BUS401.W5A1.03.2019

Description:


Total Possible Score: 27.00

Creates an Executive Summary for Upper Management that is Used as the First Page of the Final Report to Provide a Synopsis of the Findings, Including Recommendations and a Rationale for Whether or Not to Purchase Stock from the Chosen Company

Total: 3.00

Distinguished - Creates a comprehensive executive summary for upper management that is used as the first page of the final report to provide a synopsis of the findings, including detailed recommendations and a thorough rationale for whether or not to purchase stock from the chosen company.

 

Proficient - Creates an executive summary for upper management that is used as the first page of the final report to provide a synopsis of the findings, including recommendations and a rationale for whether or not to purchase stock from the chosen company. Minor details are missing.

Basic - Creates a limited executive summary for upper management that is used as the first page of the final report to provide a synopsis of the findings, including limited recommendations and a partial rationale for whether or not to purchase stock from the chosen company. Relevant details are missing.

 

Below Expectations - Attempts to create an executive summary for upper management that is used as the first page of the final report to provide a synopsis of the findings, including recommendations and a rationale for whether or not to purchase stock from the chosen company; however, significant details are missing.

Non-Performance - The executive summary for upper management that is used as the first page of the final report to provide a synopsis of the findings is either nonexistent or lacks the components described in the assignment instructions.


Analyzes the Chosen Company’s Current Business and Financial Conditions, and Creates a Brief Introduction to the Company that Includes the Mission of the Company, a Description of the Company’s Current Business Operation, Competitors, and Financial Condition and General Information that Explains Why the Company is Interesting to an Analyst

Total: 2.00

Distinguished - Comprehensively analyzes the chosen company’s current business and financial conditions, and creates a brief but thorough introduction to the company that includes the mission of the company, a description of the company’s current business operation, competitors, and financial condition and general information that explains why the company is interesting to an analyst.

 

Proficient - Analyzes the chosen company’s current business and financial conditions, and creates a brief introduction to the company that includes the mission of the company, a description of the company’s current business operation, competitors, and financial condition and general information that explains why the company is interesting to an analyst. Minor details are missing. 

Basic - Partially analyzes the chosen company’s current business and financial conditions, and creates a limited and brief introduction to the company that includes the mission of the company, a description of the company’s current business operation, competitors, and financial condition and general information that explains why the company is interesting to an analyst. Relevant details are missing. 

Below Expectations - Attempts to analyze the chosen company’s current business and financial conditions and create a brief introduction to the company that includes the mission of the company, a description of the company’s current business operation, competitors, and financial condition and general information that explains why the company is interesting to an analyst; however, significant details are missing.

Non-Performance - The analysis of the chosen company’s current business and financial conditions and brief introduction to the company that includes the mission of the company, a description of the company’s current business operation, competitors, and financial condition and general information that explains why the company is interesting from the perspective of an analyst are either nonexistent or lacks the components described in the assignment instructions.


Evaluates the Financial Performance of the Company by Creating a Complete Financial Statement Review, Which Includes a Comparison of All Three Accounting Statements to Statements for the Previous Three Years

Total: 3.00

Distinguished - Comprehensively evaluates the financial performance of the company by creating a complete financial statement review, which includes a thorough comparison of all three accounting statements to statements for the previous three years.

 

Proficient - Evaluates the financial performance of the company by creating a complete financial statement review, which includes a comparison of all three accounting statements to statements for the previous three years. Minor details are missing.

 

Basic - Minimally evaluates the financial performance of the company by creating a complete financial statement review, which includes a partial comparison of all three accounting statements to statements for the previous three years. Relevant details are missing.

 

Below Expectations - Attempts to evaluate the financial performance of the company by creating a complete financial statement review; however, does not include a comparison of all three accounting statements to statements for the previous three years, and/or significant details are missing.

 

Non-Performance - The evaluation of the financial performance of the company by creating a complete financial statement review, which includes a comparison of all three accounting statements to statements for the previous three years is either nonexistent or lacks the components described in the assignment instructions.


Describes any Positive or Negative Trends that Emerge from the Accounting Statement Data and Comparisons, Providing a Detailed Explanation of the Factors that Lead to These Trends, and Assesses Potential Weaknesses in the Financial Statements for the Company

Total: 2.00

Distinguished - Thoroughly describes any positive or negative trends that emerge from the accounting statement data and comparisons, providing a detailed explanation of the factors that lead to these trends, and comprehensively assesses potential weaknesses in the financial statements for the company.

Proficient - Describes any positive or negative trends that emerge from the accounting statement data and comparisons, providing an explanation of the factors that lead to these trends, and assesses potential weaknesses in the financial statements for the company. Minor details are missing.

