Financial Analysis Assignment
This is an individual assignment that focuses on Dun and Bradstreet’s key business ratio analysisand a current financial situation analysis.
Required Elements to include in Financial Analysis:
Students will be provided with a list of publicly traded organizations from which to choose.
View the following link, which lists a number of publicly traded organizations from which to choose from: http://www.forbes.com/lists/2006/18/06f2000_The-Forbes-2000_Rank.html. It is only a list!! Additional information must be obtained from the organization’s home web site/page!!
Students will be required to create a quantitative financial spreadsheet with key financial ratios.
Financial ratios completed using the template provide (also include additional financial ratios that you believe relevant or important to your analysis) and a detailed, written analysis of the findings
A trend analysis (See Figure 4-3; this figure/similar must be included) of the latest three years of key balance and income statement information and detailed written analysis of the information
Demonstrate critical thinking in the assessment.
Required Formatting of Paper:
This report should be double spaced, 12-point font, and three to four pages in length excluding the title page, reference page and .spreadsheets.
Title page with your name, the course name, the date, and instructors name.
Include references with at least one reference other than the textbook.
Use APA formatting for in-text citations and reference page. You are expected to paraphrase and not use quotes. Deductions will be taken when quotes are used and found to be unnecessary.
Submit the paper in the Assignment Folder in WebTycho.
34-page written analysis; the most recently reported three years of financial statements and completed spreadsheets should be presented as an appendix
Grading Rubric: Financial Analysis
Grading Rubric Part I: Response Format (15 Points Maximum)
0.0 8.9 Points (F)
9.0 -10.4 points (D)
10.5 11.9 Points (C)
12.0 13.4 Points (B)
13.5 15.0 Points (A)
Student did not follow the Financial Analysis Assignment Template format. Response failed to address the majority of the required assignment elements defined in the Project Descriptions section of the BMGT 495 Syllabus
Student partially followed the Financial Analysis Assignment Template format. Response failed to address some of the required assignment elements defined in the Project Descriptions section of the BMGT 495 Syllabus
Student followed the Financial Analysis Assignment Template format. Response addressed most of the required assignment elements defined in Project Descriptions section of the BMGT 495 Syllabus
Student followed the Financial Analysis Assignment Template format. Response addressed the majority of required assignment elements defined in the Project Descriptions section of the BMGT 495 Syllabus
Student followed the Financial Analysis Assignment Template format. Response addressed all of required assignment elements defined in the Project Descriptions section of the BMGT 495 Syllabus
Grading Rubric Part II: Grammar/Syntax (15 Points Maximum)
0.0 8.9 Points (F)
9.0-10.4 points (D)
10.5 11.9 Points (C)
12.0 13.4 Points (B)
13.5 15.0 Points (A)
Response laced with grammatical/syntax errors; Unacceptable for a 400-Level University Course (e.g., tense, spelling, typos, fragmented sentences, capitalization, punctuation).
Several grammatical/syntax errors reflecting a below average response for a 400 Level University Course (e.g., tense, spelling, typos, fragmented sentences, capitalization, punctuation).
Some grammatical/syntax errors reflecting an average writing response for a 400 Level University Course (e.g., tense, spelling, typos, capitalization fragmented sentences, punctuation)
Few grammatical/syntax errors reflecting a good to very good written response for a 400 Level University Course (e.g., tense, spelling, typos, fragmented sentences, capitalization, punctuation).
Very few or no grammatical/syntax errors reflecting an excellent to scholarly written response for a 400 Level University Course (e.g., tense, spelling, typos, fragmented sentences, capitalization, punctuation)
Grading Rubric Part III: Assignment Comprehension (30 Points Maximum)
0.0 17.9 Points (F)
18.0 -20.9 points (D)
21.0 23.9 Points (C)
24.0 26.9 Points (B)
27.0 30.0 Points (A)
Response seriously flawed: extremely difficult to follow, fragmented, and incoherent. Student failed to summarize data in Topics II, III, IV, and V in the Financial Assignment Template. Students overall response reflects use of little, if any, critical thinking skills and failed to demonstrate understanding of the assignment. Little or no effort was made to draw conclusions from the data and discussion on the implications for future action, risk, etc. was insufficient.
Response difficult to follow; narration and development of ideas are confusing and/or incomplete in some areas. Student summarized data for less than half of Topics II, III, IV, and V in the Assignment Template. Students overall response reflects limited use of critical thinking skills, demonstrated a poor comprehension of the assignment and soundness of logic in drawing conclusions from data analysis. Little or no effort was made discuss implications for future action, risk, etc.
Response reasonably easy to follow and ideas are conveyed at a level typical for an average university student. Student summarized data in more than half of Topics II, III, IV, and V of in the Assignment Template. Students overall response reflects use of some critical thinking skills and demonstrated a reasonable good ability to use critical thinking skills, demonstrated good soundness of logic in drawing conclusions from data analysis. An effort was made to provide conclusions supported by data, and student discussed implications for future action, risk, etc.
Response narration sequenced well, ideas are developed an above average level. Student summarized data for Topics II, III, IV, and V in the Assignment Template. Students overall response reflected above average use critical thinking skills and demonstrated good to very good ability to use critical thinking skills, demonstrated good soundness of logic in drawing conclusions from data analysis. A good effort was made to provide conclusions supported by data, and student discussed implications for future action, risk, etc.
