Financial Analysis Project - Direct Measure

Criteria

Exemplary

Competent

Developing

Needs Improvement

Provided an introduction of each company including background and historical information (10 points)

Demonstrates excellent understanding of the background and history

Some understanding, but at least one incorrect assertion made of the background and history

Little understanding or certain background history elements are incorrect or missing

Missing background and/or history of one or both companies

Performed ratio analysis and trend analysis for chosen company  (30 points)

Consistently uses all the ratios to support findings; all ratios are evaluated from the perspective of the trends

Most of the ratios are used to support findings; most ratios are evaluated from the perspective of the trends

Most of the ratios are used to support findings; few of the ratios are evaluated from the perspective of the trends

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

Performed ratio and trend analysis for competitor in the same industry (30 points)

Consistently uses all the ratios to support findings; all ratios are evaluated from the perspective of the trends

Most of the ratios are used to support findings; most ratios are evaluated from the perspective of the trends

Most of the ratios are used to support findings; few of the ratios are evaluated from the perspective of the trends

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

Analyzed the chosen industry and current market conditions in that industry (30 points)

Consistently uses all the ratios and current events to support findings; all ratios are evaluated from the perspective of the trends about the industry

Most of the ratios are used to support findings; few of the ratios are evaluated from the perspective of the trends about the industry, nor is much current event information provided

Inconsistent use of ratios, current events, and trend analysis to support findings about the industry

Little or no use of ratios or current events, or trend analysis to support findings about the industry

Used the chosen company to analyze its fund raising potential in the stock and bond markets  (30 points)

Consistently used appropriate data and financial market information to evaluate the benefits of stock financing and debt financing

Often used appropriate data and financial market information to evaluate the benefits of stock and debt financing

Occasionally used appropriate data and financial market information to evaluate the benefits of stock and debt financing

Inconsistent or no use of appropriate data and financial market information to evaluate the benefits of stock and debt financing

Position section (student chose banker or investor and justified the decision using financial analysis (30 points)

Consistently uses all the ratios to support findings; all ratios are evaluated from the perspective of the trends used in decision making

Most of the ratios are used to support findings; most ratios are evaluated from the perspective of the trends used in decision making

Most of the ratios are used to support findings; few of the ratios are evaluated from the perspective of the trends used in decision making

Inconsistent or no use of ratios are used to support findings as well as ratios evaluated from the perspective of the trends used in decision making

Support (References used) (20 points)

Consistently uses cites to support findings; All references are cited and all cites are referenced

Cites are used most of the time to support findings; all references are cited and all cites are referenced

Developing ability to use cites to support findings; all references are cited and all cites are referenced

Little or no use of citing, meeting bare minimum of five; missing either one cited source from reference page or one reference is not cited

Grammar (20 points)

Sentence structure varied throughout; no incomplete or fragmented sentences; Superior grammar; no errors

Some variation of sentence structure; less than 2 incomplete or fragmented sentences; Good grammar; 1-4 errors

Consistent safe sentence structure; less than 4 incomplete or fragmented sentences; Consistent grammar errors; 5-8 errors

Simple sentence structure; more than 4 incomplete or fragmented sentences; Inattention to grammar; 9 or more errors