First Excel Assignment
This assignment is an individual project where you will be focusing on financial ratios for publicly traded companies.
Need answer to this question?
Order an original paper Now!
We’re giving you a 15% discount on your first Order.
Discount Code: SKILNEW15
Use the above discount code during checkout
Step 1:
The textbook authors discuss a variety of financial ratios. Choose three ratios and calculate the financial ratios from each category for your company for the last five quarters. Select ratios that affect the company stock price and explain your reasoning.
Step 2:
Identify your company’s competitor, calculate the same ratios for that competitor, and contrast the results for the two companies over the most recent years. Explain why you selected this competitor. Describe how the decisions made by management impact your financial ratios.
Include a graph comparing each ratio for your companies side-by-side. Step 3:
Which company looks like a better investment? What financial ratios are more relevant given your analysis (parts one and two).
The list below contains the top 25 large-cap companies. Although you do not have to pick a company from this list, gathering information from these companies should be more accessible.
| AAPL | Apple Inc |
| MSFT | Microsoft Corp |
| AMZN | Amazon.com Inc |
| NVDA | NVIDIA Corp |
| GOOGL | Alphabet Inc |
| GOOG | Alphabet Inc |
| TSLA | Tesla Inc |
| META | Meta Platforms Inc |
BRK.B | Berkshire HathawayInc |
| XOM | Exxon Mobil Corp |
| LLY | Eli Lilly and Co |
UNH | UnitedHealth GroupInc |
JPM | JPMorgan Chase &Co |
| V | Visa Inc |
| JNJ | Johnson & Johnson |
| PG | Procter & Gamble Co |
| AVGO | Broadcom Inc |
| MA | Mastercard Inc |
| HD | The Home Depot Inc |
| CVX | Chevron Corp |
| MRK | Merck & Co Inc |
| ABBV | AbbVie Inc |
| ADBE | Adobe Inc |
COST | Costco WholesaleCorp |
| PEP | PepsiCo Inc |
- The paper must be submitted in a Microsoft word format.
- You must do the analysis in excel and transfer your work to Microsoft word.
- Your paper must be your original work. If it is not, you will automatically fail the assignment.
- You may not submit work you have presented in other courses (I will use software to test the originality of your paper). If you do, you will automatically fail the assignment.
- The paper must contain between 500-1000 words.
- You must include at least three sources that substantiate your interest in your three ratios (step 1) .
- Paper grades will only be graded after the due date.
- Double space your paper
- Include a graph depicting a ratio-to-ratio comparison of each of your financial ratios. In total, you should have three graphs (see first Excel project Video).
| Rubrics for Individual Project | ||||
| Each section is worth 50 points. All Sections averaged will be the final score for the project. (Numbers 50, 40, 30 and 10 represent general points available given that level of quality). | ||||
| Sections | 20 | 15 | 10 | 5 |
| Step 1. | Ratios are wellexplained as well asthe relevancy to the stock price. | Ratios are wellexplained but not tothe relevancy of the stock price. | Ratios are not wellexplained or the relevancy of the stock price. | Neither the ratios or the stock price are explainedwell. |
| Step 2. | Competitor isexplained thoroughly. The ratios are relevant to the industry.Graphs add value to the analysis when comparing them to the companiescompetitor. | Competitor isexplained. The ratios are relevant to theindustry. Graphs add little value to the analysis when comparing them tothe companiescompetitor. | Competitor is notexplained. The ratios are not relevant to theindustry. Graphs do not add value to the analysis when comparing them to the companies competitor. | The information is scattered and provides littleinsight. |
| Step 3. | Explained why one company looks like a better investmentgiven the analysis done in part one and two. Explained why some financial ratiosare more relevant. | Explained somewhat why a company is a better investment. Did not fully explain why some ratios are more relevant. | Did not explain why a company is a better, given the ratios or explained the relevancy of the financial ratios. | Did not explain the relevancy ofthe financial ratios or investment. |
| Sources and references | Included at least three relevant sources and referred to thesources in theanalysis. | Did not include three sources or did not fully refer to the sources in theanalysis. | Did not include three sources and did not refer to the resources in the analysis. | Did not include any of the resources. |