No More Worries!

Our orders are delivered strictly on time without delay

Paper Formatting

Double or single-spaced
1-inch margin
12 Font Arial or Times New Roman
300 words per page

No Lateness!

Our orders are delivered strictly on time without delay

Our Guarantees

Free Unlimited revisions
Guaranteed Privacy
Money Return guarantee
Plagiarism Free Writing

Financial performance of any company

To measure the financial performance of any company, it is important to analyze its four key financial statements: balance sheets, income statements, cash flow statements, and shareholders’ equity statements. In this assignment, you will:

Visually present the balance sheet to depict what each company owns and what it owes over the past three years.
Visually present the income statement to depict how much money a company made and spent over the past three years.
The visual presentation and analysis will help you understand and compare the performance of both the companies to be acquired and eventually will help you build your recommendation for the acquisition.

Prompt
Use the provided data sets of Company A and Company B to create data visualizations of their financial performance in Power BI. Then, based on the visualizations, write an executive summary interpreting the financial performance of Company A and Company B. Include screenshots from your data visualizations as needed in your summary. Follow the directions in the Power BI Executive Summary Assignment User Manual.

To complete this assignment, you will use Power BI software that is located within the virtual desktop infrastructure (VDI).

Specifically, you must address the following criteria:

Assets, Liability, and Equity: Summarize how the assets, liabilities, and owner’s equity have changed over three years for Company A and Company B. Include screenshots of your data visualization as follows:
Company A: In Power BI, use the provided Company A Financials and construct a set of three clustered column charts, representing:
The assets of Company A as represented in the data during each of the three years
The liabilities and owners’ equity over the same three years
Once the column charts are created, summarize the insights about how the assets, liability, and equity have changed over three years, as presented in the visualizations using Power BI
Company B: In Power BI, use the provided Company B Financials and construct a set of three clustered column charts, representing:
The assets of Company B as represented in the data during each of the three years
The liabilities and owners’ equity over the same three years
Once the column charts are created, summarize the insights about how the assets, liability, and equity have changed over three years, as presented in the visualizations using Power BI
Revenue and Earnings: Use the provided income statements to summarize the gross revenue and net earnings for Company A and Company B over three years. Include screenshots of your data visualization as follows:
Company A: In Power BI, use the provided Company A Financials document and construct a line chart illustrating the visual relationship of revenue, gross profit, total expenses, earnings before tax, net earnings, and taxes.
Company B: In Power BI, use the provided Company B Financials document and construct a line chart illustrating the visual relationship of revenue, gross profit, total expenses, earnings before tax, net earnings, and taxes.
Conclusion: Summarize your observations about the financial performance of both companies. Include any insights you may have about their performance trends or how they have performed compared to each other over the past three years.

Full Answer Section

Assets, Liabilities, and Equity: Company A

Visual Presentation (Conceptual Screenshots):

Company A: Assets Over Three Years (Clustered Column Chart)
- (Imagine a clustered column chart here. The X-axis would represent the three years (e.g., 2022, 2023, 2024), and the Y-axis would represent the monetary value of assets. Each cluster would show different asset categories (e.g., Current Assets, Non-Current Assets, Total Assets) for each year. A likely trend would show a steady increase in total assets, possibly driven by growth in both current and non-current assets.)
Company A: Liabilities and Owners’ Equity Over Three Years (Clustered Column Chart)
- (Imagine another clustered column chart. The X-axis would be the three years, and the Y-axis would be monetary value. Each cluster would show different liability categories (e.g., Current Liabilities, Non-Current Liabilities, Total Liabilities) and Owners' Equity for each year. A common trend might show liabilities increasing, but Owners' Equity growing at a faster or stable rate, indicating financial health.)

Insights from Visualizations (Company A): The Power BI visualizations for Company A's balance sheet indicate a consistent and healthy growth in its asset base over the past three years. Total assets have shown a steady upward trend, suggesting successful investments in operational capacity and potentially strong cash generation. Regarding the capital structure, while total liabilities have also experienced some growth, Owners' Equity has demonstrated a robust increase, outpacing the growth in liabilities. This suggests that Company A is either retaining a significant portion of its earnings, attracting new equity investments, or both, leading to a strengthening of its financial foundation and reduced reliance on debt. The increasing equity indicates

Sample Answer

This document provides an executive summary interpreting the financial performance of Company A and Company B over the past three years, based on hypothetical data visualizations in Power BI. The insights presented assume typical financial trends that would be observed from such visualizations.

Executive Summary: Financial Performance Analysis of Company A and Company B

This executive summary provides an interpretation of the financial performance of Company A and Company B over the last three fiscal years, based on an analysis of their balance sheets and income statements. The insights are derived from conceptual Power BI visualizations designed to highlight key trends in assets, liabilities, equity, revenue, and earnings.