U50039 Applied Financial Skills – Assignment: A report of Barratt

This assignment is concerned with the financial performance and financial position of a company over a period of time. Key areas of interest are:

Performance: how well has the company performed as seen through its performance ratios?

Financing/Position: how does the company choose to finance its activities and investments and what are the implications of these choices for its financial position?


Your position is that of an analyst working in a financial advisory firm. Your role is to monitor and evaluate publicly available information about the company, reporting your findings to members of the executive team.

Your line manager, Peter Reddy, has emailed you the following message:

‘Hi. We have been approached by a group of high net worth private investors in Dubai who are looking to make long-term, strategic investments into construction industries. Their representative, Charlotte, who is based in London, has expressed a particular interest in the housing sector. I have asked Jade, the finance intern, to pull together some ratios for Barratt plc in an excel spreadsheet and pass them on to you.

Can you prepare a report, no more than 1,000 words please, which clearly explains Barratt plc’s investing and financing activities and profits performance? The most recent annual report that we’ve been able to obtain is for the year ended 30 June 2018, so you should certainly use that. Could your report also explain anything that they have been investing in and how the company is being financed? You’ll need to present the ratios in your report, but you won’t need to explain the meaning of the ratios themselves.

Could you conclude your report by stating whether or not, based on your analysis of the numbers along with other research, you think that Barratt plc would make a good long term investment? You’ll find it helpful to use the information in the Strategic Report at the front of Barratt plc’s annual report to help you interpret the ratios but could you also include some research from newspaper articles and/or from news websites to back up your conclusions?


Your report must set out who it is to, who it is from, be dated, give a heading and include a brief introduction and conclusion. The main body of your report must include a discussion of the ratios (first of all for investing and financing, and secondly for the profits performance), to include information from the sources that you have decided to use.

Clarity of written English is important. Charlotte’s clients are highly educated but English is not their first language. Also, we need to respect the value of their time, so the report must be clear and direct. It is important that they can understand its message without having to think too much about it.

Thank you.


You are required to

  1. Review and evaluate the information provided
  2. Source additional publicly available and relevant information e.g. management commentary type disclosure in annual reports, newspaper articles, websites etc.
  3. Write a formal report addressed to your line manager, Peter Reddy that addresses the request in the message.

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