Capsim Simulation - Strategic planning Planning
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FinancialMeasuresTemplate.docxTitle page
Assignment number
Your name
date
Financial Measures Template
From the Capstone Courier – Update this weekly and submit to the course Dropbox.
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Practice Rounds (PR) |
Competition Rounds (CR) |
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Week 1 |
Week 2 |
Week 3 |
Week 4 |
Week 5 |
Week 6 |
Week 7 |
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Financial Measures
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PR 1 |
PR 2 |
CR 1 |
CR2 |
CR3 |
CR4 |
CR5 |
CR6 |
CR7 |
CR8 |
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1. Cumulative Profit (p.1) |
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2. Ending Market Share (For $$ Share, p.1; for Units Share, p.10) |
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3. Average ROS (p.1) |
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4. Average Asset Turnover (p.1) |
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5. Average ROA (p.1) |
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6. Average ROE (p.1) |
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7. Ending Stock Price (p.2) |
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8. Ending Market Capitalization (p.2) |
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Weekly Financial Analysis
Financial Analysis is a comparative process. These numbers on their own do not always have a lot of meaning on their own. For example, Cumulative Profits has meaning on its own, but it has greater meaning when compared against the competition or when looking at your own trends over time. Your analysis in Week 1 of the Practice Rounds or Competition Rounds will have to be made against the other 5 companies. After that, consider your trends over time as well as the other companies.
Scoring
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Week 1 – Practice Industry |
Weeks 2-7 – Competition Industry |
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Completing the Financial Measures Template accurately |
2 points |
1 point |
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Defining and Describing a Financial Measure |
4 points |
2 points |
Define & Describe a Financial Measure
Select a different financial measure (from the table above) for each round and write one to two paragraphs describing:
· how that financial measure is created (e.g. ROS=Profit/Sales) and cite your source and include References (25% of grade),
· what this measure tells a firm about its performance (25% of grade), and
· how your company’s performance in CAPSIM on that particular measurement compares with the competition and over time (50% of grade).
· Note: there are a total of nine templates to complete, but only eight financial measures. For Round 8 in Week 7, please select one of the other financial measures from the Courier or Annual Report that you are interested in learning more about.
Details for each measure can be found under in CAPSIM under Reports, Industry Reports and then Capstone® Courier. You may also wish to review Reports, Debrief Reports, and then any of the available reports. You can also find supplemental analysis for each Round by going to Reports, Debrief Reports, Debrief, and then Round Analysis.
