Company name is Walmart
Brian_1234
Activities_-_FINC_330_6388_Business_Finance_2222_-_UMGC_Learning_Management_System.pdf
3/10/22, 2:08 PM Activities - FINC 330 6388 Business Finance (2222) - UMGC Learning Management System
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Part 2 Project Rubric Activity: Research Project Part 2
Course: FINC 330 6388 Business Finance (2222)
Name: DeAndre Birton
Criteria Excellent (90 and Above)
Good (80 and Above)
Acceptable (70 and Above)
Below Average (60 and Above)
Poor (30 and Below)
Incomplete (20% and Below)
Criterion Score
Introduction (3% of the paper
grade)
2.4 / 3 3 points
Outstanding
and very
thorough
development
and articulation
of a short
introduction,
explains the
purpose of the
paper, and
provides an
overview of the
contents that
follow (one
short
paragraph).
2.1 points
The project
contains some a
short
introduction.
However the
introduction
does not explain
the purpose of
the paper, and
does not
provide an
overview of the
contents that
follow.
1.8 points
Only a
superficial
effort to
develop a short
introduction.
0.9 points
Only a poor
effort to
develop s short
introduction.
0 points
The student did
not complete
this part of the
project or the
student's effort
unworthy of
credit
2.4 points
A good effort is
made to
develop a short
introduction,
explains the
purpose of the
paper, and
provides an
overview of the
contents that
follow (one
short
paragraph).
3/10/22, 2:08 PM Activities - FINC 330 6388 Business Finance (2222) - UMGC Learning Management System
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Criteria Excellent (90 and Above)
Good (80 and Above)
Acceptable (70 and Above)
Below Average (60 and Above)
Poor (30 and Below)
Incomplete (20% and Below)
Criterion Score
Financial leverage ratios
analysis of the assigned
company. (Prepare, analyze
and interpret financial
information) (15% of the
project grade)
10.5 / 15
Criterion Feedback
What topics will you be discussing and what is the purpose of the paper?
15 points
Excellent and
successful
effort to
implement
financial
leverage ratio
analysis of the
assigned
company; very
clear linkages
between
financial ratio
results and
investment
decisions and
recommendatio
ns.
12 points
A good effort to
develop
financial
leverage ratio
analysis of the
assigned
company, the
result are well
explained and
analyzed
9 points
Only a
superficial
effort to
develop
financial
leverage ratio
analysis of the
assigned
company.
4.5 points
Only a poor
effort to
develop
financial
leverage ratio
analysis of the
assigned
company.
0 points
Virtually no
effort to
develop
financial
leverage ratio
analysis of the
assigned
company; not
worthy of credit
Criterion Feedback
Your ratios are old, you should use more current ratios to be accurate for recent leverage and debt. You used liquidity ratios instead of debt
to assets, and there were some incorrect statements. See comments in Turnitin.
10.5 points
Satisfactory
effort made to
develop
financial
leverage ratio
analysis of the
assigned
company, but
the analysis
should be
considerably
more
developed.
3/10/22, 2:08 PM Activities - FINC 330 6388 Business Finance (2222) - UMGC Learning Management System
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Criteria Excellent (90 and Above)
Good (80 and Above)
Acceptable (70 and Above)
Below Average (60 and Above)
Poor (30 and Below)
Incomplete (20% and Below)
Criterion Score
Collect and evaluate the data
about bond performance of
the assigned company. (Apply
Financial Theories to Solve
Financial Problems) (20% of
the project grade)
0 / 20 20 points
Outstanding
and very
thorough
development
and articulation
of bond
performance
analysis of the
assigned
company.
16 points
A good effort is
made to
develop bond
performance
analysis of the
assigned
company.
14 points
The project
contains some
bond
performance
information of
the assigned
company, but
the analysis
should be
considerably
more
developed.
12 points
Only a
superficial
effort to
develop bond
performance
analysis of the
assigned
company.
6 points
Only a poor
effort to
develop bond
performance
analysis of the
assigned
company
Criterion Feedback
It looks like you skipped the bond section.
0 points
Virtually no
effort to
develop bond
performance
analysis of the
assigned
company; not
worthy of
credit.
