| Financial Statement Analysis Paper Rubric - Catrina |
| | Missing/Absent | Below Expectation | At expectation | Above expectation | | | Total |
| Content & Development (99 points) | 0% | 50% | 75% | 100% | Points | COMMENTS | Available |
| A) Discuss the industry selected | | | | | | | Points |
| 1) Company Description | 0 | | | | 0.00 | Not addressed | 3 |
| 2) Provide description of industry that selected company is in | 0 | | | | 0.00 | Not addressed | 3 |
| 3) Business sector-Manufacturing, Service or Retail & reason for your election | | | | | 0.00 | Not addressed | 3 |
| B) Locates the financial statements for the company selected over 2017 and 2016 |
| 1) Attached Income Statement & Balance Sheet as appendices to paper for your selected companies | 0 | | | | 0.00 | financial statements not provided | 6 |
| 2) Prepares computation worksheet for two year ratio calculations to show how ratio solutions are arrived at for following |
| a) Current Ratio | | 1.5 | | | 1.50 | Computation error & fail to compute related 2nd year-see solution sheet | 3 |
| b) Quick Ratio | | 1 | | | 1.00 | Computation error & fail to compute related 2nd year-see solution sheet | 3 | | 0.4166666667 |
| c) Debt to Total Assets Ratio | | 1.4 | | | 1.40 | Computation error & fail to compute related 2nd year-see solution sheet | 3 | | | 0.6666666667 |
| d) Inventory Turnover | | 1 | | | 1.00 | Computation error & fail to compute related 2nd year-see solution sheet | 3 |
| e) Receivable Days Sales Outstanding | 0 | 0.5 | | | 0.50 | Computation error & fail to compute related 2nd year-see solution sheet | 5 |
| f) Total Asset Turnover | | 1.5 | | | 1.50 | Computation error & fail to compute related 2nd year-see solution sheet | 3 |
| g) Profit Margin (Net Margin) Ratio | | 1.25 | | | 1.25 | Computation error & fail to compute related 2nd year-see solution sheet | 3 |
| h) Return on Asset Ratio | | 1.25 | | | 1.25 | Computation error & fail to compute related 2nd year-see solution sheet | 3 |
| | | | | | 0.00 |
| 3) Discuss trend for each ratio & What each tells you about the financial health of your company |
| a) Current Ratio | | | 3.5 | | 3.50 | Good description of ratio but no interpretation as well as the year-to year trend not mention | 5 |
| b) Quick Ratio | | | 3.75 | | 3.75 | Good description of ratio but interpretation needs to be spported as well as with the year-to year trend | 5 |
| c) Debt to Total Assets Ratio | | | 3.5 | | 3.50 | Good description of ratio but no interpretation as well as the year-to year trend not mention | 5 |
| d) Inventory Turnover | 0 | | | | 0.00 | Incorrect description of ratio and interpretation as well as the year-to year trend not mention | 5 |
| e) Receivable Days Sales Outstanding | | | 3.5 | | 3.50 | Good description of ratio but no interpretation as well as the year-to year trend not mention | 5 |
| f) Total Asset Turnover Ratio | | | 3.5 | | 3.50 | Good description of ratio but no interpretation as well as the year-to year trend not mention | 5 |
| g) Profit Margin (Net Margin) Ratio | 0 | | 3.5 | | 3.50 | Good description of ratio but no interpretation as well as the year-to year trend not mention | 5 |
| h) Return on Asset Ratio | | | 3.5 | | 3.50 | Good description of ratio but no interpretation as well as the year-to year trend not mention | 5 |
| D) Analyze Return on Asets (ROA) for the 2017 and 2016 using Dupont method (Show computation) & interpretation of different variables |
| 1) Profit Margin | 0 | | | | 0.00 | Never addressed | 3 |
| 2) Assset Turnover | 0 | | | | 0.00 | Never addressed | 3 |
| 3) Interpretation | 0 | | | | 0.00 | Never addressed | 4 |
| E) The response is no more than 1050 words in length | 0 | | | 4.00 | 4.00 | meet word requirement | 4 | | | | 95.00 | 81.2% |
| | 0% | 50% | 75% | 100% | Points |
| Writing Guidelines (6 points) | | | | | 0.00 |
| The introduction provides sufficient background on the topic and previews major points. The conclusion is logical, flows from the body of the paper and reviews the major points. | | 3 | | | 3.00 | Conclusion section need to recap your major observations & conclusions as well as introduction section need to tell what you will discuss | 6 |
| | 0% | 50% | 75% | 100% | Points |
| Readability & Style (6 point) | | | | | | | | | | | 22.00 | 18.8% |
| Paragraph transitions are present and logical, and maintain the flow throughout the paper. The tone is appropriate to the content and assignment. Sentences are complete, clear and concise. Sentences are well-constructed, with consistently strong, varied sentences. Sentence transitions are present and maintain the flow of thought. | | | 4.2 | | 4.20 | run-on sentence is major problem in your paper | 6 |
| | 0% | 50% | 75% | 100% | Points |
| Mechanics (10 points) | | | | | | | | | | | 117.00 |
| The paper, including the title page, reference page, table and appendices, follow APA guidelines. Citations of original works within the body of the paper follow APA guidelines. The paper is laid out with effective use of headings, font style and white spaces. | | | | 5 | 5.00 | | 5 |
| Rules of spelling, grammar, usage and punctuation are followed. | | | | 5 | 5.00 | | 5 |
| | | | | Total: | 55.35/117 | | 117 |
| | | | Percentage Earned | | 47.3% |
| | | | Possible Points | | 9 |
| | | | Points Earned | | 4.26 |
| For the most part the ratio computations were done correctly with the major exception of Receivable collection period. In addition, you used |
| the wrong fiscal years and only computed ratios for a single year, thus, making year-to-year trend comparison impossible. From interpretation |
| perspective you missed the point of this assignment. Though definition of the different ratio concepts was provided, you |
| fail to incorporate your own computed ratios in your strength/weakness assessment nor the year-to-year trend as reference |
| for good and bad trending. Finally, the company description and industry sector part of the assignment was completely overlooked. |
| Please review assignment to ensure all parts of week's requirement are addressed in order to minimize such oversights. |
| In general your paper is well written from a grammatical mechanics perspective. Organizationally the missing conclusion |
| section should recap your major observations and conclusions of your paper discussion as well as introduction section to preview |
| what the paper will discuss. The readability of paper is hampered by too many rambling run-on sentences. You can minimize this problem |
| by simplifying your sentence structure and breaking your thoughts into smaller concise sentences. |
MSTINA
WK1FinancialRatiosAnalysisGradingRubric-Catrina.xls
