Corporate Metrics and Ratings Quiz

ACCY121 - Authentic Report

• Report by group 02
• Includes analysis of IBM, Palantir Technologies, and Intuit
• Trend analysis from 2019 and 2023
• Ratio analysis for 2023
• Comparison of company performance
• Non-financial factors considered (ethics, sustainability, etc.)
• Recommendations on companies' health and operations

Executive Summary

• Report provides a comprehensive overview of IBM, Palantir, and Intuit
• Includes trend analysis (2019-2023) and ratio analysis (2023)
• Evaluates the companies as potential investments
• Includes non-financial factors (internal ethics, environmental standards, sustainability)

Introduction to All Companies

• Presents general introduction to each company
• Highlights key products and services

Key Products

• IBM: Artificial intelligence, cloud computing, cybersecurity, data analytics, IT consulting, and quantum computing
• Palantir: Data analytics and AI solutions, primarily used by government agencies
• Intuit: Financial technology company (fintech), offering software and services for individuals and businesses

Recent Developments

• IBM: Focus on Al-powered digital transformation and sustainability
• Palantir: Growing involvement in government contracts, Al-driven expansion
• Intuit: Innovation with AI features, strong financial results, strategic focus on integrating and enhancing platforms

Key Highlights (Fiscal 2023)

• Revenue: IBM ($14.4B, up 13%), Palantir (not specified), Intuit ($4.1B, up 6%)
• Small Business/Self-Employed Revenue: Intuit ($8.0B, up 24%)
• Credit Karma Revenue: Intuit ($1.6B, down 9%)
• ProTax Revenue: Intuit ($561M, up 3%)
• Operating Income: Intuit ($3.1B, up 22%)
• Net Income: Intuit ($2.4B, up 15%)
• Diluted Net Income per Share: Intuit ($8.42, up 16%)
• Cash flow from operations: Intuit ($5.0B, up 30%)

Introduction to Ratio Analysis

• Liquidity ratios: Assess a company's ability to meet short-term obligations.
• Profitability ratios: Assess a company's ability to generate profit compared to revenue or assets.
• Debt/solvency ratios: Assess a company's financial leverage and ability to meet long-term obligations.
• Efficiency ratios: Assess the effectiveness in using assets and liabilities to generate sales and profits.

Analysis of Ratio Analysis

• Liquidity Ratios - Quick Ratio and Current Ratio: IBM, Intuit, and Palantir tech are compared
• Profitability Ratios: Gross Profit Margin, Return on Equity
• Debt ratios: Debt-to-equity analysis for IBM, Intuit, and Palantir tech
• Efficiency Ratios: Asset turnover, accounts receivable turnover

Trend Analysis

• Introduction: Discusses revenue, cash flow from operations, profit before tax, and total assets
• Methodology: Uses current year data / previous year data *100

Definitions

• Revenue: Money gained from selling goods or services
• Total Assets: Total items owned by a business
• Profit before tax: Money left after meeting all payments, excluding tax
• Cash of operations: Cash generated from business operations

Data Collected and Trend Analysis

• Presents various data points collected for all three companies
• Includes charts and spreadsheets relating to financial data

Recommendations

• Intuit inc. is the best investment based on financial performance, impressive growth, and efficient operations.

Reference

• Includes URLs and sources used for the report, such as website links for companies and financial data.

Appendix

• Provides detailed calculations for trend analysis data.