Principle of Finance Excel Project Part II

FIN 320 Module Four Excel Assignment Rubric

This assignment builds on the work you did for the Excel assignment in Module Three. To get started, find and open the file you submitted. From there, complete the following steps:

1. Financial Data Using the same company you selected in Module Three, add another two years of financial statement data so that you have three years of annual data to review for historical analysis. In all, your Excel file must include the following:

o Three worksheets of annual balance sheet data o Three worksheets of annual income statement data o Three worksheets of annual statement of cash flow data

Important Note: Be sure to label each worksheet in Excel with the appropriate year, as you did in the Module Three assignment.

2. Ratio Calculation On each data tab, use formulas to calculate the following financial indicators for each year of data:

o Current ratio o Debt/equity ratio o Free cash flow o Earnings per share o Price/earnings ratio o Return on equity o Net profit margin

3. Written Responses In a separate Word document, respond to the following:

o Describe how and why each of the ratios has changed over the three-year period. For example, did the current ratio increase or decrease? Why? Describe how three of the ratios you calculated for your company compare to the general industry. Find general industry data by entering your specific company’s ticker symbol here. Be sure to watch the Mergent Online video (written instructions can be found here), as it will help you find the industry data.

4. Professionalism, References, and Mechanics Format the data on all worksheets so that the file has a neat and professional appearance. Include links and properly formatted citations referencing the location of the data used. Your written responses should be free of errors in organization, grammar, and style.

Guidelines for Submission: Submit an Excel file that meets the criteria described in the prompt. The written responses should be done in a Word document. Be sure to include both the Excel file and Word document. Citations should be formatted according to APA style.

Critical Elements Exemplary (100%) Proficient (85%) Needs Improvement (55%) Not Evident (0%) Value Financial Data Meets “Proficient” criteria and

presents information in a well- organized manner with clearly labeled tabs and data sections

Includes three years of financial statement data (three annual balance sheets, three annual income statements, and three annual statements of cash flows) for the company selected, with minor errors or no errors

Includes three years of financial statement data (three annual balance sheets, three annual income statements, and three annual statements of cash flows) for the company selected, with noticeable errors

Does not include three years of financial statement data (three annual balance sheets, three annual income statements, and three annual statements of cash flows) for the company selected

20

Ratio Calculation Meets “Proficient” criteria and presents information in a clear and well-organized manner

Accurately calculates the financial indicators (current ratio, debt/equity ratio, free cash flow, earnings per share, price/earnings ratio, return on equity, and net profit margin), with minor errors or no errors

Calculates the financial indicators (current ratio, debt/equity ratio, free cash flow, earnings per share, price/earnings ratio, return on equity, and net profit margin), with noticeable errors

Does not calculate the financial indicators (current ratio, debt/equity ratio, free cash flow, earnings per share, price/earnings ratio, return on equity, and net profit margin)

40

Written Responses: Changes in Ratios

Meets “Proficient” criteria and includes supporting details and data

Describes how and why each of the ratios has changed over the three-year period in a clear and logical manner

Describes how and why each of the ratios has changed over the three-year period but presents some information in an unclear or illogical manner

Does not describe how and why each of the ratios has changed over the three-year period

15

Written Responses: Comparison to Industry

Meets “Proficient” criteria and includes supporting details and data

Describes how the selected ratios compare to the general industry in a clear and logical manner

Describes how the selected ratios compare to the general industry but presents some information in an unclear or illogical manner

Does not describe how the selected ratios compare to the general industry

15

Professionalism, References, and

Mechanics

Meets “Proficient” criteria, and the material is presented in an especially polished and easy to read format

Formats data with a neat and professional appearance and includes properly formatted APA-style citations and links with minor errors or no errors; any errors related to organization, grammar, and style are minor

Formats data and provides citations and links, but there are deficiencies in the appearance of the data and/or flaws in the citation formatting; there are some errors related to organization, grammar, and style

Does not format data with a neat and professional appearance or include properly formatted APA-style citations and links; there are major errors related to organization, grammar, and style

10

Earned Total 100%