complete an analysis of Wal-Mart and Target
GM506 | Strategic Financial Analysis 1 Please complete steps 1, 2, and 3 of the white paper Final project for instructor review in this unit. The financial statements can be submitted as a separate PDF or included in a Word® file with the selection of your two (2) companies. Please do not submit more than two (2) files. Unit 1 Assignment steps for preparation of the white paper due:
1.
Select a publicly held company.
2. Select a benchmark firm to compare your company against. The benchmark firm is typically the largest competitor.
3. Obtain the firm’s balance sheet, income statement, and statement of cash flows for the past 3 years. Download and read the firm’s annual report to get a sense of this company.
4. State why you chose the companies you did.
5. What are the differences between the two companies?
6. State why you would or would not invest in this company versus the competitor (i.e.
benchmark firm). Submit your 400 word Unit 1 Assignment 2 white paper to the Unit 1 Assignment 2 Dropbox. The financial statements can be submitted separately in pdf format. The Annual Report and the financials of the competitor should not be submitted. See the grading rubric below for Unit 1 Assignment 2. U nit 1 Assignment 2 Rubric :
Part 1 of the Financial Analysis Report due in Unit 1 . GM506 | Strategic Financial Analysis 2 Criteria Level 4 Level 3 Level 2 Level 1 Earned (Excellent) (Good) (Fair) (Poor) Criterion 1: (8 pts.) Writing, spelling, and grammar Consistently and ably uses properly structured paragraphs, sentences, grammar, and spelling. Consistently and ably uses properly structured paragraphs, sentences, grammar, and spelling, with some minor errors. Inconsistently uses properly structured paragraphs, sentences, grammar, and spelling. Document Includes quite a few errors. Doe s not consistently use properly structured paragraphs, sentences, grammar, and spelling. Document includes obvious errors. Mechanics and structure 8 7 6 5 Earned: Criterion 2: (20 pts.) Checklist: • Provides the firm’s balance sheet, income statement, and statement of cash flows for last 3 years. • States why he/she chose the companies they did and the differences between the two companies . . • States why or why not invest in the company versus the benchmark competitor firm. Provides all of the firms’ financial statements for the last 3 years and his/her reasons for choosing the two companies and the differences between them.
(12 pts.) Demonstrates a thorough grasp of financial theory and metho dology in their reasoning as to why they would or would not invest in the selected company versus the benchmark competitor. (8 ps.) Provides all of the firms’ financial statements for the last 3 years and most of his/her reasons for choosing the two com panies and most of the differences between them. (9 pts.) Demonstrates a sound grasp of financial theory and methodology in their reasoning as to why they would or would not invest in the selected company versus the benchmark competitor, but may lack a few details.
(7 pts.) Provides most all of the firms’ financial statements for the last 3 years and some of his/her reasons for choosing the two companies and many of the differences between them. (8 pts.) Demonstrates a basic grasp of financ ial theory and methodology in their reasoning as to why they would or would not invest in the selected company versus the benchmark competitor, but may lack several details. (6 pts.) Provides a few of the firms’ financial statements for the last 3 years and little in the way of substantive reasons for choosing the two companies and provides few of the differences between them. (7 pts.) Demonstrates a limited grasp of financial theory and methodology in their reasoning as to why they would or would not invest in the selected company versus the benchmark competitor. (5 pts.) Content 20 16 14 12 Earned: GM506 | Strategic Financial Analysis 3 Unit 1 Assignment 2: Financial Analysis Report — Part1 Preview Unit 3 Financial Analysis Report — Part 2: Assignment 2 here . Criterion 3: (12 pts.) Critical thinking and analysis Response exhibits strong higher -order critical thinking and analysis (e.g., evaluation).
Paper shows original thought. Response exhibits some higher -order critical thinking and analysis (e.g., application of information). Paper shows so me original thought. Response exhibits simplistic or reductive thinking and analysis but does demonstrate comprehension.
Paper shows no original thought. Response exhibits simplistic or reductive thinking and analysis and demonstrates limited knowledge of the subject matter. Critical thinking and analysis 12 9 8 7 Earned: Total (40pts.) Less than poor = 0 pts. Earned:
