Course Project: Strategic Financial Analysis
Weight: 30% of Final Grade
COs: 4
SLOs: 6
Project Overview
For this project, you will develop a strategic financial analysis of a selected organization, either real or hypothetical. Your analysis should demonstrate mastery of financial concepts covered in the course, especially Time Value of Money (TVM), Weighted Average Cost of Capital (WACC), ratio analysis, and strategic decision making.
You will use these tools to assess the organization’s financial health, investment opportunities, market position, and long term strategy.
Core Requirements
Your project must include:
- Ratio Analysis
Perform a full ratio analysis including:
• Liquidity Ratios
• Profitability Ratios
• Leverage Ratios
• Efficiency Ratios
Interpret what these ratios indicate about the company’s strengths, weaknesses, risk exposure, and future outlook.
- TVM Applications
Use Time Value of Money techniques to evaluate at least two investment opportunities.
Required methods:
• Net Present Value (NPV)
• Internal Rate of Return (IRR)
Show all calculations and explain the strategic implications of your results.
- WACC Calculation
Calculate the firm’s Weighted Average Cost of Capital using researched or assumed data.
Discuss how WACC affects:
• Capital budgeting decisions
• Firm valuation
• Risk assessment
- Capital Structure Discussion
Analyze the company’s use of debt and equity financing.
Discuss how this impacts:
• Cost of capital
• Shareholder returns
• Financial flexibility
• Strategic risk
- Statista Market Research Integration
Use at least one Statista chart, report, or dataset to support your analysis.
Examples include:
• Industry growth trends
• Consumer demand data
• Market share rankings
• Global market forecasts
• Competitor positioning
Explain how the Statista data supports your financial conclusions or strategic recommendation.
- Excel Modeling
Use Excel models for:
• TVM calculations
• WACC analysis
• Ratio calculations
• Scenario modeling if applicable
Include tables, charts, screenshots, or appendices from Excel.
Recommended Report Structure
- Introduction
- Company Overview
- Ratio Analysis
- TVM Investment Analysis
- WACC Analysis
- Capital Structure Review
- Statista Market Research Findings
- Strategic Recommendation
- Conclusion
Guidelines
• Use professional business writing
• Explain all calculations clearly
• Include charts and tables where useful
• Cite all sources in APA 7 format
• Include Statista citation if used
Length Requirement
8 to 10 pages including charts, tables, and references.
Submission Instructions
Submit through the LMS assignment link only.
Email submissions are not accepted.
You can also explore more resources on our website.
