Historical Financial Analysis

CriteriaRatingsPoints
Historical Financial Statements35 to >31.0 pts   Advanced31 to >27.0 pts   Proficient27 to >0.0 pts   Developing0 pts   Not Present35 pts
 Includes all 3 of the company financial statements for the 3 most current years.Income StatementBalance SheetStatement of Cash Flows •       Analysis includes horizontal and vertical changes for each line item for the 3 most current years.Includes 2 of the company financial statements for the 3 most current years. •        Inco Statement •       Balance Sheet •       Statement of Cash Flows •       Analysis includes half of the horizontal and vertical changes for each line item for the 3 most current years.Includes less than 2 of t company financial statements for the 3 most current years. •        Income Statement •        Balance SheStatement of Cash FlowAnalysis includes one th of the horizontal and vertical changes for each line item for the 3 most current years.  
Ratios21 to >18.0 pts18 to >15.0 pts15 to >0.0 pts0 pts21 pts
 AdvancedProficientDevelopingNot Present 
 Profitability, Liquidi Leverage, Activity, and Price-to-Earnings ratios are present and correctly calculated.Competitor ratios a present and correctly calculated. •       Chang between years are included.Profitability, Liquidit Leverage, Activity, and Price-to-Earnings ratios are present and more than half are correctly calculated. •       More tha half of the competitor ratios are mostly present and correctly calculated.More than half of the changes between years are included.Profitability, Liquidity, Leverage, Activity, and Price-to-Earnings ratios are present and less than half are correctly calculated.Less than half of the competitor ratios are present and correctly calculated.Less than half of the changes between years are included.  
CriteriaRatingsPoints
Financial Analysis Narrative35 to >31.0 pts   Advanced31 to >27.0 pts   Proficient27 to >0.0 pts   Developing0 pts   Not Present35 pts
 Financial analysis included clear comparisons to the identified competitor and to the industry.The financial positi of the firm and its impact on strategic choice was clearly identified and discussed. •       Analysis the firms financial position was clear and areas of weakness or strength were identified. The analysis was substantially supported by research.Financial analysis included mostly clear comparisons to the identified competitor and to the industry. • The financial position of the firm and its impact on strategic choice was identified and discussed.Analysis of the firms financial position was mostly included and some areas of weakness or strength were mostly identified. •       The analysis was mostly supported by research.Financial analysis inclu some clear comparisons to the identified competitor and/or to the industry. •       T financial position of the firm and its impact on strategic choice was mostly identified and some discussion was included. •       Analysis of the firms financial position was briefly described but areas of weakness or strength were not clearly identified. •     T analysis included some research but should be more fully supported.  
Grammar, Spelling & Format39 to >32.0 pts   Advanced32 to >24.0 pts   Proficient24 to >0.0 pts   Developing0 pts   Not Present39 pts
 Proper spelling and grammar are used. APA format including a cover page, citations and references are correct. Less than 4 errors were present.Between 4 – 8 spelling, grammar, format or citation errors are present.Between 8–10 spelling, grammar, format or citation errors are present.  More than 10 spelling, grammar, format, or citation errors are present. 
Total Points: 130

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