Retail Comparative Financial Analysis Assignment Follow the rubric attached and the steps required with where to research for the solution and SEC requirem
Retail Comparative Financial Analysis Assignment Follow the rubric attached and the steps required with where to research for the solution and SEC requirements. Comparative Financial Analysis Rubric
Ranges
100 – 90%
89 80%
79 0%
Excel
Exceeds
Performance
Expectations
15 points
Meets Performance
Expectations
13.35 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.
Accuracy of
All numbers on the are
accurate. Currency
Most of the numbers on the
work are accurate.
Most of the numbers on the work
are inaccurate. Currency figures
numbers
Accuracy of
formulas
Tables, graphs,
Smart-art, etc.
figures have currency
symbols in the correct
cells only. The number
of decimal places is
appropriate given the
numbers.
Currency figures have
currency symbols in the
correct cells and some
incorrect cells. The number
of decimal places may be
appropriate given the
numbers.
have currency symbols in almost all
cells. The number of decimal places
may be appropriate given the
numbers. Or did not submit.
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.
Tables, graphs, and
smart-art are used to
graphically represent
cell data. Formatting of
tables, graphs, and
Tables, graphs, and smartart are used to graphically
represent cell data.
Selection and formatting of
tables, graphs, and smart-
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
Presentation
Content of
Presentation
Organization of
Presentation
smart-art appears
professional and
contributes to creating a
deep understanding of
the quantitative data.
art appears somewhat
professional and somewhat
contributes to
understanding the
quantitative data.
contribute to understanding the
quantitative data. Or did not submit.
Exceeds
Performance
Expectations
7.5 points
Meets Performance
Expectations
6.675 points
Does Not Meet Performance
Expectations
0 points
Information on the face
of slides is accurate
and relevant, and all
academic references
are included where
necessary and per APA
guidelines.
Information on the face of
the slides is mostly
accurate and relevant with
only a few minor errors; all
academic references are
not presented and or not in
APA format.
Information on the face of the slides
is inaccurate and or irrelevant;
academic references are not
provided or not in APA format. Or
did not submit.
Slide sequencing is
logical and tells “a
story” that walks the
audience through
explanations, steps in a
process, or other
Slide sequencing is mostly
logical and tells “a story”
that walks the audience
through explanations, steps
in a process, or other
dimensions of the
Slide sequencing is illogical. The
slides may tell a story, but not in an
organized manner. Or, did not
submit.
Notes to the
Slides
Audio
Enhancement
Word
dimensions of the
presentation.
presentation.
Notes are presented on
all slides and match the
audio perfectly.
Notes are presented on
most of the slides and
match the audio for the
most part.
Notes are not presented on most of
the slides and they do not match the
audio for the most part. Or did not
submit.
Audio file is clear and
without any
static. Speaker
enunciates clearly, uses
full sentences, and
speaks at a reasonable
pace throughout the
presentation. The
timing of the
presentation fits the
requirements of the
project. The quality of
the audio suggests it
was rehearsed.
Audio file is clear and
without static for the most
part. Speaker enunciates
clearly, uses full sentences,
and speaks at a reasonable
pace for most of the
presentation. The timing of
the presentation may be 1
minute too short or too
long.
Audio file is not clear and may
contain static. The speaker is
difficult to understand, may speak
too slowly or too fast for most of the
presentation. The timing of the
presentation may be 2 or more
minutes too short or too
long. Overall, the presentation is
not polished nor professional. Or,
did not submit.
Exceeds
Meets Performance
Does Not Meet Performance
Writing
Competencies
Overall Score
Performance
Expectations
10 points
Expectations
8 .9 points
Expectations
0 points
Clear, correct, and
concise use of English
grammar with no
spelling or punctuation
errors. Employs
professional writing
without colloquial
language. Organization
is easy to follow and
congruent with
graduate level writing
skills.
Clear, correct, and concise
use of English grammar
with some spelling and or
punctuation errors. Employs
professional writing with
some colloquial language.
Organization is not easy to
follow but the submission is
written at the graduate
level.
Confusing, incorrect, and or wordy
use of English grammar with many
spelling and or punctuation errors.
Employs unprofessional writing with
a significant amount of colloquial
language. Organization is not easy
to follow and the submission is not
written at the graduate level. Or did
not submit.
Meets Performance
Expectations
80 or more
Does Not Meet Performance
Expectations
0 or more
Exceeds
Performance
Expectations
90 or more
I.
Project 3: Financial Statement Analysis
Project
II. Introduction:
This project is designed to assess your ability to interpret and analyze
financial statements, and make a presentation to a boss and
colleagues.
You recently 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 (the
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 (classmates).
III. Steps to Completion:
Step 1: Research
Select any two U.S. corporations that are listed on the New
York Stock Exchange (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.
Step 2: Analysis
If you are unfamiliar with the corporations you selected,
learn more about each company by reading Part I of its
SEC Form 10-K. To further your understanding, conduct
Web research on your corporations.
Perform horizontal and vertical financial statement analyses in
Excel (using formulas)
Perform ratio analysis in Excel (using formulas)
Step 3: Prepare deliverables
Audio-enhanced PPT presentation with accurate transcription
(or accurate Closed Captioning) for your boss and colleagues
o Include a recommendation to either hold, sell, or buy
more stock from the corporations you chose to analyze.
o Also include a comparison of the two companies using
the trend analysis you conducted in Step 2.
