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BCO312 · Financial Statements Analysis Task brief & rubrics Fall 2021 · assignment week 6

Task

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This task brief covers for 30% of your final grade in Financial Statements Analysis. This task is individual.

This assignment includes a report (pdf format) based on listed companies. The companies & industries among the ones you can choose are listed below.

You will have to compute Key Performance Indicators (KPI) and other ratios to grasp financial performance, liquidity, profitability, or leverage by industries.

The aim of this exercise is that the students not only compute but interpret and analyze the firm’s situation in their industry’s context.

The public listed firms are available here (S&P500). The industries available for this exercise are: The professor will assign the industry in a raffle.

· Insurances · Consumer Electronics Manufacturing · Furniture & other home elements retail · Natural Resources (Commodities) Production · Software

Development · Supply Chain & Logistics · Semiconductor Manufacturing · Education Services · e-Market retail · Food Processing Industries

Exercise:

Compute for any industry chosen from the above list the following ratios and explain in your own words how that ratio compares among at least 3 corporations

competing in the chosen industry: (each computed, explained and analyzed item will get you 4.5 marks approx.)

Liquidity:

• Acid Test

• Cash Ratio

• Current ratio

• Inventory turnover

• Receivable’s turnover

• Payable’s turnover

• The operating cycle

• Cash conversion cycle

Cash Flow:

• CF coverage ratio

• Free CF / CF from Ops ratio

• CF from Ops / Sales Ratio

• Price / CF ratiohttps://www.slickcharts.com/sp500

Leverage:

• Debt Ratio

• Times Interest Earned

Profitability:

• Gross margin

• Net margin

• EPS

• RoA

• RoE

Market:

• P/E ratio

• Market to Book

• Market Cap

Formalities:

• Wordcount: 1000 words approx.

• Cover, Table of Contents, References and Appendix are excluded of the total wordcount.

• Font: Arial 12,5 pts.

• Text alignment: Justified.

• The in-text References and the Bibliography must be in Harvard’s citation style.

Submissions: · November 7th · 23:59 CET – Via Moodle (Turnitin) in pdf format for the

Weight: This assignment is a 30% of your total grade for this course in Financial Statement Analysis.

It assesses the following learning outcomes:

1. Demonstrate an understanding of the 3 individual compulsory financial reports for public companies: Balance Sheet, Income Statement and Cash Flow

2. Understand how to interpret the different ratios for liquidity, profit, leverage, or Stock Market.

Rubrics

Exceptional 90-100 Good 80-89 Fair 70-79 Marginal fail 60-69

Knowledge & Understanding (20%)

Student demonstrates excellent understanding of key concepts and uses vocabulary in an entirely appropriate manner.

Student demonstrates good understanding of the task and mentions some relevant concepts and demonstrates use of the relevant vocabulary.

Student understands the task and provides minimum theory and/or some use of vocabulary.

Student understands the task and attempts to answer the question but does not mention key concepts or uses minimum amount of relevant vocabulary.

Computation or calculus (40%)

Student applies fully relevant formulas from the topics delivered in class.

Student applies mostly relevant formulas from the topics delivered in class.

Student applies some relevant formulas from the topics delivered in class. Misunderstanding may be evident.

Student applies little relevant formulas from the topics delivered in class. Misunderstands are evident.

Critical Thinking (30%)

Student critically assesses in excellent ways, drawing outstanding conclusions from computations.

Student critically assesses in good ways, drawing conclusions from computations.

Student provides some insights but stays on the surface of the topic. Computations may not be relevant.

Student makes little or no critical thinking insights, does not compute or uses the wrong formulas, and does not provide valid responses.

Communication (20%)

Student communicates their ideas extremely clearly and concisely, respecting word count, grammar and spellcheck

Student communicates their ideas clearly and concisely, respecting word count, grammar and spellcheck

Student communicates their ideas with some clarity and concision. It may be slightly over or under the wordcount limit. Some misspelling errors may be evident.

Student communicates their ideas in a somewhat unclear and unconcise way. Does not reach or does exceed wordcount excessively and misspelling errors are evident.

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