Business Finance - Accounting Case Study: Historical Financial Analysis Assignment

Criteria Ratings Points

Historical Financial Statements

35 to >31 pts

Advanced

• Includes all 3 of the company 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 pts

Proficient

• Includes 2 of the company financial statements for the 3 most current years. • Income Statement • Balance Sheet • Statement of Cash Flows • Analysis includes half of the horizontal and vertical changes for each line item for the 3 most current years.

27 to >0 pts

Developing

• Includes less than 2 of the company financial statements for the 3 most current years. • Income Statement • Balance Sheet • Statement of Cash Flows • Analysis includes one third 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 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 pts

Proficient

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

15 to >0 pts

Developing

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

0 pts

Not Present

21 pts

Case Study: Historical Financial Analysis Grading Rubric | BUSI690_B02_202340

Criteria Ratings Points

Financial Analysis Narrative

35 to >31 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 substantially supported by research.

31 to >27 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 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 but should be more fully supported.

0 pts

Not Present

35 pts

Grammar, Spelling & Format

39 to >32 pts

Advanced

Proper spelling and grammar are used. APA format including a cover page, citations and references are correct. Less than 4 errors were present.

32 to >24 pts

Proficient

Between 4 - 8 spelling, grammar, format or citation errors are present.

24 to >0 pts

Developing

Between 8–10 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_B02_202340