Basic - Minimally describes any positive or negative trends that emerge from the accounting statement data and comparisons, providing a limited explanation of the factors that lead to these trends, and partially assesses potential weaknesses in the financial statements for the company. Relevant details are missing.

 

Below Expectations - Attempts to describe any positive or negative trends that emerge from the accounting statement data and comparisons, providing an explanation of the factors that lead to these trends, and assess potential weaknesses in the financial statements for the company; however, significant details are missing.

 

Non-Performance - The description of any positive or negative trends that emerge from the accounting statement data and comparisons, providing an explanation of the factors that lead to these trends, and assessment of potential weaknesses in the financial statements for the company are either nonexistent or lack the components described in the assignment instructions.

 


Summarizes How the Company Compares to the Overall Market Based on Researched Competitive Market Data and What Three to Five Market Analysts are Currently Saying about the Company

Total: 2.00

Distinguished - Thoroughly summarizes how the company compares to the overall market based on researched competitive market data and what three to five market analysts are currently saying about the company.

Proficient - Summarizes how the company compares to the overall market based on researched competitive market data and what three to five market analysts are currently saying about the company. Minor details are missing.

Basic - Minimally summarizes how the company compares to the overall market based on researched competitive market data and what three to five market analysts are currently saying about the company. Relevant details are missing.

Below Expectations - Attempts to summarize how the company compares to the overall market based on researched competitive market data and what three to five market analysts are currently saying about the company; however, significant details are missing.

Non-Performance - The summary of how the company compares to the overall market based on researched competitive market data and what three to five market analysts are currently saying about the company is either nonexistent or lacks the components described in the assignment instructions.


Calculates the Value of the Company’s Financial Assets by Completing Two Ratio Analyses for the Company for the Last Fiscal Year Within the Categories of Liquidity, Financial Leverage, Asset Management, Profitability, and Market Value, and Provides a Rationale as to Whether Each Ratio is Favorable or Signals Potential Trouble for the Company, Justifying the Observations with Evidence from the Data and the Calculation Findings

Total: 2.00

Distinguished - Clearly and accurately calculates the value of the company’s financial assets by completing ratio analyses for the company for the last three fiscal years within the categories of liquidity, financial leverage, asset management, profitability, and market value, and provides a comprehensive rationale as to whether each ratio is favorable or signals potential trouble for the company, thoroughly justifying the observations with evidence from the data and the calculation findings.

Proficient - Calculates the value of the company’s financial assets by completing ratio analyses for the company for the last three fiscal years within the categories of liquidity, financial leverage, asset management, profitability, and market value, and provides a rationale as to whether each ratio is favorable or signals potential trouble for the company, justifying the observations with evidence from the data and the calculation findings. Minor details are missing, slightly unclear, or inaccurate.

Basic - Minimally calculates the value of the company’s financial assets by completing ratio analyses for the company for the last three fiscal years within the categories of liquidity, financial leverage, asset management, profitability, and market value, and provides a limited rationale as to whether each ratio is favorable or signals potential trouble for the company, somewhat justifying the observations with evidence from the data and the calculation findings. Relevant details are missing, unclear, and/or inaccurate.

Below Expectations - Attempts to calculate the value of the company’s financial assets by completing ratio analyses for the company for the last three fiscal years within the categories of liquidity, financial leverage, asset management, profitability, and market value and provide a rationale as to whether each ratio is favorable or signals potential trouble for the company, justifying the observations with evidence from the data and the calculation findings; however, significant details are missing, unclear, and inaccurate.

Non-Performance - The calculations of the value of the company’s financial assets by completing ratio analyses for the company for the last three fiscal years within the categories of liquidity, financial leverage, asset management, profitability, and market value and comprehensive rationale as to whether each ratio is favorable or signals potential trouble for the company, justifying the observations with evidence from the data and the calculation findings are either nonexistent or lack the components described in the assignment instructions.


Formulates the Expected Financial Returns and Associated Risks by Calculating the Return on Equity (Roe) Using the Dupont System and the Constant Growth Stock Valuation (CGSV) Comparing it to the Current Stock Price

Total: 2.00

Distinguished - Accurately formulates the expected financial returns and associated risks by calculating the Return on Equity (ROE) using the DuPont system and the Constant Growth Stock Valuation (CGSV) comparing it to the current stock price.

Proficient - Formulates the expected financial returns and associated risks by calculating the Return on Equity (ROE) using the DuPont system and the Constant Growth Stock Valuation (CGSV) comparing it to the current stock price. There are minor inaccuracies in the formulation.

