COMPANY – MICROSOFT

COMPANY – MICROSOFT

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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
  weekdaysin 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.

4. 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.

2. 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

3. 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

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