{"id":31079,"date":"2024-08-14T01:32:57","date_gmt":"2024-08-14T01:32:57","guid":{"rendered":"https:\/\/www.writemyessays.app\/blog\/questions\/4-to-6-page-financial-health-assessment-report-and-financial-ratio-calculations-in-excel\/"},"modified":"2024-08-14T01:32:57","modified_gmt":"2024-08-14T01:32:57","slug":"4-to-6-page-financial-health-assessment-report-and-financial-ratio-calculations-in-excel","status":"publish","type":"questions","link":"https:\/\/www.writemyessays.app\/blog\/questions\/4-to-6-page-financial-health-assessment-report-and-financial-ratio-calculations-in-excel\/","title":{"rendered":"4- to 6-page Financial Health Assessment Report and financial ratio calculations in Excel"},"content":{"rendered":"<p style=\"margin-right: 0px; margin-bottom: 10px; margin-left: 0px; font-size: 18px; cursor: auto;\">For this Performance Task Assessment, you will examine various financial reports of a publicly traded company and conduct a financial ratio analysis to understand a company\u2019s financial position as compared to industry averages to demonstrate your ability to understand a company\u2019s financial health and analyze ways to improve in areas revealed as being below industry average.<\/p>\n<p style=\"margin-right: 0px; margin-bottom: 10px; margin-left: 0px; font-size: 18px; cursor: auto;\"><strong style=\"font-weight: 700; cursor: auto;\">Assessment Submission Length:<span style=\"cursor: auto;\">&nbsp;<\/span><\/strong>4- to 6-page financial health assessment report (excluding title page and references) and financial ratio calculations in Excel<\/p>\n<h2 style=\"margin-top: 20px; margin-bottom: 15px; font-size: 1.5rem; line-height: 2.5rem; cursor: auto; color: rgb(205, 205, 205);\">Instructions<\/h2>\n<p style=\"margin-right: 0px; margin-bottom: 10px; margin-left: 0px; font-size: 18px; cursor: auto;\"><strong style=\"font-weight: 700; cursor: auto;\">To complete this Assessment, do the following:<\/strong><\/p>\n<ul style=\"margin-bottom: 10px; padding-left: 16px; font-size: 18px; cursor: auto;\">\n<li style=\"padding-bottom: 10px; cursor: auto;\">Ensure that all necessary information has been entered into the MF002_Assessment_Template_Part1 file. (As a reminder, refer to problem 4-23 on pages 143\u2013144 of<span style=\"cursor: auto;\">&nbsp;<\/span><em style=\"cursor: auto;\">Fundamentals of Financial Management<\/em><span style=\"cursor: auto;\">&nbsp;<\/span>[Brigham &amp; Houston, 2022]. Note that you will utilize the numbers provided in the problem but will not be answering any of the questions in this Assessment. All formulas are included in the MF002_Assessment_Template_Part1 file.)<\/li>\n<li style=\"padding-bottom: 10px; cursor: auto;\">In the MF002_Assessment_Template_Part2 file, complete your work on the Assessment, using your Pre-Assessment submission as a starting point and incorporating any feedback, as appropriate.<\/li>\n<li style=\"padding-bottom: 10px; cursor: auto;\">Be sure to adhere to the indicated assignment length.<\/li>\n<\/ul>\n<p><span style=\"font-size: 18px; cursor: auto;\">Before submitting your Assessment, carefully review the rubric. This is the same rubric the assessor will use to evaluate your submission and it provides detailed criteria describing how to achieve or master the Competency. Many students find that understanding the requirements of the Assessment and the rubric criteria help them direct their focus and use their time most productively.<\/span><\/p>\n<div style=\"margin-bottom: 20px; font-size: 18px; cursor: auto;\" aria-multiselectable=\"true\">\n<div style=\"cursor: auto;\">\n<div style=\"cursor: auto;\">\n<h4 style=\"font-size: 16px; line-height: 1.875rem; cursor: auto; color: rgb(205, 205, 205);\"><br style=\"cursor: auto;\"><\/h4>\n<\/div>\n<\/div>\n<\/div>\n<p style=\"margin-right: 0px; margin-bottom: 10px; margin-left: 0px; font-size: 18px; cursor: auto;\"><strong style=\"font-weight: 700; cursor: auto;\">Financial Health Assessment: Barry Computer Company<\/strong><\/p>\n<p style=\"margin-right: 0px; margin-bottom: 10px; margin-left: 0px; font-size: 18px; cursor: auto;\">For this Performance Task Assessment, you will act as a consultant