Unit 4 Assignment (BUS411)
Unit 4 Assignment: Finance and Operations
Efficient and effective use of a companys assets is an important part of its success. Reviewing financial statements regularly is one way the company can stay on top of its spending. For this assignment, you will analyze current financial ratios for your chosen business.See the attached document for complete instructions and grading rubric.
Due Date: 11:59 pm, Sunday of Unit 4
Points: 100
Overview:
Efficient and effective use of a companys assets is an important part of its success.
Reviewing financial statements regularly is one way the company can stay on top of its
spending. For this assignment, you will analyze current financial ratios for your chosen
business.
Instructions:
Think of a specific business you find interesting (i.e. Apple, Southwest Airlines,
etc.).
Research the business financial statement.
Select the Morningstar site offering your companys financial statement. You will
see a number of financial ratios for your company. Review this example for
Apple.
Define the following ratios, include the ratio for your business and explain what
each ratio means for the business moving forward.
o Return on assets
o Return on equity
o Return on capital
o Gross margin
o SG&A margin
o Current ratio
o Quick ratio
o Total debt/equity
o Total revenue
o Gross profit
BUS411 Business Policy Seminar
Unit 4 Assignment: Finance and Operations
https://www.morningstar.com/
http://financials.morningstar.com/ratios/r.html?t=AAPL
Explain which ratios you feel are most important for the business and why.
Use these additional resources:
o YCharts. (2019). Apple return on assets.
o Stock Analysis on Net. (2019). Apple Inc. profitability analysis.
Requirements:
Use APA format with a title page, in-text citations and references. No abstract
required.
Research and cite at least two credible sources with APA format.
Be sure to read the criteria by which your work will be evaluated before you write
and again after you write.
https://ycharts.com/companies/AAPL/return_on_assets
https://www.stock-analysis-on.net/NASDAQ/Company/Apple-Inc/Ratios/Profitability/Quarterly-Data#Ratios-Summary
Finance and Operations Assignment Grading Rubric
CRITERIA Deficient Proficient Exemplary
0-7 points 8-12 points 13-15 points
Introduction and
Thesis Statement
Unclear or
incomplete.
Introduction with a
partially developed
thesis.
Clear, well-
developed,
introduction and
thesis.
0-20 points 21-26 points 27-30 points
Supporting
Evidence/Analysis
Lacks specific,
credible, and
relevant support.
Development of
position / argument
is inadequate or
missing.
Adequately
supported with a
limited spectrum of
specific, credible, and
relevant evidence.
Development of
position/argument is
thoughtful and
persuasive but lacks
some detail.
Well-supported with
a broad spectrum of
specific, credible,
and relevant
evidence. Position /
argument is well-
developed, very
thoughtful, and
persuasive.
0-6 points 7-8 points 9-10 points
Clarity and
Organization
Lacks organization,
logic and clarity.
Transitions seldom
or never used to
connect ideas.
Generally organized,
logical and clearly
articulated.
Transitions often
smoothly connect
ideas.
Paragraph
formation is clear.
Fully organized,
logical and clearly
articulated.
Transitions
smoothly connect
ideas.
0-14 points 15-17 points 18-20 points
Professional
Communication
Does not
demonstrate
proficiency in
spelling, grammar,
punctuation,
capitalization, and
sentence structure.
Some spelling,
grammar,
punctuation,
capitalization, and/or
sentence structure
errors.
Polished and
demonstrates a high
level of proficiency
in spelling,
grammar,
punctuation,
capitalization, and
sentence structure.
0-7 points 8-12 points 13-15 points
Conclusion No conclusion
included.
Some attempt at a
conclusion, but it is
not well written.
Well written and
fully developed
conclusion.
0-6 points 7-8 points 9-10 points
APA Paper has no APA
formatting, or paper
has an APA cover,
but no references or
in text citations.
Less than the
required number of
credible references
provided.
Paper lacks one
element of APA
(cover, references or
in text citations), but
has at least one
credible reference.
Paper has all
elements of APA
formatting (cover,
references and in
text citations) with
the required number
of credible
references.
