Financial Statement Analysis for Investors
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Financial Statement Analysis for Investors


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 Financial Statement Analysis for Investors 

Individual Coursework Assignment

This assignment is worth 100% of the module mark

Submission deadline: 11th January 2021, 12 noon

Module Coursework Assessment


Your final assignment requires you to conduct a CORE Strategic Financial Analysis of Greggs Plc, and then use this as the basis for advice to your manager.


The purpose of the assignment is to test your ability to critically analyse, interpret and evaluate the performance and prospects of companies using publicly available information and your understanding of the usefulness of corporate reports as effective means of communication.


Given that the latest Annual Report is already out of date by the time it is made available, students will be expected to show knowledge of the present and likely future environment within which the company operates. The completed coursework is to be in the form of a written report.


Relevant extracts from the annual report should be submitted with your written assignment, such as the chairperson’s statement, management report, income statement, statement of financial position, and statement of cash flow statement with notes to the accounts where appropriate.


Assignment Details

You work in an investment bank as an investment analyst. Your portfolio manager asks you to write a report providing advice on the market position and financial strength of Greggs Plc. You should use the CORE Strategic Financial Analysis approach to analyse Greggs’ financial performance and recommend whether you think the company offers a potential investment opportunity.


The more recent Annual Reports of Greggs Plc are available at:



  • Your report should be no more than 2,000 words and must be your own original work. Your attention is drawn to the University’s guidelines on plagiarism.

More information is available at: spx

  • The report should be submitted online via the Turnitin link on the module’s Canvas page.
  • References are not in included in the word count. The report should include a full list of references using the Harvard referencing style.
  • Small tables should be integrated into the report; longer ones should be included in an appendix.
  • Words in appendices and tables are not to be included in the word count, but will not be given equal importance to materials in the main report.
  • You must include in an appendix the calculations of any financial ratios you have calculated for the purpose of this report.
  • The use of graphs is encouraged.

Format of Submission

  • For this assignment, you must upload your submission as a PDF document.
  • The submitted file must include a completed coversheet in line with university regulation stating your student ID number and word count.
  • The report must be word-processed (Times New Roman or Arial, 12) and doublespaced.


Useful Websites

You will find ; ; ; as useful sites for this assignment, as is There are many other financial websites which contain useful information and you are encouraged to find these sites for yourselves.


Marking and Feedback

This activity will be assessed on a 100-point scale, and the mark you receive for this assignment will be based on the following criteria:

Criteria Description Pts

Summary /


Clear description of the report’s purpose and method of analysis. At best will include key conclusions and recommendations.  


Context: External Discussion of market and key competitors (perhaps using Porter’s 5 forces or PEST). Expect diagrams and graphs of industry trends for really good marks.  




Context: Internal Nature of business, size, ownership, company structure, countries of operation. Outline business strategy (maybe use

SWOT analysis). Internal and external context may be combined.

Overview Should include a table of key numbers and discussion of key trends (backed by graphs). May highlight key strategic developments and raise questions to be answered by ratio analysis.  



Ratios – calculation Include all key ratios. E.g. ROCE (make sure profit and capital employed numbers match) plus sales margin and asset utilisation. Should be an organised analysis covering performance, working capital, liquidity/solvency and shareholders’ view.  



Ratios – discussion Discussion should show understanding and interpretation and include appropriate comparisons. Explore links and trade-offs between ratios and compare to benchmarks. Explain why key ratios change by drawing on information in the context.  



Evaluation / Conclusion Use the ratio analysis to produce an evaluation and a final conclusion with a clear emphasis on the purpose of report and good use of context. Good answers may include other things to think about before a final decision, but should have a clear recommendation.  



Presentation Overall neatly presented report that is appropriate for the recipient. Includes appropriate graphs, diagrams and tables (small ones in the report, large ones in appendices). Good referencing required. Please stick to the word count – you will need to be concise in order to achieve this.  





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