Your Company #3 Ratio Analysis

Please keep on working with the excel provided

The most useful analytical tool for assessing profitability, liquidity, growth, and risk is financial statement ratios. Financial statement ratios express relations among various items from the three financial statements. Financial statement ratios are effective indicators of various dimensions of current profitability, liquidity, growth, and risk and serve as useful signals of future indicators of these performance measures.

Analyze the profitability, liquidity, growth, and risk for Your Company.

Use the same FSAP 9e spreadsheet you created for the Your Company (YC) #2 assignment.
Select File > Save As and rename your spreadsheet as ACG 5153 YC3 LastName FirstName.
Ensure that the data used in the analysis is correct before beginning this assignment. All the cells in lines 154 thru 156 (FINANCIAL DATA CHECKS) on the “Data” tab, and lines 14 thru 17 (DATA CHECKS) on the Analysis tab of the FSAP 9e spreadsheet file MUST show “0” as the calculated amounts.
Review the PROFITABILITY FACTORS and RISK FACTORS ratios in the Analysis tab in rows 23 76 and rows 77 125.
Add a new spreadsheet tab to the file. Name the tab “Independent Ratios” – Source Name.

1. 1. Locate a reliable source of independently calculated profitability, liquidity, growth, and risk ratios for Your Company for comparison/validation of the ratio measures in the “Analysis” tab.¹ Cite the source and download the ratios for the most recent FIVE years for Your Company into the spreadsheet.
  2. Prepare a table to compare the independently sourced ratios to your FASP 9e ratios on the Analysis tab in the FASP 9e spreadsheet file, rows 23 – 76 and rows 77 – 125. That is, check to see if your FSAP 9e ratios agree with the independently sourced ratios located for Your Company.
  3. Investigate and explain any differences between the FSAP 9e ratios on the Analysis tab and the ratios from your independent source. Explain and proof any differences in the formulas used in the two calculations. Correct errors in data input and/or balance classifications, if any, contributing to the differences between the ratios.

6. After completing 5.C. above, create another new spreadsheet tab titled Ratio Trends.

1. 1. In this tab prepare a written analysis of the trends in the ratios on the Analysis tab in rows 23 76 and 77 125, over the five-year period.
  2. Your written analysis must include a discussion of the trends for each of the PROFITABILITY FACTORS and RISK FACTORS ratios in the Analysis tab over the five-year period.
  3. In your comments, provide a reason or reasons why these trends have occurred. Cite information in Your Company’s Annual Reports including management’s comments, the schedules and notes therein, and other reliable published information about the company and the industry it operates in to support your comments.

7. Save the data you entered in your spreadsheet file named as ACG 5153 YC3 LastName FirstName.

8. Review the Rubric for Assignment Your Company #3 to ensure that your completed assignment meets the grading criteria.

9. Submit your completed assignment in Canvas in the assignment by due date and time.

Rubric

Your Company #3 (1)

