Financial Analysis Assignment This is an individual assignment that focuses on Dun and Bradstreet’s.

Financial
Analysis Assignment

This is an individual assignment
that focuses on Dun and Bradstreet’s key business ratio analysisand a
current financial situation analysis.
Required
Elements to include in Financial Analysis:

Students will be provided with
a list of publicly traded organizations from which to choose.

View the following link, which
lists a number of publicly traded organizations from which to choose
from: http://www.forbes.com/lists/2006/18/06f2000_The-Forbes-2000_Rank.html.
It is only a list!! Additional information must be obtained from the
organization’s home web site/page!!

Students will be required to
create a quantitative financial spreadsheet with key financial ratios.
Financial ratios completed
using the template provide (also include additional financial ratios that
you believe relevant or important to your analysis) and a detailed,
written analysis of the findings
A trend analysis (See Figure
4-3; this figure/similar must be included) of the latest three years of
key balance and income statement information and detailed written analysis
of the information
Demonstrate critical thinking
in the assessment.

Required Formatting of
Paper:

This report should be double
spaced, 12-point font, and three to four pages in length excluding the
title page, reference page and .spreadsheets.
Title page with your name, the
course name, the date, and instructor’s name.
Include references with at
least one reference other than the textbook.
Use APA formatting for in-text
citations and reference page. You are expected to paraphrase and not
use quotes. Deductions will be taken when quotes are used and found to be
unnecessary.
Submit the paper in the
Assignment Folder in WebTycho.
3–4-page written analysis; the
most recently reported three years of financial statements and completed
spreadsheets should be presented as an appendix

Grading
Rubric: Financial Analysis

Grading
Rubric Part I: Response Format (15 Points Maximum)

0.0 – 8.9 Points (F)

9.0 -10.4 points (D)

10.5 – 11.9 Points (C)

12.0 – 13.4 Points (B)

13.5 – 15.0 Points (A)

Student did not follow the
Financial Analysis Assignment Template format. Response failed to address the
majority of the required assignment elements defined in the Project
Descriptions section of the BMGT 495 Syllabus

Student partially followed the
Financial Analysis Assignment Template format. Response failed to address
some of the required assignment elements defined in the Project Descriptions
section of the BMGT 495 Syllabus

Student followed the Financial
Analysis Assignment Template format. Response addressed most of the
required assignment elements defined in Project Descriptions section of the
BMGT 495 Syllabus

Student followed the Financial
Analysis Assignment Template format. Response addressed the majority of
required assignment elements defined in the Project Descriptions section of
the BMGT 495 Syllabus

Student followed the Financial Analysis Assignment
Template format. Response addressed all of required assignment elements
defined in the Project Descriptions section of the BMGT 495 Syllabus

Grading
Rubric Part II: Grammar/Syntax (15 Points Maximum)

0.0 – 8.9 Points (F)

9.0-10.4 points (D)

10.5 – 11.9 Points (C)

12.0 – 13.4 Points (B)

13.5 – 15.0 Points (A)

Response laced with
grammatical/syntax errors; Unacceptable for a 400-Level University Course
(e.g., tense, spelling, typos, fragmented sentences, capitalization,
punctuation).

Several grammatical/syntax errors
reflecting a below average response for a 400 – Level University Course
(e.g., tense, spelling, typos, fragmented sentences, capitalization,
punctuation).

Some grammatical/syntax errors
reflecting an average writing response for a 400 – Level University Course
(e.g., tense, spelling, typos, capitalization fragmented sentences,
punctuation)

Few grammatical/syntax errors reflecting
a good to very good written response for a 400 – Level University Course
(e.g., tense, spelling, typos, fragmented sentences, capitalization,
punctuation).

Very few or no grammatical/syntax errors reflecting an
excellent to scholarly written response for a 400 – Level University Course
(e.g., tense, spelling, typos, fragmented sentences, capitalization,
punctuation)

Grading Rubric Part III:
Assignment Comprehension (30 Points Maximum)

0.0 – 17.9 Points (F)

18.0 -20.9 points (D)

21.0 – 23.9 Points (C)

24.0 – 26.9 Points (B)

27.0– 30.0 Points (A)

Response seriously flawed:
extremely difficult to follow, fragmented, and incoherent. Student failed to
summarize data in Topics II, III, IV, and V in the Financial Assignment
Template. Student’s overall response reflects use of little, if any, critical
thinking skills and failed to demonstrate understanding of the
assignment. Little or no effort was made to draw conclusions from the
data and discussion on the implications for future action, risk, etc. was
insufficient.

Response difficult to follow;
narration and development of ideas are confusing and/or incomplete in some
areas. Student summarized data for less than half of Topics II, III, IV, and
V in the Assignment Template. Student’s overall response reflects limited use
of critical thinking skills, demonstrated a poor comprehension of the
assignment and soundness of logic in drawing conclusions from data
analysis. Little or no effort was made discuss implications for future
action, risk, etc.

Response reasonably easy to follow
and ideas are conveyed at a level typical for an average university student.
Student summarized data in more than half of Topics II, III, IV, and V of in
the Assignment Template. Student’s overall response reflects use of some
critical thinking skills and demonstrated a reasonable good ability to use
critical thinking skills, demonstrated good soundness of logic in drawing
conclusions from data analysis. An effort was made to provide
conclusions supported by data, and student discussed implications for future
action, risk, etc.

Response narration sequenced well,
ideas are developed an above average level. Student summarized data for
Topics II, III, IV, and V in the Assignment Template. Student’s overall
response reflected above average use critical thinking skills and
demonstrated good to very good ability to use critical thinking skills,
demonstrated good soundness of logic in drawing conclusions from data
analysis. A good effort was made to provide conclusions supported by
data, and student discussed implications for future action, risk, etc.