3/10/22, 2:08 PM Activities - FINC 330 6388 Business Finance (2222) - UMGC Learning Management System
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Criteria Excellent (90 and Above)
Good (80 and Above)
Acceptable (70 and Above)
Below Average (60 and Above)
Poor (30 and Below)
Incomplete (20% and Below)
Criterion Score
Market ratio analysis of the
assigned company. (Apply
Financial Theories to Solve
Financial Problems) (15% of
the project grade)
10.5 / 15 15 points
Excellent and
successful
effort to
implement
market ratios
analysis of the
assigned
company very
clear linkages
between market
ratios analysis
and investment
decisions and
recommendatio
ns.
12 points
A good effort to
develop market
ratios analysis
of the assigned
company, the
result are well
explained and
analyzed
9 points
Only a
superficial
effort to
develop market
ratios analysis
of the assigned
company.
4.5 points
Only a poor
effort to
develop market
ratios analysis
of the assigned
company.
0 points
Virtually no
effort to
develop market
ratios analysis
of the assigned
company; not
worthy of
credit.
Criterion Feedback
These were old ratios again. No discussion of EPS? Otherwise, some good analysis on other ratios.
10.5 points
Satisfactory
effort made to
develop market
ratios analysis
of the assigned
company, but
the analysis
should be
considerably
more
developed.
3/10/22, 2:08 PM Activities - FINC 330 6388 Business Finance (2222) - UMGC Learning Management System
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Criteria Excellent (90 and Above)
Good (80 and Above)
Acceptable (70 and Above)
Below Average (60 and Above)
Poor (30 and Below)
Incomplete (20% and Below)
Criterion Score
Historical stock prices trend
analysis (Apply Financial
Theories to Solve Financial
Problems) (15% of the
project grade)
10.5 / 15
Develop a specific
recommendation, with
supporting rationale for the
COMPANY’S management.
(Apply Financial Theories to
Solve Financial Problems)
(12% of the project grade).
8.4 / 12
15 points
Outstanding
effort to
develop
historical stock
prices trend
analysis.
12 points
A good effort to
develop
historical stock
prices trend
analysis
9 points
Only a
superficial
effort to
develop
historical stock
prices trend
analysis
4.5 points
Only a poor
effort to
develop
historical stock
prices trend
analysis
0 points
Virtually no
effort to
develop
historical stock
prices trend
analysis;
unworthy of
much credit
Criterion Feedback
You didn't provide the graph for Target stock prices. What earnings would an investor have seen if they had purchased Walmart vs. Target
stock at the beginning of 2021 through the end of the year? What were some reasons for fluctuations? CAPM and intrinsic values are not a
requirement of the current assignment.
12 points
Outstanding
effort to
develop a
specific
recommendatio
n, with
supporting
rationale for the
COMPANY’S
management
about the
financial
9.6 points
Good effort to
develop a
specific
recommendatio
n, with
supporting
rationale for the
COMPANY’S
management
about the
financial
strategy of the
7.2 points
Below average
effort to
develop a
specific
recommendatio
n, with
supporting
rationale for the
COMPANY’S
management
about the
financial
3.6 points
Only poor effort
to develop a
specific
recommendatio
n, with
supporting
rationale for the
COMPANY’S
management
about the
financial
strategy of the
0 points
The student did
not complete
this part of the
project; not
worthy of
credit.
10.5 points
Satisfactory
effort made to
collect historical
stock prices,
but the analysis
should be more
developed.
8.4 points
Some effort to
develop a
specific
recommendatio
n, with
supporting
rationale for the
COMPANY’S
management
about the
financial
strategy of the
3/10/22, 2:08 PM Activities - FINC 330 6388 Business Finance (2222) - UMGC Learning Management System
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Criteria Excellent (90 and Above)
Good (80 and Above)
Acceptable (70 and Above)
Below Average (60 and Above)
Poor (30 and Below)
Incomplete (20% and Below)
Criterion Score
strategy of the
company, how
to best balance
THE
COMPANY’S
financial
leverage to
optimize
shareholder
wealth going
forward taking
into
consideration
the company's
current market
position, credit
rating, dividend
policy, etc. The
results are well
explained and
analyzed.
