Business Finance - Accounting pro fin stat report homework
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a year ago 10
mba-560FinancialProjectRubric.pdf
projectFINANCIALSTATEMENTANALYSIS.docx
mba-560FinancialProjectRubric.pdf
MBA 560 - FINANCIAL STATEMENT ANALYSIS RUBRIC
Name:
Date Completed:
Students will complete the assignment with attention to the criteria below.
GRADE:
Exceptional Proficient Basic Insufficient
/Missing/Late
Company Selection
Minus 10 points if late
Financial Statements
Minus 10 points if late
Company/Industry
Section
Horizontal Analysis
3 accounts/line items for each
company
Vertical (Common Size) Analysis
3 accounts/line items for each
company
Ratio Analysis
3 ratios for each company
Calculations
Analysis
Conclusion
Writing
Referencing
Balance Sheet and Income Statement
for both companies included as
appendix
Exceptional corresponds to a grade of A- to A (90-100). Performance is outstanding;
significantly above the usual expectations.
Proficient corresponds to a grade of B- to B+ (80-89%). Skills and standards are at the level of expectation.
Basic corresponds to a grade of C (75-79%). Skills and standards are acceptable but
improvements are needed to meet expectations well.
Insufficient/Missing corresponds to a grade of F (below 75%). Performance is weak; the skills or standards are not sufficiently demonstrated at this time.
projectFINANCIALSTATEMENTANALYSIS.docx
FINANCIAL STATEMENT ANALYSIS (Approximately 2 pages) – Provide an analysis of the horizontal, common size, and ratio data. Delta and Frontier Air Line and Industry Averages. Examine recommendations of other investment websites (buy/sell/hold). Use the references below too!
1A: For Section 3, the rubric specifically asks for analysis of three types of financial data: Delta and Frontier Air Line
· Horizontal analysis (e.g., year-over-year $ and % changes)
· Common-size (vertical) analysis (e.g., expenses or profit shown as a % of sales)
· Financial ratios (e.g., current ratio, profit margin)
1B. C ompare Delta to Frontier using these metrics directly and, ideally, mention how they stack up to industry averages if we can find them.
1C: A nalyze the numbers from the tables and show what they mean by investing. We need to add those side-by-side comparisons and calculated insights to align with the rubric.
Table 1 Delta:
a.
|
FINANCIAL STATEMENT LINE ITEM |
$ |
% CHANGE |
|
Operating Revenue 2024-2025 |
$13,748M to $14,040M |
2.1% |
|
Net Income 2024-2025 |
$37M to $240M |
548.6% |
|
Fuel Expense 2024-2025 |
$2,598M to $2,410M |
-7.2% |
b.
|
FINANCIAL STATEMENT LINE ITEM |
$ |
% of SALES |
|
Fuel Expense as % of Revenue (2025) |
$2,410M / $14,040M |
17.2% |
|
Net Income as % of Revenue (2025) |
$240M / $14,040M |
1.7% |
|
Operating Expense as % of Revenue (2025) |
$13,471M / $14,040M |
95.9% |
c.
|
RATIO |
$ |
RESULT |
|
Current Ratio |
$11,236M / $29,699M |
0.38 |
|
Debt-to-Equity Ratio |
$15,823M / $15,447M |
1.02 |
|
Net Profit Margin |
$240M / $14,040M |
1.7% |
Table 2 Frontier:
a.
|
FINANCIAL STATEMENT LINE ITEM |
$ |
% CHANGE |
|
Operating Revenue 2024-2025 |
$865M to $912M |
5.4% |
|
Net Income 2024-2025 |
-$26M to -$43M |
-65.4% |
|
Fuel Expense 2024-2025 |
$263M to $238M |
-9.5% |
b.
|
FINANCIAL STATEMENT LINE ITEM |
$ |
% of SALES |
|
Fuel Expense as % of Revenue (2025) |
$238M / $912M |
26.1% |
|
Net Income as % of Revenue (2025) |
-$43M / $912M |
-4.7% |
|
Operating Expense as % of Revenue (2025) |
$958M / $912M |
105.0% |
c.
|
RATIO |
$ |
RESULT |
|
Current Ratio |
$889M / [estimated current liabilities] |
est. <1.0 |
|
Net Profit Margin |
-$43M / $912M |
-4.7% |
|
Operating Margin |
-$46M / $912M |
-5.0% |
References:
Delta Air Lines. (2025). Delta Air Lines announces March quarter 2025 financial results [PDF]. https://investor.delta.com
Frontier Airlines. (2025). Frontier Airlines reports first quarter 2025 financial results [PDF]. https://ir.flyfrontier.com
Reuters. (2025, May 21). Airline CEOs say U.S. air traffic control system is failing Americans. https://www.reuters.com
Williams, J., Bettner, M., & Smith, K. (2023). Financial & managerial accounting (eBook with Connect access). McGraw-Hill Education.
mba-560FinancialProjectRubric.pdf
MBA 560 - FINANCIAL STATEMENT ANALYSIS RUBRIC
Name:
Date Completed:
Students will complete the assignment with attention to the criteria below.
