Financial Analysis

Oxford Brookes University

Research and Analysis Project

An Evaluation of the Business and Financial Performance of XXXXXX Ltd.

For the Period

January 2007 to December 2009.

By: Jane Doe

ACCA Registration # 1234567

Word Count: 6776

Date: 22nd November 2010

Oxford Brookes University

Research and Analysis Project

An Evaluation of the Business and Financial Performance of XXXXXX Ltd.

For the Period

January 2007 to December 2009.

By: Jane Doe

ACCA Registration # 1234567

Word Count: 6776

Date: 22nd November 2010

TABLE OF CONTENTS

1. INTRODUCTION

1.1 Context and Overview 3

1.2 Aims and Objectives 6

1.3 Research Methodology 7

2. INFORMATION GATHERING

2.1 Primary Information 8

2.2 Secondary Information 9

2.3 Challenges and Limitations 10

2.3 Accounting and Business Techniques 11

3. ANALYSIS

3.1 Key Performance Indicators 15

3.2 PESTLE Analysis 17

3.3 Porter’s Five Forces Framework 19

3.4 Ratio Analysis 23

4. CONCLUSION 30

5. RECOMMENDATIONS 31

6. REFERENCES 33

7. APPENDIX 1 – Financial Statements 35

APPENDIX 2 – Spreadsheet 40

1. INTRODUCTION

2.1 CONTEXT AND OVERVIEW

All businesses must evaluate past performance and plan for the future. Evaluating business and financial performance is a fundamental aspect of all businesses especially in the current economic climate. Without the ability to measure performance an organisation will have no grasp of its financial health and strategic position.

The following research and analysis paper evaluates the business and financial performance of XXXXXX Ltd.through the use of various accounting and business techniques. The topic was chosen as it provided an opportunity to apply knowledge gained in the study of ACCA. Evaluating business and financial performance allows a detailed analysis of figures and application of models which will enhance my interpretive and analytical...