hired by the operations director of the Barry Computer Company to do a financial analysis and comparison to the industry. You will conduct a financial ratio analysis to gain a good understanding of the company\u2019s financial performance and will then write up an evaluation of the organization\u2019s financial health, as well as your recommendations for how specific ratios can be improved within the next 3\u20135 years. In your report, be sure to address the following two sections, including relevant citations<\/p>\n<p style=\"margin-right: 0px; margin-bottom: 10px; margin-left: 0px; font-size: 18px; cursor: auto;\"><\/p>\n<p style=\"margin-right: 0px; margin-bottom: 10px; margin-left: 0px; font-size: 18px; cursor: auto;\">PART ONE: FINANCIAL INFORMATION (2-3 PAGES + EXCEL SPREADSHEET)<\/p>\n<ul style=\"margin-bottom: 10px; padding-left: 16px; font-size: 18px; cursor: auto;\">\n<li style=\"padding-bottom: 10px; cursor: auto;\">Calculate the following ratios for the Barry Computer Company using the Excel spreadsheet provided.<\/li>\n<\/ul>\n<table style=\"margin-left: 40.25pt; font-size: 10pt; cursor: auto;\">\n<tbody style=\"cursor: auto;\">\n<tr style=\"cursor: auto;\">\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><b style=\"font-weight: 700; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">Ratio<\/span><\/b><\/p>\n<\/td>\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><b style=\"font-weight: 700; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">Calculation<\/span><\/b><\/p>\n<\/td>\n<\/tr>\n<tr style=\"cursor: auto;\">\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">Current<\/span><\/p>\n<\/td>\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">Current Assets\/Current Liabilities<\/span><\/p>\n<\/td>\n<\/tr>\n<tr style=\"cursor: auto;\">\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">Quick<\/span><\/p>\n<\/td>\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">Current Assets \u2013 Inventories\/Current Liabilities<\/span><\/p>\n<\/td>\n<\/tr>\n<tr style=\"cursor: auto;\">\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">Days Sales Outstanding<\/span><\/p>\n<\/td>\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">Receivables\/(Annual Sales\/365)<\/span><\/p>\n<\/td>\n<\/tr>\n<tr style=\"cursor: auto;\">\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">Inventory Turnover<\/span><\/p>\n<\/td>\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">Sales\/Inventories<\/span><\/p>\n<\/td>\n<\/tr>\n<tr style=\"cursor: auto;\">\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">Total Assets Turnover<\/span><\/p>\n<\/td>\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">Sales\/Total Assets<\/span><\/p>\n<\/td>\n<\/tr>\n<tr style=\"cursor: auto;\">\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">Profit Margin<\/span><\/p>\n<\/td>\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">Net Income\/Sales<\/span><\/p>\n<\/td>\n<\/tr>\n<tr style=\"cursor: auto;\">\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">ROA<\/span><\/p>\n<\/td>\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">Net Income\/Total Assets<\/span><\/p>\n<\/td>\n<\/tr>\n<tr style=\"cursor: auto;\">\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">ROE<\/span><\/p>\n<\/td>\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">Net Income\/Common Equity<\/span><\/p>\n<\/td>\n<\/tr>\n<tr style=\"cursor: auto;\">\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">ROIC<\/span><\/p>\n<\/td>\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">EBIT(1 \u2013 T)\/Total Invested Capital<\/span><\/p>\n<\/td>\n<\/tr>\n<tr style=\"cursor: auto;\">\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">TIE<\/span><\/p>\n<\/td>\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">EBIT\/Interest Charges<\/span><\/p>\n<\/td>\n<\/tr>\n<tr style=\"cursor: auto;\">\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">Debt\/Total Capital<\/span><\/p>\n<\/td>\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">Total Debt\/(Total Debt + Equity)<\/span><\/p>\n<\/td>\n<\/tr>\n<tr style=\"cursor: