FIN 401 Chapter 3 – S&S Air, Inc. Ratio Analysis Case Study #1 Rubric OVERVIEW

FIN 401
Chapter 3 – S&S Air, Inc.
Ratio Analysis
Case Study #1 Rubric
OVERVIEW:
The concept and purpose of the mini-case studies is to place the student in a “work-type” environment.
This assumes that the student has been assigned a task (the mini case) by a high-level officer of the
company (CEO, CFO, etc.).
The student (i.e., employee/analyst) is expected to prepare and present a response in a clean, clear form
that is readily understandable with key points addressed and clear answers are displayed.
GENERAL INFORMATION AND FORMAT:
1. Case studies must be submitted in Excel on the date due, no exceptions will be permitted.
2. Name and date of the analyst must be clearly displayed, bottom right-hand of the page (Course
and section as well).
3. No late submissions will be considered.
4. All responses must be type-written, no handwritten material is permitted.
5. All calculations must be done in excel and presented in a “clear & concise” format
a. Assume this is a submission to an employer (e.g., CFO).
b. Formatting with footnotes (if necessary) is highly important
6. Accuracy, neatness, and clarity are critical to obtaining a full score.
7. The complete package/submission should be 1 page only.
8. Points will be subtracted if the material does not meet these guidelines
SPECIFIC INPUT:
1. Table: Answer Question #1 on Page 95 in the book. That is, calculate the financial ratios listed
in the table for S&S Air. Indicate – clearly – which ratios are good/positive, average/neutral and
bad/negative.
2. Section/Paragraph I: In a separate paragraph, comment on what you feel are the key ratios and
why these are important – this should be very (!) brief.
3. Section/Paragraph II: The Case Study mentions other aircraft manufacturers. Indicate which are
good company comparisons for S&S and which ones are not good comparable companies. Also,
briefly indicate why or why not these are good or bad comparisons.