Excel Project 2

Criteria

Levels of Achievement

Content/Accuracy

(70 points)

Advanced

Proficient

Developing

Not present

Content/Accuracy – Tabs 5 & 8 – Competitor Income Statements

(15 points)

14 to 15 points

Three years of historical income statements for 2 competitors are included in the submission, and are based on 10-K reports from the SEC EDGAR database.

11 to 13 points

Three years of historical income statements for 2 competitors are included in the submission, and are based on 10-K reports from the SEC EDGAR database. Only minor exceptions are noted.

1 to 10 points

Major components of the three years of historical income statements for 2 competitors are missing, and/or are based on incorrect sources.

0 points

Not present

Content/Accuracy – Tab 6 & 9 – Competitor Balance Sheets

(15 points)

14 to 15 points

Three years of historical balance sheets for 2 competitors are included in the submission, and are based on 10-K reports from the SEC EDGAR database.

11 to 13 points

Three years of historical balance sheets for 2 competitors are included in the submission, and are based on 10-K reports from the SEC EDGAR database. Only minor exceptions are noted.

1 to 10 points

Major components of the three years of historical balance sheets for 2 competitors are are missing, and/or are based on incorrect sources.

0 points

Not present

Content/Accuracy – Tab 7 & 10 – Competitor Cash Flows

(15 points)

14 to 15 points

Three years of historical cash flows for 2 competitors are included in the submission, and are based on 10-K reports from the SEC EDGAR database.

11 to 13 points

Three years of historical cash flows for 2 competitors are included in the submission, and are based on 10-K reports from the SEC EDGAR database. Only minor exceptions are noted.

1 to 10 points

Major components of the three years of historical cash flows for 2 competitors are are missing, and/or are based on incorrect sources.

0 points

Not present

Content/Accuracy – Tab 11 – Historical and Competitor Ratios

(25 points)

23 to 25 points

Three years of historical ratios for the primary company are presented, as required, and are calculated accurately. One year of ratios for each of the two competitors are presented, and are calculated accurately. Industry averages are presented and include an appropriate citation for the source of the averages. Errors in calculations are minimal, and are limited to 1-2 ratios.

18 to 22 points

Three years of historical ratios for the primary company, one year of ratios for each of the two competitors, and the industry averages are presented as required, and calculated accurately, with only a few exceptions. There may be errors in 3-5 ratios.

1 to 17 points

Major components of the three years of historical ratios, one year of ratios for two competitors, or the industry averages are missing or calculated incorrectly. There may be more than 5 errors in the calculations.

0 points

Not present

Excel Formulas, Style, and Formatting

(30 points)

Advanced

Proficient

Developing

Not present

Excel Functions/Formulas

(15 points)

14 to 15 points

Excel formulas are utilized to calculate all totals and subtotals in the competitor financial statements, and all historical and competitor ratios. Historical and competitor ratio calculations link back to the appropriate tabs where the related financial statements are presented.

11 to 13 points

Excel formulas are utilized to calculate all totals and subtotals in the competitor financial statements, and all historical and competitor ratios, with only minor exceptions. Historical and competitor ratio calculations link back to the appropriate tabs where the related financial statements are presented, with only minor exceptions.

1to 10 points

Many of the Excel formulas required to calculate totals and subtotals in the competitor financial statements and the historical and competitors ratios are missing or incomplete.

0 points

Not present

Style and Formatting

(15 points)

14 to 15 points

The submission is professionally formatted. All tabs include appropriate headings with the required information. Totals and subtotals in the competitor financial statements are identified with properly placed underlines. Numbers are formatted consistently, including the use of commas and decimals. The submission is consistent, neat, and easy to read.

11 to 13 points

The submission is professionally formatted, with only minor exceptions to the following: All tabs include appropriate headings with the required information. Totals and subtotals in the competitor financial statements are identified with properly placed underlines. Numbers are formatted consistently, including the use of commas and decimals. The submission is consistent, neat, and easy to read.

1 to 10 points

The submission lacks in professional formatting. It is missing headings, appropriately placed underlines, and/or consistent formatting. The submission is messy, hard to read, or substantially inconsistent in formatting.

0 points

Not present