COMPANY – MICROSOFT FIN 320 Module Three Excel Assignment Rubric This is the fir

COMPANY – MICROSOFT 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 the Historical Prices link 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. 3. 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 100%