GRADE:
Exceptional Proficient Basic Insufficient
/Missing/Late
Company Selection
Minus 10 points if late
Financial Statements
Minus 10 points if late
Company/Industry
Section
Horizontal Analysis
3 accounts/line items for each
company
Vertical (Common Size) Analysis
3 accounts/line items for each
company
Ratio Analysis
3 ratios for each company
Calculations
Analysis
Conclusion
Writing
Referencing
Balance Sheet and Income Statement
for both companies included as
appendix
Exceptional corresponds to a grade of A- to A (90-100). Performance is outstanding;
significantly above the usual expectations.
Proficient corresponds to a grade of B- to B+ (80-89%). Skills and standards are at the level of expectation.
Basic corresponds to a grade of C (75-79%). Skills and standards are acceptable but
improvements are needed to meet expectations well.
Insufficient/Missing corresponds to a grade of F (below 75%). Performance is weak; the skills or standards are not sufficiently demonstrated at this time.
projectFINANCIALSTATEMENTANALYSIS.docx
FINANCIAL STATEMENT ANALYSIS (Approximately 2 pages) – Provide an analysis of the horizontal, common size, and ratio data. Delta and Frontier Air Line and Industry Averages. Examine recommendations of other investment websites (buy/sell/hold). Use the references below too!
1A: For Section 3, the rubric specifically asks for analysis of three types of financial data: Delta and Frontier Air Line
· Horizontal analysis (e.g., year-over-year $ and % changes)
· Common-size (vertical) analysis (e.g., expenses or profit shown as a % of sales)
· Financial ratios (e.g., current ratio, profit margin)
1B. C ompare Delta to Frontier using these metrics directly and, ideally, mention how they stack up to industry averages if we can find them.
1C: A nalyze the numbers from the tables and show what they mean by investing. We need to add those side-by-side comparisons and calculated insights to align with the rubric.
Table 1 Delta:
a.
|
FINANCIAL STATEMENT LINE ITEM |
$ |
% CHANGE |
|
Operating Revenue 2024-2025 |
$13,748M to $14,040M |
2.1% |
|
Net Income 2024-2025 |
$37M to $240M |
548.6% |
|
Fuel Expense 2024-2025 |
$2,598M to $2,410M |
-7.2% |
b.
|
FINANCIAL STATEMENT LINE ITEM |
$ |
% of SALES |
|
Fuel Expense as % of Revenue (2025) |
$2,410M / $14,040M |
17.2% |
|
Net Income as % of Revenue (2025) |
$240M / $14,040M |
1.7% |
|
Operating Expense as % of Revenue (2025) |
$13,471M / $14,040M |
95.9% |
c.
|
RATIO |
$ |
RESULT |
|
Current Ratio |
$11,236M / $29,699M |
0.38 |
|
Debt-to-Equity Ratio |
$15,823M / $15,447M |
1.02 |
|
Net Profit Margin |
$240M / $14,040M |
1.7% |
Table 2 Frontier:
a.
|
FINANCIAL STATEMENT LINE ITEM |
$ |
% CHANGE |
|
Operating Revenue 2024-2025 |
$865M to $912M |
5.4% |
|
Net Income 2024-2025 |
-$26M to -$43M |
-65.4% |
|
Fuel Expense 2024-2025 |
$263M to $238M |
-9.5% |
b.
|
FINANCIAL STATEMENT LINE ITEM |
$ |
% of SALES |
|
Fuel Expense as % of Revenue (2025) |
$238M / $912M |
26.1% |
|
Net Income as % of Revenue (2025) |
-$43M / $912M |
-4.7% |
|
Operating Expense as % of Revenue (2025) |
$958M / $912M |
105.0% |
c.
|
RATIO |
$ |
RESULT |
|
Current Ratio |
$889M / [estimated current liabilities] |
est. <1.0 |
|
Net Profit Margin |
-$43M / $912M |
-4.7% |
|
Operating Margin |
-$46M / $912M |
-5.0% |
References:
Delta Air Lines. (2025). Delta Air Lines announces March quarter 2025 financial results [PDF]. https://investor.delta.com
Frontier Airlines. (2025). Frontier Airlines reports first quarter 2025 financial results [PDF]. https://ir.flyfrontier.com
Reuters. (2025, May 21). Airline CEOs say U.S. air traffic control system is failing Americans. https://www.reuters.com
Williams, J., Bettner, M., & Smith, K. (2023). Financial & managerial accounting (eBook with Connect access). McGraw-Hill Education.