Financial ratio analysis ppt slides

POWER POINT PRESENTATION: ACCOUNTING Financial Analysis

Company selected: Johnson & Johnson (Excel Project attatched)

Instructions and Rubric are included. Please create a powerpoint presentation on the information provided in the Excel attachment.

Each student will prepare a 10-12 minute presentation, summarizing the financial statement analysis completed on the company that was the focus of the Excel Project. Start by preparing a PowerPoint presentation that concisely summarizes the following key areas:

1. INTRODUCTION: A general description of the Company, its products/services, industry, primary customer base, and major competitors

2. INCOME: A discussion of the company's primary sources of core and comprehensive income, major sources of non-operating or transitory earnings (if applicable), and quality of earnings

3. CASH FLOWS: A discussion of cash flow trends for each of the 3 major categories (operating, investing, financing)

4. RATIO ANALYSIS: Key conclusions drawn from the company's last 3 years of ratios, as well as a comparison to industry averages and competitors. Should include a discussion for each major category of ratios, including liquidity, solvency/leverage, efficiency, profitability, and market value.

5. MARKET VALUATION: A consideration of any unrecorded assets, as well as the company's general market value or stock price trends.

6. STRENGTHS/WEAKNESSES: Summarize the company's key financial strengths and weaknesses, in comparison to its competitors and the industry.

7. FUTURE PROSPECTS: Discuss what conclusions you were able to draw regarding the company's future prospect from your financial analysis and research.

8. BIBLICAL WORLDVIEW: Evaluate the company's financial position and organizational strategy in relation to a Biblical worldview.

Presentations should include in-text citations (APA style, current edition) that reference at least 8 scholarly/trade sources, the course textbook, and the Bible.

Financial Statement Analysis Presentation Grading Rubric

(140 Maximum Points)

Criteria

Levels of Achievement

Content

Advanced

Proficient

Developing

Not present

Content & Support - Introduction

(5 points)

5 points

Student competently and thoroughly addressed a general description of the Company, its products/services, industry, primary customer base, and major competitors, with appropriate support from research/references.

4 points

Student addressed a general description of the Company, its products/services, industry, primary customer base, and major competitors, with appropriate support from research/references. Only minor exceptions were identified.

1 to 3 points

Student did not address all required areas in this section of the presentation. Significant issues were identified with the content covered, depth of discussion, and/or support from appropriate research/references.

0 points

Not present

Content & Support - Income

(8 points)

8 points

Student competently and thoroughly addressed the company’s primary sources of core and comprehensive income, major sources of non-operating and transitory earnings (if applicable), and quality of earnings, with appropriate support from research/references.

6 to 7 points

Student addressed the company’s primary sources of core and comprehensive income, major sources of non-operating and transitory earnings (if applicable), and quality of earnings, with appropriate support from research/references. Only minor exceptions were identified.

1 to 5 points

Student did not address all required areas in this section of the presentation. Significant issues were identified with the content covered, depth of discussion, and/or support from appropriate research/references.

0 points

Not present

Content & Support – Cash Flows

(8 points)

8 points

Student competently and thoroughly addressed the company’s operating, investing, and financing cash flow trends, with appropriate support from research/references.

6 to 7 points

Student addressed the company’s operating, investing, and financing cash flow trends, with appropriate support from research/references. Only minor exceptions were identified.

1 to 5 points

Student did not address all required areas in this section of the presentation. Significant issues were identified with the content covered, depth of discussion, and/or support from appropriate research/references.

0 points

Not present

Content & Support – Ratio Analysis

(15 points)

14 to 15 points

Student competently and thoroughly addressed the liquidity, solvency/leverage, efficiency, profitability, and market value ratios, discussing highlights from the historical ratios, as well as the comparison to competitors and industry averages. Conclusions were supported with research/references, as appropriate.

11 to 13 points

Student addressed the liquidity, solvency/leverage, efficiency, profitability, and market value ratios, discussing highlights from the historical ratios, as well as the comparison to competitors and industry averages, with only minor exceptions. Conclusions were supported with research/references, as appropriate, with only minor exceptions.