auto;\">\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">M\/B<\/span><\/p>\n<\/td>\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">Market Price\/Book Value<\/span><\/p>\n<\/td>\n<\/tr>\n<tr style=\"cursor: auto;\">\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">P\/E<\/span><\/p>\n<\/td>\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">Price per Share\/Earnings per Share<\/span><\/p>\n<\/td>\n<\/tr>\n<tr style=\"cursor: auto;\">\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">EV\/EBITDA<\/span><\/p>\n<\/td>\n<td style=\"padding: 0pt 5.4pt; cursor: auto;\">\n<p style=\"margin-right: 0px; margin-bottom: 0pt; margin-left: 0px; font-size: 12pt; cursor: auto;\"><span style=\"font-size: 12pt; cursor: auto;\">(Market Value of Equity + Market Value of Total Debt + Market Value of Other Financial Claims \u2013 Cash and Equivalents)\/EBITDA<\/span><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p style=\"margin-right: 0px; margin-bottom: 10px; margin-left: 0px; font-size: 18px; cursor: auto;\"><br style=\"cursor: auto;\"><\/p>\n<ul style=\"margin-bottom: 10px; padding-left: 16px; font-size: 18px; cursor: auto;\">\n<li style=\"padding-bottom: 10px; cursor: auto;\">Analyze computations to determine which ratios are above and below their industry averages, and for each, provide a brief explanation as to why that might be the case.<\/li>\n<li style=\"padding-bottom: 10px; cursor: auto;\">Evaluate the financial health of the organization, including in what areas the organization could improve.<\/li>\n<\/ul>\n<div><font size=\"4\">PART TWO (2-3 pages) Recommendations<\/font><\/div>\n<div><font size=\"4\"><br \/><\/font><\/div>\n<div>\n<ul style=\"margin-bottom: 10px; padding-left: 16px; font-size: 16px; cursor: auto;\">\n<li style=\"padding-bottom: 10px; cursor: auto;\">For<span style=\"cursor: auto;\">&nbsp;<\/span><strong style=\"font-weight: 700; cursor: auto;\">each ratio<\/strong><span style=\"cursor: auto;\">&nbsp;<\/span>that negatively falls outside the industry standards, develop at least one appropriate recommendation for the Barry Computer Company to improve financial performance over time (over the next 3\u20135 years to&nbsp;meet industry standards).<\/li>\n<li style=\"padding-bottom: 10px; cursor: auto;\">Assess limitations of the exclusive use of ratio analysis for evaluating financial performance. In your assessment, describe any qualitative factors that could also complement the ratio analysis and play an important role in improving financial performance.<\/li>\n<\/ul>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>For this Performance Task Assessment, you will examine various financial reports of a publicly traded company and conduct a financial ratio analysis to understand a company\u2019s financial position as compared to industry averages to demonstrate your ability to understand a company\u2019s financial health and analyze ways to improve in areas revealed as being below industry [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":[],"disciplines":[9],"paper_types":[],"tagged":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.writemyessays.app\/blog\/wp-json\/wp\/v2\/questions\/31079"}],"collection":[{"href":"https:\/\/www.writemyessays.app\/blog\/wp-json\/wp\/v2\/questions"}],"about":[{"href":"https:\/\/www.writemyessays.app\/blog\/wp-json\/wp\/v2\/types\/questions"}],"author":[{"embeddable":true,"href":"https:\/\/www.writemyessays.app\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.writemyessays.app\/blog\/wp-json\/wp\/v2\/comments?post=31079"}],"version-history":[{"count":0,"href":"https:\/\/www.writemyessays.app\/blog\/wp-json\/wp\/v2\/questions\/31079\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.writemyessays.app\/blog\/wp-json\/wp\/v2\/media?parent=31079"}],"wp:term":[{"taxonomy":"disciplines","embeddable":true,"href":"https:\/\/www.writemyessays.app\/blog\/wp-json\/wp\/v2\/disciplines?post=31079"},{"taxonomy":"paper_types","embeddable":true,"href":"https:\/\/www.writemyessays.app\/blog\/wp-json\/wp\/v2\/paper_types?post=31079"},{"taxonomy":"tagged","embeddable":true,"href":"https:\/\/www.writemyessays.app\/blog\/wp-json\/wp\/v2\/tagged?post=31079"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}