Financial analysis paper –

Daniel Kevins

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Criteria Ratings Pts

This criterion is linked to a Learning OutcomeCompany overview and situation analysisProvides a historical background of the primary company and a competitor and an overview of the issues to be addressed in the project
10.0 to >9.0 pts

Exceeds Expections

Demonstrates an in-depth understanding of the industry, both companies’ history, positions in the market, and a detailed overview of the issues to be addressed in the project

 9.0 to >8.0 pts

Meets Expectations

Demonstrates a thorough understanding of the industry, both companies’ history, positions in the market, and a fairly detailed overview of the issues to be addressed in the project

 8.0 to >6.0 pts

Partially Meets Expectations

Demonstrates a basic understanding of the industry, the history of each company, the companies’ positions in the market, and an overview of most of the issues to be addressed in the project

 6.0 to >0 pts

Does Not Meet Expectations

Does not demonstrate a basic understanding of the industry, the history of each company, or their positions in the market, or does not provide an overview of the issues to be addressed in the project

10.0 pts

This criterion is linked to a Learning OutcomeRatio and Trend analysis – primary companyPerform ratio and trend analysis of financial performance for the primary company

(BBA POs #1, #5)
30.0 to >27.0 pts

Exceeds Expectations

Consistently uses all of the relevant ratios to support findings; all ratios are evaluated from the perspective of the trends; had ratios from each of the 4 main categories; the meaning of the numbers are explained in detail, not just listing them.

 27.0 to >24.0 pts

Meets Expectations

Most of the ratios are used to support findings; most ratios are evaluated from the perspective of the trends; had ratios from each of the 4 main categories

 24.0 to >18.0 pts

Partially Meets Expectations

Most of the relevant ratios are used to support findings; few of the ratios are evaluated from the perspective of the trends; ratios from all 4 required categories are presented

 18.0 to >0 pts

Does Not Meet Expectations

Little or no use of ratios or trend analysis to support findings, use is inconsistent at best

30.0 pts

This criterion is linked to a Learning OutcomeRatio and Trend analysis – competitorPerform ratio and trend analysis of financial performance for the primary company

(BBA POs #1, #5)
30.0 to >27.0 pts

Exceeds Expectations

Consistently uses all of the relevant ratios to support findings; all ratios are evaluated from the perspective of the trends; had ratios from each of the 4 main categories; the meaning of the numbers are explained in detail, not just listing them.

 27.0 to >24.0 pts

Meets Expectations

Most of the ratios are used to support findings; most ratios are evaluated from the perspective of the trends; had ratios from each of the 4 main categories

 24.0 to >18.0 pts

Partially Meets Expectations

Most of the relevant ratios are used to support findings; few of the ratios are evaluated from the perspective of the trends; ratios from all 4 required categories are presented

 18.0 to >0 pts

Does Not Meet Expectations

Little or no use of ratios or trend analysis to support findings, use is inconsistent at best

30.0 pts

This criterion is linked to a Learning OutcomeAnalysis of current market conditions for the industryPerform benchmarking; provide an analysis of current market conditions for the industry; discuss the implications of trends and conditions on the primary company’s future decisions
10.0 to >9.0 pts

Exceeds Expectations

Provided the data for the industry of the two chosen companies in the paper. It revealed where each company ranked within the industry and some detailed information on the future prospects of this industry.

 9.0 to >8.0 pts

Meets Expectations

Provided the data for the industry of the two chosen companies in the paper. It revealed some basic information about each company ranked within the industry and some basic information on the future prospects of this industry.

 8.0 to >6.0 pts

Partially Meets Expectations

Provided some data for the industry of the two chosen companies in the paper. There was little information on the ranking of either company in the industry.

 6.0 to >0 pts

Does Not Meet Expectations

Provided little detail about the industry and ranking of the two companies within the industry; OR could have been missing altogether.

10.0 pts

This criterion is linked to a Learning OutcomeUsing researchDetermining the type of information needed; selecting appropriate sources; using the information obtained to effectively develop all elements of the paper

(BBA POs #1, #8)
10.0 to >9.0 pts

Exceeds Expectations

Chose a variety of appropriate sources using multiple criteria (relevance, currency, authority, audience, and point of view) based on the type of information needed to effectively develop all elements of the paper

 9.0 to >8.0 pts

Meets Expectations

Chose a variety of appropriate sources using several criteria (relevance, currency, and authority) based on the type of information needed to develop all elements of the paper

 8.0 to >6.0 pts

Partially Meets Expectations

Chose appropriate sources using basic criteria (relevance, currency) based on the type of information needed to develop most elements of the paper

 6.0 to >0 pts

Does Not Meet Expectations

Chose a few sources of information using limited criteria (relevance) that did not provide all of the information needed to develop the elements of the paper

10.0 pts

This criterion is linked to a Learning OutcomeManagement of current assets and working capital(ITEM #4)
Provides an analysis of the management of current assets and working capital – with emphasis on the impact of seasonality

