6.3 final

Introduction

This week, youll complete your final projectan applied analysis that brings together everything youve learned about financial management, valuation, risk, and capital budgeting. Youll evaluate a companys potential investment project by analyzing financial data, estimating returns, and making a recommendation to senior management.

Activity Instructions

Download the .

Select a publicly traded company youve studied in prior weeks. Using real or simulated financial data, prepare a capital investment proposal that includes:

1. Title Page
2. Executive Summary: Company overview and investment goal.

• this should be a full page

1. Company Overview: Discuss company background, current situation, and strategic alignment
2. Project Description: Summary of key features and assumptions
3. Financial Analysis: Key ratios and trends (from Week 2).
4. Results and Interpretation: Summary of key findings
5. Qualitative and Strategic Factors: Discussion of non-financial issues influencing the decision
6. Recommendation: A clear accept/reject decision, justified financially and strategically.
7. Reflection: Explain what this analysis taught you about financial decision-making.
8. References
9. Appendices

• Appendix A: Excel calculations and financial tables
• Appendix B: Cash flow projections and sensitivity analysis
• Appendix C: Charts or figures used in your report

At the end of your submission, include a brief Design Statement explaining the process and tools you used to develop your work. Your statement should be about a paragraph or so, in your own words (rather than formally written), and unique to this assignment. Why are we asking for this? Find out more about .

Tips for Success

• Treat this as a professional finance reportconcise, visual, and evidence-based.
• Use Excel functions (=NPV, =IRR, =PMT) and label inputs clearly.
• Support assumptions with references to the textbook or credible market data sources (e.g., Yahoo Finance, Morningstar).
• Demonstrate critical thinking by discussing both quantitative and qualitative factors (e.g., ESG, strategy fit).

Writing and Submission Requirements

• Length: 45 pages (not including title page, references, or appendices)
• Use APA format for citations
• Excel Submission: Include labeled worksheets (Ratios, Capital Budgeting, Summary)
• Refer to the for additional grading criteria
• Include a Design Statement.
• For more information about submitting assignments to Dragon Assessment, please review the

Weekly Learning Goal(s):

1. Apply NPV, IRR, and Payback Period techniques to capital budgeting decisions.
2. Evaluate capital investment decisions using multiple criteria and justify recommendations.
3. Apply capital budgeting techniques in Excel simulations and case studies.