Research Industry Financial Statistics Presentation| Business & Finance
Aim of paper
The aim of this paper is to allow the students an opportunity to complete their financial evaluation of a company using the financial research database Plunkett Research Online. Plunkett Research Online provides in-depth analysis of a company’s financials, comparisons to industry averages, a list of top executives, how the company compares to other competitors in terms of revenue, number of employees, market capitalization and other key financial metrics.
paper Steps
Resources: Plunket Research Online located in the Week 3 Electronic Reserve Readings; PowerPoint, Microsoft® Excel®
Review the Company Profile and answer the following questions in a PowerPoint Presentation:
What was the Gross Margin in 2014 and 2015?
What was the Earnings per Share in 2014 and 2015?
Contrst the 2015 Company Financials to the Industry Averages and export the results into a Microsoft® Excel® document.
Add a new column in your Microsoft® Excel® document titled “Change” and calculate the difference between the company’s 2015 financial results and the industry averages.
Explain in a 3 slide PowerPoint Presentation how the company you selected compares to the industry averages in terms of financial profitability, liquidity and solvency, and why the difference is important. Also review the financial statements over the last three years and discuss any positive and negative trends would you report to the company’s management. Be sure to include speaker notes with references.
WALMART INC. WALMART INC. WALMART INC. WALMART INC. (WWW.WALMART.COM)(WWW.WALMART.COM)(WWW.WALMART.COM)(WWW.WALMART.COM)
Ticker: WMTTicker: WMTTicker: WMTTicker: WMT Exchange: NYS Year Established: 1969 Employees: 2,300,000 Fiscal Year Ends in January
Phone: Phone: Phone: Phone: 479 273-4000 Fax: Fax: Fax: Fax: 479 273-1986 Address: Address: Address: Address: 702 Southwest 8th Street Bentonville, AR 72716 United States
Types Of BusinessTypes Of BusinessTypes Of BusinessTypes Of Business Industry Ranks Industry Ranks Industry Ranks Industry Ranks
Industry NAICS code: 452910
Discount Stores Supermarkets Warehouse Membership Clubs Online Sales Pharmacies Vision Centers Auto Repair Centers
1. 1. 1. Walmart Inc.Walmart Inc.Walmart Inc. 500,343,000,000500,343,000,000500,343,000,000 2. Costco Wholesale Corporation 129,025,000,000 3. Target Corporation 71,879,000,000 4. Edeka Zentrale AG & Co KG (Edeka Group) 58,506,660,000 5. Sam’s Club 57,000,000,000 6. E.Leclerc (Leclerc) 42,960,840,000 7. Walmart de Mexico y Centroamerica 29,919,400,000 8. Almacenes Exito SA 19,673,340,000 9. BJs Wholesale Club Inc 12,754,590,000 10. Brazilian Distribution Company 11,558,720,000
Contacts Contacts Contacts Contacts ExcelExcelExcelExcel TextTextTextText DescriptionDescriptionDescriptionDescription
Gregory Foran CEO, Divisional/Executive VP/President, Divisional
Marc Lore CEO, Divisional/Executive VP/President, Divisional
John Furner CEO, Divisional/Executive VP/President, Divisional
C. McMillon CEO/Director/President Brett Biggs CFO/Executive VP
David Chojnowski Controller/Chief Accounting Officer/Senior VP
Timothy Flynn Director Marissa Mayer Director S. Walton Director Thomas Horton Director Steven Reinemund Director Steuart Walton Director Carla Harris Director Stephen Easterbrook Director Sarah Friar Director Gregory Penner Director/Chairman of the Board David Cheesewright Executive VP Daniel Bartlett Executive VP, Divisional Jacqueline Canney Executive VP, Divisional Rachel Brand Executive VP, Divisional/Secretary
Judith McKenna Executive VP/CEO, Divisional/President, Divisional
