Finance Question

Assignment Brief FIN610

Companies Selected:

Jarir Marketing Company

United Electronics Company (eXtra)

Hi,

Please read the following assignment requirements carefully and follow them strictly. This brief covers what the professor expects, the format, academic integrity rules, and the data sources you should use for reliable financial information.

TASK OBJECTIVE

We are required to complete a comparative financial analysis of two companies in the retail sector, including financial ratios and an ESG (Environmental, Social, Governance) evaluation. The work must be data-driven, analytical, and professionally presented.

REQUIRED STRUCTURE ( 4,000 words)

The report should be organized into the following sections:

1? Company Overview & ESG Context

For each company, provide:

Brief company background and operations

Market position in the retail sector

Core products and segments

ESG overview (environmental policies, social responsibility, governance structure)

Comparative ESG summary between Jarir and eXtra

The focus must be on analysis, not lengthy description.

2? Financial Ratio Calculations

Use the last two years financials (e.g., 2023 and 2024).

Calculate the following ratios for both companies:

Liquidity:

Current Ratio

Quick Ratio (if available)

Profitability:

Net Profit Margin

Return on Assets (ROA)

Return on Equity (ROE)

Efficiency:

Total Asset Turnover

Inventory Turnover

Leverage:

Debt-to-Equity Ratio

Debt Ratio

For each ratio:

Show the formula

Present calculated values for both years and both companies

Explain what the ratio means and why it matters

The Excel file must show all formulas and calculations.

3? Financial Performance Analysis

Discuss:

Which company is financially stronger?

Which ratios are improving vs declining?

Are liquidity or leverage ratios a concern?

Who manages assets better?

Which firm shows better profitability?

Use evidence from ratios, trends, and year-on-year comparison.

4? ESG & Financial Linkage

This section must tie ESG performance to financial results:

How do environmental or social initiatives influence profitability or risk?

Does governance quality help financial stability?

Is there a visible relationship between ESG strength and financial outcomes?

Answer this by integrating financial data with ESG disclosures.

5? Managerial Recommendations

Provide 34 practical, finance-based recommendations for each company or both combined, such as:

Improve inventory efficiency

Strengthen working capital management

Reduce financial risk by adjusting capital structure

Enhance ESG reporting to attract investors

Each recommendation must be clearly justified with ratio evidence.

POWERPOINT PRESENTATION (1012 slides)

In addition to the Word report, prepare a professional PowerPoint that includes:

Title slide

Company overviews (Jarir & eXtra)

Key financial results

Liquidity comparison

Profitability comparison

Efficiency comparison

Leverage comparison

ESG comparison

Strategic recommendations

Conclusion

The slides must be:

Visually clean

Graph-based (bar charts, line graphs)

Minimal text

Executive presentation quality

You should be able to present it in 57 minutes comfortably.

ACADEMIC INTEGRITY REQUIREMENTS

These are crucial:

Turnitin similarity must NOT exceed 15%

AI content must NOT exceed 15%

All content must be original interpretation and analysis

No direct copying from reports without citation

Every data point must be referenced

REFERENCING DETAILS

Use APA 7th edition formatting:

In-text citation example:

(Author, Year) or (Company Name, Year)

Reference list example:

Jarir Marketing Company. (2024). Annual report 2023/2024. Retrieved from [URL]

United Electronics Co. (eXtra). (2024). Annual financial statements. Retrieved from [URL]

At the end of the report, include a numbered reference list (1, 2, 3, ) matching in-text citations.

SOURCES FOR FINANCIAL DATA (OFFICIAL)

1)

Jarir Marketing Company

Saudi Tadawul (financial statements)

https://www.saudiexchange.saSearch for Jarir Marketing Company Annual Reports Financial Statements

Jarir Investor Relations

https://ir.jarir.comAnnual reports, financial highlights, ESG/disclosures

2)

United Electronics Co. (eXtra)

Saudi Tadawul (financial statements)

https://www.saudiexchange.saSearch United Electronics Co. or eXtra Annual Reports

eXtra Investor Relations

https://www.extra.net.sa/en/investor-relationsAnnu… reports and financial data

3) ESG / Sustainability Disclosures

If available in:

Jarir sustainability section ESG reports

eXtra corporate governance reports

Saudi Exchange ESG disclosures

ADDITIONAL NOTES

Make sure to download the actual annual report PDFs for both 2023 and 2024.

Use official sources only (Tadawul, investor relations websites).

Extract the income statement, balance sheet, and cash flow items needed for ratio calculations.

SUBMISSION REQUIREMENTS

You must submit:

Word Report (~4,000 words)

Excel file (with all calculations and formulas visible)

PowerPoint presentation (1012 slides)

If anything is unclear, please confirm before starting so that the deliverables match the assignment exactly.

WRITE MY PAPER