沃尔玛财务分析报告 (2)(4)

2018-12-22 22:04

Compared to the relevant Carrefour ratios, the company ratio still is less than other same industrial companies in great extent. There is a red light on this ratio.

Advice: the company had better improve the proportion of current assets in case of the signification unexpected issues happen, resulting in the shortage of the cashes.

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DuPont Analysis:

Rate of return on net assets ROA 2012 8.37% 2013 8.33% 2014 7.85%

Sales net profit rate 2012 3.623% 2013 3.627% 3.364% 2014

Profit 2012 15699.00 2013 16999.00 2014 16022.00 Operating income 446509.00 468651.00 476294.00 Operating income 446509.00 468651.00 476294.00 Total assets (unit: million dollars) 193406.00 203105.00 204751.00 Turnover of total assets 2.3099 2.3639 2.3360 Equity multiplier 2.66 2.66 2.69 2012 22.26% 2013 28.07% 2014 26.45% Through duPont analysis, we can know the three years financial information from 2012 to 2014. Wal-Mart’s ROA kept stabilization in recent year, and the range of value was 22% to 28%. These data explain the Wal-Mart company had a high

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efficiency on activities of financing, investment and assets operation. What is more, we would find turnover of total assets showing a trend of decline and the main business income growing year by year. This information explains Wal-Mart’s the proportion of fixed assets increasing obviously and the company would improve the assets liquidity and using efficiency suitably.

Now, give a conclusion about Wal-Mart’s financing strategy. First is high gross profit. The Wal-Mart not also realizes small profits and good sales, but also keeps low cost of purchases. Second are high liabilities. Through assets liabilities ratio, we can know the Wal-Mart’s long-term solvency. Through quick ratio, we can know the Wal-Mart’s short-term solvency. Third is high increasing. The Wal-Mart’s business volume and scale increased a lot in recent year. Fourth is quick turnover. At basic of low piece, Wal-Mart achieved more sale income. At basic of efficiency, Wal-Mart achieved less occupancy of resources. In finally, Wal-Mart improved the turnover ratio and shortens turnover term.

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Conclusion:

From what has been discussed above, the profitability and operating capacity is well which means Wal-Mart can be the best company by revenue. However, its short-term solvency is disappointing. In other words, company has good income but its ability for paying off debate isn’t as well as the income. The company had better improve the proportion of current assets in case of the signification unexpected issues happen, resulting in the shortage of the cashes.

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Appendix:

? Income Statement Period Ending Total Revenue Cost of Revenue Gross Profit Operating Expenses Research Development Selling General and Administrative Non Recurring Others Total Operating Expenses - - - Jan 31, 2014 Jan 31, 2013 Jan 31, 2012 476,294,000 468,651,000 446,509,000 358,069,000 352,297,000 334,993,000 118,225,000 116,354,000 111,516,000 91,353,000 88,629,000 85,025,000 - - - - - - - - - Operating Income or Loss Income from Continuing Operations Total Other Income/Expenses Net Earnings Before Interest And Taxes Interest Expense Income Before Tax Income Tax Expense Minority Interest Net Income From Continuing Ops Non-recurring Events 26,872,000 27,725,000 26,491,000 119,000 186,000 161,000 26,991,000 27,911,000 26,652,000 2,335,000 2,249,000 2,320,000 24,656,000 25,662,000 24,332,000 8,105,000 (673,000) 7,958,000 (757,000) 7,924,000 (688,000) 16,551,000 17,704,000 16,408,000 18


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