Create a financial plan for a Fortune 500 as if you were a manager.
Select a Fortune 500 company. Pick a Fortune 500 company you will enjoy learning about their financial performance.

Retrieve financial information and key performance indicators (KPIs) for the Fortune 500 company studied in our class. You may find this information online, Fortune 500 company’s website, or on other finance resources online. If you are unfamiliar with using Yahoo! Finance, the provides helpful information on finding KPIs for your company.

Your financial plan will need to include KPIs for your company. Create a 1- to 2-page outline or chart identifying KPIs, including the following. Provide the answer for each financial metric for 2021 and 2022. For instance, share the ticker symbol for the Fortune 500 company. Provide cash flow from operations. Provide PE, dividends, EPS, etc.

• The company and its ticker symbol
• Price-to-earnings ratio
• Stock dividends and the yield, if any
• Earnings per share ratio
• Revenue estimates for the next 12 months
• Revenue from the previous 3 years
• Statement of cash flows and identification of net cash from operating, investing, and financing activities over the past 3 years
• Average trade volume.
• Current stock price, a 52-week high, and 1-year estimated stock price
• Analysts’ recommendations for the stock (buy, sell, or hold)
• Market cap for the company

You will use information from your research in your Week 2 Summative Assessment.
Provide citation(s) and reference(s).
Submit your outline or chart.

Sample Answer

Sample Answer

 

Financial Plan for Apple Inc. (Ticker Symbol: AAPL)

Key Performance Indicators (KPIs)

1. Price-to-Earnings (P/E) Ratio

– 2021: 28.10
– 2022: 26.51

2. Stock Dividends and Yield

– Dividend: $0.88 per share
– Yield: 0.55%

3. Earnings Per Share (EPS) Ratio

– 2021: $5.11
– 2022: $6.40

4. Revenue Estimates for the Next 12 Months

– Estimated Revenue: $369.09 billion

5. Revenue from the Previous 3 Years

– 2020: $274.52 billion
– 2019: $260.17 billion
– 2018: $265.60 billion

6. Statement of Cash Flows

– Net Cash from Operating Activities:

– 2020: $80.77 billion
– 2019: $69.45 billion
– 2018: $73.31 billion

– Net Cash from Investing Activities:

– 2020: -$19.92 billion
– 2019: -$90.52 billion
– 2018: -$43.26 billion

– Net Cash from Financing Activities:

– 2020: -$87.49 billion
– 2019: $88.06 billion
– 2018: -$66.20 billion

7. Average Trade Volume

– Average Trade Volume: 94,216,200 shares

8. Stock Price Information

– Current Stock Price: $159.48
– 52-Week High/Low: $180.56 / $124.04
– 1-Year Estimated Stock Price: $175.60

9. Analysts’ Recommendations

– Recommendation: Buy

10. Market Cap

– Market Cap: $2.67 trillion

References:

– Yahoo Finance. (n.d.). Apple Inc. (AAPL). Retrieved from https://finance.yahoo.com/quote/AAPL

 

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