Vertical or Ratio Analysis (Accounting)

ACC497 Week 3 Rubric

YOU MUST FOLLOW THE FORMAT OF THE SAMPLE PAPER INCLUDED ON THE LAST PAGE OF THIS RUBRIC.

Save your file as W3-your first name-your last name.

For example W3-Rick-Kwan

Since there are two individual assignment so name the Financial Statements Paper II on Home Depot according to above.

For the second individual assignment which is Textbook Assignment name it as W3-your first name-your last name-1

For example W3-Rick-Kwan-1

Clearly label the question and requirement you are answering. Do not combine your answer to 1, and 2 in one paragraph. Clearly identify your answer such as Management's assessment of the financial condition agree (does not agree) with my assessment...... Submit only one file for the assignment. That is not two files for say Question 1 and Question 2. You MUST include a title page/cover page with your name on it.

Note that if your answer to the Content requirements are incorrect or invalid then you will not earn any points even if you meet the other requirements such as Organization/Development and Mechanics because all these will not matter if you did not answer the Content correctly.

If I furnish you with a sample paper you MUST MIODIFY it to meet the correct APA format.

Before you submit the assignment: Did you include a title page? Did you put all assignments in one Word file and arranged as well as labeled them in order? Did you submit to the appropriate Assignment forum? Did you compare your APA paper with the University Sample APA paper and make any appropriate changes to conform to that of the University?

Fail to do any one of the above will cause you to lose a minimum of 10% of the available grade on EACH offense for this assignment. Extra points may be deducted (progressive deduction) when the offense is a repeated one. In this case the deduction may be more than the stated Points Available.

Key points:

 

Save your file as W3-your first name-your last name.

Minimum 1 point deduction if you failed to follow this requirement.

Do note that there is no requirement in the cover page and all pages to include a running head. So make sure that you following this new UOP APA format. Review the sample APA paper in the University Library.

Clearly identify your answer such as Management's assessment of the financial condition agree (does not agree) with my assessment.... Minimum 3 points deduction if you failed to follow this requirement. Your paper should be about Home Depot and NOT just general discussion of the financial statements requirements. You must include substantial financial information, result of your analysis etc. in your paper.

To fulfill this requirement you must include a vertical and horizontal analysis on the balance sheet and the income statement of 2007 and 2008. There must be at least six (6) accounts in each analysis. That is 6 balance sheet accounts and 6 income statement accounts. It is optional if you also include the same analysis on the statement of cash flow.

In addition include at least three (3) ratio analysis such as current ratio, profit margin ratio, return to assets ratio etc for 2007 and 2008.

Minimum 4 points deduction if you failed to follow this requirement.

 

 

Grading Guide for Financial Statements, Part II, Due Week 3

Content Write your paper by answering the following questions in the order presented. You can use those questions as a header.	Points Available 8	Points Earned	Additional Comments:
NOTE: Your paper should be about Home Depot and NOT just general discussion of the financial statements requirements below. You must include substantial financial information, result of your analysis etc. in your paper. The paper clearly and effectively demonstrates the following: 1. (5 points) Does management’s assessment of the financial condition agree with your assessment from the Financial Statements Paper Part I? (You must clearly state a "yes" or a "no".) Explain your response. Support your answer using trend analysis, vertical analysis, OR ratio analysis.*** 2. (2 points) In the Annual Report, there are several concerns from management. Discuss these concerns, and identify other weaknesses not discussed by management. Then, recommend a course of action addressing these concerns. 3. (1 point) The paper includes an introduction and a conclusion.
Organization / Development (As related to the content of this assignment)	Points Available 1	Points Earned	Additional Comments:
· The paper is 1,050 to 1,750 words in length. This includes all analysis. · Do keep all your assignments to a manageable word size but answer all the key questions. · Student provided sufficient background on the topic and previews major points. · Follow the order of assignments and requirements when answering. · The paper is logical, flows, and reviews the major points.
Mechanics (As related to the content of this assignment)	Points Available 1	Points Earned	Additional Comments:
· Rules of grammar, usage, and punctuation are followed, and spelling is correct. · APA format is followed. Deduction up to 0.8 or more. · Note that your paper should not have more than 30% “similarity” (resulting from the plagiarism check) even with correct in-text citations and reference. If that is the case that means you did not write most of the paper yourself. Therefore, you will not earn any points for the submission.
Fail to include your name	Point Deduction (1)	Point Deducted	Additional Comments:
*** To fulfill this requirement you must include a vertical OR horizontal analysis OR ratio analysis on the balance sheet and the income statement of 2008. Include the following 3 ratio analysis of (1) current ratio, (2) profit margin ratio, (3) total asset turnover for 2008 if you select to do the ratio analysis.
	Total	/10

See a sample cover page/title page in the next page.

For the sample paper I downloaded below you MUST MIODIFY it to meet the correct APA format if the paper requires APA format.

1

The Home Depot, Inc. Annual Report

Student Name

Course/Number

Date

Instructor Name

2

The Home Depot, Inc. Annual Report

Your introductory paragraph.......

Assessment of the Financial Condition

Management’s assessment of the financial condition agrees (does not agree) with the

author's assessment from the Financial Statements Paper Part I.........

Trend analysis, vertical analysis, or ratio analysis

To support the above assessment the author uses the following analysis ........

Concerns from Management

Concerns from management are .......

Other Weakness Not Discussed by Management

Other weakness not discussed by Management are .......

Recommended Course of Action

Recommended course of action for Home Depot are .......

Conclusion

Your conclusion paragraph.........

3

References