Description
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BCOBM213 COURSE
FINANCIAL REPORTING & ANALYSIS
Task brief & rubrics
WEEK 6, Nov. Sunday 12th
Task
This task is a Project.
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On a group basis. 3 People maximum per group.
Subject: Financial Statement & Ratio Analysis Report.
The team has to source the financial statements of a company for two years in a row and conduct a professional-like firm analysis. The company can be
either a listed firm or a privately-held corporation (unlisted).
The team must write a report on a Word document about the net income statement & the balance sheet of the firm. Also. a series of key ratios will be
computed. Description of the financial situation of the firm and its results. Is the company in good financial condition? What do the ratios show? Write a
thorough discussion on all the results.
The team will also perform an oral presentation in class based on the information written in that Word document.
Metrics required and/or to be computed:
o Net Income
o Return on Sales
o Return on Equity
o Return on Assets
o Accounts Receivable Turnover
o Accounts Payable Turnover
o Inventory Turnover
o Cash Conversion Cycle
o Working Capitals Ratio
o Indebtedness Ratio
Formalities:
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Format: A Word document submitted in pdf format.
Wordcount for the Word document: Minimum 2.000 words, references excluded.
Cover, Table of Contents, References, and Appendix are excluded of the total wordcount.
Font: Arial 12,5 pts.
Text alignment: Justified.
The in-text References and the Bibliography have to be in Harvard’s citation style.
Wordcount for the PP presentation: It does not apply. The words just needed for writing a professional-like presentation based on the Word document.
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Submission: Deadline (it only applies to the Word document, not to the PP presentation): Week 6, November 12th Sunday, 23:59 h. The Word
document will be submitted via Turnitin, whereas the PP presentation will be presented in class directly, the first class after the submission. No need for
submitting it via Tunitin. All the members of the team will participate in the presentation, splitting the total presentation time into as many slots as team
members. Teams with only one speaker during the presentation will not be allowed. All the team members will obtain the same grades for their
presentation regardless of their more active or passive role during the making of the assignment at home.
This task assesses the following learning outcomes:
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Assessing the result of a firm.
Assessing the financial situation of a firm.
Computing key profitability ratios.
Computing key operational ratios.
Presenting professional-like discussion of the results.
Weight: This task is a 40% of your total grade for this subject.
Rubrics
Learning Descriptors
Content
KNOWLEDGE &
UNDERSTANDING
40%
Organization
COMMUNICATION
10%
Use of References
COMMUNICATION
Fail Below 60%
Marginal Fail 60-69%
Fair 70-79 %
Good 80-89%
Exceptional 90-100%
Content is unclear, inaccurate
and/or incomplete. Brief and
irrelevant. Descriptive. Only
personal views offered.
Unsubstantiated and does
not support the purpose,
argument or goals of the
project. Reader gains no
insight through the content
of the project.
Limited content that does not
really support the purpose of
the report. Very poor
coverage.
Displays only rudimentary
knowledge of the content
area. Reader gains few if any
insights
Presents some information
that adequately supports
the central purpose,
arguments, goals, or
research questions of the
project. Although parts
missing, it demonstrates a
level of partially proficient
knowledge of the content
area. Reader gains some
insights.
Presents clear and
appropriate information
that adequately supports
the central purpose,
arguments, goals or research
questions of the project.
Demonstrates satisfactory
knowledge of the content
area. Reader gains proficient
insights.
Presents balanced, significant
and valid information that
clearly and convincingly
supports the central purpose,
arguments, research
questions or goals of the
project. Demonstrates indepth and specialised
knowledge of the content
area. The reader gains
important insights
Information/content is not
logically organized or
presented.
Topics/paragraphs are
frequently disjointed and fail
to make sense together.
Reader cannot identify a line
of reasoning and loses
interest.
Information/content is not, at
times, logically organized or
presented. Topics/paragraphs
are frequently disjointed
which makes the content
hard to follow. The reader
finds it hard to understand
the flow of the report.