Walmart, Inc., formerly Wal-Mart Stores, Inc., is one of the world’s largest retailers, operating through a massive base of Walmart stores, Supercenters, Sam’s Clubs, Marketside, Neighborhood Markets and walmart.com. The company operates in three business segments: Walmart U.S., Walmart international and Sam’s Club. Walmart U.S. is a mass merchandiser of consumer products, groceries and drugs, operating under the Walmart brand, as well as walmart.com. This segment operates retail stores in the U.S., including all 50 states, Washington D.C. and Puerto Rico, with Supercenters in 49 states, Washington D.C. and Puerto Rico and Walmart discount stores in 41 states and Puerto Rico. Wal-Mart U.S. also operates a relatively small number Neighborhood Markets, which are about 40,000 square feet each. Its main line of business, the Walmart Supercenters, average 178,000 square feet each. Walmart International consists of operations in 27 countries outside the U.S., and includes numerous formats divided into three major categories: retail, wholesale and other. These categories consist of formats such as Supercenters, supermarkets, hypermarkets, warehouse clubs (including Sam’s Clubs), cash & carry, home improvement, specialty electronics, restaurants, apparel stores, drug stores and convenience stores. Sam’s Club operates membership-only warehouse clubs, as well as samsclub.com in the U.S. All memberships include a spouse/household card at no additional cost and Plus Members are eligible for cash rewards which provides $10 for every $500 in qualifying Sam’s Club purchases up to a $500 cash reward annually. In early 2018, Wal-Mart announced it would close 63 underperforming Sam’s stores across the U.S. In May 2018, Walmartm said it would sell Asda Group Ltd., its British arm, to J Sainsbury, making it the largest participant in the U.K.’s grocery market, in a deal that would net Walmart a 42% stake in J Sainsbury. In mid-2018, Walmart agreed to lead a group investing about $15 billion to acquire India’s leading ecommerce retailer, Flipkart.
Auditor: Ernst & Young LLP Legal Advisor: Andrews Kurth LLP
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http://www.walmart.com/
http://www.plunkettresearch.com/compare-purchase-options/
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file:///C:/Users/PROnline/AppData/Local/Temp/ABCpdf/CompanyRank.aspx?Industry=&ExchangeId=NYS&Symbol=WMT
http://www.plunkettresearchonline.com/ResearchCenter/http://www.plunkettresearchonline.com//ResearchCenter/Company.aspx?ExchangeId=NYS&Symbol=WMT&Comid=5211&Industry=20
http://www.plunkettresearchonline.com/ResearchCenter/http://www.plunkettresearchonline.com//ResearchCenter/Company.aspx?ExchangeId=NAS&Symbol=COST&Comid=2158&Industry=20
http://www.plunkettresearchonline.com/ResearchCenter/http://www.plunkettresearchonline.com//ResearchCenter/Company.aspx?ExchangeId=NYS&Symbol=TGT&Comid=4841&Industry=20
http://www.plunkettresearchonline.com/ResearchCenter/http://www.plunkettresearchonline.com//ResearchCenter/Company.aspx?ExchangeId=&Symbol=&Comid=13756&Industry=20
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http://www.plunkettresearchonline.com/ResearchCenter/http://www.plunkettresearchonline.com//ResearchCenter/Company.aspx?ExchangeId=PINX&Symbol=WMMVF&Comid=26248&Industry=20
http://www.plunkettresearchonline.com/ResearchCenter/http://www.plunkettresearchonline.com//ResearchCenter/Company.aspx?ExchangeId=GREY&Symbol=ALAXL&Comid=38041&Industry=20
http://www.plunkettresearchonline.com/ResearchCenter/http://www.plunkettresearchonline.com//ResearchCenter/Company.aspx?ExchangeId=NYS&Symbol=BJ&Comid=1663&Industry=20
