Excel Project Financial Statement Analysis
Order ID |
53563633773 |
Type |
Essay |
Writer Level |
Masters |
Style |
APA |
Sources/References |
4 |
The perfect number of Pages to Order |
5-10 Pages |
Description/Paper Instructions
Excel Project Financial Statement Analysis
- Go to the Securities and Exchange Commission’s EDGAR database and access your chosen company’s most recent Form 10-K (annual report). (For help with this process, see the Module 1: Week 1 presentation, “Downloading Financial Statements from the SEC EDGAR Database.”)
- Create an Excel workbook, including data for your chosen company as follows:
o The 1st tab (worksheet) in your Financial Statement Analysis Template must be labeled Company Information. The following information must be included:
Company Name and ticker symbol
Industry
Products or services offered
Major competitors
An example of this tab is provided in Exhibit A.
o The 2nd tab in your Financial Statement Analysis Template must be labeled Historical Income Statements.
Include the latest three years based on SEC filings.
Ensure that the worksheet includes a header with:
- Company Name
- Financial Statement Name (Income Statements)
- Financial Statement Dates
- Denomination level ($s in millions or thousands, etc.)
o The 3rd tab in your Financial Statement Analysis Template must be labeled Historical Balance Sheets.
Include the latest three years based on SEC (10-K) filings. (Note: Some 10-Ks only provided 2 years of balance sheet data. You may need to download the second most recent 10-K for your company in order to obtain 3 years of balance sheet data.)
Ensure that the worksheet includes a header with:
- Company Name
- Financial Statement Name
- Financial Statement Dates
- Denomination level ($s in millions or thousands, etc.)
A partial balance sheet example is provided in Exhibit B.
o The 4th tab in your Financial Statement Analysis Template must be labeled Historical Statement of Cash Flows.
Include the latest three years based on SEC (10-K) filings.
Make sure that the Income Statement, Balance Sheet, and Cash Flows Statement tie in as follows:
- Net Income from Income Statement agrees with Net Income on the Statement of Cash Flows.
- Ending Cash Balance from Statement of Cash Flows agrees with Cash in the Balance Sheet.
Ensure that the worksheet includes a header with:
- Company Name
- Financial Statement Name
- Financial Statement Dates
- Denomination level ($s in millions or thousands, etc.)
o Other instructions:
The Excel workbook should be professionally formatted. Professional formatting includes:
- All numbers are formatted similarly. The use of decimals, commas for thousands, and other formatting is consistent.
- Dollar signs are included in the first and last numbers of each column.
- Subtotals and totals are preceded by a single underline. Totals are followed by a double underline.
- All extraneous information is removed from the spreadsheet. Sometimes, files downloaded from the SEC website contains extra characters or other things that need to be deleted.
- Line descriptions are indented/bolded in a manner that makes the spreadsheet easy to read.
All totals and subtotals should be calculated using formulas. For an example of which cells may need formulas, please see Exhibit B.
Note: Your assignment will be checked for originality via the Turnitin plagiarism tool.
EXHIBIT A: EXAMPLE COMPANY INFORMATION TAB
EXHIBIT B: EXAMPLE HISTORICAL BALANCE SHEETS TAB
(IMPORTANT NOTE: ONLY PARTIAL BALANCE SHEET SHOWN. YOUR BALANCE SHEET SHOULD INCLUDE LIABILITIES AND STOCKHOLDERS’ EQUITY AS WELL.)
