Financial Statement Analysis Assignment
Financial Statement Analysis Assignment
| Final Assignment
Financial Statement Analysis Assignment Written assignment Activity brief
BCO312 Financial Statement Analysis Online campus Professor: Dr. George Iatridis (george.iatridris@euruni.edu) Financial Statement Analysis Assignment
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| Description | Consider the annual reports of Pfizer and AstraZeneca for a period of 4 years. Using the different financial ratios, we covered in this course you are required to 1) critically evaluate the financial statements individually across the 4-year period and cross-sectionally and identify their main strengths and weaknesses, and 2) make recommendations for future improvement.
Note: Students are expected to comment on the change of company financial performance (income statement) and position (balance sheet) during the 4-year period of examination by looking at the main accounts and how they have changed (information may be taken from the notes to the accounts). The aim of this assignment is to familiarize students with the information content of annual reports. |
Format | Your submission must meet the following formatting requirements:
• Upload one file in only. • File format allowed: PDF. • Font size 12 • Double-spaced • Number of words: 1500-2000 • Harvard Referencing System |
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| Goal(s) | Develop a deep knowledge of financial ratios used for evaluating companies.
Describe the importance of financial comparative analysis across an industry. |
Due date | Date: 19th July 2021 at 14.00h CEST | |
| Weight towards final grade | This activity has a weight of 60% towards the final grade. | |||
| Learning outcomes |
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Apply a more efficient and effective approach to interpreting and analyzing financial statements.
Develop a deep understanding on how to compare companies in similar industries and form opinions as to the relative strength of one company versus another supporting these opinions with financial data. |
Assessment
criteria |
Look at the Rubric. |
Rubric: written assignment
| Criteria Accomplished (A) | Proficient (B) | Partially proficient (C) | Borderline (D) | Fail (F) | |
| Problem
identification |
The business issue has been correctly identified, with a competent and comprehensive explanation of key driving forces and considerations. Impact on company operations has been correctly identified. Thorough analysis of the issue is presented. | The student correctly identified the issue(s), taking into account a variety of environmental and contextual drivers. Key case information has been identified and analyzed. | The student correctly identified the case (issues), considering
obvious environmental/contextual drivers. There is evidence of analysis, but it lacks depth. |
The student correctly identified the issue(s) but analysis was weak. An absence of context – the work is basically descriptive with little analysis. | The student failed to correctly identify the issue(s); analysis was incorrect or too superficial to be of use; information was misinterpreted. |
| Information gathering | The student showed skill in gathering information and analyzing it for the purposes of filling the information gaps identified. Comprehensive and relevant. | Relevant information gaps were
identified and additional relevant information was found to fill them. At least two different types of sources were used. The student demonstrates coherent criteria for selecting information but needs greater depth. |
The student correctly identified at least one information gap and found relevant information, but which was limited in scope. Some evidence of sound
criteria for selecting information but not consistent throughout. Needs expansion. |
An information gap was identified and the student found additional information to fill it. However, this was limited in scope. Weak criteria for the selection of necessary information. | Information was taken at face value with no questioning of its relevance or value. Gaps in the information were not identified or were incorrect. |
| Conclusions | The student evaluated, analyzed, synthesized all information provided to create a perceptive set of conclusions to support the decisions and solutions. | The student evaluated, analyzed and synthesized to create a conclusion(s) which support decisions and solutions. | The student reached conclusions, but they were limited and provided minimal direction for decision-making and solutions. | The conclusion was reasonable but lacked depth and would not be a basis for suitable strategy development. | The student formed a conclusion, but it was not reasonable. It was either unjustified, incorrect or unrelated to the case in hand. |
| Solutions | The student used problem solving techniques to make thoughtful, justified decisions about difficult and conflicting issues. A realistic solution was chosen which would provide maximum benefit to the company. Alternative solutions were explored and ruled out. | The student used problem solving techniques to make appropriate decisions about complex issues. Relevant questions were asked and answered. A realistic solution was chosen. Alternatives were identified, explored and ruled out. | The student used problemsolving techniques to make appropriate decisions about simpler issues. The solution has limited benefit but does show understanding of implications of the decision. Alternatives were mentioned but not explored. | The student used problem solving techniques to make decisions about simpler issues but disregarded more complex issues. Implications of the decision were not considered.
Alternatives were not offered. |
The student formed a conclusion, but it was not reasonable. It was either unjustified, incorrect or unrelated to the case in hand. |
Financial Statement Analysis Assignment
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