Assessment Rubric Final Project (Competitive Corporations Financial Analysis); Accounting 1A

% Pts <69% 70- 89% >90%

Need Improvement Meets Expectations

Exceptional

Company Analysis 20 pts

1. Incomplete or missing history of the primary company and missing secondary company; company strategy missing or not clear.

2. Summarized information on the management team, incomplete or missing

3. Listing of the board of directors, missing or incomplete

4. Verification of the audit team is missing or incomplete

5. Missing information regarding external auditors

6. Table for Primary Company is incomplete or missing(Table is not in Word or excel format and not legible)

1. Complete brief history of primary company and incomplete secondary company; company strategies and target markets, and geographical financial breakouts

2. Management team identified, backgrounds missing or incomplete

3. Board of directors identified, partial background on each board member

4. Verified audit committee and members.

5. Identified external auditors

6. Completed all the available information listed in the table for the Primary Company “Current Year”, “Prior Year” and “Competitor Current Year” (Table and all information is in MS Word or Excel format and legible)

1. Complete brief history of primary company and secondary company; company strategies and target markets, and geographical financial breakouts

2. Summarized information regarding the management team i.e. CEO, CFO, divisions VPs etc

3. Listing of the board of directors, and brief bio background

4. Verification of the audit committee, and members

5. External auditors, who are they, and for how long have they been associated with the corporation

6. Completed all of the available information listed in the table for the Primary Company “Current Year”, “Prior Year” and “Competitor Current Year” (Note: see the final project instructions for the table; table should be in excel or word”

Journal

90 pts

1.

1. Weekly entries are missing, or incomplete

2. Changes to investments are not documented with financial ratios, press releases or earnings

1. Weekly entries are complete with stock price, and net investment value

2. There is some detail to supporting investment decisions i.e. press releases, and financial

1. Weekly entries detailing the stock performance changes, i.e. price and total value of the investment

2. If investment amounts are shifted, change in investment is documented with financial

call summary.

3. Journal is not legible with clarity of thought and analysis

4. Lack of competitive information and selection criteria, and no documentation to support selection of primary and competitor corporations 5. Financial statements are incomplete or missing from Journal

ratios.

3. Summary of earnings call is outlined only, with some level of conclusion regarding the financial performance of the business for the reporting period

4. Competitor is identified, and there is as a minimum an initial discussion of the competitive positioning, and why the primary company was selected, and advantages and disadvantages of each

5. Financial statements for Primary and Secondary Company’s are included with Journal

ratios, press releases, or earnings calls, etc to backup the decision, with complete set of notes in the journal

3. Journal is legible with clarity of thought, and there is complete analysis

4. Competitor is identified, and there is a level of competitive analysis included with each weekly journal entry based on press releases or other information available; selection criteria for the primary and competitive company is clear with documentation, i.e. press releases or other observations

5. Financial Statements for Primary and Secondary Company’s are included with Journal as necessary

Market Data Analysis

1. Market data table is incomplete for beginning of the investment, and is incomplete for the end of the investment period

1. Information complete and up to date

2. Some tables missing for changes made during the investment period, but beginning investment market data is complete and ending market data is complete

1. See Final project table; information is complete and up to date

2. If changes were made during the investment period regarding mix between primary and competitor, table for each change is provided

Ratio

Analysis

1. Incomplete or missing Ratio Analysis for Primary or Secondary or both companies.

2. Averages are not used in calculations when required.

3. Ratios are not calculated in Excel, or linked to input financial Statements 4. Industry averages are missing, or if present lack citation to reference source of information

1. Ratio Analysis for Primary and competitor is complete; averages are for two years as required within the formulas

2. Ratios are calculated using Excel, and linked to input information from Financial Statements

3. Industry averages are stated for ratios used in Final summary report, and references are cited to source

1. Ratio Analysis for Primary and Competitor company is complete; i.e. for ratios requiring averages a minimum of two years, and preferably three years with documentation referenced

2. Ratios are calculated using Excel, and linked to input information from Financial Statements.

3. Industry averages are stated if available, and references are cited to source

Summary Report

50 pts

1. Summary report (total pages: excludes financial statements, tables, copies of referenced information, etc) is less than or equal to 2 pages, paragraphs are incomplete, conclusions lack clarity, font is > 12 point type face.

2. Information lacks citations for source; Strengths and weakness of each company are minimally addressed, lack of contrast between companies and industry is lacking or not well developed.

3. Report is not well integrated with references made to weekly journal, market data analysis, company analysis, and ratio analysis.

4. Summary findings are missing, incomplete or not conclusive as to WHY you think which company would be the best investment, and is not linked to press releases, ratios, company strategy, or economic indicators

1. 1. Summary report( total pages: excludes financial statements, tables, copies of referenced information, etc) is a minimum of 3 pages double spaced typed, 12 point font type face not including tables, or other graphics.

2. Information is original, well cited when appropriate contrasting companies with industry and with each other. Indicate strengths and weaknesses of each company (this should be a distinct section in the written report for each company).

3. Integrated report with clear references made to weekly journal, market data analysis, company analysis, and ratio analysis

4. Summarized findings document WHY you think which company would be the best investment and linked to press releases, ratios, company strategy, or economic indicators, but are not fully contrasted to industry or each other

1. Summary report( total pages: excludes financial statements, tables, copies of referenced information, etc) is a minimum of 4 pages (less than 6 pgs) double spaced typed, 12 point font type face not including tables, or other graphics.

2. Information is original, well cited when appropriate contrasting companies with industry and with each other. Indicate strengths and weaknesses of each company (this should be a distinct section in the written report for each company).

3. Integrated report with clear references made to weekly journal, market data analysis, company analysis, and ratio analysis

4. Well summarized findings document WHY you think which company would be the better investment and linked to press releases, ratios, company strategy, or economic indicators