489= Financial Performance

1- https://pressbooks.lib.vt.edu/strategicmanagement/

SEC EDGAR Search for Company FinancialsYou have viewed this topic

Description

Publicly-traded companies are required to submit their financial data annually. This website is a tool for searching their database to find your company’s financial data. Use the search box to find your company’s documents, such as the 10-K.

https://www.macrotrends.net/stocks/stock-screener

https://www.investopedia.com/financial-ratios-4689…

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Description

This website has many different articles describing financial ratios and definitions of common business functions. Cite each article you use directly.

Milestone Activity

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Milestone Activity

You have reached a Milestone Activity! Please be sure you have completed all of the learning activities. Milestone Activities are important stops along your educational journey to check your progress towards mastering the competency and to get feedback and guidance from your tutorial faculty.

Please note: You must complete this Milestone Activity before moving on in this competency. Milestones ask questions that touch upon concepts covered in previous Learning Activities and provide you with the opportunity to see concepts from the perspective of experts in the field, your faculty.

This Milestone Activity is not graded and will not impact your score on your Final Assessment; however, your response must score a “Proficient” or “Exemplary” on each rubric criterion, listed in the Assignment rubric, in order to access and submit your Final Assessment.

To complete this Milestone Activity, read the prompts below and then provide your response based on the activity guidelines. In order to score a “Proficient” or “Exemplary”, your response must be thoughtful and substantive, and you must reference or cite content from this competency. Your tutorial faculty will use the attached rubric to determine if your submission shows the depth of thought required to successfully complete this Milestone. Let’s get started!

Financial Performance Analysis

This milestone activity demonstrates your financial knowledge by testing your ability to calculate and assess key financial ratios. This practice corresponds to CLO11 and is included in the Final Assessment Project.

What do I want you to do?

Find 10 common financial performance ratios for your selected company, and evaluate whether your company is performing well based on each ratio. (Kennedy et al., 2020 has a list of some ratios in Table 2.8.)

Why do I want you to do it?

Interpreting financial information is a basic skill in business, and being able to strategize from this information can be an advantage over other candidates.

How do I want you to do it?

What format(s) should the assessment be in?

List the name of the ratio, its formula, and its calculated value (as a numerical figure), followed by a judgment of whether the company is performing well based on that single metric. In either case, describe which component of the ratio (numerator or denominator) needs to improve to improve the ratio and an action the company could take that would likely accomplish that. Be as specific as you can be. Repeat for 10 performance ratios.

What tools or resources might be needed/useful? Investopedia, SEC EDGAR Company Filings, and Macrotrends

BUS 489:CBE1-Business Policy and Strategy (2…
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Milestone Activity
Milestone Activity
You have reached a Milestone Activity! Please be sure you have completed all of
the learning activities. Milestone Activities are important stops along your
educational journey to check your progress towards mastering the competency
and to get feedback and guidance from your tutorial faculty.
Please note: You must complete this Milestone Activity before moving on in this
competency. Milestones ask questions that touch upon concepts covered in
previous Learning Activities and provide you with the opportunity to see
concepts from the perspective of experts in the field, your faculty.
This Milestone Activity is not graded and will not impact your score on your Final
Assessment; however, your response must score a “Proficient” or “Exemplary”
on each rubric criterion, listed in the Assignment rubric, in order to access and
submit your Final Assessment.
To complete this Milestone Activity, read the prompts below and then provide
your response based on the activity guidelines. In order to score a “Proficient” or
“Exemplary”, your response must be thoughtful and substantive, and you must
reference or cite content from this competency. Your tutorial faculty will use the
attached rubric to determine if your submission shows the depth of thought
required to successfully complete this Milestone. Let’s get started!
0 % 0 of 1 topics complete
Milestone Activity 11: Financial Performance
Analysis
Assignment
Financial Performance Analysis
This milestone activity demonstrates your financial knowledge by testing your
ability to calculate and assess key financial ratios. This practice corresponds to
CLO11 and is included in the Final Assessment Project.
What do I want you to do?
Find 10 common financial performance ratios for your selected company, and
evaluate whether your company is performing well based on each ratio.
(Kennedy et al., 2020 has a list of some ratios in Table 2.8.)
Why do I want you to do it?
Interpreting financial information is a basic skill in business, and being able to
strategize from this information can be an advantage over other candidates.
How do I want you to do it?
1. What format(s) should the assessment be in?
1. List the name of the ratio, its formula, and its calculated value (as a
numerical figure), followed by a judgment of whether the company
is performing well based on that single metric. In either case,
describe which component of the ratio (numerator or
denominator) needs to improve to improve the ratio and an action
the company could take that would likely accomplish that. Be as
specific as you can be. Repeat for 10 performance ratios.
2. What tools or resources might be needed/useful? Investopedia, SEC
EDGAR Company Filings, and Macrotrends
What to include in your submission
Your assignment submission should include:
1. List of 10 financial performance evaluations
Structure & Strategy
Financial Performance
1
Milestone Activity
1
Balanced Scorecard
Ethics Analysis
Final Assessment
Financial Performance
Print
Financial Performance
Although many companies are moving away from exclusively using financial
performance in their leading metrics for success, these considerations remain
fundamental indicators of strategic success.
Learning Outcomes
In this Module, we will align with the following Learning Outcomes:
CLO 11: Identify key financial metrics and apply them to decision making
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Open Source Kennedy et al. 2020
Link
See Table 2.8
Kennedy, R., Jamison, E., Simpson, J., Kumar, P., Kemp, A., Awate, K., & Manning, K.
(2020).
Strategic management. Virginia Tech Publishing.
SEC EDGAR Search for Company Financials
Link
Publicly-traded companies are required to submit their financial data annually. This
website is a tool for searching their database to find your company’s financial data. Use
the search box to find your company’s documents, such as the 10-K.
Macrotrends for Pre-calculated Ratios (Already Done for
You)
Link
Example for citing this website:
Macrotrends. (2023). Pagetitle. add link
Financial Ratios at Investopedia
Link
This website has many different articles describing financial ratios and definitions of
common business functions. Cite each article you use directly.
Milestone Activity
Milestone Activity
You have reached a Milestone Activity! Please be sure you have completed all
of the learning activities. Milestone Activities are important stops along your
educational journey to check your progress towards mastering the competency
and to get feedback and guidance from your tutorial faculty.
Please note: You must complete this Milestone Activity before moving on in this
competency. Milestones ask questions that touch upon concepts covered in
previous Learning Activities and provide you with the opportunity to see
concepts from the perspective of experts in the field, your faculty.
This Milestone Activity is not graded and will not impact your score on your Final
Assessment; however, your response must score a “Proficient” or “Exemplary”
on each rubric criterion, listed in the Assignment rubric, in order to access and
submit your Final Assessment.
To complete this Milestone Activity, read the prompts below and then provide
your response based on the activity guidelines. In order to score a “Proficient” or
“Exemplary”, your response must be thoughtful and substantive, and you must
reference or cite content from this competency. Your tutorial faculty will use the
attached rubric to determine if your submission shows the depth of thought
required to successfully complete this Milestone. Let’s get started!
Milestone Activity 11: Financial Performance
Analysis
Assignment