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FIN 475 Managerial Finance Report

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University of North Dakota

   

Managerial Finance (FIN 475)

   

Added on  2020-03-13

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In this research, the researcher shall conduct the analysis of the financial report of Carpet right plc. Initially, the discussion shall be made on the critical discussion regarding the ratio analysis and the balanced scorecard. The comparison between the financial reports of the company would also be discussed in this study to analyse the financial performance of the company. In this report learn more about-Literature review, Comparison of financial results,  Comparison with competitors and industry average.

FIN 475 Managerial Finance Report

   

University of North Dakota

   

Managerial Finance (FIN 475)

   Added on 2020-03-13

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MANAGERIAL FINANCE
FIN 475 Managerial Finance Report_1
Executive summaryThe report on the financial statement analysis of Carpetright Plc. is to be analysed in thisresearch. As the financial statement analysis helps to identify the loopholes of the financialposition and performance, the discussion shall be made by considering the financial facts andfigures. In this context, it is to mention that the analysis of the financial statement of thecompany is to be made by considering the comparative analysis and the common size analysis.On the other hand the analysis of the financial statement is to be made by considering the ratioanalysis as this tool of financial management helps to make comparative analysis. In this context,it is also to mention that the strategic management of the company would also to be discussed inthis research to identify the loopholes in the internal management process. In this report, theresearch would be made by considering the latest year data and the previous year data. Thestrategic management of the company would be analysed by taking the balanced scorecardmethod. The financial and non-financial factors are also to be discussed by taking the Balancescorecard. The advantages and disadvantages of the tools used for the researcher would also tobe analysed in the final part of the report. The recommendation would be the final part of thereport, which shall reflect the financial and non-financial aspects of the company.
FIN 475 Managerial Finance Report_2
Table of Contents1. Introduction..................................................................................................................................42. Literature review..........................................................................................................................42.1 Ratio analysis.........................................................................................................................42.1.1 Liquidity ratios................................................................................................................52.1.2 Solvency ratios................................................................................................................52.1.3 Working capital ratios.....................................................................................................52.1.4 Profitability ratios............................................................................................................62.1.5 Asset efficiency ratios.....................................................................................................62.2 Balance Scorecard..................................................................................................................63. Comparison of financial results...................................................................................................73.1 Horizontal analysis.................................................................................................................73.2 Vertical analysis.....................................................................................................................94. Ratio analysis:............................................................................................................................105. Comparison with competitors and industry average.................................................................126. Measurement against the organisation’s KPIs and evaluation of the use of KPIs in assessing organisation performance..............................................................................................................127. Balance Score Card....................................................................................................................138. Strategy development................................................................................................................149. Discussion and explanation of BSC and the Map.....................................................................1410. Discussion of the advantages and limitations of the analysis..................................................1511. Analysis of event.....................................................................................................................1512. Recommendations....................................................................................................................1513. Conclusions..............................................................................................................................16References......................................................................................................................................17
FIN 475 Managerial Finance Report_3
1. IntroductionFinancial statement analysis helps the investors to make financial decisions as the analysis of thefinancial statements reflects the financial health of an organisation. In this research, theresearcher shall conduct the analysis of the financial report of Carpetright plc. Initially, thediscussion shall be made on the critical discussion regarding the ratio analysis and the balancescore card. The comparison between the financial reports of the company would also bediscussed in this study to analyse the financial performance of the company. On the other hand, itis to mention that the researcher shall analyse the strategic performance of the company byconducting the Balance Scorecard approach. Furthermore, the researcher shall develop thestrategy for the company by considering the financial and strategic performance of the company.2. Literature review2.1 Ratio analysis In ratio analysis, the financial analysts could analyse the liquidity position and the profitabilityposition of a profit seeking concern and therefore, the financial analysis could be found asdifficult without considering the ratio analysis. According to Vogel (2014), management of anorganisation considers ratio analysis to analyse the financial performance of the organization. Inthis regard, it is to mention that the ratio analysis facilitates the management of a company tocompare the financial performance with the industry average. In this same context, Cucchiella etal. (2015) opined that the ratio analysis is helpful for making the comparative study of theperformance of a company as the researchers could identify the trend of the ratios. In this regard,it is to mention that the management or other users of accounting information could examine theliquidity position, solvency position, working capital, profitability position and the assetefficiency of an entity (Healy and Palepu, 2012).
FIN 475 Managerial Finance Report_4

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