FUNDAMENTALS OF ACCOUNTANCY, BUSINESS AND MANAGEMENT 2

PERFORMANCE TASK #4: FINANCIAL ANALYSIS

(Horizontal, Vertical and Financial Ratio Analysis)
Instruction: Assuming that you have a part-time job with your friends as Financial
Analysts. You are given comparative financial statements of the company and you should
be able to analyze and interpret their financial records through horizontal, vertical and
financial ratios. Get the downloaded Financial Statement from the internet. Please attach
the file.

Each group has one (1) Financial Manager, two (2) Senior Financial Analyst, two (2)
Junior Financial Analysts and 1-2 Financial Staffs.

PETA 4 Scoring Rubric:

Criterion 20 19-18 15

Computation All of the Two to five of the Six or more of the

computations are computations are computations are
correct, complete incorrect, incorrect,
and accurate. incomplete and incomplete and
inaccurate. inaccurate.

Analysis and All of the analysis Some of the analysis Most of the analysis
Interpretation and interpretation and interpretation and interpretation
are based on the are based on the are not based on the
computation and computation and computation and not
correctly analyzed correctly analyzed analyzed and
and interpreted. and interpreted. interpreted.

Peer Rating (10)

TOTAL SCORE: 50