Applied Business Project 2

MIS 111 – Fall 22 – Applied Business Project 1 Grading Rubric

September 17th, 2022

Applied Business Project Grading Guidelines

Assignment: To perform a technical analysis of a publicly traded company. The deliverables included a basic

history of the company, information about recent stock trading, and an analysis of two stock investment strategies.

Applied Business Project Grading Guidelines

 If a paper does not have any errors, you should include “NE” (no errors) in the error code

column.

 Every paper you are assigned should have at least one item (“NE” or one or more error codes) in

the error code column.

1. Enter the individual numeric codes that are appropriate.

2. If a Question was left unanswered, just enter the code for that Question (e.g.: 20)

3. Be sure to enter applicable codes individually, do not use hyphens (ie: if tasks 21, 22, and 23 were all

left undone, put it down as 21, 22, 23 AND NOT as 21-23)

4. Do not use any codes which are not listed

5. If you find multiple files from a student, grade the last one submitted

6. If ANY part of the submission can be graded, please do so, entering appropriate error codes for all

missing materials. If NOTHING can be graded then use error code 91. If you use error code 91 there

should be no other error codes because nothing can be graded by definition.

7. If the file is a pages file and you have a wind0ows computer and cannot open, please use this link to

convert it so it can be opened (do NOT use error code 91): https://cloudconvert.com/pages-to-doc

8. If you have concerns about a paper/papers that you feel should be escalated, please email your

distributing TA with all the details and the papers attached.

9. Error codes 98&99 will be done automatically, you do not need to enter it.

General Report Guidelines / Formatting Requirements (once per paper)

CODE Explanation Points

NE No Errors NA

90 No Report submitted to the OT Submission Folder 100

91 File Submitted cannot be graded. This includes documents that do not contain answers

(such as a blank template, or the instructions) and files cannot be opened. GRADERS:

PLEASE STATE THE EXACT CAUSE IN THE NOTES TO FACULTY! Note, if any

part of the paper can be graded (for example a student accidently uploaded their Excel

working file so the tables are gradable), please do so, and just deduct for all missing

materials.

100

92 Student used the Wrong Company 40

93 E-Tegrity Statement Missing or Did Not use Template for Submission 20

98 Paper submitted for Partial Credit to the Partial Credit submission folder 20

99 Automatically Graded – Not a pdf file 10

MIS 111 – Fall 22 – Applied Business Project 1 Grading Rubric

September 17th, 2022

Section 1

CODE Task Explanation Points

10 All

Tasks

Did Not Complete Any Part of This Question

(PLEASE DO NOT enter any of the specific error codes for parts of this task if

you entered this error Code because the entire Question was unanswered)

20

11 Task 1 Poorly written or formatted, did not have answers below question headings, used text

speech (u, lol, k, etc.), did not use periods and sentences where appropriate,

essentially very poorly and unprofessionally done.

3

1.1

12 1.1 Two or more items missing in the governance table, or two or more excess items in the

governance table not assigned in the assignment (proper items below)

 Company’s legal company name (“Profile”)

 Company’s trading exchange and ticker symbol (“Summary”)

 The URL for the company’s primary customer-facing website (“Profile”)

 Location (city, state) of its corporate headquarters (“Profile”)

 Name of the most key executive (typically, President or CEO) of the

company and their title (“Profile”)

 Calendar date (day and month) of the company’s most recent fiscal-year end

(“Financials” / “Annual Balance Sheet”)

 The company’s number of full-time employees (“Profile”)

 Company’s industry sector (“Profile”)

 Company’s industry classification (“Profile”)

4

1.2

13 1.2 Two or more items missing from Financial Profile, or two or more excess items

in the Financial Profile table not assigned in the assignment (proper items below)

 The date (on or after 1/12/2022) you select for your “financial profile” For

that specific trading day, show the following:

 Previous Close Share Price

 Daily volume (Volume)

 Average daily volume (Avg. Volume)

 52 week range (high and low)

 1 Year (1y) Target Estimate

 Current Market Capitalization on the date selected (“Market Cap”)

 Company PE Ratio (TTM or Twelve Trading Months)

 Company Earnings per Share (EPS (TTM))

 Percentage of shares owned by insiders [Holders]

 Percentage of shares own by institutions [Holders]

 Analyst “Fair Value” assessment (e.g., Overvalued, not the numeric value

“xx.xx”)

 Overall Analysts Recommendation Rating (i.e., Strong Buy to Sell scale)

6

1.3

14 1.3 Discussion did not provide a reasonable explanation for why they thought there was a

Buy/Sell/Hold analyst recommendation (this needs to be focused on issues). 6

15 1.3 Length of discussion under 100 words (about 6+ lines, OK if over) 4

MIS 111 – Fall 22 – Applied Business Project 1 Grading Rubric

September 17th, 2022

Section 2

CODE Task Explanation Points

20 All

Tasks

Did Not Complete Any Part of This Question (PLEASE DO NOT enter any of the specific error codes for parts of this task if

you entered this error Code because the entire Question was unanswered)

25

21 Task 2 Poorly written or formatted, did not have answers below question headings, used text

speech (u, lol, k, etc.), did not use periods and sentences where appropriate,

essentially very poorly and unprofessionally done.

