4 Pages + Calculation on excel Make sure to follow the rubric carefully

Criteria

Levels of Achievement

Content 70%

91 Points

Advanced (A)

Proficient (B)

Developing (< C)

Not present

Points Earned

Historical Financial Statements

(35 points)

32 to 35 points

· 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.

28 to 31 points

· 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.

1 to 27 points

· 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 points

No key components were included.

Ratios

(21 points)

19 to 21 points

· 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.

16 to 18 points

· 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.

1 to 17 points

· 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 points

No key components were included.

Financial Analysis Narrative

(35 points)

32 to 35 points

· 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.

28 to 31 points

· 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.

1 to 27 points

· 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 points

No key components were included.

Structure 30%

39 points

Advanced (A)

Proficient (B)

Developing (< C)

Not present

Grammar/Spelling/

Format

(39 points)

33 to 39 points

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

25 to 32 points

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

1 to 24 points

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

0 points

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

Total Points

/130