Assignment 1: Financial Analysis

Assignment 1: Financial Analysis

Due 8/21/2015 by 2pm and worth 160 points

Use the Internet or Strayer databases to research one (1) publicly traded company and review its last annual report. Use an investor’s view to perform financial analysis and discuss various non-financial factors impacting investment decision.

Write a two to three (2-3) page paper in which you:

1. From an investor’s view, review the last annual report for chosen company. Use financial analysis tools of liquidity, profitability, and solvency to evaluate the company’s performance and reasons for investing or not investing. Include the company’s ranking in the industry, and its major competitors.
2. From an investor’s views, discuss at least three (3) non-financial factors that suggest investing in this company. These may include environmental responsibility (sustainability), corporate governance, etc. Explain the main reasons why these are important to an investor.
3. Use at least three (3) quality academic resources in this assignment.Note:Wikipedia and other Websites do not quality as academic resources.

Your assignment must follow these formatting requirements:

• Be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides; citations and references must follow APA or school-specific format. Check with your professor for any additional instructions.
• Include a cover page containing the title of the assignment, the student’s name, the professor’s name, the course title, and the date. The cover page and the reference page are not included in the required assignment page length.

The specific course learning outcomes associated with this assignment are:

• Analyze and interpret financial statements.
• Evaluate management control systems and examine their relationship with accounting and planning, including feedback and non-financial performance measurements.
• Use technology and information resources to research issues in financial accounting for managers.
• Write clearly and concisely about financial accounting using proper writing mechanics.

https://blackboard.strayer.edu/bbcswebdav/institution/ACC/556/1154/Week6/Week 6 Assignment 1 Grading Rubric.html

Grading for this assignment will be based on answer quality, logic / organization of the paper, and language and writing skills, using the
following rubric.
Assignment 1: Financial Analysis

Points: 160
Unacceptable

Fair

Proficient

Exemplary

Below 70% F

70­79% C

80­89% B

90­100% A

Did not submit or
incompletely used
financial analysis tools of
liquidity, profitability, and
solvency to evaluate the
companys performance
and reasons for investing
or not investing. Did not
submit or incompletely
included the companys
ranking in the industry,
and its major
competitors.

Partially used financial
analysis tools of liquidity,
profitability, and solvency
to evaluate the
companys performance
and reasons for investing
or not investing. Partially
included the companys
ranking in the industry,
and its major
competitors.

Satisfactorily used
financial analysis tools of
liquidity, profitability, and
solvency to evaluate the
companys performance
and reasons for investing
or not investing.
Satisfactorily included
the companys ranking in
the industry, and its
major competitors.

Thoroughly used
financial analysis tools of
liquidity, profitability, and
solvency to evaluate the
companys performance
and reasons for investing
or not investing.
Thoroughly included the
companys ranking in the
industry, and its major
competitors.

Did not submit or
incompletely discussed
at least three (3) non­
financial factors that
suggest investing in this
company. Did not submit
or incompletely
explained the main
reasons why these are
important to an investor.

Partially discussed at
least three (3) non­
financial factors that
suggest investing in this
company. Partially
explained the main
reasons why these are
important to an investor.

Satisfactorily discussed
at least three (3) non­
financial factors that
suggest investing in this
company. Satisfactorily
explained the main
reasons why these are
important to an investor.

Thoroughly discussed at
least three (3) non­
financial factors that
suggest investing in this
company. Thoroughly
explained the main
reasons why these are
important to an investor.

No references provided

Does not meet the
required number of
references; some or all
references poor quality
choices.

Meets number of
required references; all
references high quality
choices.

Exceeds number of
required references; all
references high quality
choices.

Criteria

1. From an investors view,
review the last annual report
for chosen company. Use
financial analysis tools of
liquidity, profitability, and
solvency to evaluate the
companys performance and
reasons for investing or not
investing. Include the
companys ranking in the
industry, and its major
competitors.

Weight: 35%

2. From an investors views,
discuss at least three (3) non­
financial factors that suggest
investing in this company.
These may include
environmental responsibility
(sustainability), corporate
governance, etc. Explain the
main reasons why these are
important to an investor.


Weight: 30%

3. 3 references

Weight: 7%

4. Writing Mechanics,
Grammar, and Formatting

Numerous errors in
grammar, spelling, and
punctuation.

Weight: 7%

Serious and persistent
errors in grammar,
spelling, punctuation, or
formatting.

Partially free of errors in
grammar, spelling,
punctuation, or
formatting.

Mostly free of errors in
grammar, spelling,
punctuation, or
formatting.

5. Appropriate use of APA in­
text citations and reference
section

Lack of in­text citations
and / or lack of reference
section.

In­text citations and
references are given,
but not in APA format.

In­text citations and
references are provided,
but they are only partially
formatted correctly in
APA style.

Most in­text citations and
references are provided,
and they are generally
formatted correctly in
APA style.

Serious errors in the
integration of sources,
such as intentional or
accidental plagiarism, or
failure to use in­text
citations.

Sources are rarely
integrated using
effective techniques of
quoting, paraphrasing,
and summarizing.

Sources are partially
integrated using effective
techniques of quoting,
paraphrasing, and
summarizing.

Sources are mostly
integrated using effective
techniques of quoting,
paraphrasing, and
summarizing.

Weight: 7%

6. Information
Literacy/Integration of Sources
Weight: 7%

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https://blackboard.strayer.edu/bbcswebdav/institution/ACC/556/1154/Week6/Week 6 Assignment 1 Grading Rubric.html



7. Clarity and Coherence of
Writing
Weight: 7%

Information is confusing
to the reader and fails to
include reasons and
evidence that logically
support ideas.

Information is somewhat
confusing with not
enough reasons and
evidence that logically
support ideas.

Information is partially
clear with minimal
reasons and evidence
that logically support
ideas.

Information is mostly
clear and generally
supported with reasons
and evidence that
logically support ideas.


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