.The table is the type of Excel or Word table that should be used to gather and report the current years ratio and financial performance data.Note the 5 financial diagnostic categories that should be used in your analysis. Use 3 ratios per diagnostic category. Place your ratio calculations in the table for your selected companies primary company and benchmark competitor. Using 5 diagnostic categories, and 3 ratios to assess each category, report the 15 ratio measures per company that will be compared side by side.

• To validate your research, usethe most current years annualized financial ratio data.

GM506 | Strategic Financial Analysis Unit 3 Assignment 2 Rubric: Financial Analysis Report Part 2 Please complete and submit steps 7-8 of the Financial Analysis Report Part 2 white paper for instructor review in this unit. Complete the following steps dues now in Unit 3: 7. Go to: http://www.sec.gov/edgar/searchedgar/webusers.htm Research EDGAR's database for additional SEC report filings: 8-k, 10-Q. 8. The following table is the type of Excel or Word table that should be used to gather and report the ratio and financial performance data that reflect the most current full year's annualized financial ratio data. Note the 5 financial diagnostic categories that should be used in your analysis. Use 3 ratios per diagnostic category. Place your ratio calculations in the table for your selected companies primary company and benchmark competitor. Using 5 diagnostic categories, and 3 ratios to assess each category, report the 15 ratio measures per company that will be compared side by side. To validate your research, use the most current year's annualized financial ratio data. The white paper template can be found in Doc Sharing. Use the existing table provided or create a table in Word or Excel. There are many different ratios that you can use. Here are some examples. (a) Liquidity of short-term assets: Current, Quick, Cash Ratios; (b) Long-term debt-paying ability: Long-term Debt/Equity, Interest Coverage, Debt service, Time Interest Earned Ratios; (c) Profit: Gross Margin, Operating Margin, Net Margin, ROA, ROE; (d) Asset utilization/management efficiency: Inventory turnover, Day Sales inventory, Receivables turnover, Fixed asset turnover, Total asset turnover ratios and (e) Market measures: P/E, PEG, Dividend yield, P/B. Financial diagnostic categories 1.) Liquidity of short-term assets 2.) Long-term debt-paying ability 3.) Profitability Chosen company versus Benchmark competitor -Current ratio -Current ratio -Cash ratio -Cash ratio -Quick ratio -Quick ratio -Debt ratio -Debt ratio -Debt-equity ratio -Debt-equity ratio -Times interest earned -Times interest earned -Net income/sales (profit margin) -Net income/sales (profit margin) -Net income/assets (ROA) -Net income/assets (ROA) 4.) Asset utilization/management efficiency 5.) Market measures -Net income/shareholder equity (ROE) -Net income/shareholder equity (ROE) -Total asset turnover -Total asset turnover -Inventory turnover measures -Inventory turnover measures -Accounts receivable turnover -Accounts receivable turnover -Price/earnings ratio -Price/earnings ratio -Earnings per common share -Earnings per common share -Dividend payout -Dividend payout Scroll down to view the grading rubric... Level 4 Level 3 Level 2 Level 1 (Excellent) (Good) (Fair) (Poor) Criteria Criterion 1: (8 pts.) Writing, spelling, and grammar Mechanics and structure Consistently and ably uses properly structured paragraphs, sentences, grammar, and spelling. Inconsistently uses properly structured paragraphs, sentences, grammar, and spelling. Document includes quite a few errors. Does not consistently use properly structured paragraphs, sentences, grammar, and spelling. Document includes obvious errors. Earned: 8 Demonstrates a thorough and insightful understanding of ratio 7) Researches analysis. EDGAR's (10 pts.) database for additional Uses correct SEC report ratio analysis filings: 8-k, for all 5 10Q. diagnostic 8) Inserts in categories, 27- the table- 5 30 ratios, to financial thoroughly diagnostic compare a categories, 3 public company ratios per and a category for benchmark the most competitor recent full addressing all year for a of the required company and checklist items a benchmark validating all competitor. research. (10 Validates pts.) research, by comparing the most current full year's Criterion 2: (20 pts.) Checklist: Consistently and ably uses properly structured paragraphs, sentences, grammar, and spelling, with some minor errors. Earned 7 Demonstrates a somewhat firm grasp of ratio analysis. (8 pts.) Uses correct ratio analysis to effectively compare a total of 24-26 total ratios for a public company and a benchmark competitor in a somewhat informative and thoughtful manner in response to most of the checklist items validating research. (8 pts.) 6 Demonstrates a general grasp of ratio analysis. (7 pts.) Uses mostly correct ratio analysis to compare a public company and a benchmark competitor using 21-23 total ratios in a generally informative and thoughtful manner in response to most of the checklist items, generally validating research. (7 pts.) 5 Demonstrates a limited basic knowledge of ratio analysis. (6 pts.) Uses some correct ratio analysis in a limited manner comparing 18-20 total ratios for a public company and a benchmark competitor in response to some of the checklist items and only partially validating research. (6 pts.) GM506 | Strategic Financial Analysis annualized financial data. Content 20 Criterion 3: (12 Response exhibits pts.) strong higherorder critical Critical thinking thinking and and analysis analysis (e.g., evaluation). Paper shows original thought. Critical thinking and analysis 12 16 Response exhibits some higher-order critical thinking and analysis (e.g., application of information). Paper shows some original thought. 