FINCB 571 Competency 1 Assessment Rubric
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Course
FINCB/571
Subject
Finance
Date
Jan 9, 2024
Type
docx
Pages
2
Uploaded by Slappy101
Course
Title:
Corporate
Finance
Competency
Assessment
Title:
Investor
Presentation
Total
Number
of
Points:
100
Assignment
Directions
Resources:
o
University
of
Phoenix
Library
Finance
Resources
o
Yahoo
Finance
Select
a
Fortune
500
company
or
another
company
you
are
familiar
with.
Consider
pharmaceuticals,
computer
hardware,
retail,
or
automotive
industries
for
your
selection.
If
you
choose
a
company
that
is
not
in
the
Fortune
500,
ensure
that
enough
financial
information
and
key
performance
indicator
results
are
available
to
complete
the
assignment.
Imagine
your
manager
has
asked
you
to
help
with
a
presentation
on
the
company's
financial
performance
at
the
company’s
annual
meeting.
Research
financial
information
and
key
performance
indicators
for
the
company.
Create
a
10-
to
16-slide
presentation
for
investors
to
assess
the
company's
financial
growth
and
sustainability.
Use
speaker
notes
to
convey
the
details
you
would
give
if
you
were
presenting.
Complete
the
following
in
your
presentation:
«
Identify
key
performance
indicators
for
the
company
you
selected,
including
the
following.
o
The
company
and
its
ticker
symbol
o
Cash
flow
from
operations
o
Price-to-earnings
ratio
o
Stock
dividends
and
the yield,
if
any
o
Eamings
per
share
ratio
o
Revenue
estimates
for
the
next
12
months
o
Revenue
from
the
previous
3
years
o
Statement
of
cash
flows
and
net
cash
from
operating,
investing,
and
financing
activities
over
the
past
3
years
o
Average
trade
volume
o
Current
stock
price,
52-week
high,
and 1-year
estimated
stock
price
o
Analysts'
recommendations
for
the
stock
(buy,
sell,
hold)
o
Market
cap
for
the
company
«
Relate
the
stock
price
to
the
price-to-eamings
ratio.
«
Explain
the
market
capitalization
and
what
it
means
to
the
investor.
«
Evaluate
trends
in
stock
price,
dividend
payout,
and
total
stockholders'
equity.
Relate
recent
events
or
market
conditions
to
the
trends.
ou
identified.
-
Deterrhine,
besed
o
your
anatysis;
whether
Jou
think
the
crganizalion
s
going
1o
meet
s
finandal
gusls
e
the
xiiook
for
growth
and
sustainability,
and explain
why
you
recommend
this
stock
for
purchase.
«
Cite
references
to
support
your
assignment.
Assignment/Perfo
rmance
Criteria
Mastery
100%
Meets
Expectations
85%
Not
Met
0%
1.
Key
Performance
Comprehensively
identfied
key
Partially
identified
key
Narrowly
identfied
key
performance
Indicators
performance
indicators
for
the
performance
indicators
for
the
indicators
for
the
selected
company
or
no
i
selected
company.
selected
company.
attempt
to
identify
key
performance.
(weight20%)
Tndicators
for
the
selocied
company
was
made
2.
Stock
Price
Clearly
related
the
stock
price
to
Somewhat
related
the
stock
price
to
|
Vaguely
related
the
stock
price
to
price-to-
s
prce-{o-eamings
rato.
price-o-eamings
rati.
eamings
ratio
or
no
atiempt o elate
the
(ttieR)
stock
price
to
price-lo-eamings
ratio
was
made
3.
Market
Completely
explained
the
market
‘Somewhat
explained
the
market
Vaguely
explained
the
market
capitalization
Capitalization
capialization
and
what
it
means
to
|
capitalzation and
what
tmeansto
|
and
what
it
means
to
the
investor
or
no
o
the
investor.
the
investor.
attempt
to
explain
the
market
capialization
(o))
and
what
it
means
to
the
investor
was
made.
4.
Trends
in
Stock
e
ol
"
|
Sufficienty
evaluated
trends
in
stock
|
Partially
evaluated
trends
in
stock prce,
Price
o
price,
dividend
payout,
and
total
dividend
payout,
and
total
stockholders’
stockhokders'
equity
and
related
recent
|
(.
iyiiers'
equity
and
related
equity
and
related
recent
events
or
market
(weight
25%)
Sxns
e
matet
condions
fo
fe;
recent
events
or
market
conditions.
conditions
to
the
trends
identified
or
no
trends
identified
1o
the
trends
identified
attempt
was
made
to
evaluate
trends
in
stock
price,
dividend
payout,
and
total
stockholders'
equity,
and
did
not
relate
recent
events
or
market
conditions
to
the
trends
identified
5.
Recommendation
(weight25%)
Completely
determined,
based
on
analysis,
whether
the
organization
is
believed
to
meet
its
financial
goals,
the
outlook
for
growth
and
sustainability,
and
thoroughly
explained
your
reasoning
for
recommending
this
stock
for
purchase.
Superficially
determined,
based
on
analysis,
whether
the
organization
is
believed
to
meet
its
financial
goals,
the
outiook
for
growth
and
sustainability,
and
sufficiently
explained
the
reasoning
for
recommending
this
stock
for
purchase.
Inadequately
determined,
based
on
analysis,
whether
the
organization
is
going
to
meet
ts
financial
goals,
the
outiook
for
growth
and
sustainability,
and
insufficiently
explained
the
reasoning
for
recommending
this
stock
for
purchase
or
no
attempt
was.
made
to
determine,
based
on
analysis,
whether
the
organization
s
going
to
meet
its
financial
goals,
the
outiook
for
growth
and
sustainabiliy,
or
the
reasoning
for
recommending
this
stock
for
purchase.
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- Century 21 Accounting Multicolumn JournalAccountingISBN:9781337679503Author:GilbertsonPublisher:Cengage
Century 21 Accounting Multicolumn Journal
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ISBN:9781337679503
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