. Assets, Liability, and Equity: Summarize how the assets, liabilities, and owner’s equity have changed over three years for Company A and Company B. Include screenshots of your data visualization as follows:
    1. Company A: In Power BI, use the provided Company A Financials and construct a set of three clustered column charts, representing:
      1. The assets of Company A as represented in the data during each of the three years
      2. The liabilities and owners’ equity over the same three years
    2. Company B: In Power BI, use the provided Company B Financials and construct a set of three clustered column charts, representing:
      1. The assets of Company B as represented in the data during each of the three years
      2. The liabilities and owners’ equity over the same three years
  2. Revenue and Earnings: Use the provided income statements to summarize the gross revenue and net earnings for Company A and Company B over three years. Include screenshots of your data visualization as follows:
    1. Company A: In Power BI, use the provided Company A Financials document and construct a line chart illustrating the visual relationship of revenue, gross profit, total expenses, earnings before tax, net earnings, and taxes.
    2. Company B: In Power BI, use the provided Company B Financials document and construct a line chart illustrating the visual relationship of revenue, gross profit, total expenses, earnings before tax, net earnings, and taxes.
  3. Conclusion : Summarize your observations about the financial performance of both companies. Include any insights you may have about their performance trends or how they have performed compared to each other over the past three years.

Unformatted Attachment Preview

2017, 2018 and 2019 by Balance Sheet 2017 2018 2019 100K BOK sk 2017, 2018 and 2019 Total Assest 2017 104,136 2018 104,334 2019 86,438 OK OK Total Ass Balance Sheet 2017.2018 and 2019 by Balance Sheet 2017 2018 2019 35K 25 OK 2017, 2018 and 2019 The Liabilities 2017- 31560 2018- 31926 2019- 11651 OK Balance Sheet 2017, 2018 and 2019 by Balance Sheet 2017 2018 2019 100% BOX. 2017. 2018 and 2019 The Owner's Equity 2017-104137 2018- 104334 2019-86439 OK 20% Total Liabilities & Shurholders Equity Balance Sheet 2017, 2018 and 2019 by Balance Sheet 2017 2018 2019 BOK 70 2017-2018 and 2019 The Owner's Equity(Sharedholder's Equity) 2017- 72577 2018- 72408 2019-74788 20% OK OK Shah's Balance Sheet 2017, 2018 and 2019 by Balance Sheet 2017 2018 2019 100K BOK GOK 2017, 2018 and 2019 2016 OK Total & Shurholders Equity Balance Sheet 2017, 2018 and 2019 by Balance Sheet 2017 2018 2019 BOK 70 2017-2018 and 2019 The Owner's Equity(Sharedholder's Equity) 2017- 72577 2018- 72408 2019-74788 20% OK OK Shah's Balance Sheet 2017. 2018 and 2019 by Income Statement 2017 2018 2019 25% OK Income Revenue Gross Profit Total Expenses Earning before Tax Net Earning Taxes 2017 27981 12591 10028 2563 1845 718 2018 28784 9786 10020 -234 -168 -65 2019 29610 13324 10020 3305 2379 925 2017. 2018 and 2019 -5% Grosso Total Met Gaming Engor Tax Income Statement 2017, 2018 and 2019 by Balance Sheet 2017 2018 2019 Total Assets 2017-124316 2018-123236 2019-113301 BOX 2017. 2018 and 2019 OK OK 20% OK Total Balance Sheet 2017 2018 and 2019 by Balance Sheet 2017 2018 2019 100% The Liabilities 2017-91560 2018- 91009 2019-80995 2017, 2018 and 2019 C Total Balance Sheet 2017, 2018 and 2019 by Balance Sheet 2017 2018 2019 35 30% 25 The Owner's Equity (Shareholder's Equity) 2017-32757 2018- 32228 2019-32307 2017.2018 and 2019 Sharors Equity Balance Sheet 2017, 2018 and 2019 by Income Statement 2017 2018 2019 30% Income 2017 Revenue 27981 Gross Profit 12591 Total Expenses 9778 Earning before tax 2813 Net Earning 2025 Taxes 2018 26302 7891 8560 -669 -529 -141 2019 27091 8940 8840 100 79 21 25 788 20% 2017, 2018 and 2019 5K Gross Pro Nutamine Earringtones Income Statement
Purchase answer to see full attachment
User generated content is uploaded by users for the purposes of learning and should be used following Studypool's honor code & terms of service.

Explanation & Answer

View attached explanation and answer. Let me know if you have any questions.Hello again🙋 Here's the final copy of your answer. Please check it out then let me know if you'll need any changes made, I'll be around to assist.Thanks a mil!😇

1

Executive Summary: Company A and B Financial Performance

Name
Institution
Course
Date

2

Executive Summary: Company A and B Financial Performance
Assets, Liability and Equity
Company A
The assets of company A were estimated at 104,136 by 2017. However, the value of the assets
rose over the next year to a record 104,334, which could be attributed to factors including an
increase in sales by the company and a reduction in expenses (Choi, 2013). Nevertheless, the
total asset value went down significantly in the next year (2019) to an estimated 86,438, which
could be attributed to factors including a decrease in sales and an increase in expenses.

On the other hand, the liabilities began at a record high of 31,560 in 2017. However, the
liabilities rose to 31,926 in the subsequent year, which could be attributed to purchasing more
inventory paid for via credit....

Related Tags