(BBA POs #1, #4)
25.0 to >22.5 pts

Exceeds Expections

Provided a detailed exploration of the management of current assets and working capital with the following areas of focus: explained the impact of seasonality to cash and inventory, explained effectiveness of current assets

 22.5 to >20.0 pts

Meets Expectations

Provided a basic exploration about the management of current assets and working capital with the following areas of focus: explained the impact of seasonality to cash and inventory, explained effectiveness of current assets; some minor items were missing

 20.0 to >15.0 pts

Partially Meets Expectations

Provided some information about the management of current assets and working capital with the following areas of focus: explained the impact of seasonality to cash and inventory, explained effectiveness of current assets; minor issues are missing

 15.0 to >0 pts

Does Not Meet Expectations

Inconsistent or little required information used to support findings of current asset and working capital management OR item could be missing completely.

25.0 pts

This criterion is linked to a Learning OutcomeEvaluation – lending or investing(ITEM #6)
Evaluation – lending or investing
(20/90 points)

Provides a strong justification for investing in the company or lending it money on the basis of overall financial analysis

(BBA POs #1, #5)
20.0 to >18.0 pts

Exceeds Expectations

Used all the relevant ratios to support findings; all ratios are evaluated from the perspective of the trends used in decision making of the type chosen (investing or lending)

 18.0 to >16.0 pts

Meets Expectations

Used the majority of the relevant ratios to support findings; all ratios used are evaluated from the perspective of the trends used in decision making of the type chosen (investing or lending)

 16.0 to >12.0 pts

Partially Meets Expectations

Used some of the most relevant ratios to support findings; some of the ratios are evaluated from the perspective of the trends used in decision making of the type chosen (investing or lending)

 12.0 to >0 pts

Does Not Meet Expectations

Inconsistent or no use of ratios are to support findings; inconsistent evaluation of ratios evaluated from the perspective of the trends used in decision making of the type chosen investing or lending) OR item could be missing completely.

20.0 pts

This criterion is linked to a Learning OutcomeUsed the chosen company to analyze its fund raising potential in the stock and bond markets(ITEM #5)
Provided a solid analysis of -existing capital structure
-current market capitalization
-WACC
-degree of leverage

(BBA POs #1, #5)
25.0 to >22.5 pts

Exceeds Expectations

Used appropriate data and financial market information to analyze and evaluate the benefits of stock financing and debt financing, including the required elements (capital structure, market capitalization, WACC, and degree of leverage)

 22.5 to >20.0 pts

Meets Expectations

Used appropriate data or financial market information to evaluate the benefits of stock financing and debt financing, including the required elements (capital structure, market capitalization, WACC, and degree of leverage)

 20.0 to >15.0 pts

Partially Meets Expectations

Used appropriate data or financial market information to evaluate the benefits of stock or debt financing, including the required elements (capital structure, market capitalization, WACC, and degree of leverage)

 15.0 to >0 pts

Does Not Meet Expectations

Inconsistent or no use of appropriate data and financial market information to evaluate the benefits of stock and debt financing OR item could be missing completely.

25.0 pts

This criterion is linked to a Learning OutcomeUsing researchDetermining the type of information needed; selecting appropriate sources; using the information obtained to effectively develop all elements of the paper

(BBA POs #1, #8)
10.0 to >9.0 pts

Exceeds Expectations

Chose a variety of appropriate sources using multiple criteria (relevance, currency, authority, audience, and point of view) based on the type of information needed to effectively develop all elements of the paper.

 9.0 to >8.0 pts

Meets Expectations

Chose a variety of appropriate sources using several criteria (relevance, currency, and authority) based on the type of information needed to develop all elements of the paper.

 8.0 to >6.0 pts

Partially Meets Expectations

Chose appropriate sources using basic criteria (relevance, currency) based on the type of information needed to develop most elements of the paper.

 6.0 to >0 pts

Does Not Meet Expectations

Chose a few sources of information using limited criteria (relevance) that did not provide all of the information needed to develop the elements of the paper.

10.0 pts

This criterion is linked to a Learning OutcomeProficiency in written communicationWriting is presented in an organized fashion, with proper grammar and mechanics. APA requirements are met

(BBA PO #3)
10.0 to >9.0 pts

Exceeds Expectations

The structure of the paper is logical. Paper contains limited grammatical and mechanical errors. APA format, citations and references are included.

 9.0 to >8.0 pts

Meets Expectations

The structure of the paper is somewhat clear. Paper contains less than 5 grammatical and mechanical errors. Most APA requirements are met.

 8.0 to >6.0 pts

Partially Meets Expectations

The structure of the paper is not entirely clear. Paper contains a fair amount of mechanical and grammatical errors. Some APA requirements are met.

 6.0 to >0 pts

Does Not Meet Expectations

The structure of the paper is not clear. Paper contains a significant amount of mechanical and grammatical errors. APA requirements were not met.

10.
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Daniel Kevins

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