http://www.plunkettresearchonline.com/ResearchCenter/http://www.plunkettresearchonline.com//ResearchCenter/Company.aspx?ExchangeId=MEX&Symbol=CBDN&Comid=28710&Industry=20
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file:///C:/ResearchCenter/Glossary/View.aspx?Industry=Biotech&term=Brand
FinancialsFinancialsFinancialsFinancials Financial Details Financial Details Financial Details Financial Details Compare to Industry Averages Compare to Industry Averages Compare to Industry Averages Compare to Industry Averages Build Custom Table Build Custom Table Build Custom Table Build Custom Table Compare Companies Compare Companies Compare Companies Compare Companies $USD, In whole numbers, $USD, In whole numbers, $USD, In whole numbers, $USD, In whole numbers, except marked * or %except marked * or %except marked * or %except marked * or % 2018201820182018 2017201720172017 2016201620162016 2015201520152015 2014201420142014 2013201320132013
Financials Revenue 500,343,000,000 485,873,000,000 482,130,000,000 485,651,000,000 476,294,000,000 469,162,000,000 Cost of Revenue 373,396,000,000 361,256,000,000 360,984,000,000 365,086,000,000 358,069,000,000 352,488,000,000 Gross Margin % 25.37 25.65 25.13 24.83 24.82 24.87 R&D Expense – – – – – – Operating Income 20,437,000,000 22,764,000,000 24,105,000,000 27,147,000,000 26,872,000,000 27,801,000,000 Operating Margin % 4.08 4.69 5.00 5.59 5.64 5.93 SGA Expense 106,510,000,000 101,853,000,000 97,041,000,000 93,418,000,000 91,353,000,000 88,873,000,000 Net Income 9,862,000,000 13,643,000,000 14,694,000,000 16,363,000,000 16,022,000,000 16,999,000,000 Earnings Per Share 3.29 4.40 4.58 5.07 4.90 5.04 Dividends 2.04 2.00 1.96 1.92 1.88 1.59 Book Value Per Share – 25.70 25.28 24.85 24.54 22.68 Operating Cash Flow 28,337,000,000 31,530,000,000 27,389,000,000 28,564,000,000 23,257,000,000 25,591,000,000 Capital Expenditure 10,051,000,000 10,619,000,000 11,477,000,000 12,174,000,000 13,115,000,000 12,898,000,000 Free Cash Flow 18,286,000,000 20,911,000,000 15,912,000,000 16,390,000,000 10,142,000,000 12,693,000,000 Profitability EBITDA 27,982,000,000 32,944,000,000 33,640,000,000 36,433,000,000 35,861,000,000 36,489,000,000 Return on Assets % 4.89 6.85 7.29 8.01 7.86 8.57 Return on Equity % 12.67 17.23 18.15 20.76 21.00 23.02 Net Margin % 1.97 2.81 3.05 3.37 3.36 3.62 Assets Turnover 2.48 2.44 2.39 2.38 2.34 2.37 Financial Leverage 2.63 2.56 2.48 2.50 2.69 2.66
Brands, Divisions and AffiliatesBrands, Divisions and AffiliatesBrands, Divisions and AffiliatesBrands, Divisions and Affiliates Top SalariesTop SalariesTop SalariesTop Salaries Wal-mart Walmart, Inc. Sam’s Club Neighborhood Market walmart.com Marketside Moosejaw Flipkart
NameNameName TitleTitleTitle Salary (US$)Salary (US$)Salary (US$) Bonus (US$)Bonus (US$)Bonus (US$) C. McMillon CEO/President 1,276,982 – Gregory Foran Executive VP 1,051,426 – Marc Lore Executive VP 1,030,770 – Brett Biggs CFO/Executive VP 871,087 – John Furner Executive VP 780,827 –
Other ThoughtsOther ThoughtsOther ThoughtsOther Thoughts Corporate CultureCorporate CultureCorporate CultureCorporate Culture Apparent Female Officers or Directors:
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http://www.plunkettresearchonline.com/ResearchCenter/http://www.plunkettresearchonline.com//ResearchCenter/Finances.aspx?ExchangeId=NYS&Symbol=WMT&Industry=20
file:///C:/Users/PROnline/AppData/Local/Temp/ABCpdf/CompareIndustry.aspx?ComID=5211&Industry=20
file:///C:/Users/PROnline/AppData/Local/Temp/ABCpdf/BuildFinancialTable.aspx?ComID=5211&Industry=20
comparecompanyhttp://www.plunkettresearchonline.com/ResearchCenter/http://www.plunkettresearchonline.com//ResearchCenter/Finances.aspx?ComID=5211&Industry=20&Type=Public&Select=Compare
