Evaluating Financial Statements

profileRmadrid2015
grading_guide_week_2.doc

Evaluating Financial Statements Grading Guide

FIN/419 Version 5

2

Learning Team: Evaluating Financial Statements

Purpose of Assignment

This LT project allows the students to construct two balance sheets and two income statements to understand how a business uses financial statements to operate. Then various financial ratios are calculated from other financials to allow the students to quickly see and compare how well a company is doing. Chapter 5 involves the calculating of interest rates, present value, and future value, which will help with understanding TVM for a business or for personal use. Finally, the LT is to construct a loan amortization schedule so they can have the concept of borrowing money with interest rates and time involved. And research will be completed online for two similar companies. All of these functions will assist the students for the Week 5 Individual Signature Assignment and the use of an Excel Workbook will assist for those who need further experience in this area.

Resources Required

Chapters 2, 3, 4, 5, 14, and Week 2 ERRs

Grading Guide

Content

Met

Partially Met

Not Met

Comments:

Prepare the following ratios for the two sets of financial statements in Microsoft® Excel®:

· Price to Earnings

· Gross Margin

· Profit Margin

· Current Ratio

· Debt to Equity

· Return on Assets

· Return on Equity

 

Compare your completed ratios to the industry average chart.

Evaluate which company of the two you have researched is doing better.

The evaluation is 175 words in length.

Total Available

Total Earned

7

#/X

Writing Guidelines

Met

Partially Met

Not Met

Comments:

The paper—including tables and graphs, headings, title page, and reference page—is consistent with APA formatting guidelines and meets course-level requirements.

Intellectual property is recognized with in-text citations and a reference page.

Paragraph and sentence transitions are present, logical, and maintain the flow throughout the paper.

Sentences are complete, clear, and concise.

Rules of grammar and usage are followed including spelling and punctuation.

Total Available

Total Earned

 

3

#/X

Assignment Total

#

10

#/X

Additional comments:

Copyright © 2016 by University of Phoenix. All rights reserved.