finance & business communication
Jubail University College
Department of Business Administration
Semester 382
|
Assignment 1 |
Course Name: Financial Management |
|
|
Course Code: BUS 223 |
Section No: |
|
|
Student ID |
Student Name |
|
|
1 |
|
|
|
2 |
|
|
|
3 |
|
|
|
4 |
|
|
|
Selected Company 1 |
|
|
|
Selected Company 2 |
|
Corporate Performance Evaluation
Instructors: Ms. Zakiya Abdul Samad & Ms. Aisha Al Harbi
Submission Deadline: Week 6 Thursday
Cover Page
|
BUS 223 Financial Management Semester 382 |
||||||||
|
Assignment 1 |
||||||||
|
Topic: Corporate Performance Evaluation
|
||||||||
|
no |
Student ID |
Introduction |
Comparative Analysis |
Critical Evaluation |
Conclusion & Learning |
Appendix Items & Teamwork report |
PPT Design & References |
Total |
|
|
|
5 |
20 |
10 |
5 |
5 |
5 |
50 |
|
1 |
|
|
|
|
|
|
|
|
|
2 |
|
|
|
|
|
|
|
|
|
3 |
|
|
|
|
|
|
|
|
Instructions and steps for the assignment:
1. This is a group assignment. You can form a team of 2 or 3 members.
2. Select any two companies listed on the Tadawwul. The chosen companies should be from the same industry. You can choose any industry except insurance and banking.
3. Download the financial statements of the chosen companies for the last three years. (These statements need to be submitted as appendix.)
4. Perform the following ratio analysis for each of the companies
a) Two performance Measures
b) Any four profitability ratios
c) Any four efficiency ratios
d) Any four debt ratios
e) Any four liquidity ratios
5. Based on your calculations for each of the topics above, discuss your findings under the following heading:
a) Comparative analysis of performance of the two companies.
b) Critical evaluation of both companies’ performance for the last three years.
6. Appendix should contain the following:
A. Financial statements of the chosen companies for the last three years
B. An excel sheet summarizing the financial statements
C. Detailed calculations, formulas and steps used
D. Teamwork Report
7. The assignment will be submitted as a PowerPoint Report (Soft and Hard copy). For the hard copy submission, print this file with the completed front page, attach the PowerPoint slides as two slides per page on both sides. The soft copy will be submitted through the Assignment submission link on Blackboard.
The Rubric
1. Introduction: Discuss the Purpose of the assignment, what you did and how you did it, what was your learning from the work done and how it helps you understand the course better. (3-5 Slides) 5 marks
2. Comparative Analysis: Discussion of your findings from the calculation made. Description of ratio categories and each ratio that was used, the calculated numbers, your understanding and analysis of the same, the comparison of chosen companies with reference to each of the ratios. What does the result indicate, which company is better? What are your justifications? (5-10 Slides) 20 marks
3. Critical Evaluation: Your observation from the calculation about each company and their performances across the three chosen years. Was there an improvement in the performance? How do you judge the chosen companies from the perspective of the different ratios used? (4-8 Slides) 10 marks
4. Conclusion & Learning: Final conclusion from the findings analysis and evaluation. Explain your experience and learning from the assignment and how would you use your learning from this assignment in your life and career. Restatement of your conclusion from the study. (2-5 Slides) 5 marks
5. Appendix Items: Financial statements of the chosen companies for the last three years, an excel sheet summarizing the financial statements, detailed calculations, formulas and steps used and Teamwork Report: evidence of each member of the team having worked in the assignment and contributed. A table with the task distribution would be required. 5 marks
6. The Look and the Design: Was the slides attractive, well composed and professional? Use of relevant diagrams, graphs and tables, Proper composition of the required contents. There must be evidence of you having studied about the concepts and subject from external academic sources and referenced it appropriately. 5 marks
Wish you an Interesting Experience!!
Attach the Slides and Appendix item after this page.
1