Response is logical, coherent, and to the breadth and
depth expected for an excellent to scholarly grade for a 400-level university
assignment. Student’s overall response demonstrated excellence in critical
thinking skills. Student demonstrated excellent soundness of logic in
drawing conclusions from data analysis. Conclusions were well supported
by data, and student discussed implications for future action, risk, etc.

Grading Rubric Part IV: Clarity
and Accuracy of Data Presentation (30 Points Maximum)

0.0 – 17.9 Points (F)

18.0 -20.9 points (D)

21.0 – 23.9 Points (C)

24.0 – 26.9 Points (B)

27.0 – 30.0 Points (A)

No supporting data for narrative
or the majority of the supporting data is incomplete, inaccurate or not
relevant for assignment task. Data failed to accurately support the
assignment task.

Missing some supporting data for
narrative or some of the supporting data is incomplete, inaccurate, or not
relevant for assignment task. Data failed to accurately support some of the
assignment tasks.

Most data supported the narrative
or few of the supporting data is incomplete, inaccurate, or not relevant for
assignment task. Data reasonably supported the assignment tasks.

Majority data supported the
narrative or with little data being incomplete, inaccurate, or not relevant
for assignment task. Data supported the majority of the assignment tasks on a
continuum of well to very well.

Data is accurate, relevant, and supports narration for all
assignment tasks requiring supporting data.

Grading Rubric Part V: Citation of
Reference Sources (10 Points Maximum)

0.0 – 5.9 Points (F)

6.0 – 6.9 points (D)

7.0 – 7.9 Points (C)

8.0 – 8.9 Points (B)

9.0 – 10.00 Points (A)

Student failed to properly cite
any or less than one-third of their reference sources and/or references
cannot be mapped from the point of use in their paper to the References
section and citation of reference sources includes data illustrations (e.g.,
tables, charts, spreadsheets, diagrams, etc) that was not created by the
student and used verbatim or altered to appear as the student’s original
work.

Student failed to properly cite
less than half of their references and/or less than half of the references
cannot be mapped from the point of use in their paper to the References
section or student’s citation of reference sources includes many data
illustrations (e.g., tables, charts, spreadsheets, diagrams, etc) that was
not created by the student and used verbatim or altered to appear as the
student’s original work.

Student properly cited most of
their reference sources and most reference sources can be mapped from the
point of use in their paper to the References section or student’s citation
of reference sources includes some data illustrations (e.g., tables, charts,
spreadsheets, diagrams, etc) that was not created by the student and used
verbatim or altered to appear as the student’s original work.

Student properly cited the
majority of reference sources, majority of reference sources can be mapped
from the point of use in their paper to the References section.

Student used an exceptional number and wide-variety of
references, properly cited all of reference sources. All reference sources
can be mapped from the point of use in their paper to the References section.

NOTE: The Grading Rubric consists of five parts: Part I, Part
II, Part III, Part IV, and Part V. The Grading Rubric follows the
format of the Financial Analysis Assignment Template.

BMGT 495 Financial Analysis
Assignment
Template

Your response for the Financial Analysis Assignment should
measure, record and present the Financial Performance of your firm. Your
analysis shall be conducted on a year-to-year basis using the firm’s most
recent three years Balance Sheets and Income Statements except for final
partial-year data, as appropriate (e.g., 4th quarter 2011*). Use the
template below as a guide for developing your response for the Financial
Analysis Assignment.
Financial
Analysis Assignment Template

Your response for the Financial
Analysis Assignment should measure, record and present the Financial
Performance of your firm. Your analysis shall be conducted on a year-to-year
basis using the firm’s most recent three years Balance Sheets and Income
Statements except for final partial-year data, as appropriate (e.g., 4th
quarter 2011*). Use the template below as a guide for developing your response
for the Financial Analysis Assignment.
Financial
Analysis Assignment Template

Financial Analysis Assignment Cover
Sheet
List of Illustrations
Table of Contents
(Start of Topic Outline for Body of
Paper)
I.
Introduction
II.
Summary of Operations ($000)
A. Net Sales
B. Gross Margin
C. Operating
Margin
D. Income before
Taxes
E. Net
Income
F. Summary
of Operations Data Assessment/Interpretation
III.
Financial Position ($000)
A. Working Capital

B. Net Property,
Plant & Equipment
C. Total Assets
D. Long Term
Assets
E.
Stockholders’ Equity
F. Financial
Position Data Assessment/Interpretation Summary
IV.
Financial Ratios to cover four (4) categories of the firm’s performance;
minimum one ratio from each category.
A. Liquidity
B. Leverage
C. Profitability
D. Efficiency
E. Financial
Ratios Data Assessment/Interpretation Summary
V.
Historical view of the financial performance; 3-year Trend Analysis for
relevant financial performance variables
A. Comparisons
with at least 2 major competitors
B. Comparison with
Industry Standards
C. Supplemental
Data
D. Historical
Financial Performance and 3-year Trend Analysis Data Assessment/Interpretation
Summary
(End
of Topic Outline for Body of Paper)
References

Appendix (Examples of Typical
Appendices)
1. Industry
Statistics
2. Company
Income Statements
3. Company
Balance Sheets
4. Company
Quarterly Statements
5.
Competitor #1 Income Statements
6.
Competitor #1 Key Statistics
7.
Competitor #2 Income Statements
8.
Competitor #2 Key Statistics
*If year-end Financial Statements
for the entire FY 2011 are not available (FY 2011 is not concluded), analyze
performance for the available quarters –identify the FY termination date.

 

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