Your Company #3 (1)
Criteria	Ratings	Pts
This criterion is linked to a Learning Outcome 1. File Setup and Organization: A. New tabs created and Named Correctly: (Name of Independent Source) Ratios and Ratio Trends tabs are created and named correctly.	5 pts Exceeds Expectations File is setup with tabs created and named correctly. 4 pts Meets Expectations File setup is mostly accurate; but has minor errors or omissions in tabs created. 3 pts Approaching Expectations Several errors in file setup, but demonstrates effort and basic understanding of the task. 2 pts Approaching Some Expectations Significant errors in file setup. 1 pts Inadequate File setup is incomplete, or fails to meet basic requirements. 0 pts No Expectations Met No tabs created.	5 pts
This criterion is linked to a Learning Outcome B. Data Input and Formatting: Data in new tabs (tabs for ratios from an independent source for the most recent five years AND trend analysis comments), are complete, accurate, well-organized and clearly formatted for readability, including proper alignment, consistent fonts, and column/row labeling.	5 pts Exceeds Expectations Data and comments in new tabs are well-organized, complete, accurate, and clearly formatted. 4 pts Meets Expectations Data and comments in new tabs are organized, complete, has minor errors, is formatted. 3 pts Approaching Expectations Data and comments in new tabs are organized, complete, has several errors, formatted, but demonstrate effort and basic understanding of the task. 2 pts Approaching Some Expectations Data and comments in new tabs are unorganized, has significant errors, formatted but lacks understanding or coherence. 1 pts Inadequate Data and comments in new tabs are unorganized, incomplete, poorly formatted, or fails to meet basic requirements. 0 pts No Expectations Met No data or comments in new tabs.	5 pts
This criterion is linked to a Learning Outcome 2. Independent Source Ratio Tab: A. Data Comparison: Ratios form an independent source for the most recent five years are downloaded and compared accurately to the FSAP 9e ratios on the Analysis tab (rows 23 76 and 77 125).	10 pts Exceeds Expectations All ratios from an independent source are downloaded and compared accurately. 8 pts Meets Expectations Most ratios from an independent source are downloaded and compared, but with minor errors in the comparisons. 6 pts Approaching Expectations Ratios from independent source are downloaded but with several errors in comparisons; but demonstrates effort and basic understanding of the task. 4 pts Approaching Some Expectations Ratios from independent source are downloaded with significant errors in comparisons. 2 pts Inadequate Ratios from independent source are downloaded but assignment is incomplete. 0 pts No Expectations Met No ratios from an independent source were downloaded and compared.	10 pts
This criterion is linked to a Learning Outcome B. Accuracy of Comparison: Discrepancies, if any, between ratios from an independent source and FSAP 9e ratios are identified and recorded systematically.	10 pts Exceeds Expectations All discrepancies between ratios from an independent source and FSAP 9e ratios are accurately identified and investigated. 8 pts Meets Expectations Most discrepancies between ratios from an independent source and FSAP 9e ratios are accurately identified, but with minor errors. 6 pts Approaching Expectations Several discrepancies between ratios from an independent source and FSAP 9e ratios are not identified, but demonstrates effort and basic understanding of the task. 4 pts Approaching Some Expectations Significant errors in the identification of discrepancies between ratios from an independent source and FSAP 9e ratios. 2 pts Inadequate Identification of discrepancies between ratios from an independent source and FSAP 9e ratios is incomplete, poorly executed, or fails to meet basic requirements. 0 pts No Expectations Met There is no comparison of ratios from an independent source to FSAP 9e ratios.	10 pts
This criterion is linked to a Learning Outcome C. Explanations for Differences: Logical and well-researched explanations are provided for any differences identified during the comparison between ratios from an independent source and FSAP 9e ratios, with supporting evidence or reasoning.	10 pts Exceeds Expectations All explanations of differences are completed accurately and thoroughly. 8 pts Meets Expectations Most explanations of differences are accurate, but with minor errors. 6 pts Approaching Expectations Several errors in explanations of differences, but demonstrates effort and basic understanding of the task. 4 pts Approaching Some Expectations Explanation of differences contain significant errors. Explanations lack coherence. 2 pts Inadequate Explanations of differences are incomplete, poorly worded, or fail to meet basic requirements. 0 pts No Expectations Met No explanations of differences provided.	10 pts
This criterion is linked to a Learning Outcome 3. Ratios Trends Tab: A. Analysis of Profitability Ratios: Trends for all profitability factors ratios in rows 23 76 of the Analysis tab are clearly identified and described over the five-year period. Written analysis includes thoughtful reasoning behind observed trends, supported by logical explanations such as changes in company operations, market conditions, or industry factors.	20 pts Exceeds Expectations Analysis of trends for all profitability ratios are accurately and thoroughly described with insightful analysis. 16 pts Meets Expectations Analysis of trends for most profitability ratios are accurate, but with minor errors in the analysis, or in the depth of explanation. 12 pts Approaching Expectations Analysis of trends for several profitability ratios have errors, but demonstrates effort and basic understanding of the task. 8 pts Approaching Some Expectations Analysis of trends for profitability ratios have significant errors; analysis lacks depth or coherence. 4 pts Inadequate Analysis of trends for profitability ratios is incomplete, poorly executed, or fails to meet basic requirements. 0 pts No Expectations Met No analysis of trends for profitability ratios performed.	20 pts
This criterion is linked to a Learning Outcome B. Analysis of Risk Ratios: Trends for all risk factors ratios in rows 77-125 of the Analysis tab are clearly identified and described over the five-year period. Written analysis includes logical and evidence-based reasoning for observed trends, supported by relevant business context.	20 pts Exceeds Expectations Analysis of trends for all risk ratios are accurately and thoroughly described with insightful analysis. 16 pts Meets Expectations Analysis of trends for most risk ratios are accurate, but minor errors in the analysis, or in the depth of explanation. 12 pts Approaching Expectations Analysis of trends for several risk ratios have errors, but demonstrates effort and basic understanding of the task. 8 pts Approaching Some Expectations Analysis of trends for risk ratios have significant errors; analysis lacks depth or coherence. 4 pts Inadequate Analysis of trends for risk ratios is incomplete, poorly executed, or fails to meet basic requirements. 0 pts No Expectations Met No analysis of trends for risk ratios performed.	20 pts
This criterion is linked to a Learning Outcome C. Depth of Comments: Analysis demonstrates critical thinking and connects trends to the broader financial performance and strategic direction of the company.	10 pts Exceeds Expectations Analysis connects all profitability, liquidity, and risk trends to company performance and strategic direction accurately, thoroughly, and with insightful analysis. 8 pts Meets Expectations Analysis connects profitability, liquidity, and risk trends to company performance and strategic direction accurately but with minor errors in analysis, or in the depth of explanation. 6 pts Approaching Expectations Analysis connects profitability, liquidity, and risk trends to company performance and strategic direction but with several errors in the connection but demonstrates effort and basic understanding of the task. 4 pts Approaching Some Expectations Analysis connects profitability, liquidity, and risk trend to company performance and strategic direction but with significant errors in the connection; lacks depth or coherence. 2 pts Inadequate Analysis’ connection of profitability, liquidity, and risk trends to company performance and strategic direction is incomplete, poorly executed, or fails to meet basic requirements. 0 pts No Expectations Met Analysis does not connect profitability, liquidity, and risk trends to company performance or strategic direction.	10 pts
This criterion is linked to a Learning Outcome 4. Insightful Commentary: Comments and explanations reflect a deep understanding of financial ratios and their implications for the companys profitability, liquidity, and risk.	10 pts Exceeds Expectations Analysis reflects a deep understanding of financial ratios and their implications regarding the companys current and future performance. 8 pts Meets Expectations Analysis shows an understanding of financial ratios implication on the companys current and future performance. 6 pts Approaching Expectations Analysis shows some understanding of financial ratios implication on companys current and future performance. 4 pts Approaching Some Expectations Analysis shows little understanding of financial ratios implication on companys current and future performance. 2 pts Inadequate Analysis shows no understanding of financial ratios implication on companys current and future performance. 0 pts No Expectations Met No analysis was completed.	10 pts

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Rubric

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