Financial Condition Analysis

4/25/2020 Financial Condition Analysis Scoring Guide

https://courserooma.capella.edu/bbcswebdav/institution/MBA-FPX/MBA-FPX5014/190400/Scoring_Guides/u01a1_scoring_guide.html 1/1

Financial Condition Analysis Scoring Guide

CRITERIA NON-PERFORMANCE BASIC PROFICIENT DISTINGUISHED

Analyze financial ratio analysis, trend analysis, and industry average analysis.

Does not analyze financial ratio analysis, trend analysis, and industry average analysis.

Analyzes financial ratio analysis, trend analysis, and industry average analysis; however, there is a disconnect between the conclusions and the various financial analysis tools.

Analyzes financial ratio analysis, trend analysis, and industry average analysis.

Analyzes financial ratio analysis from each category, trend analysis, and industry average analyze; includes trend analysis going back three years for each ratio; and compares all ratios to industry average ratios.

Evaluate the financial statements of the firm to find its true condition and valuation.

Does not analyze the financial statements of the firm.

Analyzes the financial statements of the firm; however, does not accurately describe the firm's true condition and valuation.

Evaluates the financial statements of the firm to find its true condition and valuation.

Evaluates the financial statements of the firm to find its true condition and valuation; supports evaluation with details and examples to illustrate the strengths and weaknesses.

Develop actionable items and conclusions, based on the analysis, about the status of the company.

Does not develop actionable items about the status of the company.

Develops items and conclusions; however, they are misaligned with the analysis.

Develops actionable items and conclusions, based on the analysis, about the status of the company.

Develops actionable items and conclusions, based on the data analysis, about the status of the company; actions and conclusions have strong alignment to the data analysis and interpretation.

Tell the current financial story as to the overall health of the firm as it relates to current valuation and the future prospects of the company.

Does not outline a financial story as to the overall health of the firm as it relates to current valuation and the future prospects of the company.

Outlines a financial story of the firm as to the overall health of the firm as it relates to current valuation and the future prospects of the company.

Tells the current financial story as to the overall health of the firm as it relates to current valuation and the future prospects of the company.

Tells the current financial story of the firm as to the overall health of the firm as it relates to current valuation and the future prospects of the company; provides details and examples to support telling the financial story.