Financial Analytics Assignment
This assignment is designed to help students understand how to interpret and visualize financial
data using Excel. Answer the following questions with supporting charts, tables, and written
interpretations.
Basic Level (Concepts + Excel Skills)
• Plot the Revenue trend (2019–2023) for any company. What do you observe?
• Calculate Profit Margin for all companies. Which company has the highest average profit
margin?
• Compare Revenue vs. Net Profit in a bar chart. Do they always move together?
• Use conditional formatting (heatmap) to highlight companies with ROE > 15%.
• Create a scatter plot of Revenue vs. Net Profit. Do larger companies always make more profit?
Intermediate Level (Ratios + Interpretation)
• Calculate the CAGR (Compound Annual Growth Rate) of revenue for each company. Who
grew fastest?
• Compare EPS trends of 3 companies. Which looks attractive to investors?
• Rank the companies based on average ROE across 5 years. What does it tell you about
efficiency?
• Build a dashboard showing Revenue, Profit, and ROE over time.
• Find the company with the most consistent performance (low volatility in profit).
Advanced Level (Analytics + Business Insight)
• Identify any outliers in the dataset (extremely high/low ROE, EPS, or Profit). Explain possible
reasons.
• Segment companies into high-growth vs. stable based on Revenue CAGR. Visualize the
difference.
• If you were an investor, which company would you pick based on EPS & ROE trends? Justify.
• Compare profitability vs. efficiency (Profit Margin vs. ROE). Do they align?
• Predict (using Excel forecast or trendline) the 2024 Revenue for one company.