company, how
to best balance
THE
COMPANY’S
financial
leverage to
optimize
shareholder
wealth going
forward taking
into
consideration
the company's
current market
position, credit
rating, dividend
policy, etc. The
results are well
explained and
analyzed.
strategy of the
company, how
to best balance
THE
COMPANY’S
financial
leverage to
optimize
shareholder
wealth going
forward taking
into
consideration
the company's
current market
position, credit
rating, dividend
policy, etc.
company, how
to best balance
THE
COMPANY’S
financial
leverage to
optimize
shareholder
wealth going
forward taking
into
consideration
the company's
current market
position, credit
rating, dividend
policy, etc.
Criterion Feedback
Your recommendations were more related to operations than using the information from this paper to make financial management
suggestions. You are comparing to Amazon here, when you used Target earlier, you should be consistent.
company, how
to best balance
THE
COMPANY’S
financial
leverage to
optimize
shareholder
wealth going
forward taking
into
consideration
the company's
current market
position, credit
rating, dividend
policy, etc.
However the
analysis should
be more
developed.
3/10/22, 2:08 PM Activities - FINC 330 6388 Business Finance (2222) - UMGC Learning Management System
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Criteria Excellent (90 and Above)
Good (80 and Above)
Acceptable (70 and Above)
Below Average (60 and Above)
Poor (30 and Below)
Incomplete (20% and Below)
Criterion Score
Reflection - the students
should write a paragraph in
their own words reflecting on
what they learned from the
assignment and how they
think they could apply what
they learned in the
workplace. (5% of the project
grade)
0 / 5 5 points
outstanding effort to write a paragraph in
their own words
reflecting on
what they
learned from
the assignment
and how they
think they could
apply what they
learned in the
workplace.
4 points
Good effort
write a
paragraph in
their own words
reflecting on
what they
learned from
the assignment
and how they
think they could
apply what they
learned in the
workplace.
3.5 points
Some effort
made to write a
paragraph in
their own words
reflecting on
what they
learned from
the assignment
and how they
think they could
apply what they
learned in the
workplace.
3 points
Below average
effort made to
write a
paragraph in
their own words
reflecting on
what they
learned from
the assignment
and how they
think they could
apply what they
learned in the
workplace.
1.5 points
Only poor effort
made to write a
paragraph in
their own words
reflecting on
what they
learned from
the assignment
and how they
think they could
apply what they
learned in the
workplace.
Criterion Feedback
No reflection on the assignment provided.
0 points
The student did
not complete
this part of the
project; not
worthy of
credit.
3/10/22, 2:08 PM Activities - FINC 330 6388 Business Finance (2222) - UMGC Learning Management System
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Criteria Excellent (90 and Above)
Good (80 and Above)
Acceptable (70 and Above)
Below Average (60 and Above)
Poor (30 and Below)
Incomplete (20% and Below)
Criterion Score
Organization, Format, and
Presentation of paper
including introduction, body,
and summary. Each section
has sub-headings
(Communicate, collaborate,
lead and influence across the
organization to achieve
organizational goals) (4% of
the project grade)
3.2 / 4 4 points
Paper is
organized and
very easily
followed. The
paper follows
APA format and
contains no or
very few errors.
2.8 points
Paper has
prominent
blemishes in
presentation
and may have
some
weaknesses in
organization
2.4 points
There appears
to be a below
average logical
organization of
the paper's
contents
1.2 points
There appears
to be a poor
logical
organization of
the paper's
contents
0 points
The student did
not complete
this part of the
project or the
student's effort
unworthy of
credit
Criterion Feedback
Some inconsistent formatting with single spacing in the historic pricing section and big spaces before graph but after header.
