CASE STUDY: HISTORICAL FINANCIAL ANALYSIS ASSIGNMENT INSTRUCTIONS_APA 7th Edition

Criteria Ratings Points

Historical Financial Statements

35 to >31.0 pts

Advanced

• Completes a thorough analysis of the firm’s financial statements for the 3 most current years. • Income Statement • Balance Sheet • Statement of Cash Flows • Analysis includes horizontal and vertical changes for each line item for the 3 most current years.

31 to >27.0 pts

Proficient

• Completes an analysis of the firm’s financial statements for the 3 most current years. • Income Statement • Balance Sheet • Statement of Cash Flows • Analysis includes most of the horizontal and vertical changes for each line item for the 3 most current years.

27 to >0.0 pts

Developing

• Completes a basic analysis of the firm’s financial statements for the 3 most current years. • Income Statement • Balance Sheet • Statement of Cash Flows • Analysis includes some of the horizontal and vertical changes for each line item for the 3 most current years.

0 pts

Not Present

35 pts

Ratios 21 to >18.0 pts

Advanced

• Profitability, Liquidity, Leverage, Activity, and Price-to-Earnings ratios are present and correctly calculated. • Competitor ratios are present and correctly calculated. • Changes between years are included.

18 to >15.0 pts

Proficient

• Profitability, Liquidity, Leverage, Activity, and Price-to-Earnings ratios are present and more than half are correctly calculated. • Competitor ratios are mostly present and correctly calculated. • Most of the changes between years are included.

15 to >0.0 pts

Developing

• Profitability, Liquidity, Leverage, Activity, and Price-to-Earnings ratios are present and less than half are correctly calculated. • Some of the competitor ratios are present and correctly calculated. • Some of the changes between years are included.

0 pts

Not Present

21 pts

Case Study: Historical Financial Analysis Grading Rubric | BUSI690_D04_202140

Criteria Ratings Points

Financial Analysis Narrative

35 to >31.0 pts

Advanced

• Financial analysis included clear comparisons to the identified competitor and to the industry. • The financial position of the firm and its impact on strategic choice was clearly identified and discussed. • Analysis of the firms financial position was clear and areas of weakness or strength were identified. • The analysis was supported by research.

31 to >27.0 pts

Proficient

• Financial analysis included mostly clear comparisons to the identified competitor and to the industry. • The financial position of the firm and its impact on strategic choice was identified and discussed. • Analysis of the firms financial position was mostly included and some areas of weakness or strength were mostly identified. • The analysis was mostly supported by research.

27 to >0.0 pts

Developing

• Financial analysis included some clear comparisons to the identified competitor and/or to the industry. • The financial position of the firm and its impact on strategic choice was mostly identified and some discussion was included. • Analysis of the firms financial position was briefly described but areas of weakness or strength were not clearly identified. • The analysis included some research.

0 pts

Not Present

35 pts

Grammar, Spelling & Format

39 to >32.0 pts

Advanced

Proper spelling and grammar are used. APA format including a cover page, citations and references are correct.

32 to >24.0 pts

Proficient

Between 1–4 spelling, grammar, format or citation errors are present.

24 to >0.0 pts

Developing

Between 5–9 spelling, grammar, format or citation errors are present.

0 pts

Not Present

More than 10 spelling, grammar, format, or citation errors are present.

39 pts

Total Points: 130

Case Study: Historical Financial Analysis Grading Rubric | BUSI690_D04_202140