IV. Deliverables:
1. An SEC Form 10-K for each corporation used for the analyses
o Highlight figures on the Form 10-Ks that you used in your
analyses
2. One Excel workbook with 3 tabs (worksheets):
o Horizontal analysis
o Vertical analysis
o Ratio analysis
Note: all computations must be computed via an Excel
formula
3. Audio-enhanced Power Point presentation with accurate
transcription (or accurate Closed Captioning)
4. One-page Word document summarizing your analyses and
justification for recommending hold, buy, or sell for the two
companies.
V. Hints and Tips:
Review and refresh your memory of APA style formatting 3-4
weeks before the assignment is due.
o Writing a Research Paper:
https://owl.english.purdue.edu/owl/resource/658/01/
o APA: https://owl.english.purdue.edu/owl/section/2/10/
o Developing your graduate level writing skills:
https://owl.english.purdue.edu/owl/section/1/2/
o What Constitutes Graduate Level Writing; source
unknown. In LEO, Content, Week 9.
Prepare a draft version of your report 2 weeks before it is due.
Ask a classmate, friend or family member to read your report
before submitting it to the Graduate Writing Center.
Submit your draft to the Graduate Writing Center at least 1
week before the project is due. This FREE resource can be
accessed in your LEO classroom.
Make edits to your report after reviewing feedback from the
writing center tutors.
Submit the memorandum on or before the due date.
Ask your professor questions as needed.
VI. Rubric:
Excel
Correct format
Exceeds
Performance
Expectations
13.5 points
Meets
Performance
Expectations
12 points
Does Not Meet
Performance
Expectations
0 points
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
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
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
Accuracy of
numbers
Accuracy of
formulas
alignment
with
assessment
instructions.
The work
has a
professional
appearance.
than or
greater than
the
requirements
of the
assessment.
The work has
a somewhat
professional
appearance.
did not submit.
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.
Chooses the
correct
formula and
uses
formulas to
Mostly
chooses the
correct
formula and
uses formulas
Mostly chooses
the correct
formula and uses
formulas to
compute some
Tables,
graphs,
Smart-art, etc.
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.
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.
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.
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
understandin
g of the
quantitative
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
understandin
g the
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.
data.
Presentation
Content of
Presentation
Organization
of
Presentation
quantitative
data.
Exceeds
Performance
Expectations
6.75 points
Meets
Performance
Expectations
6 points
Does Not Meet
Performance
Expectations
0 points
Information
on the face
of slides is
accurate and
relevant, and
all academic
references
are included
where
necessary
and per APA
guidelines.
Information
on the face of
the slides is
mostly
accurate and
relevant with
only a few
minor errors;
all academic
references
are not
presented
and or not in
APA format.
Information on the
face of the slides
is inaccurate and
or irrelevant;
academic
references are not
provided or not in
APA format. Or
did not submit.
Slide
sequencing
is logical and
tells “a story”
that walks
the audience
through
explanations
, steps in a
process, or
other
dimensions
of the
Slide
sequencing is
mostly logical
and tells “a
story” that
walks the
audience
through
explanations,
steps in a
process, or
other
dimensions of
Slide sequencing
is illogical. The
slides may tell a
story, but not in an
organized
manner. Or, did
not submit.
Notes to the
Slides
Audio
Enhancement
presentation.
the
presentation.
Notes are
presented
on all slides
and match
the audio
perfectly.
Notes are
presented on
most of the
slides and
match the
audio for the
most part.
Notes are not
presented on
most of the slides
and they do not
match the audio
for the most part.
Or did not submit.
Audio file is
clear and
without any
static. Spea
ker
enunciates
clearly, uses
full
sentences,
and speaks
at a
reasonable
pace
throughout
the
presentation.
The timing
of the
presentation
fits the
requirement
s of the
project. The
quality of the
audio
suggests it
Audio file is
clear and
without static
for the most
part. Speake
r enunciates
clearly, uses
full
sentences,
and speaks at
a reasonable
pace for most
of the
presentation.
The timing of
the
presentation
may be 1
minute too
short or too
long.
Audio file is not
clear and may
contain static. The
speaker is difficult
to understand,
may speak too
slowly or too fast
for most of the
presentation. The
timing of the
presentation may
be 2 or more
minutes too short
or too
long. Overall, the
presentation is not
polished nor
professional. Or,
did not submit.
was
rehearsed.
Word
Writing
Competencies
Overall Score
Exceeds
Performance
Expectations
9 points
Meets
Performance
Expectations
8 points
Does Not Meet
Performance
Expectations
0 points
Clear,
correct, and
concise use
of English
grammar
with no
spelling or
punctuation
errors.
Employs
professional
writing
without
colloquial
language.
Organization
is easy to
follow and
congruent
with
graduate
level writing
skills.
Clear,
correct, and
concise use
of English
grammar with
some spelling
and or
punctuation
errors.
Employs
professional
writing with
some
colloquial
language.
Organization
is not easy to
follow but the
submission is
written at the
graduate
level.
Confusing,
incorrect, and or
wordy use of
English grammar
with many spelling
and or
punctuation
errors. Employs
unprofessional
writing with a
significant amount
of colloquial
language.
Organization is
not easy to follow
and the
submission is not
written at the
graduate level. Or
did not submit.
Exceeds
Performance
Expectations
90 or more
Meets
Performance
Expectations
80 or more
Does Not Meet
Performance
Expectations
0 or more
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