Financial
Statement Analysis Project & Rubric
ACT
337 Project
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Purpose: Students will assume the role of
senior management or the board in analyzing the current financial performance
of the firm using peer and trend ratio analysis and the Statement of Cash
Flows.
Deliverable: The final product will be a typed report that
includes financial and ratio data and analysis.
Ratio calculations should be calculated in Excel using formulas. The analysis portion of the report may be
completed in Excel or Word.
Steps:
•
Choose a publicly traded firm to analyze. Choices must be approved by the instructor
and only one student may choose each firm.
•
Obtain three years of financial information, including the
balance sheet, income statement, and statement of cash flows.
•
Compile financial information in Excel in such a way that
ratios may be easily calculated for each of the three years.
•
Calculate the ratios discussed in Chapter 17 of the
textbook.
•
Conduct peer and trend analysis for each ratio or groups of
ratios. Find industry information or
specific firm information to conduct the peer analysis.
•
Conduct trend analysis of the Statement of Cash Flows. Assess this year’s statement for noteworthy
events or activities.
•
Provide an overall assessment of the firm’s financial
performance.
Rubric:
|
Category
|
Maximum Points Possible
|
|
Financial Information
•
Financial statements provided and
analyzed
•
Ratio calculations provided and
analyzed
•
Accurate use of financial
statements
|
40
|
|
Analysis
•
Accurate peer and trend analysis
•
Appropriate consideration of the
statement of cash flows
•
|
80
|
|
Report Format
•
Overall appearance
•
Use of appropriate tables, graphs,
etc.
•
Necessary citations
•
Ease of use and reading
•
Grammar, punctuation, spelling,
etc.
|
40
|
|
Overall Summary Analysis
•
Strong financial support for the
summary
•
Pertinent peer and trend
information included in the final analysis
|
40
|
|
TOTAL
|
200
|
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