3.2 points
Paper is neatly
presented
without major
blemishes and is
generally well-
organized
3/10/22, 2:08 PM Activities - FINC 330 6388 Business Finance (2222) - UMGC Learning Management System
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Criteria Excellent (90 and Above)
Good (80 and Above)
Acceptable (70 and Above)
Below Average (60 and Above)
Poor (30 and Below)
Incomplete (20% and Below)
Criterion Score
Use of Tables, figures, and
other graphics to summarize
and support analysis
presented in paper (Research,
collect, synthesize and
interpret data by applying
appropriate technology tools
to solve business problems)
(3% of the project grade)
2.1 / 3 3 points
Tables, figures
and other
graphics are
very descriptive
and provide
exceptionally
strong support
for the paper;
there are no
errors in labels
or in the
numbering
sequence
2.4 points
Tables, figures
and other
graphics are
descriptive and
provide a
sufficient
support for the
paper; they are
properly labeled
and numbered
1.8 points
Use of tables,
figures and
other graphics
in support of
paper is below
average.
0.9 points
Use of tables,
figures and
other graphics
in support of
paper is poor.
0 points
The student did
not complete
this part of the
project or the
student's effort
unworthy of
credit
Criterion Feedback
Data provided was old, and you didn't provide the graph for a competitor.
2.1 points
Tables, figures
and other
graphics
provide
marginal
support for the
paper; some
labels may be
incomplete;
there may be
some problems
with the
numbering
sequence
3/10/22, 2:08 PM Activities - FINC 330 6388 Business Finance (2222) - UMGC Learning Management System
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Criteria Excellent (90 and Above)
Good (80 and Above)
Acceptable (70 and Above)
Below Average (60 and Above)
Poor (30 and Below)
Incomplete (20% and Below)
Criterion Score
Logical and smooth flowing
transitions and relationships
among sections of the
written report (Communicate,
collaborate, lead and
influence across the
organization to achieve
organizational goals) (3% of
the project grade)
3 / 3 2.4 points
Good
transitions used
in most sections
2.1 points
Some
transitions used
in paper
1.8 points
Below average
effort made to
provide
appropriate
transitions
0.9 points
Only a poor
effort made to
provide
appropriate
transitions
0 points
The student did
not complete
this part of the
project or the
student's effort
unworthy of
credit
Criterion Feedback
Your paper flow was good with smooth transitioning between topics.
3 points
Transitions are
used
throughout the
written analysis
and provides a
logical
transition from
topic to topic.
3/10/22, 2:08 PM Activities - FINC 330 6388 Business Finance (2222) - UMGC Learning Management System
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Criteria Excellent (90 and Above)
Good (80 and Above)
Acceptable (70 and Above)
Below Average (60 and Above)
Poor (30 and Below)
Incomplete (20% and Below)
Criterion Score
Research sources and
significance of information
and data applying
appropirate technology tools
to solve business problems,
APA citations, double-
spaced, 12-point font Times
New Roman (5% of the
project grade)
5 / 5 4 points
A good effort to
identify and use
appropriate and
professional and
supporting
research
sources;
appropriate and
professional use
of APA
documentation,
use of double
spaced, with
one-inch
margins, and
use 12-point
Times New
Roman font.
3.5 points
Some effort to
identify and use
appropriate and
professional and
supporting
research
sources with
some
documentation
3 points
Below average
effort to use
professional and
supporting
research
sources
1.5 points
Only a poor
effort to use
professional and
supporting
research
sources
0 points
The student did
not complete
this part of the
project or the
student's effort
unworthy of
credit
5 points
Successful
identification an
d use of
appropriate and
professional
research
sources
including
Library Search
Engines,
Websites, S&P,
SEC, stock
exchanges,
Morningstar,
NYSE,
Competitors,
10K Report,
analyst reports,
news releases,
articles, etc.;
appropriate and
accurate
documentation,
APA citations
are accurate
and of the
highest level.
3/10/22, 2:08 PM Activities - FINC 330 6388 Business Finance (2222) - UMGC Learning Management System
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Total 55.6 / 100
Overall Score
Criteria Excellent (90 and Above)
Good (80 and Above)
Acceptable (70 and Above)
Below Average (60 and Above)
Poor (30 and Below)
Incomplete (20% and Below)
Criterion Score
Criterion Feedback
Good use of resources and well cited in the paper and reference section.
Excellent (90 and
Above) 90 points minimum
Good (80 and
Above) 80 points
minimum
Acceptable (70 and
Above) 70 points minimum
Below Average (60 and
Above) 60 points minimum
Poor (30 and
Below) 20 points
minimum
Incomplete (20% and
Below 0 points minimum
