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FIN515Week 2 Project: Financial

Statement Analysis
As the new financial manager of your company, the CEO has asked your
team to provide a brief analysis of the companys performance to present at
the upcoming board of directors meeting. The CEO has asked that you assess
the companys performance against your companys industry. Thus, to do
this, you will need to use ratio analysis or other techniques to determine
areas in which the company is doing well, as well as areas that management
should look at.
Here are the steps for the project:
1. Select your teammate. Each team should be made up of two
members.
2. Determine which company you will analyze for the project. Your
selection may be subject to your professors approval. The company
that you select will likely be used for all four team projects. As such,
be sure that the company has debt on its balance sheet, as this will
be a requirement for future projects.
3. Go to the website for your company and download the 10-K report
for the most recent year.
4. Perform your ratio analysis on your company:
a. A good place to start would be to perform a complete DuPont
analysis of the company. The DuPont analysis might provide
guidance as to what particular areas of the company should
be examined next and what ratios should be calculated. Be
sure to include ratios that cover the following areas:
i.
ii.
iii.
iv.
v.

Profitability
Debt Management
Liquidity
Asset Management
Market Value

b. In addition to the DuPont analysis ratios, be sure to present


and discuss at least six relevant ratios that your team feels
may best assess the companys performance.
c. Using an online database, such as bizstats.com or a similar
database, capture the ratio averages for your companys
industry to evaluate your companys performance.
2015 DeVry Educational Development Corp. All rights reserved.
The copyrights in these materials are owned by DeVry Educational Development Corp. and other copyright owners as indicated
herein. No part of these works may be reproduced or used, distributed, published, displayed, transmitted in any form or by any
means graphic, electronic, or mechanical, including photocopying, recording, Web distribution or information storage and retrieval
systems without the prior written consent of DeVry Educational Development Corp. or the respective copyright owner.

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FIN515Week 2 Project: Financial


Statement Analysis
d. Provide an analysis that compares your companys ratios to
the industry standards. There is no need to explain the
purpose of the ratios. Rather, be sure to provide an
interpretation of the results. This may entail some research
from news sources on the companys recent performance.
e. Prepare a PowerPoint presentation that summarizes the
comparison of your companys ratios against the industry
ratios, as well as your analysis. APA standards are to be
followed for all portions of this presentation, including but not
limited to proper references and citations.
f. Using Webex or Voicethread, prepare an oral presentation that
presents your PowerPoint presentation. Each team member
must participate in this presentation.

2015 DeVry Educational Development Corp. All rights reserved.


The copyrights in these materials are owned by DeVry Educational Development Corp. and other copyright owners as indicated
herein. No part of these works may be reproduced or used, distributed, published, displayed, transmitted in any form or by any
means graphic, electronic, or mechanical, including photocopying, recording, Web distribution or information storage and retrieval
systems without the prior written consent of DeVry Educational Development Corp. or the respective copyright owner.

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FIN515Week 2 Project: Financial


Statement Analysis
Rubric: First Project
FIN515
Possible
Points

Ratios selected

Calculations

Evaluation

Form

0-3
No referent
provided.
12
Insufficient or
incorrect ratios
used.
0-2

Criteria and Point Range


4-6
Some ratios
questionable.
Inappropriate
referent selected.

7-9
10-12
Ratios mostly Ratios and
appropriate.
referent
Appropriate
appropriate.
referent
selected.
3-4
5-6
7-8
Not all calculations Calculations are Calculations
8 Calculations not Provided, or some nearly but not are provided
provided or are calculations are
totally provided and are
generally incorrect.incorrect.
or correct.
correct.
0-3
4-6
7-9
10-12
Evaluation
generally correct.
Minimal or incorrectMay be not
Evaluation
No evaluation, or
12
Evaluation, or
completely
fully
evaluation not
evaluation not
supported by supported by
based on findings
original.
findings or
findings.
insufficient in
quantity.
0-2
3-4
5-6
7-8
Significant
Minor problems withWriting and
Virtually no
8 problems with
writing or presentation..
presentation
errors in
generally
presentation or format.
correct
with a few
writing or
exceptions.
presentation.

2015 DeVry Educational Development Corp. All rights reserved.


The copyrights in these materials are owned by DeVry Educational Development Corp. and other copyright owners as indicated
herein. No part of these works may be reproduced or used, distributed, published, displayed, transmitted in any form or by any
means graphic, electronic, or mechanical, including photocopying, recording, Web distribution or information storage and retrieval
systems without the prior written consent of DeVry Educational Development Corp. or the respective copyright owner.

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