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Walmart Income Statement For the year ended January 31, 2018 Walmart Income Stat

ID: 2337510 • Letter: W

Question

Walmart

Income Statement

For the year ended January 31, 2018

Walmart

Income Statement

For the year ended January 31, 2017

Details

2018

Details

2017

$

$

Total Revenue

$500,343,000

Total Revenue

$485,873,000

Cost of Revenue

$373,396,000

Cost of Revenue

$361,256,000

Gross Profit

$126,947,000

Gross Profit

$124,617,000

Sales, General and Admin.

$106,510,000

Sales, General and Admin.

$101,853,000

Operating Income

$20,437,000

Operating Income

$22,764,000

Add’l income/expense items

($2,984,000)

Add’l income/expense items

$100,000

Earnings Before Interest and Tax

$17,453,000

Earnings Before Interest and Tax

$22,864,000

Interest Expense

$2,330,000

Interest Expense

$2,367,000

Earnings Before Tax

$15,123,000

Earnings Before Tax

$20,497,000

Income Tax

$4,600,000

Income Tax

$6,204,000

Minority Interest

($661,000)

Minority Interest

($650,000)

Net Income-Cont. Operations

$9,862,000

Net Income-Cont. Operations

$13,643,000

Net Income-

$9,862,000

Net Income-

$13,643,000

Net Income-Applicable to Common Shareholders

$9,862,000

Net Income-Applicable to Common Shareholders

$13,643,000

Target

Income Statement

For the year ended February 23, 2018

Target

Income Statement

For the year ended January 28, 2017

Details

2018

Details

2017

$

$

Total Revenue

$71,879,000

Total Revenue

$69,495,000

Cost of Revenue

$51,125,000

Cost of Revenue

$49,145,000

Gross Profit

$20,754,000

Gross Profit

$20,350,000

Sales, General and Admin.

$14,248,000

Sales, General and Admin.

$13,356,000

Other Operating Items

$2,194,000

Other Operating Items

$2,025,000

Operating Income

$4,312,000

Operating Income

$4,969,000

Add’l income/expense items

0

Add’l income/expense items

0

Earnings Before Interest and Tax

$4,312,000

Earnings Before Interest and Tax

$4,969,000

Interest Expense

$666,000

Interest Expense

$1,004,000

Earnings Before Tax

$3,646,000

Earnings Before Tax

$3,965,000

Income Tax

$718,000

Income Tax

$1,296,000

Minority Interest

0

Minority Interest

0

Net Income-Cont. Operations

$2,928,000

Net Income-Cont. Operations

$2,669,000

Net Income

$2,934,000

Net Income

$2,737,000

Net Income-Applicable to Common Shareholders

$2,934,000

Net Income-

$2,737,000

1. Revenue recognition: On the income statement we must assess it on a quantitative and qualitive basis.

a)      Use horizontal analysis to identify any time trends.

b)      Compare the horizontal analysis of the two companies, what are the differences if any?

c)      Consider the current economic environment and the companies’ competitive landscape. Given that they operate in the same industry, do they have similar revenues?

Walmart

Income Statement

For the year ended January 31, 2018

Walmart

Income Statement

For the year ended January 31, 2017

Details

2018

Details

2017

$

$

Total Revenue

$500,343,000

Total Revenue

$485,873,000

Cost of Revenue

$373,396,000

Cost of Revenue

$361,256,000

Gross Profit

$126,947,000

Gross Profit

$124,617,000

Sales, General and Admin.

$106,510,000

Sales, General and Admin.

$101,853,000

Operating Income

$20,437,000

Operating Income

$22,764,000

Add’l income/expense items

($2,984,000)

Add’l income/expense items

$100,000

Earnings Before Interest and Tax

$17,453,000

Earnings Before Interest and Tax

$22,864,000

Interest Expense

$2,330,000

Interest Expense

$2,367,000

Earnings Before Tax

$15,123,000

Earnings Before Tax

$20,497,000

Income Tax

$4,600,000

Income Tax

$6,204,000

Minority Interest

($661,000)

Minority Interest

($650,000)

Net Income-Cont. Operations

$9,862,000

Net Income-Cont. Operations

$13,643,000

Net Income-

$9,862,000

Net Income-

$13,643,000

Net Income-Applicable to Common Shareholders

$9,862,000

Net Income-Applicable to Common Shareholders

$13,643,000

Explanation / Answer

Income Statement Walmart Target Horizontal Ananlysis For the year ended January 31, 2018 Trend in 2018 over 2017 Trend in 2018 over 2017 Details (2018-2017)2017 (2018-2017)2017 Total Revenue 2.98% 3.43% Revenues, cost of revenues,S&G expenses have increased for both. Cost of Revenue 3.36% 4.03% Gross Profit 1.87% 1.99% Sales, General and Admin. 4.57% 6.68% Other Operating Items 8.35% Operating Income -10.22% -13.22% Opg.Income has decreased more for Target due to other opg. Expenses. Add’l income/expense items -3084% Earnings Before Interest and Tax -23.67% -13.22% EBIT has decreased more for Walmart due to some additional exp.items Interest Expense -1.56% -33.67% Heavy decrease in interest expense for Target Earnings Before Tax -26.22% -8.05% EBT has decreased more for Walmart due to some additional exp.items Income Tax -25.85% -44.60% Minority Interest 1.69% Net Income-Cont. Operations -27.71% 9.70% Net Income has increased to Target due to considerable decrease in Interest expenses Net Income- -27.71% 7.20% Net Income-Applicable to Common Shareholders -27.71% 7.20% Increasing net Income for Target due to decrease in Interest expense. 2018 2017 Walmart ----Total Revenue 500343000 485873000 Target -----Total Revenue 71879000 69495000 Walmart/Target 7 7 Walmart's revenues are almost 7 times that of Target's