FINCB 571 Competency 1 Assessment Rubric

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University of Phoenix *

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FINCB/571

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Finance

Date

Jan 9, 2024

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docx

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2

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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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