My last name starts with a T
This week's DQ focuses on the Income Statement. It builds on the insights we gained in Week 2, but goes a little deeper in our use of financial statement analysis skills.
Note: We want to encourage a rich exchange of information and ideas in this discussion. Please select an Income Statement line item or ratio based on the first letter of your last name as indicated below.
- Locate and post a screenshot of an actual Income Statement from the latest fiscal year for one of the following companies:
- Tupperware Brands
- Tesla
- Pick an Income Statement Line Item or Ratio from the list below: Select from Here if Your Last Name
Starts with A-K
Line ItemSelect from Here if Your Last Name
Starts with L-Z
Ratio
- Revenue (aka Sales, Turnover)
- Cost of Goods Sold/Cost of Sales
- Selling, General and Administrative Expense
- Gross Profit
- Operating Profit
- Net Profit
- Gross Margin (%)
- Net Margin (%)
- Return on Sales
- Return on Equity
- Return on Assets
- Earnings Per Share (EPS)
- EBITDA
- What does this line item or ratio measure and why is it important item for Management to understand this number?
- Identify the past 4 years of amounts for your line item or ratio (Note: this will require you to track down additional historical
- Income Statements to get the older data). Share this data with the class using a data table or chart.
- Answer the following questions:
- What is the trend for this line item or ratio?
- Has the line item or ratio amount increased or decreased?
- Is this a “good” thing or a “bad” thing? For this company?
- What might management do to improve this line item or ratio?