Financial Statement Analysis Project: Assessment Goal: Assess the students’ ability to interpret and analyze financial statements, and make a presentation to the boss and colleagues. Scenario: You graduated Summa Cum Laude with a MS in Accounting and Financial Management from a state university. Your role is to be a financial analyst for a large brokerage firm. Your boss (professor) asks you to prepare a financial analysis for two retail companies. Your analysis will be part of a company-wide analysis of the retail business sector in the US. You will present your analyses to your boss and colleagues. Steps to Completion: Select any two U.S. corporation that is listed on the NYSE in the retail sector. Click Edgar to search for the SEC filings of your chosen retail corporations. Download and review the SEC Form 10-K for the most recent year. Perform: Horizontal and vertical financial statement analysis in Excel (using formulas) Ratio analysis in Excel (using formulas) Prepare: Audio-enhanced PPT presentation with accurate transcription (or accurate Closed Captioning) for your boss and colleagues Include a recommendation to either hold, sell, or buy more stock from the corporations you chose to analyze. Also include a comparison of the two companies. Deliverables: submit in appropriate LEO assignment folder SEC Form 10-K used for the analysis Highlight figures on the Form 10-K that you used in your analyses 1 Excel file with 3 tabs: Horizontal analysis Vertical analysis Ratio analysis Note: all computations must be computed via an Excel formula Audio-enhanced Power Point presentation with accurate transcription (or accurate Closed Captioning) 1 page Word document summarizing your analysis and justification for recommending hold, buy, or sell for the two companies.
Due Date
Nov 11, 2018 11:55 PM

Hide Rubrics

Rubric Name: Comparative Financial Analysis Rubric

This table lists criteria and criteria group name in the first column. The first row lists level names and includes scores if the rubric uses a numeric scoring method.ExcelExceeds Performance Expectations

13.5 points

Meets Performance Expectations

12 points

Does Not Meet Performance Expectations

0 points

Correct format

The formatting of the cells, graphs, tables, overall report, statement, etc. are easy to read and understand. Cells requiring labeling are properly labeled. Number of sheets is in alignment with assessment instructions. The work has a professional appearance.

The formatting of the cells, graphs, tables, overall report, statement, etc. are mostly easy to read and understand. Some cells requiring labeling are properly labeled. Number of sheets is less than or greater than the requirements of the assessment. The work has a somewhat professional appearance.

The formatting of the cells, graphs, tables, overall report, statement, etc. are not easy to read and understand. Some cells requiring labeling are properly labeled. Number of sheets is excessively more or less than the requirements of the assessment. The work appeared unprofessional. Or did not submit.

/ 13.5

Accuracy of numbers

All numbers on the are accurate. Currency figures have currency symbols in the correct cells only. The number of decimal places is appropriate given the numbers.

Most of the numbers on the work are accurate. Currency figures have currency symbols in the correct cells and some incorrect cells. The number of decimal places may be appropriate given the numbers.

Most of the numbers on the work are inaccurate. Currency figures have currency symbols in almost all cells. The number of decimal places may be appropriate given the numbers. Or did not submit.

/ 13.5

Accuracy of formulas

Chooses the correct formula and uses formulas to compute values on the worksheet(s). All formulas are correct. The use of advanced Excel functions is confirmed by the formulas. Formulas are used across multiple sheets when appropriate.

Mostly chooses the correct formula and uses formulas to compute values on the worksheet(s). Some of the formulas are correct. The use of advanced Excel functions cannot be confirmed by the formulas. Formulas are used across multiple sheets when appropriate.

Mostly chooses the correct formula and uses formulas to compute some values on the worksheet(s). Some of the formulas are correct. The use of advanced Excel functions cannot be confirmed by the formulas. Formulas are not used across multiple sheets when appropriate. Or did not submit.

/ 13.5

Tables, graphs, Smart-art, etc.

Tables, graphs, and smart-art are used to graphically represent cell data. Formatting of tables, graphs, and smart-art appears professional and contributes to creating a deep understanding of the quantitative data.

Tables, graphs, and smart-art are used to graphically represent cell data. Selection and formatting of tables, graphs, and smart-art appears somewhat professional and somewhat contributes to understanding the quantitative data.

Tables, graphs, and smart-art are used, but not to a great extent. Selection and formatting of tables, graphs, and smart-art appears unprofessional and does not contribute to understanding the quantitative data. Or did not submit.

/ 13.5

This table lists criteria and criteria group name in the first column. The first row lists level names and includes scores if the rubric uses a numeric scoring method.PresentationExceeds Performance Expectations

6.75 points