Report on Financial Performance Analysis and Key Finance Principle

SummaryWrite a 2000-word report based on a financial scenario, given the context, financial information and ratios provided. Conduct a peer analysis comparing a competitor company of your choosing with the case study company. Consider all relevant financial principles, concepts and theories. Conduct the necessary financial analysis using appropriate techniques, tools and frameworks. Make decisions and recommendations based on the analysis and consider ethical implications and limitations.Learning outcomesDemonstrate understanding of core contemporary financial management theory, techniques and practice.Critically evaluate and effectively communicate recommendations to address financial management issues.Apply financial management theory and techniques to professional practice in an ethical manner.TaskContextAftab Pty Ltd is one of the leading family-owned supermarket chains in Australia. In the past, the company has been investing substantially in capital projects. The Vice President (VP) of Operations is very keen to continue spending on capital by opening new stores.Aftab Pty Ltd is currently struggling to compete in the present market conditions as it has a limited online presence. To improve the situation, one of the suggestions from the CEO is to invest heavily in upgrading its technology.Whether the company is looking to expand by opening new stores or to invest in technological upgrades, they will need to raise substantial finance and have applied for a bank loan. You have been hired as a financial analyst to analyse Aftab’s current financial condition. During the review, your key focus is on analysing the financial performance of the company and mapping its growth pathway. A summary of selected financial information and ratios for the past 5 years has been provided to you.Table of Summary finanicials. See print version download below for accessible Excel filePrint version: Aftab Pty Ltd Financial Ratios 2017-2021Written ReportWrite a report for the management team that addresses points 1 to 5 below:Comment on the five-year performance trends for Aftab Pty Ltd’s liquidity and profitability using the relevant ratios provided. Choose another company in the same industry (e.g. supermarket and grocery stores), preferably a publicly-listed company with easy access to the required relevant financial information for benchmarking (e.g. IBISWorld and/or annual reports). Compare the performance trends of the two companies and discuss the specific areas in which Aftab Pty Ltd compares positively and negatively with the competitor.Using the DuPont Method, provide a critical analysis of Aftab Pty Ltd’s Return on Equity (ROE) performance for the last five years relative to the competitor you have chosen. (Presume there are no preference shares for Aftab Pty Ltd.)During 2020, Aftab Pty Ltd experienced a high level of product returns (refunds) due to Covid. The VP of Operations proposed those refunds to be posted in the 2021 results to give some breathing space for 2020. Discuss the ethical implications of this proposal from the VP of Operations.Aftab Pty Ltd is also considering converting their company into a public company so that it can raise additional finance for expansion by issuing shares to the public. Evaluate the pros and cons of the private company structure as compared to a public company.Based on your analysis and discussion, make recommendations as to what are the current strengths and weaknesses of Aftab Pty Ltd as compared with the chosen competitor. Highlight any areas (and appropriate suggestions) for improvement. Identify and discuss the limitations of your analysis.ProceduresYour report should be presented in a report format following the AIB Style Guide. Please use the AIB Report Template document to format your report.Use the AIB-preferred Microsoft Word settings per the AIB Style Guide.Please refer to the 8006FMGT Assessment Exemplar for how to structure your presentation and arguments in this assessment. In each section of your report, please define the financial concepts and/or critical theories before calculations/analyses.The required word length for this report is 2,000 words (plus 10% tolerance, excluding tables and reference list). Please focus on analysis and interpretation of the data, addressing implications, and providing suggestions/recommendations where possible linked to your analysis and supported by relevant financial principles, concepts and/or theoretical frameworks.We have provided a PDF Formula Sheet of all relevant formulas from the textbook.To support your arguments, you are required to use at least five (5) relevant and credible references for this report (in addition to the sources of data for the competitor you choose to focus on in Step 1 above).As per the AIB Style Guide, your references must be from credible sources such as academic journal articles, academic texts, professional/industry-related journals, government reports and formal company documents. Ideally, relevant academic journal articles should be used for academic discussion.For the guidelines on the Harvard Referencing Style used at AIB for in-text citations and the reference list, check the AIB Style Guide.Grading criteria and feedbackYour assessment will be marked according to the following grading criteria:Understanding of financial principles, concepts and theories – 20%Analysis (Trend and DuPont) of the company and the competitor and the implications – 35%Discussion of ethical considerations of the proposal – 10%Evaluation of business structures – 10%Conclusions, limitations and recommendations – 15%In-text citations and referencing – 5%Communication, presentation, structure and language – 5%

Calculate your paper price
Pages (550 words)
Approximate price: -

Why Choose Us

Quality Papers

We value our clients. For this reason, we ensure that each paper is written carefully as per the instructions provided by the client. Our editing team also checks all the papers to ensure that they have been completed as per the expectations.

Professional Academic Writers

Over the years, our Acme Homework has managed to secure the most qualified, reliable and experienced team of writers. The company has also ensured continued training and development of the team members to ensure that it keep up with the rising Academic Trends.

Affordable Prices

Our prices are fairly priced in such a way that ensures affordability. Additionally, you can get a free price quotation by clicking on the "Place Order" button.

On-Time delivery

We pay strict attention on deadlines. For this reason, we ensure that all papers are submitted earlier, even before the deadline indicated by the customer. For this reason, the client can go through the work and review everything.

100% Originality

At Custom Paper Help, all papers are plagiarism-free as they are written from scratch. We have taken strict measures to ensure that there is no similarity on all papers and that citations are included as per the standards set.

Customer Support 24/7

Our support team is readily available to provide any guidance/help on our platform at any time of the day/night. Feel free to contact us via the Chat window or support email: support@acmehomework.com.

Try it now!

Calculate the price of your order

We'll send you the first draft for approval by at
Total price:
$0.00

How it works?

Follow these simple steps to get your paper done

Place your order

Fill in the order form and provide all details of your assignment.

Proceed with the payment

Choose the payment system that suits you most.

Receive the final file

Once your paper is ready, we will email it to you.

Our Services

Custom Paper Help has stood as the world’s leading custom essay writing services providers. Once you enter all the details in the order form under the place order button, the rest is up to us.

Essays

Essay Writing Services

At Custom Paper Help, we prioritize on all aspects that bring about a good grade such as impeccable grammar, proper structure, zero-plagiarism and conformance to guidelines. Our experienced team of writers will help you completed your essays and other assignments.

Admissions

Admission and Business Papers

Be assured that you’ll definitely get accepted to the Master’s level program at any university once you enter all the details in the order form. We won’t leave you here; we will also help you secure a good position in your aspired workplace by creating an outstanding resume or portfolio once you place an order.

Editing

Editing and Proofreading

Our skilled editing and writing team will help you restructure you paper, paraphrase, correct grammar and replace plagiarized sections on your paper just on time. The service is geared toward eliminating any mistakes and rather enhancing better quality.

Coursework

Technical papers

We have writers in almost all fields including the most technical fields. You don’t have to worry about the complexity of your paper. Simply enter as much details as possible in the place order section.