In: Accounting
Make a Horizontal and Vertical analysis of SBUX balance sheet with four years of camparative data from Yahoo Finance If you can only answer one then please answer the Verical analysis
Starbucks Corporation (SBUX) | ||||
Balance Sheet | ||||
For the year ended Sept 30 | ||||
Breakdown | TTM | 9/30/2019 | 9/30/2018 | 9/30/2017 |
Total Revenue | 24061900 | 26508600 | 24719500 | 22386800 |
Cost of Revenue | 18647800 | 19020500 | 17367700 | 15531500 |
Gross Profit | 5414100 | 7488100 | 7351800 | 6855300 |
Operating Expense | 3534000 | 3572400 | 3545300 | 2958500 |
Operating Income | 1880100 | 3915700 | 3806500 | 3896800 |
Net Non Operating Interest Income Expense | -360800 | -234500 | 21100 | 182800 |
Other Income Expense | 206600 | 785000 | 1952400 | 237900 |
Pretax Income | 1725900 | 4466200 | 5780000 | 4317500 |
Tax Provision | 391500 | 871600 | 1262000 | 1432600 |
Net Income Common Stockholders | 1338500 | 3599200 | 4518300 | 2884700 |
Diluted NI Available to Com Stockholders | 1338500 | 3599200 | 4518300 | 2884700 |
Basic EPS | - | 0.003 | 0.0035 | 0.002 |
Diluted EPS | - | 0.0029 | 0.0032 | 0.002 |
Basic Average Shares | - | 1184600 | 1309100 | 1431600 |
Diluted Average Shares | - | 1233200 | 1394600 | 1461500 |
Total Operating Income as Reported | 2086700 | 4077900 | 3883300 | 4134700 |
Total Expenses | 22181800 | 22592900 | 20913000 | 18490000 |
Net Income from Continuing & Discontinued Operation | 1338500 | 3599200 | 4518300 | 2884700 |
Normalized Income | 1412414 | 3207165 | 3227062 | 2987238 |
Interest Income | 47000 | 96500 | 191400 | 275300 |
Interest Expense | 407800 | 331000 | 170300 | 92500 |
Net Interest Income | -360800 | -234500 | 21100 | 182800 |
EBIT | 2133700 | 4797200 | 5950300 | 4410000 |
EBITDA | 3623400 | - | - | - |
Reconciled Cost of Revenue | 18571200 | 18948500 | 17308800 | 15475800 |
Reconciled Depreciation | 1489700 | 1449300 | 1305900 | 1067100 |
Net Income from Continuing Operation Net Minority Interest | 1338500 | 3599200 | 4518300 | 2884700 |
Total Unusual Items Excluding Goodwill | -95600 | 487000 | 1651200 | -153500 |
Total Unusual Items | -95600 | 487000 | 1651200 | -153500 |
Normalized EBITDA | 3719000 | 5759500 | 5605000 | 5630600 |
Tax Rate for Calcs | 0 | 0 | 0 | 0 |
Tax Effect of Unusual Items | -21686 | 94965 | 359962 | -50962 |
Vertical analysis is the proportional analysis of a financial statement, where each line item on a financial statement is listed as a percentage of another item. This means that every line item of given statement is stated as a percentage of total revenue.
