Order Financial Ratio Analysis Assignment

April 24, 2023

Download the last two quarterly or annual balance sheet and income statements (Form 10-Q or 10-K) from sec.govLinks to an external site. of any public industrial (not financial) firms. Go to SEARCH FOR COMPANY FILINGS. Do not print everything in the annual report or Form 10-Q or Form 10-K. Do not use the financial information from any other source.
[5 pts] Provide a paragraph or so introducing the firm.
[10 pts] Calculate the dollar change and percentage change for the years presented in the financial statements you have from step 1. Put them in Excel and do calculations from there.
[20 pts] Calculate all the ratios you have studied in your textbook for each quarter or year in the financial statements you have from step 1. The ratios should be grouped in the categories per your textbook.
[10 pts] Calculate all the corresponding ratios for the industry in which the firm operates. You may want to take advantage of the Bloomberg terminals on campus for this step.
[20 pts] Analyze each ratio just computed independently, explaining what each number means. In doing so, state (1) whether the particular ratios improve or deteriorate from one quarter or year to the next and (2) whether the firm performs better or worse than the industry by comparing the firm’s ratios with the industry ratios. Be careful that “higher” may not always mean “better” for some ratios.
[10 pts] Combining the meaning of all the ratios and calculations above, provide an overall picture of the financial strengths and weaknesses of the firm.
[5 pts] Based on steps 6 and 7, make recommendations on what the firm should or should not do financially or strategically.

Attached is an example on how everything should look nothing more or less

Grading Rubric

Distinguished

(100%)

Proficient

(85%)

Basic

(70%)

Below Expectations

(50%)

Non-Performance

(0%)

Thesis

Statement

Raises the strongest objection to the thesis presented in the assignment. The objection is strongly grounded in research and logical reasoning.

Raises a plausible objection to the thesis presented in the assignment. The objection is mostly grounded in research and logical reasoning.

Raises objection to the thesis presented in the assignment. The objection is somewhat grounded in research and logical reasoning.

Attempts to raise an objection to the thesis presented in the assignment. The objection is minimally grounded in research and logical reasoning.

The objection to the thesis is either nonexistent or lacks the components described in the assignment instructions.

Counter Argument

Provides a strong, thorough rebuttal to the objection. The rebuttal effectively demonstrates that the thesis can withstand the objection and applies the principles of charity and accuracy.

Provides a rebuttal to the objection. The rebuttal mostly demonstrates that the thesis can withstand the objection and mostly applies the principles of charity and accuracy.

Provides a limited rebuttal to the objection. The rebuttal somewhat demonstrates that the thesis can withstand the objection and somewhat applies the principles of charity and accuracy.

Attempts to provide a rebuttal to the objection; however, the rebuttal minimally demonstrates that the thesis can withstand the objection and does not apply the principles of charity and accuracy.

The rebuttal is either nonexistent or lacks the components described in the assignment instructions.

Conclusion

– Provides clear and concise closing remarks that comprehensively summarize the essay. The remarks consider the broader controversy and/or further research that could offer additional insight into the moral solution of the business problem.

Provides closing remarks that summarize the essay. The remarks mostly consider the broader controversy and/or further research that could offer additional insight into the moral solution of the business problem. The closing remarks are somewhat unclear.

Provides closing remarks that minimally summarizes the essay. The remarks minimally consider the broader controversy and/or further research that could offer additional insight into the moral solution of the business problems. The closing remarks are unclear and/or vague.

Attempts to provide closing remarks that summarize the essay, however, the remarks do not consider the broader controversy and/or further research that could offer additional insight into the moral solution of the business problem. The closing remarks are unclear and vague.

The closing remarks are either nonexistent or lack the components described in the assignment instructions.

Written Communication: Context of and Purpose for Writing

Demonstrates methodical application of organization and presentation of content. The purpose of the writing is evident and easy to understand. Summaries, quotes, and/or paraphrases fit naturally into the sentences and paragraphs. Paper flows smoothly.

Demonstrates sufficient application of organization and presentation of content. The purpose of the writing is, for the most part, clear and easy to understand. There are some problems with the blending of summaries, paraphrases, and quotes. Paper flows somewhat smoothly.

Demonstrates a limited understanding of organization and presentation of content in written work. The purpose of the writing is somewhat evident but may not be integrated throughout the assignment. There are many problems with the blending of summaries, paraphrases, and quotes. Paper does not flow smoothly in all sections.

Organization and presentation of content are extremely limited. The purpose of the writing is unclear. There is little or no blending of summaries, paraphrases, and quotes. Paper does not flow smoothly when read.