Public Company Ratio Analysis
Budget: $250 – $750 USD
I am preparing a graduate-level finance submission and need a focused financial ratio analysis on a publicly traded firm. The emphasis is strictly on liquidity and profitability performance, tracked across the last three fiscal years and benchmarked against a close peer and the wider industry average.
For the ratio analysis, you must
1) Set up (create) a table, in the excel provided, containing ratios for the firm provided and ratios for a benchmark/industry for at least 4 years (if data provided is incomplete, use AI and the web to collect or complete your data – using four-digit NAICS in searching for benchmark is the common practice in business).
2) There should be 2 (or more) ratios in each (three out of four) of the following categories:
• Liquidity (or short-term solvency)
• Profitability
• Long-term solvency
• Asset management (or turnovers)
3) Create a line graph for the 2 company ratios and 2 matching industry/benchmark ratios, using the table created in point 1), in the excel file. There should be at least 3 graphs, one for each of the categories
Here is what I expect:
1. A clean, fully linked Excel model that sources figures directly from provided financial
2. A 1,200-1,500-word narrative explaining year-over-year movements, primary drivers behind each ratio, and any warning signs or positive outliers that an investment professional would use
I consider the work finished once the numbers tie back to the published statements, the analysis offers clear, actionable insights, and all data sources are properly cited. A seven-day turnaround is preferred, though let me know right away if another timeline would improve quality.
More detailed information will be provided upon hire.
For the ratio analysis, you must
1) Set up (create) a table, in the excel provided, containing ratios for the firm provided and ratios for a benchmark/industry for at least 4 years (if data provided is incomplete, use AI and the web to collect or complete your data – using four-digit NAICS in searching for benchmark is the common practice in business).
2) There should be 2 (or more) ratios in each (three out of four) of the following categories:
• Liquidity (or short-term solvency)
• Profitability
• Long-term solvency
• Asset management (or turnovers)
3) Create a line graph for the 2 company ratios and 2 matching industry/benchmark ratios, using the table created in point 1), in the excel file. There should be at least 3 graphs, one for each of the categories
Here is what I expect:
1. A clean, fully linked Excel model that sources figures directly from provided financial
2. A 1,200-1,500-word narrative explaining year-over-year movements, primary drivers behind each ratio, and any warning signs or positive outliers that an investment professional would use
I consider the work finished once the numbers tie back to the published statements, the analysis offers clear, actionable insights, and all data sources are properly cited. A seven-day turnaround is preferred, though let me know right away if another timeline would improve quality.
More detailed information will be provided upon hire.
Related categories:
Accounting
Excel
Finance
Business Analysis
Financial Analysis
Data Visualization
Data Analysis
Financial Modeling