TTM | Percent | 09-30-2019 | Percent | 09-30-2018 | Percent | 09-30-2017 | Percent | |
Total Revenue | 24061900 | 100.00% | 26508600 | 100.00% | 24719500 | 100.00% | 22386800 | 100.00% |
Cost of Revenue | 18647800 | 77.50% | 19020500 | 71.75% | 17367700 | 70.26% | 15531500 | 69.38% |
Gross Profit | 5414100 | 22.50% | 7488100 | 28.25% | 7351800 | 29.74% | 6855300 | 30.62% |
Operating Expense | 3534000 | 14.69% | 3572400 | 13.48% | 3545300 | 14.34% | 2958500 | 13.22% |
Operating Income | 1880100 | 7.81% | 3915700 | 14.77% | 3806500 | 15.40% | 3896800 | 17.41% |
Net Non Operating Interest Income Expense | -360800 | -1.50% | -234500 | -0.88% | 21100 | 0.09% | 182800 | 0.82% |
Other Income Expense | 206600 | 0.86% | 785000 | 2.96% | 1952400 | 7.90% | 237900 | 1.06% |
Pretax Income | 1725900 | 7.17% | 4466200 | 16.85% | 5780000 | 23.38% | 4317500 | 19.29% |
Tax Provision | 391500 | 1.63% | 871600 | 3.29% | 1262000 | 5.11% | 1432600 | 6.40% |
Net Income Common Stockholders | 1338500 | 5.56% | 3599200 | 13.58% | 4518300 | 18.28% | 2884700 | 12.89% |
Diluted NI Available to Com Stockholders | 1338500 | 5.56% | 3599200 | 13.58% | 4518300 | 18.28% | 2884700 | 12.89% |
Basic EPS | - | 0.003 | 0.00% | 0.0035 | 0.00% | 0.002 | 0.00% | |
Diluted EPS | - | 0.0029 | 0.00% | 0.0032 | 0.00% | 0.002 | 0.00% | |
Basic Average Shares | - | 1184600 | 4.47% | 1309100 | 5.30% | 1431600 | 6.39% | |
Diluted Average Shares | - | 1233200 | 4.65% | 1394600 | 5.64% | 1461500 | 6.53% | |
Total Operating Income as Reported | 2086700 | 8.67% | 4077900 | 15.38% | 3883300 | 15.71% | 4134700 | 18.47% |
Total Expenses | 22181800 | 92.19% | 22592900 | 85.23% | 20913000 | 84.60% | 18490000 | 82.59% |
Net Income from Continuing & Discontinued Operation | 1338500 | 5.56% | 3599200 | 13.58% | 4518300 | 18.28% | 2884700 | 12.89% |
Normalized Income | 1412414 | 5.87% | 3207165 | 12.10% | 3227062 | 13.05% | 2987238 | 13.34% |
Interest Income | 47000 | 0.20% | 96500 | 0.36% | 191400 | 0.77% | 275300 | 1.23% |
Interest Expense | 407800 | 1.69% | 331000 | 1.25% | 170300 | 0.69% | 92500 | 0.41% |
Net Interest Income | -360800 | -1.50% | -234500 | -0.88% | 21100 | 0.09% | 182800 | 0.82% |
EBIT | 2133700 | 8.87% | 4797200 | 18.10% | 5950300 | 24.07% | 4410000 | 19.70% |
EBITDA | 3623400 | 15.06% | - | - | - | |||
Reconciled Cost of Revenue | 18571200 | 77.18% | 18948500 | 71.48% | 17308800 | 70.02% | 15475800 | 69.13% |
Reconciled Depreciation | 1489700 | 6.19% | 1449300 | 5.47% | 1305900 | 5.28% | 1067100 | 4.77% |
Net Income from Continuing Operation Net Minority Interest | 1338500 | 5.56% | 3599200 | 13.58% | 4518300 | 18.28% | 2884700 | 12.89% |
Total Unusual Items Excluding Goodwill | -95600 | -0.40% | 487000 | 1.84% | 1651200 | 6.68% | -153500 | -0.69% |
Total Unusual Items | -95600 | -0.40% | 487000 | 1.84% | 1651200 | 6.68% | -153500 | -0.69% |
Normalized EBITDA | 3719000 | 15.46% | 5759500 | 21.73% | 5605000 | 22.67% | 5630600 | 25.15% |
Tax Rate for Calcs | 0 | 0.00% | 0 | 0.00% | 0 | 0.00% | 0 | 0.00% |
Tax Effect of Unusual Items | -21686 | -0.09% | 94965 | 0.36% | 359962 |
Related SolutionsBalance Sheet Horizontal and Vertical Analysis 2018 2019 Horizontal Vertical Cash 28,421 1,274 -95.52% 0.13% AR...
Balance Sheet Horizontal and Vertical Analysis
2018
2019
Horizontal
Vertical
Cash
28,421
1,274
-95.52%
0.13%
AR
225,019
333,558
48.24%
34.00%
Inventory
319,887
321,006
0.35%
32.72%
Prepaid Insurance
3,500
3,750
7.14%
0.38%
Total Current Assets
576,827
659,588
14.35%
67.23%
Equipment
385,000
385,000
0.00%
39.24%
Less: Acc. Dep.
21,150
63,450
200.00%
6.47%
Net Fixed Assets
363,850
321,550
-11.63%
32.77%
Total Assets
940,677
981,138
4.30%
100.00%
Accts Payable
331,822
401,693
21.06%
40.94%
W&P Taxes Payable
25,889
26,145
0.99%
2.66%
ST Portion MP
21,014...