Basic - Vaguely formulates the expected financial returns and associated risks by calculating the Return on Equity (ROE) using the DuPont system and the Constant Growth Stock Valuation (CGSV) comparing it to the current stock price. There are relevant inaccuracies in the formulation.

 

Below Expectations - Attempts to formulate the expected financial returns and associated risks by calculating the Return on Equity (ROE) using the DuPont system and the Constant Growth Stock Valuation (CGSV) comparing it to the current stock price; however, there are significant inaccuracies in the formulation.

 

Non-Performance - The formulation of the expected financial returns and associated risks by calculating the Return on Equity (ROE) using the DuPont system and the Constant Growth Stock Valuation (CGSV) is either nonexistent or lacks the components described in the assignment instructions.


Evaluates what Type(s) of Capital Constraints the Company Must Consider in Order to be Competitive in the Market and Industry, Explaining the Appropriate Financial Techniques that Would be Used in this Evaluation

Total: 2.00

Distinguished - Comprehensively evaluates what type(s) of capital constraints the company must consider in order to be competitive in the market and industry, thoroughly explaining the appropriate financial techniques that would be used in this evaluation.

Proficient - Evaluates what type(s) of capital constraints the company must consider in order to be competitive in the market and industry, explaining the appropriate financial techniques that would be used in this evaluation. The evaluation is slightly underdeveloped.

Basic - Partially evaluates what type(s) of capital constraints the company must consider in order to be competitive in the market and industry, minimally explaining the appropriate financial techniques that would be used in this evaluation. The evaluation is underdeveloped.

Below Expectations - Attempts to evaluate what type(s) of capital constraints the company must consider in order to be competitive in the market and industry; however, does not explain the appropriate financial techniques that would be used in this evaluation, and/or the evaluation is significantly underdeveloped.

 

Non-Performance - The evaluation of what type(s) of capital constraints the company must consider in order to be competitive in the market and industry, explaining the appropriate financial techniques that would be used in this evaluation is either nonexistent or lacks the components described in the assignment instructions.

 


Written Communication: Control of Syntax and Mechanics

Total: 2.00

Distinguished - Displays meticulous comprehension and organization of syntax and mechanics, such as spelling and grammar. Written work contains no errors and is very easy to understand.

Proficient - Displays comprehension and organization of syntax and mechanics, such as spelling and grammar. Written work contains only a few minor errors and is mostly easy to understand.

Basic - Displays basic comprehension of syntax and mechanics, such as spelling and grammar. Written work contains a few errors which may slightly distract the reader.

Below Expectations - Fails to display basic comprehension of syntax or mechanics, such as spelling and grammar. Written work contains major errors which distract the reader.

Non-Performance - The assignment is either nonexistent or lacks the components described in the instructions.


Written Communication: APA Formatting

Total: 2.50

Distinguished - Accurately uses APA formatting consistently throughout the paper, title page, and reference page.

Proficient - Exhibits APA formatting throughout the paper. However, layout contains a few minor errors. 

Basic - Exhibits limited knowledge of APA formatting throughout the paper. However, layout does not meet all APA requirements. 

Below Expectations - Fails to exhibit basic knowledge of APA formatting. There are frequent errors, making the layout difficult to distinguish as APA.

Non-Performance - The assignment is either nonexistent or lacks the components described in the instructions.


Written Communication: Page Requirement

Total: 2.00

Distinguished - The length of the paper is equivalent to the required number of correctly formatted pages. 

Proficient - The length of the paper is nearly equivalent to the required number of correctly formatted pages. 

Basic - The length of the paper is equivalent to at least three quarters of the required number of correctly formatted pages.

Below Expectations - The length of the paper is equivalent to at least one half of the required number of correctly formatted pages.   

Non-Performance - The assignment is either nonexistent or lacks the components described in the instructions.


Written Communication: Resource Requirement

Total: 2.50

Distinguished - Uses more than the required number of scholarly sources, providing compelling evidence to support ideas. All sources on the reference page are used and cited correctly within the body of the assignment.

Proficient - Uses the required number of scholarly sources to support ideas. All sources on the reference page are used and cited correctly within the body of the assignment.

Basic - Uses less than the required number of sources to support ideas. Some sources may not be scholarly. Most sources on the reference page are used within the body of the assignment. Citations may not be formatted correctly.

Below Expectations - Uses an inadequate number of sources that provide little or no support for ideas. Sources used may not be scholarly. Most sources on the reference page are not used within the body of the assignment. Citations are not formatted correctly.

Non-Performance - The assignment is either nonexistent or lacks the components described in the instructions.