Information/content is
presented in a reasonable
sequence.
Topic/paragraph transition is
unclear in places with
linkages for the most part.
Reader can generally
understand and follow the
line of reasoning, although
work needed to be
proficiently organized.
Information/content is
presented in a clear and
understandable sequence.
Topic/paragraph transition is
good with clear linkages
between sections and
arguments. Reader can
understand and follow the
line of reasoning.
Information/content is
presented in a logical,
interesting and effective
sequence. Topics and
arguments flow smoothly
and coherently from one to
another and are clearly
linked.
Reader can easily follow
the line of reasoning and
enjoyed
reading
the
report.
Little or no evidence of
reference sources in the
report. Content not
supported and based on
unsubstantiated views.
Most references are from
sources that are not peerreviewed or professional,
and have uncertain
reliability. Few if any
appropriate citations are
provided. Reader doubts the
validity of much of the
material.
Professionally legitimate
references are generally
used. Fair citations are
presented in most cases.
Some of the
information/content/evidence
comes from sources that are
reliable, but more academic
sources needed to be
convincing.
Professionally and
academically legitimate
references are used. Clear
and accurate citations are
presented in most cases. The
majority of the
information/content/evidenc
e comes from sources that
are reliable.
Presents compelling evidence
from professionally and
academically legitimate
sources. Attribution is clear
and accurate. References are
75% from primarily peerreviewed professional
journals or other approved
sources.
Research problem, concept or
idea is not clearly articulated,
Research problem, concept
or idea is not clearly
Adequately identifies and
describes (or sketches out)
Formulates a clear
description of the research
Effectively formulates a clear
description of the research
10%
Analytical / Critical
Thinking Skills
CRITICAL THINKING
40%
or its component elements
are not identified or
described. Research
information is poorly
organized, categorized
and/or not examined;
research information is often
inaccurate or incomplete.
Presents little if any analysis
or interpretation;
inaccurately and/or
inappropriately applies
research methods,
techniques, models,
frameworks and/or theories
to the analysis. Presents few
solutions or conclusions;
solutions or conclusions are
often not well supported, are
inaccurate and/or
inconsistent, and are
presented in a vague or
rudimentary manner.
articulated at times and
confusing. Research
information is badly
organized, categorized,
and/or only superficially
examined; research
information is often
incomplete. Presents limited
analysis or interpretation;
inaccurately and/or
inappropriately applies
research methods,
techniques, models,
frameworks and/or theories
to the analysis. Presents
some solutions or
conclusions but they are
often not well supported, or
logical.
the research problem,
concept or idea and its
components. Gathers and
examines information
relating to the research
problem, concept or idea;
presents and appraises
research information with
some minor inconsistencies,
irrelevancies or omissions.
Generally applies
appropriate research
methods, techniques,
models, frameworks and/or
theories although with
inaccuracies. Outlines
solutions or conclusions that
are somewhat logical and
consistent with the analysis
and evidence; identifies
and/or lists solutions or
conclusions although not
always clearly.
problem, concept or idea,
and specifies major elements
to be examined. Selects
information appropriate to
addressing the research
problem, concept or idea;
accurately and appropriately
analyses and interprets
relevant research
information. Effectively
applies appropriate research
methods, techniques,
models, frameworks and/or
theories in developing and
justifying multiple solutions
or conclusions; solutions or
conclusions are coherent,
well supported and
complete.
problem, concept or idea,
and specifies major elements
to be examined. Selects and
prioritizes information
appropriate to addressing
the research problem,
concept, or idea; accurately
and appropriately analyzes
and interprets relevant
research information.
Precisely and effectively
applies appropriate research
methods, employs advanced
skills to conduct research.
Uses techniques, models,
frameworks and/or theories
in developing and justifying
multiple solutions or
conclusions; solutions or
conclusions are insightful,
coherent, well supported,
logically consistent and
complete. Displays a mastery
of complex and specialized
areas.
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