company valuation assessment(2) (1)

8/12/2019 Company Valuation Assessment(2) (1)

1/7

Company ValuationAssignment

BAFI1042 Investment


2/7

Investment RMIT University

Assessment Criteria Guidelines (1)

Criteria /Scale

NotDemonstrated

MarginallyDemonstrated

Meet requirementsappropriately

Exceptional

Current

Issues

(10 marks)

No research

basis for analysis

Merely

reportingsecondary

information

No reference

Minimal

research

conducted

Limited scope ofissues presented

Limited

references

Reasonable research

conducted

Critical analysis of a

wide scope of issuesIssues are discussed in

relation to each other

Lack proper justification

for future outlook

Adequate references

Proper referencing style

Wide base of research

Deep and independent

analysis of critical

issues/factors related tothe company

Able to justify the future

outlook based on current

and historical

developments

Able to show the

relatedness between

issues

Broad and credible

sources of references

Proper referencing style


3/7


Assessment Criteria Guidelines (2)Criteria /

Scale

Not

Demonstrated

Marginally

Demonstrated

Meet requirements

appropriately

Exceptional

Recent

Financial

Performance

(10 marks)

No systematic

demonstration of

the Dupont ROE

calculation

No analysis ofindividual

component in the

approach

Single year

analysis

No relation to

the currentissues

No peer

analysis

Minimal

demonstration of

the calculation

Minimal analysis

of individualcomponent in the

approach

Minimal relation

to current issues

Inadequate peer

analysis or

inappropriateselection of peer

company(ies)

Adequate demonstration

of the calculation

Adequate analysis of

individual component in

the approachAdequate analysis

incorporating current

issues and peer analysis

Proper demonstration

and clear presentation of

the calculation

Critical analysis of the

individual component andthe relatedness between

components

Critical analysis by

raising the key current

issues and the

relatedness between

issuesAble to dissect key

issues that are specific

and non-specific to the

company and its peers


4/7


Criteria / Scale Not Demonstrated Marginally

Demonstrated

Meet requirements appropriately Exceptional

Share valuation

- Calculations

- Peer analysis

- Sensitivity

analysis

(60 marks)

No research basis for

analysis

No independent

analysis

No demonstration of

calculations

Did not derive own

variables, i.e. beta,

growth rate or rate of

return.

Single year analysis

No peer analysis

No sensitivity

analysis

No link to current

issues

Little analysis of the

results derived

Did not demonstrate

a full understanding ofeach of the valuation

methods

Limited demonstration

of calculations

No justification for

deriving the variables

Inconsistent timeperiod of analysis

No justified

comparison between

the company and its

peer(s)

Did not provide proper

assumptions for

sensitivity analysis

Critical analysis of the results

based on key current issues

Demonstrate a good

understanding of the valuation

methods

Proper demonstration of

calculations

Derivation of variables are well

justified and assumptions are

clear

Consistent multi-year analysis

Good comparison between the

company and its peer(s) by

identifying key specific and non-

specific issues

Provide proper assumptions

and demonstrate adequate

sensitivity analysis

Deep and independent analysis

of critical issues/factors related to

the company and its environments

Able to show the relatedness

between issues and results

Excellent understanding of thevaluation methods

Proper demonstration of

calculation and clear presentation

Assumptions and derivation are

tied in clearly with current issues

and key factors

Consistent multi-year analysisand properly justify for any

inclusion or exclusion

Clear explanation of peerselection and well-justified

comparison of results and issues

between the company and its

peer(s)

Provide proper assumptions and

demonstrate extensive sensitivity

analysis



5/7


Criteria / Scale NotDemonstrated MarginallyDemonstrated Meet requirementsappropriately Exceptional

Comments

(20 marks)

Merely

reporting on

results derived inprevious section

Minimal

independent

commentsDid not identify

the

appropriateness

of the valuation

methods and their

respective results

Lack ofconclusive

valuation

Adequate independent

comments

Examined andexplained the

appropriateness of each

valuation method and

their respective results in

relation to current issues

Critical independent

comments

Good comparisonbetween the results and

other current market

analysis

Clearly explained and

justified the use of each

valuation method and

their resultsConsidered key current

issues and their

relatedness



6/7


Notes (1) This is only an assessment guidelines and does not

represent rigid allocation of marks for each categoryin the table.

Reports are assessed using this guidelines, againstthe requirements (Course Guide) and withconsiderations of the depth of analysis, presentationand clarity of the overall report.

It is important to use credible sources ofinformation for your analysis. Student assignmentsmay be uploaded to turnitinfor plagiarismdetection.


7/7Investment RMIT University

Notes (2) Students are responsible for deciding between

working in groups or individually.

When making this decision, students must considerthe pros and cons of each arrangement. For thosewho choose to work individually, you will forgo thebenefits of teamwork; for those who choose to workin groups, your individual contribution will not be

assessed separately. Once you have decided on how you want to work on

this assignment, no contest to the arrangement willbe entertained. No intervention to any group workissues/disputes will be undertaken by the lecturer.

company valuation assessment(2) (1)

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