Response is logical, coherent, and to the breadth and depth expected for an excellent to scholarly grade for a 400-level university assignment. Students overall response demonstrated excellence in critical thinking skills. Student demonstrated excellent soundness of logic in drawing conclusions from data analysis. Conclusions were well supported by data, and student discussed implications for future action, risk, etc.
Grading Rubric Part IV: Clarity and Accuracy of Data Presentation (30 Points Maximum)
0.0 17.9 Points (F)
18.0 -20.9 points (D)
21.0 23.9 Points (C)
24.0 26.9 Points (B)
27.0 30.0 Points (A)
No supporting data for narrative or the majority of the supporting data is incomplete, inaccurate or not relevant for assignment task. Data failed to accurately support the assignment task.
Missing some supporting data for narrative or some of the supporting data is incomplete, inaccurate, or not relevant for assignment task. Data failed to accurately support some of the assignment tasks.
Most data supported the narrative or few of the supporting data is incomplete, inaccurate, or not relevant for assignment task. Data reasonably supported the assignment tasks.
Majority data supported the narrative or with little data being incomplete, inaccurate, or not relevant for assignment task. Data supported the majority of the assignment tasks on a continuum of well to very well.
Data is accurate, relevant, and supports narration for all assignment tasks requiring supporting data.
Grading Rubric Part V: Citation of Reference Sources (10 Points Maximum)
0.0 5.9 Points (F)
6.0 – 6.9 points (D)
7.0 7.9 Points (C)
8.0 8.9 Points (B)
9.0 10.00 Points (A)
Student failed to properly cite any or less than one-third of their reference sources and/or references cannot be mapped from the point of use in their paper to the References section and citation of reference sources includes data illustrations (e.g., tables, charts, spreadsheets, diagrams, etc) that was not created by the student and used verbatim or altered to appear as the students original work.
Student failed to properly cite less than half of their references and/or less than half of the references cannot be mapped from the point of use in their paper to the References section or students citation of reference sources includes many data illustrations (e.g., tables, charts, spreadsheets, diagrams, etc) that was not created by the student and used verbatim or altered to appear as the students original work.
Student properly cited most of their reference sources and most reference sources can be mapped from the point of use in their paper to the References section or students citation of reference sources includes some data illustrations (e.g., tables, charts, spreadsheets, diagrams, etc) that was not created by the student and used verbatim or altered to appear as the students original work.
Student properly cited the majority of reference sources, majority of reference sources can be mapped from the point of use in their paper to the References section.
Student used an exceptional number and wide-variety of references, properly cited all of reference sources. All reference sources can be mapped from the point of use in their paper to the References section.
NOTE: The Grading Rubric consists of five parts: Part I, Part II, Part III, Part IV, and Part V. The Grading Rubric follows the format of the Financial Analysis Assignment Template.
BMGT 495 Financial Analysis Assignment Template
Your response for the Financial Analysis Assignment should measure, record and present the Financial Performance of your firm. Your analysis shall be conducted on a year-to-year basis using the firms most recent three years Balance Sheets and Income Statements except for final partial-year data, as appropriate (e.g., 4th quarter 2011*). Use the template below as a guide for developing your response for the Financial Analysis Assignment.
Financial Analysis Assignment Template
Your response for the Financial Analysis Assignment should measure, record and present the Financial Performance of your firm. Your analysis shall be conducted on a year-to-year basis using the firms most recent three years Balance Sheets and Income Statements except for final partial-year data, as appropriate (e.g., 4th quarter 2011*). Use the template below as a guide for developing your response for the Financial Analysis Assignment.
Financial Analysis Assignment Template
Financial Analysis Assignment Cover Sheet
List of Illustrations
Table of Contents
(Start of Topic Outline for Body of Paper)
I. Introduction
II. Summary of Operations ($000)
A. Net Sales
B. Gross Margin
C. Operating Margin
D. Income before Taxes
E. Net Income
F. Summary of Operations Data Assessment/Interpretation
III. Financial Position ($000)
A. Working Capital
B. Net Property, Plant & Equipment
C. Total Assets
D. Long Term Assets
E. Stockholders Equity
F. Financial Position Data Assessment/Interpretation Summary
IV. Financial Ratios to cover four (4) categories of the firms performance; minimum one ratio from each category.
A. Liquidity
B. Leverage
C. Profitability
D. Efficiency
E. Financial Ratios Data Assessment/Interpretation Summary
V. Historical view of the financial performance; 3-year Trend Analysis for relevant financial performance variables
A. Comparisons with at least 2 major competitors
B. Comparison with Industry Standards
C. Supplemental Data
D. Historical Financial Performance and 3-year Trend Analysis Data Assessment/Interpretation Summary
(End of Topic Outline for Body of Paper)
References
Appendix (Examples of Typical Appendices)
1. Industry Statistics
2. Company Income Statements
3. Company Balance Sheets
4. Company Quarterly Statements
5. Competitor #1 Income Statements
6. Competitor #1 Key Statistics
7. Competitor #2 Income Statements
8. Competitor #2 Key Statistics
*If year-end Financial Statements for the entire FY 2011 are not available (FY 2011 is not concluded), analyze performance for the available quarters identify the FY termination date.