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Comprehensive Ratio Analysis The Jimenez Corporation\'s forecasted 2017 financia

ID: 2815020 • Letter: C

Question

Comprehensive Ratio Analysis The Jimenez Corporation's forecasted 2017 financial statements follow, along with some industry average ratios. Jimenez Corporation: Forecasted Balance Sheet as of December 31, 2017 Assets Cash Accounts receivable Inventories $ 72,000 439,000 894,000 $1,405,000 431,000 $1,836,000 Total current assets Fixed assets Total assets Liabilities and Equity Accounts payable Notes payable Accruals Total current liabilities Long-term debt Common stock Retained earnings Total liabilities and equity $ 332,000 100,000 170,000 $ 602,000 404,290 575,000 254,710 $1,836,000 Jimenez Corporation: Forecasted Income Statement for 2017 Sales Cost of goods sold (excluding depreciation) Selling, general, and administrative expenses Depreciation $4,290,000 3,580,000 370,320 159,000 $ 180,680 72,272 $ 108,408 Earnings before taxes (EBT) Taxes (40%) Net income Jimenez Corporation: Per Share Data for 2017 EPS Cash dividends per share P/E ratio Market price (average) Number of shares outstanding 4.71 0.95 5.0 $23.57 23,000

Explanation / Answer

cmpany

Industry

quick ratio

quick assets/current liabilities

511000/602000

0.8

comment

Poor

quick assets

1405000-894000

511000

current liabilities

602000

current ratio

current assets/current liabilities

1405000/602000

2.3

2.7

Poor

current assets

1405000

1405000

current liabilities

602000

Inventory turnover

cost of goods sold/inventory

3580000/894000

4.0

7

Poor

days sales outstanding

365/accounts receivable turnover ratio

365/9.77

37

32

Poor

accounts receivable turnover ratio = sales/accounts receivables

4290000/439000

9.77

Fixed asset turnover ratio = sales /total of fixed assets

4290000/431000

4290000/431000

10.0

13

Poor

total asset turnover ratio = sales/total assets

4290000/1836000

2.336601

2.3

2.6

Poor

return on assets

net income/total assets

108408/4290000

2.5%

9.10%

Poor

return on equity

net income/total equity

108408/(575000+254710)

13.1%

18.20%

Poor

profit margin on sales

net income/sales

108408/4290000

2.5%

3.50%

Poor

liabilities to asset ratio

total of liabilities/total assets

(602000+404290)/1836000

54.8%

51.00%

Poor

debt to asset ratio

total of debt/total assets

(404290)/1836000

22.0%

21%

Poor

PE ratio

market price/eps

23.57/4.71

5.00

6.00%

Poor

market to book value ratio

market value/book value

23.57 / (829710/23000)

0.7

3.5

Poor

So firm appers to be poorly managed in comparison to industry average

cmpany

Industry

quick ratio

quick assets/current liabilities

511000/602000

0.8

comment

Poor

quick assets

1405000-894000

511000

current liabilities

602000

current ratio

current assets/current liabilities

1405000/602000

2.3

2.7

Poor

current assets

1405000

1405000

current liabilities

602000

Inventory turnover

cost of goods sold/inventory

3580000/894000

4.0

7

Poor

days sales outstanding

365/accounts receivable turnover ratio

365/9.77

37

32

Poor

accounts receivable turnover ratio = sales/accounts receivables

4290000/439000

9.77

Fixed asset turnover ratio = sales /total of fixed assets

4290000/431000

4290000/431000

10.0

13

Poor

total asset turnover ratio = sales/total assets

4290000/1836000

2.336601

2.3

2.6

Poor

return on assets

net income/total assets

108408/4290000

2.5%

9.10%

Poor

return on equity

net income/total equity

108408/(575000+254710)

13.1%

18.20%

Poor

profit margin on sales

net income/sales

108408/4290000

2.5%

3.50%

Poor

liabilities to asset ratio

total of liabilities/total assets

(602000+404290)/1836000

54.8%

51.00%

Poor

debt to asset ratio

total of debt/total assets

(404290)/1836000

22.0%

21%

Poor

PE ratio

market price/eps

23.57/4.71

5.00

6.00%

Poor

market to book value ratio

market value/book value

23.57 / (829710/23000)

0.7

3.5

Poor

So firm appers to be poorly managed in comparison to industry average

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