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FINCB/571 Competency 1 – Assessment and Rubric
Course Title: Corporate Finance
Competency Assessment Title: Investor Presentation
Total Number of Points: 100
Resources:
• University of Phoenix Library Finance Resources
• 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 Earnings 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)
https://library.phoenix.edu/FINCB/571r1/wcr
https://finance.yahoo.com/
Copyright 2021 by University of Phoenix. All rights reserved.
o Market cap for the company
• Relate the stock price to the price-to-earnings 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
you identified.
• Determine, based on your analysis, whether you think the organization is going to meet its financial goals and the outlook for growth
and sustainability, and explain why you recommend this stock for purchase.
• Cite references to support your assignment.
FINCB/571v1 Competency 1 Rubric Page 3 of 3
Copyright 2021 by University of Phoenix. All rights reserved.
Assignment/Perfo
rmance Criteria
Mastery
100%
Meets Expectations
85%
Not Met
0%
1. Key Performance
Indicators
(weight 20%)
Comprehensively identified key
performance indicators for the
selected company.
Partially identified key
performance indicators for the
selected company.
Narrowly identified key performance
indicators for the selected company or no
attempt to identify key performance
indicators for the selected company was
made.
2. Stock Price
(weight 15%)
Clearly related the stock price to
price-to-earnings ratio.
Somewhat related the stock price to
price-to-earnings ratio.
Vaguely related the stock price to price-to-
earnings ratio or no attempt to relate the
stock price to price-to-earnings ratio was
made.
3. Market
Capitalization
(weight 15%)
Completely explained the market
capitalization and what it means to
the investor.
Somewhat explained the market
capitalization and what it means to
the investor.
Vaguely explained the market capitalization
and what it means to the investor or no
attempt to explain the market capitalization
and what it means to the investor was made.
4. Trends in Stock
Price
(weight 25%)
Thoroughly evaluated trends in stock
price, dividend payout, and total
stockholders’ equity and related recent
events or market conditions to the
trends identified.
Sufficiently evaluated trends in stock
price, dividend payout, and total
stockholders’ equity and related
recent events or market conditions
to the trends identified.
Partially evaluated trends in stock price,
dividend payout, and total stockholders’
equity and related recent events or market
conditions to the trends identified or no
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
(weight 25%)
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 outlook 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 its financial goals, the outlook 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 is going to meet its
financial goals, the outlook for growth and
sustainability, or the reasoning for
recommending this stock for purchase.
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Assignment Directions
Competency Assessment Rubric
