Presentation
ACCT 370
Financial Statement Analysis Presentation Grading Rubric
(140 Maximum Points)
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Criteria |
Levels of Achievement |
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Content |
Advanced |
Proficient |
Developing |
Not present |
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Content & Support - Introduction (5 points) |
5 points Student competently and thoroughly addressed a general description of the Company, its products/services, industry, primary customer base, and major competitors, with appropriate support from research/references.
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4 points Student addressed a general description of the Company, its products/services, industry, primary customer base, and major competitors, with appropriate support from research/references. Only minor exceptions were identified.
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1 to 3 points Student did not address all required areas in this section of the presentation. Significant issues were identified with the content covered, depth of discussion, and/or support from appropriate research/references.
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0 points Not present
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Content & Support - Income (8 points) |
8 points Student competently and thoroughly addressed the company’s primary sources of core and comprehensive income, major sources of non-operating and transitory earnings (if applicable), and quality of earnings, with appropriate support from research/references.
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6 to 7 points Student addressed the company’s primary sources of core and comprehensive income, major sources of non-operating and transitory earnings (if applicable), and quality of earnings, with appropriate support from research/references. Only minor exceptions were identified.
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1 to 5 points Student did not address all required areas in this section of the presentation. Significant issues were identified with the content covered, depth of discussion, and/or support from appropriate research/references.
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0 points Not present
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Content & Support – Cash Flows (8 points)
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8 points Student competently and thoroughly addressed the company’s operating, investing, and financing cash flow trends, with appropriate support from research/references.
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6 to 7 points Student addressed the company’s operating, investing, and financing cash flow trends, with appropriate support from research/references. Only minor exceptions were identified.
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1 to 5 points Student did not address all required areas in this section of the presentation. Significant issues were identified with the content covered, depth of discussion, and/or support from appropriate research/references.
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0 points Not present
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Content & Support – Ratio Analysis (15 points)
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14 to 15 points Student competently and thoroughly addressed the liquidity, solvency/leverage, efficiency, profitability, and market value ratios, discussing highlights from the historical ratios, as well as the comparison to competitors and industry averages. Conclusions were supported with research/references, as appropriate.
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11 to 13 points Student addressed the liquidity, solvency/leverage, efficiency, profitability, and market value ratios, discussing highlights from the historical ratios, as well as the comparison to competitors and industry averages, with only minor exceptions. Conclusions were supported with research/references, as appropriate, with only minor exceptions.
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1 to 10 points Student did not address all required areas in this section of the presentation. Significant issues were identified with the content covered, depth of discussion, and/or support from appropriate research/references.
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0 points Not present
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Content & Support – Market Valuation (8 points)
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8 points Student competently and thoroughly addressed the company’s unrecorded assets and general market value and stock price trends, with appropriate support from research/references. |
6 to 7 points Student addressed the company’s unrecorded assets and general market value and stock price trends, with appropriate support from research/references, with only minor exceptions. |
1 to 5 points Student did not address all required areas in this section of the presentation. Significant issues were identified with the content covered, depth of discussion, and/or support from appropriate research/references.
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0 points Not present
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Content & Support – Strengths and Weaknesses (8 points)
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8 points Student competently and thoroughly addressed the company’s key financial strengths and weaknesses in comparison to its competitors and industry, with appropriate support from research/references. |
6 to 7 points Student addressed the company’s key financial strengths and weaknesses in comparison to its competitors and industry, with appropriate support from research/references, with only minor exceptions. |
1 to 5 points Student did not address all required areas in this section of the presentation. Significant issues were identified with the content covered, depth of discussion, and/or support from appropriate research/references.
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0 points Not present
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Content & Support – Future Prospects (8 points)
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8 points Student competently and thoroughly addressed the company’s future prospects, with appropriate support from research/references. |
6 to 7 points Student addressed the company’s future prospects, with appropriate support from research/references, with only minor exceptions. |
1 to 5 points Student did not address all required areas in this section of the presentation. Significant issues were identified with the content covered, depth of discussion, and/or support from appropriate research/references.
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0 points Not present
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Content & Support – Biblical Worldview (8 points)
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8 points Student competently and thoroughly addressed the company’s financial position and organizational strategy in relation to a Biblical worldview, with appropriate support from research/references. |
6 to 7 points Student addressed the company’s financial position and organizational strategy in relation to a Biblical worldview, with appropriate support from research/references, with only minor exceptions. |
1 to 5 points Student did not address all required areas in this section of the presentation. Significant issues were identified with the content covered, depth of discussion, and/or support from appropriate research/references.
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0 points Not present
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Research and Support (30 points) |
27 to 30 points Presentation is supported with in-text citations to at least 8 scholarly/trade sources, the course textbook, and the Bible that are appropriate and relevant to the content being discussed.
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21 to 26 points Presentation is supported with in-text citations to at least 8 scholarly/trade sources, the course textbook, and the Bible. Minor exceptions with the quality or quantity of the resources were identified. |
1 to 20 points Presentation is not properly supported with in-text citations to at least 8 scholarly/trade sources, the course textbook, and the Bible. Significant issues with the quantity and/or quality of resources were identified.
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0 points Not present
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Organization and Length (20 points) |
18 to 20 points The presentation is organized and flows in a logical manner. Delivery time is utilized well, and presentation is not rushed. The presentation falls within the given time length of 10-12 minutes. |
14 to 17 points The presentation is mostly organized. Delivery time is utilized well, except for minor exceptions. The presentation mostly falls within the given time length of 10-12 minutes. |
1 to 13 points The presentation lacks organization and flow. Delivery time seems rushed, or is not well utilized. The presentation falls significantly outside of the given time length of 10-12 minutes (including falling over or under this limit).
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0 points Not present
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Style (22 points) |
20 to 22 points Presentation is professional and polished. The presentation itself seems rehearsed. The PowerPoint presentation is attractive, easy to read, and references are cited in APA format (current edition). |
15 to 19 points Presentation is professional and polished, with only minor exceptions. The presentation itself seems somewhat rehearsed. The PowerPoint presentation is mostly attractive, easy to read, and references are cited in APA format (current edition), with only minor exceptions. |
1 to 14 points Presentation lacks polish and professionalism. The presentation does not appear rehearsed, and/or the presenter is not comfortable with the material. The PowerPoint is difficult to read, or is unprofessional in format. References are not cited in APA format (current edition). |
0 points Not present
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