This assignment builds on the work you did for the Excel assignment in Module Three. To get started, find and open the file you submitted. From there,
complete the following steps:
1. Financial Data
Using the same company you selected in Module Three, add another two years of financial statement data so that you have three years of annual data
to review for historical analysis. In all, your Excel file must include the following:
o Three worksheets of annual balance sheet data
o Three worksheets of annual income statement data
o Three worksheets of annual statement of cash flow data
Important Note: Be sure to label each worksheet in Excel with the appropriate year, as you did in the Module Three assignment.
2. Ratio Calculation
On each data tab, use formulas to calculate the following financial indicators for each year of data:
o Current ratio
o Debt/equity ratio
o Free cash flow
o Earnings per share
o Price/earnings ratio
o Return on equity
o Net profit margin
3. Written Responses
Using the Write Submission area of Blackboard for this part of the assignment, respond to the following:
o Describe how and why each of the ratios has changed over the three-year period. For example, did the current ratio increase or decrease? Why?
o Describe how three of the ratios you calculated for your company compare to the general industry. Find general industry data by entering your
specific company’s ticker symbol here. If you are not familiar with the Write Submission feature, see the screen shot below.
4. Professionalism, References, and Mechanics
Format the data on all worksheets so that the file has a neat and professional appearance. Include links and properly formatted citations referencing the
location of the data used. Your written responses should be free of errors in organization, grammar, and style.
Guidelines for Submission: Submit an Excel file that meets the criteria described in the prompt. The written responses should be done in the Write Submission
area of Blackboard. Citations should be formatted according to APA style.
Instructor Feedback: This activity uses an integrated rubric in Blackboard. Students can view instructor feedback in the Grade Center. For more information,
review these instructions.
Critical Elements Exemplary (100%) Proficient (85%) Needs Improvement (55%) Not Evident (0%) Value
Financial Data Meets “Proficient” criteria and
presents information in a wellorganized
manner with clearly
labeled tabs and data sections
Includes three years of financial
statement data (three annual
balance sheets, three annual
income statements, and three
annual statements of cash flows)
for the company selected, with
minor errors or no errors
Includes three years of financial
statement data (three annual
balance sheets, three annual
income statements, and three
annual statements of cash flows)
for the company selected, with
noticeable errors
Does not include three years of
financial statement data (three
annual balance sheets, three
annual income statements, and
three annual statements of cash
flows) for the company selected
20
Ratio Calculation Meets “Proficient” criteria and
presents information in a clear
and well-organized manner
Accurately calculates the
financial indicators (current ratio,
debt/equity ratio, free cash flow,
earnings per share,
price/earnings ratio, return on
equity, and net profit margin),
with minor errors or no errors
Calculates the financial indicators
(current ratio, debt/equity ratio,
free cash flow, earnings per
share, price/earnings ratio,
return on equity, and net profit
margin), with noticeable errors
Does not calculate the financial
indicators (current ratio,
debt/equity ratio, free cash flow,
earnings per share,
price/earnings ratio, return on
equity, and net profit margin)
40
Written Responses:
Changes in Ratios
Meets “Proficient” criteria and
includes supporting details and
data
Describes how and why each of
the ratios has changed over the
three-year period in a clear and
logical manner
Describes how and why each of
the ratios has changed over the
three-year period but presents
some information in an unclear
or illogical manner
Does not describe how and why
each of the ratios has changed
over the three-year period
15
Written Responses:
Comparison to Industry
Meets “Proficient” criteria and
includes supporting details and
data
Describes how the selected
ratios compare to the general
industry in a clear and logical
manner
Describes how the selected
ratios compare to the general
industry but presents some
information in an unclear or
illogical manner
Does not describe how the
selected ratios compare to the
general industry
15
Professionalism,
References, and
Mechanics
Meets “Proficient” criteria, and
the material is presented in an
especially polished and easy to
read format
Formats data with a neat and
professional appearance and
includes properly formatted
APA-style citations and links with
minor errors or no errors; any
errors related to organization,
grammar, and style are minor
Formats data and provides
citations and links, but there are
deficiencies in the appearance of
the data and/or flaws in the
citation formatting; there are
some errors related to
organization, grammar, and style
Does not format data with a neat
and professional appearance or
include properly formatted APAstyle
citations and links; there
are major errors related to
organization, grammar, and style
10
Earned Total 100%