3

2.1 NOTE: All date for 2.1 may be put in one table or may be put in multiple tables,

as long as the information is present, there is no error

22 2.1 One or more items “Balance Sheet” items missing from table (NA is OK), or one or

more excess items not assigned in the assignment (proper items below)

From Balance Sheet (may be in Millions or Thousands or just $)

 Assets

o Total Assets

o Current Assets

o Total Non-current Assets

 Liabilities

o Total Liabilities

o Current Liabilities

o Total Non-current Liabilities

 Stockholder’s Equity

4

23 2.1 One or more items “Income Statement” items missing from table, or one or more excess

items, note some items may have NA, that is OK

 Total Revenue

 Cost of Revenue

 Gross Profit

 Operating Income (or Loss)

 Pretax Income

 EBIT (Earning Before Interest and Taxes)

4

24 2.1 One or more items “Cash Flow” items missing from table (NA is OK)

From Cash Flow Statement, or one or more excess items

 Operating Cash Flow

 End Cash Position

 Changes in Cash

 Free Cash Flow

4

25 2.1 One or more items “Historical Stock Price data” items missing from table, or one or

more excess items

From historical stock data

 “Adjusted Close” stock price

 Volume (shares of stock traded)

3

2.2

26 2.2 Discussion does not clearly describe how an investor would be able to independently

verify the press releases financial information could be verified based on the

information that can be found in the financial reports, or the article was more than 12

months old, or write-up not based on a press release

4

27 2.2 Bibliographic citation not included for the article (included URL and date referenced,

if the article was from an online source, see guideline examples) 2

28 2.2 Length of Investor Analysis discussion under 100 words (about 6+ lines, OK if

over) 4

MIS 111 – Fall 22 – Applied Business Project 1 Grading Rubric

September 17th, 2022

Section 3

CODE Task Explanation Points

30 All

Tasks

Did Not Complete Any Part of This Question

(PLEASE DO NOT enter any of the specific error codes for parts of this task if you

entered this error Code because the entire Question was unanswered)

25

31 Task

3

Poorly written or formatted, did not have answers below question headings, used text

speech (u, lol, k, etc.), did not use periods and sentences where appropriate, essentially

very poorly and unprofessionally done.

3

3.1 Stock Price Table

32 3.1 Table Title Line missing and / or not merged into one overall header cell. 3

33 3.1 Closing dates not shown 3

34 3.1 Two (2) companies and One (1) index (students assigned company and 1 competitor and

DOW-30 or NASDAQ) are not all shown 3

35 3.1 The closing stock prices not formatted as numbers (not currency) with two decimal places

and be formatting using 1000’s (thousand’s) comma separators. 1

36 3.1 Table does not have both a caption and a citation 2

3.2 Stock Price Graph index

37 3.2 Meaningful title not included for chart 2

38 3.2 Meaningful label not included for X-Axis (Dates) or both Y-Axes (price) AND/OR No

Secondary Y axis 2

39 3.2 Graph is not a line graph (see guideline example) 3

40 3.2 Actual closing dates were not used for the x-axis (i.e., discrete dates, not a Continuous

range typically showing all dates on the 1st of the Month) 3

41 3.2 Legend identifying each company’s stock tracking line in graph not provided 2

42 3.2 Graph is missing a caption 1

Section 3.2 Example (for Section 3.1 example review the instructions) Note, this is the example graph in the

assignment, we do not care if the colors match, but the graph does need to be professional, have 2 competitors,

have x and y axis labels, have a title, and have the actual last trading days of the month in the X Axis

Figure 1 – Industry Stock Price Analysis Chart

(Source: https://finance.yahoo.com/ Referenced 8/25/2020)

MIS 111 – Fall 22 – Applied Business Project 1 Grading Rubric

September 17th, 2022

Section 4

CODE Task Explanation Points

50 All

Tasks

Did Not Complete Any Part of This Question (PLEASE DO NOT enter any of the specific error codes for parts of this task if you

entered this error Code because the entire Question was unanswered)

30

51 Task 5 Poorly written or formatted, did not have answers below question headings, used text

speech (u, lol, k, etc.), did not use periods and sentences where appropriate, essentially

very poorly and unprofessionally done.

3

4.1 Fundamental numbers needed for Financial Ratios

52 4.1 Missing two or more of the following (some may be a 0, a dash (–) means 0 so is OK), or

one or more excess items

 Summary Page

o Market Capitalization

 Financials / Balance Sheet

o Accounts Receivable (A/R): Gross Accounts Receivable

o Cash: Cash, Cash Equivalents, and Short-term Investments

o Current Assets: Current Assets

o Current Liabilities: Current Liabilities

o Total Equity: Total Equity Gross Minority Interest

6

53 4.1 No Source(s) cited for table 3

54 4.2 Acid Test Ratio Missing: The acid test is focused on whether a company’s short-term

assets will cover its short-term liabilities. Students just need to include the final number,

not the calculations

2

55 4.2 How is the company doing under 100 words (about 6+ lines, OK if over) 5

56 4.3 Working Capital Ratio Missing: The working capital is a measure of a company’s

liquidity and efficiency 2

57 4.3 Write 125-175 words about the state of the company with respect to this ratio.

Under 100 words (about 6+ lines, OK if over) 5

58 4.4 P/B Ratio (OK if called Market to Book Ratio) Missing: The price to book ratio is

widely used in financial analysis. If it is in the thousands verify the student didn’t have

market Cap in Billions and Book Value in Missions (wrong if they did that) P/B Ratio =

Market Capitalization / Book Value of Equity.

2

59 4.4 Write a 125-175 word analysis of the companies P/B ratio and whether it appears low

enough to be favorable in your view. Specifically discuss whether the company also has

intangible assets or goodwill that may be artificially depressing the P/B ratio and making

the company appear to be a better value than it actually is.

Under 100 words or no citation (about 6+ lines, OK if over)

5