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Balance sheet data for Alvarez Company on December 31, the end
of two recent fiscal years, follows:
Current Year Previous Year
Current assets $254,100 $139,700
Property, plant, and equipment 499,730 450,850
Intangible assets 93,170 44,450
Current liabilities 177,870 107,950
Long-term liabilities 330,330 266,700
Common stock 67,760 63,500
Retained earnings 271,040 196,850
Prepare a comparative balance sheet for both years, stating each
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stockholders' equity item...
Vertical Analysis of Balance Sheet Balance sheet data for Alvarez Company on December 31, the end...Vertical Analysis of Balance Sheet
Balance sheet data for Alvarez Company on December 31, the end
of two recent fiscal years, follows:
Current Year
Previous Year
Current assets
$302,470
$187,680
Property, plant, and equipment
594,510
508,300
Intangible assets
146,020
86,020
Current liabilities
239,890
140,760
Long-term liabilities
406,770
320,620
Common stock
93,870
86,020
Retained earnings
302,470
234,600
Prepare a comparative balance sheet for both years, stating each
asset as a percent of total assets and each liability and
stockholders' equity item...
Vertical Analysis of Balance Sheet Balance sheet data for Alvarez Company on December 31, the end...Vertical Analysis of Balance Sheet
Balance sheet data for Alvarez Company on December 31, the end
of two recent fiscal years, follows:
Current Year
Previous Year
Current assets
$339,140
$197,040
Property, plant, and equipment
623,580
558,280
Intangible assets
131,280
65,680
Current liabilities
251,620
147,780
Long-term liabilities
404,780
295,560
Common stock
98,460
106,730
Retained earnings
339,140
270,930
Prepare a comparative balance sheet for both years, stating each
asset as a percent of total assets and each liability and
stockholders' equity item...
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Balance sheet data for Alvarez Company on December 31, the end
of two recent fiscal years, follows:
Current Year
Previous Year
Current assets
$249,300
$149,520
Property, plant, and equipment
465,360
404,950
Intangible assets
116,340
68,530
Current liabilities
149,580
87,220
Long-term liabilities
349,020
274,120
Common stock
99,720
99,680
Retained earnings
232,680
161,980
Prepare a comparative balance sheet for both years, stating each
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Alvarez Company on December 31, the end of two recent fiscal years,
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$182,840 Property, plant, and equipment 461,100 437,510 Intangible
assets 104,400 32,650 Current liabilities 174,000 84,890 Long-term
liabilities 330,600 261,200 Common stock 87,000 91,420 Retained
earnings 278,400 215,490 Prepare a comparative balance sheet for
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Vertical Analysis of Balance Sheet
Balance sheet data for Alvarez Company on December 31, the end
of two recent fiscal years, follows:
Current Year
Previous Year
Current assets
$277,440
$177,480
Property, plant, and equipment
432,480
397,800
Intangible assets
106,080
36,720
Current liabilities
163,200
79,560
Long-term liabilities
342,720
275,400
Common stock
73,440
67,320
Retained earnings
236,640
189,720
Prepare a comparative balance sheet for both years, stating each
asset as a percent of total assets and each liability and
stockholders' equity...
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Balance sheet data for Hanes Company on December 31, the end of
the fiscal year, are shown below.
20Y2
20Y1
Current assets
288,900
158,840
Property, plant, and equipment
558,540
512,620
Intangible assets
115,560
50,540
Current liabilities
173,340
79,420
Long-term liabilities
394,830
332,120
Common stock
96,300
93,860
Retained earnings
298,530
216,600
Prepare a comparative balance sheet for 20Y2 and 20Y1, stating
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Please create a vertical and horizontal analysis of the following balance sheet. 2009 2010 Assets Current...Please create a vertical and horizontal analysis of the
following balance sheet.
2009
2010
Assets
Current Asset
Cash
3278
1844
Accounts Receivable
6954
11807
Inventory
17417
9628
Fixed Asset
Plant & Equipment
144500
158700
Total Assets
172149
181979
Liabilities
Current Liabilities
Accounts Payables
9250
13446
Wages Payable
1110
650
Property & Tax Payables
3650
4124
Non-Current Liabilities
Long-Term Debt
75800
92800
Owners' Equity
82339
70959
Total Liabilities
172149
181979
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