1 to 10 points

Student did not address all required areas in this section of the presentation. Significant issues were identified with the content covered, depth of discussion, and/or support from appropriate research/references.

0 points

Not present

Content & Support –

Market Valuation

(8 points)

8 points

Student competently and thoroughly addressed the company’s unrecorded assets and general market value and stock price trends, with appropriate support from research/references.

6 to 7 points

Student addressed the company’s unrecorded assets and general market value and stock price trends, with appropriate support from research/references, with only minor exceptions.

1 to 5 points

Student did not address all required areas in this section of the presentation. Significant issues were identified with the content covered, depth of discussion, and/or support from appropriate research/references.

0 points

Not present

Content & Support – Strengths and Weaknesses

(8 points)

8 points

Student competently and thoroughly addressed the company’s key financial strengths and weaknesses in comparison to its competitors and industry, with appropriate support from research/references.

6 to 7 points

Student addressed the company’s key financial strengths and weaknesses in comparison to its competitors and industry, with appropriate support from research/references, with only minor exceptions.

1 to 5 points

Student did not address all required areas in this section of the presentation. Significant issues were identified with the content covered, depth of discussion, and/or support from appropriate research/references.

0 points

Not present

Content & Support – Future Prospects

(8 points)

8 points

Student competently and thoroughly addressed the company’s future prospects, with appropriate support from research/references.

6 to 7 points

Student addressed the company’s future prospects, with appropriate support from research/references, with only minor exceptions.

1 to 5 points

Student did not address all required areas in this section of the presentation. Significant issues were identified with the content covered, depth of discussion, and/or support from appropriate research/references.

0 points

Not present

Content & Support – Biblical Worldview

(8 points)

8 points

Student competently and thoroughly addressed the company’s financial position and organizational strategy in relation to a Biblical worldview, with appropriate support from research/references.

6 to 7 points

Student addressed the company’s financial position and organizational strategy in relation to a Biblical worldview, with appropriate support from research/references, with only minor exceptions.

1 to 5 points

Student did not address all required areas in this section of the presentation. Significant issues were identified with the content covered, depth of discussion, and/or support from appropriate research/references.

0 points

Not present

Research and Support (30 points)

27 to 30 points

Presentation is supported with in-text citations to at least 8 scholarly/trade sources, the course textbook, and the Bible that are appropriate and relevant to the content being discussed.

21 to 26 points

Presentation is supported with in-text citations to at least 8 scholarly/trade sources, the course textbook, and the Bible. Minor exceptions with the quality or quantity of the resources were identified.

1 to 20 points

Presentation is not properly supported with in-text citations to at least 8 scholarly/trade sources, the course textbook, and the Bible. Significant issues with the quantity and/or quality of resources were identified.

0 points

Not present

Organization and Length (20 points)

18 to 20 points

The presentation is organized and flows in a logical manner. Delivery time is utilized well, and presentation is not rushed. The presentation falls within the given time length of 10-12 minutes.

14 to 17 points

The presentation is mostly organized. Delivery time is utilized well, except for minor exceptions. The presentation mostly falls within the given time length of 10-12 minutes.

1 to 13 points

The presentation lacks organization and flow. Delivery time seems rushed, or is not well utilized. The presentation falls significantly outside of the given time length of 10-12 minutes (including falling over or under this limit).

0 points

Not present

Style

(22 points)

20 to 22 points

Presentation is professional and polished. The presentation itself seems rehearsed. The PowerPoint presentation is attractive, easy to read, and references are cited in APA format (current edition).

15 to 19 points

Presentation is professional and polished, with only minor exceptions. The presentation itself seems somewhat rehearsed. The PowerPoint presentation is mostly attractive, easy to read, and references are cited in APA format (current edition), with only minor exceptions.

1 to 14 points

Presentation lacks polish and professionalism. The presentation does not appear rehearsed, and/or the presenter is not comfortable with the material. The PowerPoint is difficult to read, or is unprofessional in format. References are not cited in APA format (current edition).

0 points

Not pre