Financial Statement Analysis Project & Rubric

Purpose: Students will assume the role of senior management or the board in analyzing the

current financial performance of the firm using peer and trend ratio analysis and the Statement of

Cash Flows.

Deliverable: The final product will be a typed report that includes financial and ratio data and

analysis. Ratio calculations should be calculated in Excel using formulas. The analysis portion

of the report may be completed in Excel or Word.

Steps:

1. Choose a publicly traded firm to analyze. Choices must be approved by the instructor

and only one student may choose each firm.

2. Obtain three years of financial information, including the balance sheet, income

statement, and statement of cash flows.

3. Compile financial information in Excel in such a way that ratios may be easily calculated

for each of the three years.

4. Calculate the ratios discussed in Chapter 17 of the textbook.

5. Conduct peer and trend analysis for each ratio or groups of ratios. Find industry

information or specific firm information to conduct the peer analysis.

6. Conduct trend analysis of the Statement of Cash Flows. Assess this year’s statement for

noteworthy events or activities.

7. Provide an overall assessment of the firm’s financial performance. Rubric:

Category

Financial Information Financial statements provided and analyzed Ratio calculations provided and analyzed Accurate use of financial statements

Analysis Accurate peer and trend analysis Appropriate consideration of the statement

of cash flows Report Format Overall appearance Use of appropriate tables, graphs, etc. Necessary citations Ease of use and reading Grammar, punctuation, spelling, etc.

Overall Summary Analysis Maximum Points Possible

40 80 40 40 Strong financial support for the summary

Pertinent peer and trend information

included in the final analysis

TOTAL 200

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