Excel Project Financial Statement Analysis
RUBRIC
QUALITY OF RESPONSE |
NO RESPONSE |
POOR / UNSATISFACTORY |
SATISFACTORY |
GOOD |
EXCELLENT |
Content (worth a maximum of 50% of the total points) |
Zero points: The student failed to submit the final paper. |
20 points out of 50: The essay illustrates poor understanding of the relevant material by failing to address or incorrectly address the relevant content; failing to identify or inaccurately explain key concepts or ideas; ignoring or incorrectly explaining key points or claims and the reasoning behind them; and/or incorrectly or inappropriately using terminology; and elements of the response are lacking. |
30 points out of 50: The essay illustrates a rudimentary understanding of the relevant material by mentioning but not fully explaining the relevant content; identifying some of the key concepts or ideas, though failing to fully or accurately explain many of them; using terminology, though sometimes inaccurately or inappropriately; and/or incorporating some key claims or points, but failing to explain the reasoning behind them or doing so inaccurately. Elements of the required response may also be lacking. |
40 points out of 50: The essay illustrates a solid understanding of the relevant material by correctly addressing most of the relevant content, identifying and explaining most of the key concepts and ideas, using correct terminology, explaining the reasoning behind most of the key points/claims; and/or where necessary or useful, substantiating some points with accurate examples. The answer is complete. |
50 points: The essay illustrates an exemplary understanding of the relevant material by thoroughly and correctly addressing the relevant content, identifying and explaining all of the key concepts and ideas, using correct terminology, explaining the reasoning behind key points and claims, and substantiating, as necessary or useful, points with several accurate and illuminating examples. No aspects of the required answer are missing. |
Use of sources (worth a maximum of 20% of the total points) |
Zero points: The student failed to include citations and/or references. Or the student failed to submit a final paper. |
5 out of 20 points: Sources are seldom cited to support statements, and/or the format of the citations is not recognized as APA 6th Edition format. There are major errors in the formation of the references and citations. And/or there is a major reliance on highly questionable The student fails to provide an adequate synthesis of the research collected for the paper. |
10 out of 20 points: References to scholarly sources are occasionally given; many statements seem unsubstantiated. There are frequent errors in the APA 6th Edition format, leaving the reader confused about the source of the information. There are significant errors in the formation of the references and citations. And/or there is a significant use of highly questionable sources. |
15 out of 20 points: Credible scholarly sources are used effectively to support claims and are, for the most part, clear and fairly represented. APA 6th Edition is used with only a few minor errors. There are minor errors in references and/or citations. And/or there is some use of questionable sources. |
20 points: Credible scholarly sources are used to provide compelling evidence to support claims and are clearly and fairly represented. The APA 6th Edition format is used accurately and consistently. The student uses references above the maximum required in the development of the assignment. |
Grammar (worth maximum of 20% of total points) |
Zero points: The student failed to submit the final paper. |
5 points out of 20: The paper does not communicate ideas or points clearly due to inappropriate use of terminology and vague language; thoughts and sentences are disjointed or incomprehensible; organization lacking; and/or there are numerous grammatical, spelling, and punctuation errors |
10 points out 20: The paper is often unclear and difficult to follow due to some inappropriate terminology and/or vague language; ideas may be fragmented, wandering, and/or repetitive; poor organization; and/or some grammatical, spelling, and punctuation errors |
15 points out of 20: The paper is mostly clear as a result of appropriate use of terminology and minimal vagueness; no tangents and no repetition; fairly good organization; almost perfect grammar, spelling, punctuation, and word usage. |
20 points: The paper is clear, concise, and a pleasure to read as a result of appropriate and precise use of terminology; total coherence of thoughts and presentation; and logical organization; and the essay is error-free. |
Structure of the Paper (worth 10% of total points) |
Zero points: The student failed to submit the final paper. |
3 points out of 10: The student needs to develop better formatting skills. The paper omits significant structural elements required for and APA 6th edition paper. Formatting of the paper has major flaws. The paper does not conform to APA 6th edition requirements whatsoever. |
5 points out of 10: The appearance of the final paper demonstrates the student’s limited ability to format the paper. There are significant errors in formatting and/or the total omission of major components of an APA 6th edition paper. They can include the omission of the cover page, abstract, and page numbers. Additionally the page has major formatting issues with spacing or paragraph formation. The font size might not conform to size requirements. The student also significantly writes too much or too little paper |
7 points out of 10: Research paper presents an above-average use of formatting skills. The paper has slight errors within the paper. This can include small errors or omissions with the cover page, abstract, page number, and headers. There could be also slight formatting issues with the document spacing or the font Additionally the paper might slightly exceed or undershoot the specific number of required written pages for the assignment. |
10 points: Student provides a high-caliber, formatted paper. This includes an APA 6th edition cover page, abstract, page number, headers and is double spaced in 12’ Times Roman Font. Additionally, the paper conforms to the specific number of required written pages and neither goes over or under the specified length of the paper. |
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