14 Response exhibits simplistic or reductive thinking and analysis but does demonstrate general comprehension. Paper shows no original thought. 9 8 Total (40 pts.) 12 Earned: Response exhibits simplistic or reductive thinking and analysis and demonstrates limited general comprehension. 7 Less than poor = 0 pts. Earned:: GM506 | Strategic Financial Analysis Unit 3 Assignment 2 Rubric: Financial Analysis Report Part 2 Please complete and submit steps 7-8 of the Financial Analysis Report Part 2 white paper for instructor review in this unit. Complete the following steps dues now in Unit 3: 7. Go to: http://www.sec.gov/edgar/searchedgar/webusers.htm Research EDGAR's database for additional SEC report filings: 8-k, 10-Q. 8. The following table is the type of Excel or Word table that should be used to gather and report the ratio and financial performance data that reflect the most current full year's annualized financial ratio data. Note the 5 financial diagnostic categories that should be used in your analysis. Use 3 ratios per diagnostic category. Place your ratio calculations in the table for your selected companies primary company and benchmark competitor. Using 5 diagnostic categories, and 3 ratios to assess each category, report the 15 ratio measures per company that will be compared side by side. To validate your research, use the most current year's annualized financial ratio data. The white paper template can be found in Doc Sharing. Use the existing table provided or create a table in Word or Excel. There are many different ratios that you can use. Here are some examples. (a) Liquidity of short-term assets: Current, Quick, Cash Ratios; (b) Long-term debt-paying ability: Long-term Debt/Equity, Interest Coverage, Debt service, Time Interest Earned Ratios; (c) Profit: Gross Margin, Operating Margin, Net Margin, ROA, ROE; (d) Asset utilization/management efficiency: Inventory turnover, Day Sales inventory, Receivables turnover, Fixed asset turnover, Total asset turnover ratios and (e) Market measures: P/E, PEG, Dividend yield, P/B. Financial diagnostic categories 1.) Liquidity of short-term assets 2.) Long-term debt-paying ability 3.) Profitability Chosen company versus Benchmark competitor -Current ratio -Current ratio -Cash ratio -Cash ratio -Quick ratio -Quick ratio -Debt ratio -Debt ratio -Debt-equity ratio -Debt-equity ratio -Times interest earned -Times interest earned -Net income/sales (profit margin) -Net income/sales (profit margin) -Net income/assets (ROA) -Net income/assets (ROA) 4.) Asset utilization/management efficiency 5.) Market measures -Net income/shareholder equity (ROE) -Net income/shareholder equity (ROE) -Total asset turnover -Total asset turnover -Inventory turnover measures -Inventory turnover measures -Accounts receivable turnover -Accounts receivable turnover -Price/earnings ratio -Price/earnings ratio -Earnings per common share -Earnings per common share -Dividend payout -Dividend payout Scroll down to view the grading rubric... Level 4 Level 3 Level 2 Level 1 (Excellent) (Good) (Fair) (Poor) Criteria Criterion 1: (8 pts.) Writing, spelling, and grammar Mechanics and structure Consistently and ably uses properly structured paragraphs, sentences, grammar, and spelling. Inconsistently uses properly structured paragraphs, sentences, grammar, and spelling. Document includes quite a few errors. Does not consistently use properly structured paragraphs, sentences, grammar, and spelling. Document includes obvious errors. Earned: 8 Demonstrates a thorough and insightful understanding of ratio 7) Researches analysis. EDGAR's (10 pts.) database for additional Uses correct SEC report ratio analysis filings: 8-k, for all 5 10Q. diagnostic 8) Inserts in categories, 27- the table- 5 30 ratios, to financial thoroughly diagnostic compare a categories, 3 public company ratios per and a category for benchmark the most competitor recent full addressing all year for a of the required company and checklist items a benchmark validating all competitor. research. (10 Validates pts.) research, by comparing the most current full year's Criterion 2: (20 pts.) Checklist: Consistently and ably uses properly structured paragraphs, sentences, grammar, and spelling, with some minor errors. Earned 7 Demonstrates a somewhat firm grasp of ratio analysis. (8 pts.) Uses correct ratio analysis to effectively compare a total of 24-26 total ratios for a public company and a benchmark competitor in a somewhat informative and thoughtful manner in response to most of the checklist items validating research. (8 pts.) 6 Demonstrates a general grasp of ratio analysis. (7 pts.) Uses mostly correct ratio analysis to compare a public company and a benchmark competitor using 21-23 total ratios in a generally informative and thoughtful manner in response to most of the checklist items, generally validating research. (7 pts.) 5 Demonstrates a limited basic knowledge of ratio analysis. (6 pts.) Uses some correct ratio analysis in a limited manner comparing 18-20 total ratios for a public company and a benchmark competitor in response to some of the checklist items and only partially validating research. (6 pts.) GM506 | Strategic Financial Analysis annualized financial data. Content 20 Criterion 3: (12 Response exhibits pts.) strong higherorder critical Critical thinking thinking and and analysis analysis (e.g., evaluation). Paper shows original thought. Critical thinking and analysis 12 16 Response exhibits some higher-order critical thinking and analysis (e.g., application of information). Paper shows some original thought. 14 Response exhibits simplistic or reductive thinking and analysis but does demonstrate general comprehension. Paper shows no original thought. 9 8 Total (40 pts.) 12 Earned: Response exhibits simplistic or reductive thinking and analysis and demonstrates limited general comprehension. 7 Less than poor = 0 pts. Earned