FINC 330 Financial Report Project

FINANCIAL PERFORMANCE ANALYSIS

85% of Grade

Criteria

0 to 49 %

50% to 69%

70 % to 79%

80% to 89%

90% to Full Credit

Credit

Credit

Credit

Credit

The report

Virtually no effort

contains some

1. A Financial analysis

to develop an

Only a superficial

Income

Good effort is

An excellent and very

income statement

effort to develop

statement trend

made to develop a

thorough development

of the MicroStrategy

trend analysis.

an income

analysis but

functional income

and articulation of an

Income Statement, 3-

Addressed

statement trend

requires more

statement trend

income statement

year trends

essentially no key

analysis. Missed

development.

analysis. Covered

trend analysis

(15 % of Grade)

items. Not worthy

many key items.

Covered Some

most key items.

Covered all key items.

of credit.

key items.

The report

Virtually no effort

contains some

2. A Financial analysis

to develop a

Only a superficial

balance sheet

Good effort is

An excellent and very

balance sheet

effort to develop a

trend analysis

thorough development

of the MicroStrategy

made to develop a

trend analysis.

balance sheet

but requires

and articulation of a

Balance Sheet; 3- year

balance sheet trend

Addressed

trend analysis.

more

balance sheet trend

trends

analysis. Covered

essentially no key

Missed many key

development.

analysis. Covered all

(15 % of Grade)

most key items.

items. Not worthy

items

Covered Some

key items.

of credit.

key items

The report

Virtually no effort

contains some

Only a superficial

cash flow

Good effort is

An excellent and very

3.

A Financial analysis

to develop a cash

effort to develop a

analysis with

made to develop

thorough development

of

the MicroStrategy

flow analysis with

cash flow analysis

trends but

and explain a cash

and articulation of a

current cash flow, 3

trends. Addressed

with trends.

requires more

flow analysis with

cash flow analysis and

year trends

essentially no key

Missed many key

development.

trends. Covered

three year trends.

(20 % of Grade)

items. Not worthy

items

Covered Some

most key items.

Covered all key items.

of credit.

key items.

Some effort

4. A financial ratio 3

Virtually no effort

made to develop

A good effort to

An excellent and

to develop

Minimal effort to

a financial ratio

successful effort to

year trend analysis of

develop a financial

financial a ratio

develop a

trends analysis,

develop a financial

the MicroStrategy key

ratio trends

trends analysis.

financial ratio

however, the

ratio trends analysis

financial ratios

analysis and the

Addressed

trends analysis.

result are not

with a very clear

compared to industry

result are well

essentially no key

Missed many key

fully explained.

interpretation of

Standards

explained. Covered

ratios. Not worthy

ratios.

Covered Some

financial ratio results.

(20 % of Grade)

most key ratios

of credit.

key ratios

Covered all key ratios

A specific

5. Present a specific

No clear concise

A specific

recommendation

A specific

recommendation, with

is made however

A specific

specific financial

recommendation

recommendation is

supporting rationale as

the supporting

recommendation is

recommendation,

is made however

made and the

to the financial strength

rational has

made and the

or little or no solid

the supporting

supporting rational

of MicroStrategy

several

supporting rational is

supporting

rational is weak

is generally

significant

complete, financially

rationale for the

and lacking

complete and

(15 % of Grade)

omissions or

sound and compelling

recommendation

credibility.

sound

errors.

PRESENTATION OF PAPER AND

15% of grade

WRITING

6. Organization, format

There appears to

Presentation has

Paper has some

Paper is neatly

Paper is extremely

and presentation of

numerous

blemishes in

neat and has no

be no logical

presented without

paper to include proper

blemishes and

presentation and

blemishes; its

organization of

major blemishes

grammar and

exhibits a general

exhibits some

organization is

the paper's

and is generally

punctuation

lack of

weaknesses in

outstanding and very

contents

well-organized

(5 % of Grade)

organization

organization

easily followed

Tables, figures

Tables, figures

and other

Tables, figures and

and other graphics

Tables, figures and

7. Use of tables, figures

graphics provide

other graphics are

Use of tables,

do not provide

other graphics are

and other graphics to

marginal support

descriptive and

figures and other

much support for

very descriptive and

summarize and support

for the paper;

provide solid

graphics in

the paper; they

provide exceptionally

the analysis presented

some labels may

support for the

support of paper

may be

strong support for the

in the paper

be incomplete;

paper; they are

is unworthy of

incomplete

paper; there are no

(5 % of Grade)

there may be

properly labeled

credit

contain errors, or

errors in labels or

some omissions/

and essentially

have inadequate

omissions errors

errors

complete

labels;

Excellent and

successful effort to

identify and use

appropriate and

professional research

Little effort made

Some effort to

Good effort to

sources including

8. Research Sources

to use appropriate

identify and use

Library Search

identify and use

and Significance of

No obvious effort

professional

appropriate and

Engines, Websites,

appropriate and

Research Information

to use

supporting

professional and

S&P, SEC, stock

professional and

and Data, Use of APA

professional

research sources,

supporting research

exchanges,

supporting

Citation

supporting

which may be

sources;

Morningstar, NYSE,

research sources;

(5 % of Grade)

research sources

accompanied by

appropriate and

Competitors, 10K

with some

inadequate

professional use of

Report, analyst

documentation

documentation

APA citation

reports, news releases,

articles, etc.;

appropriate and

accurate

documentation