| | | | | GRADING RUBRIC FOR INDIVIDUAL RESEARCH PROJECT FINC 330 |
| Students: |
| | | | Description of Evaluation |
| | Failing, undeserving of credit | Passing, but below standard | Satisfactory, meets essential requirements | Superior Work and clearly above average | Work of Distinction |
| | | | Related Grade |
| | F | D-, D, D+ | C-, C, C+ | B-, B, B+ | A-, A, A+ |
| Category | | | | | | Input |
| PORTFOLIO CONSTRUCTION AND MANAGEMENT | | | | | | Grade | Points | Weight | Score |
| 1. Financial statements analysis of the assigned company | Virtually no effort to develop financial statements analysis of the assigned company; not worthy of credit. | Only a superficial effort to develop financial statements analysis of the assigned company | The project contains some financial statements analysis of the assigned company, but should be considerably more developed | Good effort is made to develop financial statements analysis of the assigned company | Excellent and very thorough development and articulation of financial statements analysis of the assigned company | | 0 | 10.00% | 0.00 |
| 2. Financial ratio trends analysis of the assigned company and industry comparatives. | Virtually no effort to develop financial ratio trends analysis of the assigned company and industry comparatives; not worthy of credit | Minimal effort to develop financial ratio trends analysis of the assigned company and industry comparatives. | Some effort made to develop financial ratio trends analysis of the assigned company and industry comparatives, however the result are not explained and analyzed. | Good effort to develop financial ratio trends analysis of the assigned company and industry comparatives, the result are well explained and analyzed | Excellent and successful effort to implement financial ratio trends analysis of the assigned company and industry comparatives; very clear linkages between financial retio results and investment decisions and recommendations; | | 0 | 10.00% | 0.00 |
| 3. DuPont analysis of the assigned company. Compare with main competitor. | Virtually no effort to develop DuPont analysis of the assigned company not worthy of credit | Minimal effort to develop DuPont analysis of the assigned company. | Some effort made to develop DuPont analysis of the assigned company, however the result are not explained and analyzed. | Good effort to develop DuPont analysis of the assigned company, the result are well explained and analyzed | Excellent and successful effort to implement DuPont analysis of the assigned company very clear linkages between DuPont analysis and investment decisions and recommendations; | | 0 | 10.00% | 0.00 |
| 4. Other areas of financial analysis: capital spending, stock growth, Beta values, credit rating service valuations, bond rating valuations, etc. | Virtually no effort to develop the analyziz of the other areas of financial analysis: capital spending, stock growth, Beta values, credit rating service valuations, bond rating valuations; unworthy of much credit | Minimal effort to develop analysis of the areas of financial analysis: capital spending, stock growth, Beta values, credit rating service valuations, bond rating valuations | Some effort made to analize other areas of financial analysis: capital spending, stock growth, Beta values, credit rating service valuations, bond rating valuationsbut gaps are obvious | Very good effort to analyze other areas of financial performance: capital spending, stock growth, Beta values, credit rating service valuations, bond rating valuations | Outstanding effort to to analyze other areas of financial analysis: capital spending, stock growth, Beta values, credit rating service valuations, bond rating valuations | | 0 | 10.00% | 0.00 |
| 5. The evaluation of the assigned company's stock performance for the period three years. | No effort to develop the evaluation of the assigned company's stock performance for the period three years. | Some effort made to develop evaluation of the assigned company's stock performance for the period three years, but analysis is very short and limited | Good effort made to develop the evaluation of the assigned company's stock performance for the period three years, however the result are not explained and analyzed. | Good effort made to develop the evaluation of the assigned company's stock performance for the period three years, the result are well explained and analyzed | Excellent and accurate evaluation of the assigned company's stock performance for the period three years; very clear linkages between stock performance results and investment decisions and recommendations; | | 0 | 20.00% | 0.00 |
| 6. The student developed specific recommendation, with supporting rationale, as to whether or not the assigned company's recent trend in financial and stock performance is of sufficient financial strength to warrant entering into a long-term commitment. | Little or no effort to explain linkages between the assigned company's financial and stock performance to warrant entering into a long-term commitment | Some effort made to explain relationships of the assigned company's financial and stock performance to warrant entering into a long-term commitment, the analysis is poor and incomplete. | Some effort made to explain relationships the assigned company's financial and stock performance to warrant entering into a long-term commitment, but there are significant gaps in the analysis | Very good effort made to explain relationships the assigned company's recent trend in financial and stock performance to recommend entering into a long-term commitment. There are no significant gaps in the analysis | Outstanding and very thorough effort to explain relationships the assigned company's recent trend in financial and stock performance. The results are sufficient to warrant entering into a long-term commitment. | | 0 | 15.00% | 0.00 |
| PRESENTATION OF PAPER AND WRITING |
| 7. Organization, Format and Presentation of Paper including Introduction, Body, and Summary | There appears to be no logical organization of the paper's contents | Presentation has numerous blemishes and there may be a general lack of organization | Paper has some blemishes in presentation and may have some weaknesses in organization | Paper is neatly presented without major blemishes and is generally well-organized | Paper is extremely neat and has no blemishes; its organization is outstanding and very easily followed | | 0 | 5.00% | 0.00 |
| 8. Use of Tables, Figures and Other Graphics to Summarize and Support Analysis Presented in the Paper | Use of tables, figures and other graphics in support of paper is unworthy of credit | Tables, figures and other graphics do not provide much support for the paper; they may have inadequate labels; and numbering sequence is inadequate | 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 | Tables, figures and other graphics are descriptive and provide solid support for the paper; they are properly labeled and numbered | 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 | | 0 | 5.00% | 0.00 |
| 9. Logical and Smooth Flowing Transitions and Relationships Among Sections of the Written Report | No effort made to provide appropriate transitions | Paper makes minimal use of transitions | Some transitions used in paper | Good transitions used in most sections | Very effective transitions are used throughout the written analysis | | 0 | 5.00% | 0.00 |
| RESEARCH APPROACH AND USE OF APPROPRIATE PROFESSIONAL SOURCES OF INFORMATION AND DATA |
| 10. Research Sources and Significance of Research Information and Data, Use of APA Citation Methodology, use of double spaced, with one-inch margins, and use 12-point Times New Roman font. | No obvious effort to use professional and supporting research sources | Little effort made to use appropriate professional and supporting research sources which may be accompanied by inadequate documentation | Some effort to identify and use appropriate and professional and supporting research sources with some documentation | 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. | Excellent and successful effort to identify and use 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 | | 0 | 10.00% | 0.00 |
| | | | | | | | Total | 100.00% |
| 11. Individualized Comments About Research Paper | | | | | | | | Grade on Paper | 0.00 |
| | Scoring Lookup Table |
| | A | 95 |
| | A- | 91 |
| | A+ | 98 |
| | B | 85 |
| | B- | 81 |
| | B+ | 88 |
| | C | 75 |
| | C- | 71 |
| | C+ | 78 |
| | D | 65 |
| | D- | 61 |
| | D+ | 68 |
| | F | 40 |
| | F- | 0 |
| | F+ | 55 |
barkersbaseball
finc_330_-_research_paper_rubric.xls
