COMPANY – MICROSOFT

COMPANY – MICROSOFT

<pclass=”msonormal” style=”box-sizing: border-box; overflow-wrap: break-word; color: rgb(85, 85, 85); font-family: “Open Sans”, “Helvetica Neue”, Helvetica, Arial, sans-serif; font-size: 15px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; line-height: normal; background: rgb(253, 253, 253);”>

FIN 320 Module Three
Excel Assignment Rubric

This is the first of two Excel assignments you
will complete in this course. Before you get started, be sure to watch
the Yahoo! Finance and Investor Relations video. For this
assignment, consider the stock you own in your TDAU thinkorswim portfolio.
Choose one of the companies from your portfolio and use Yahoo! Financeto
complete the following steps:

  1. Financial
    Reports

For the company you have selected, find the
most recent annual balance sheet, annual income statement, and annual statement
of cash flows.

Copy each of these three reports to its own
worksheet within a single Excel file. The first worksheet should be
titled 20XX Balance Sheet; the second, 20XX Income
Statement
; the third, 20XX Cash Flow. (Replace the XX with the
appropriate year.) The image below illustrates the way the file should be set
up.

  1. Stock
    Prices

Create a fourth worksheet within the same
Excel file for historical stock prices. (You can name the worksheet Stock
Prices
.)

  • On the Yahoo! Finance page for your company,
    click theHistorical Priceslink on the left-hand side. Find
    the stock prices for the most recent seven
    weekdays
    in the Adj Close column. The Adj Close stock price is adjusted
    for dividends and stock splits. In your Excel file, enter thoseseven prices.
  • On the Stock Prices worksheet, use an Excel
    formula to calculate the stock price’s rate of return over that seven-day
    period. To do this,
  1. Subtract the stock price of the first day
    from the stock price of the last day.
  2. Divide this amount by the stock price from
    the first day.
  3. Multiply by 100 to get the rate of return.
  4. Professionalism

Format the data on all worksheets so that the
file has a neat and professional appearance.

  1. References

At the bottom of each data tab in the
spreadsheet, include a link and a properly formatted citation referencing the
location of the data used.

Guidelines for
Submission:
Submit an Excel file that meets the criteria described in the
prompt. 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 Proficient (100%) Not Evident (0%) Value
Financial Reports Includes annual balance sheet, annual income statement, and Does not include annual balance sheet, annual income
statement,
25
annual statement of cash flows for the company selected and annual statement of cash flows for the company selected
Stock Prices Accurately calculates the stock’s rate of return over the
seven-day
Does not accurately calculate the stock’s rate of return over
the
45
period seven-day period
Professionalism Formats data with a neat and professional appearance Does not format data with a neat and professional appearance 15
References Includes properly formatted APA-style citations and links with Does not include properly formatted APA-style citations or 15
minor errors or no errors includes citations and links with noticeable errors
Earned Total 100

FIN 320 Module Four Excel Assignment Rubric

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:

oThree
worksheets of annual balance sheet data

oThree
worksheets of annual income statement data

oThree 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.

  1. Ratio Calculation

On each data tab, use formulas
to calculate the following financial indicators for each year of data:

oCurrent
ratio

oDebt/equity
ratio

oFree cash
flow

oEarnings per
share

oPrice/earnings
ratio

oReturn on
equity

oNet profit margin

  1. Written Responses

In a separate Word document,
respond to the following:

oDescribe how
and why each of the ratios has changedover the three-year period. For
example, did the current ratio increase or decrease? Why?

oDescribe how three of the ratios you calculated for
your company compareto 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 a
Word document. Citations should be formatted according to APA style. Critical Elements
Exemplary (100%) Proficient (85%) Needs Improvement (55%) Not Evident (0%) Value
Financial Data Meets “Proficient” criteria
and presents information in a well-organized 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 APA-style
citations and links; there are major errors related to organization, grammar,
and style
10
Earned Total

</pclass=”msonormal”>