2. decisions from an investor’s and creditor’s
standpoint.Resources Required
U.S. Securities and Exchange Commission
Annual Reports (AnnualReports.com)
Tutorial help on Excel® and Word functions can be found on
the Microsoft® Office website. There are also additional
tutorials via the web offering support for Office
products.Grading Guide
Content
Met
Partially Met
Not Met
Comments:
Select two competing companies, one of which must be an
international company, and locate annual reports for these two
companies on the Internet.
Researched the two companies on the Internet and downloaded
the Income Statement, Statement of Shareholders’ Equity,
Balance Sheet, and Statement of Cash Flows.
Made a 5-year trend analysis for each company, using 2011 as
the base year, of:
· Net sales.
· Net income. Discuss the significance of the trend results.
3. Computed for 2015 and 2014 the:
· Debt to assets ratio.
· Times interest earned. Answered the following question:
· How would student evaluate each company’s solvency?
Compute for 2015 and 2014 the:
· Profit margin.
· Asset turnover.
· Return on assets.
· Return on common stockholders’ equity. Answered the
following question:
· How would student evaluate each company’s profitability?
Evaluated the financial opportunity presented
by the companies. If student were a creditor,
which company would student be more likely
to lend money to? Defended decision.
4. Answered the following question:
· Which company student would recommend as an investment?
Discussed
the items that were considered in student’s decision.
Researched global implications for the
international company selected. Answered
the following question:
· How might changing environmental factors affect
organizational choices?
Considered the ethical climate (internal or
external) of student’s chosen companies.
Described the ethical issues and impact on
the stakeholders. Answered the following questions:
· What has been/is being done to resolve these issues?
· Does student agree with these methods for resolution? If not,
what might student do differently?
5. Showed work in Microsoft® Word or Excel®.
Completedcalculations/computations using Microsoft® Word or
Excel®.
Included the four financial statements along with assignment.
The examination is a minimum 525 words in length.
Total Available
Total Earned
7
#/7
Writing Guidelines
Met
Partially Met
Not Met
Comments:
The paper—including tables and graphs, headings, title page,
6. and reference page—is consistent with APA formatting
guidelines and meets course-level requirements.
Intellectual property is recognized with in-text citations and a
reference page.
Paragraph and sentence transitions are present, logical, and
maintain the flow throughout the paper.
Sentences are complete, clear, and concise.
Rules of grammar and usage are followed including spelling and
punctuation.
Total Available
Total Earned
8. This week’s focus is on the preparation of financial reports for
internal users, such as managers. This case study applies the
concepts of managerial accounting, through comparative and
ratio analysis, and requires students to identify financial data
needed by managers for decision making.
Resources Required
Generally Accepted Accounting Principles (GAAP)
U.S. Securities and Exchange Committee (SEC)
Tutorial help on Excel® and Word functions can be found on
the Microsoft® Office website. There are also additional
tutorials via the web offering support for Office
products.Grading Guide
Content
Met
Partially Met
Not Met
Comments:
Explained why student would want the
financial statements to be audited.
Discussed the implications of the ratios provided for the lending
decision about to be made. That is, did the information paint a
favorable picture? Answered the following question:
· Are these ratios relevant to the decision? Stated why or why
not.
9. Evaluated trends in the performance of P. Jason Corporation.
Identified each performance measure as favorable or
unfavorable and explained the significance of each.
Listed three other ratios that student would want to calculate for
P. Jason Corporation, and in own words explained in detail why
student would use each.
Answered the following question:
· As the loan officer, what else would student do to gain a better
understanding of Paul Jason’s, and the Corporation’s financial
picture and why?
Answered the following question:
· Based on student’s analysis of P. Jason Corporation, would
student recommend approval for the requested loan? Provided
specific details to support decision.
The examination is a minimum 700 words in length.
10. Total Available
Total Earned
4
#/4
Writing Guidelines
Met
Partially Met
Not Met
Comments:
The paper—including tables and graphs, headings, title page,
and reference page—is consistent with APA formatting
guidelines and meets course-level requirements.
Intellectual property is recognized with in-text citations and a
reference page.
Paragraph and sentence transitions are present, logical, and
maintain the flow throughout the paper.
Sentences are complete, clear, and concise.
11. Rules of grammar and usage are followed including spelling and
punctuation.
Total Available
Total Earned
2
#/2
Assignment Total
#
6
#/6
Additional comments: