FINCB571 Competency 1, 2 and 3- Corporate Finance | Homework Solution
FINCB571 Competency 1 – Assessment and Rubric
Course Title: Corporate Finance
Competency Assessment Title: Investor Presentation Total Number of Points: 100
Assignment Directions
Resources:
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 you select a public company that offers enough financial information and key performance indicator results to complete the assignment.
Research financial information and key performance indicators for the company.
Imagine your manager has asked you to help with a presentation on the company’s financial performance at the company’s annual meeting.
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
- The company and its ticker symbol
- Cash flow from operations
- Price-to-earnings ratio
- Stock dividends and the yield, if any
- Earnings per share ratio
- Revenue estimates for the next 12 months
- Revenue from the previous 3 years
- Statement of cash flows and net cash from operating, investing, and financing activities over the past 3 years
- Average trade volume
- Current stock price, 52-week high, and 1-year estimated stock price
- Analysts’ recommendations for the stock (buy, sell, hold)
- Market cap for the company FINCB571 Competency 1
- Relate the stock price to the price-to-earnings
- Explain the market capitalization and what it means to the
- Evaluate trends in stock price, dividend payout, and total stockholders’ 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
- Cite references to support your
Competency Assessment Rubric FINCB571 Competency 1
| 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.FINCB571 Competency 1. | 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. |
FINCB571 Competency 2 Assessment and Rubric
Course Title: Corporate Finance
Competency Assessment Title: Shareholder Analysis Total Number of Points: 100
Assignment Directions
Resources: FINCB571 Competency 1
Continue your work with the company you selected in the Competency 1 Assessment.
Research your company’s financial reports for 2019.
Complete a 2- to 3-page FAQ/shareholder analysis.
Evaluate economic conditions that influence company performance. Consider political, environmental, currency (money), global economics, and government influences on economic conditions.
Compare market conditions with the company’s performance for 2019. Conclude how the market conditions that year influenced the company’s performance, such as interest rates, Federal Reserve Bank monetary policy changes, or other market conditions relevant to the company you selected.
Analyze year-over-year performance from 2018 and 2019. Consider key metrics or ratios such as trailing PE ratio, forward PE ratio, price to book, return on assets, and return on equity in your conclusions.
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Cite references to support your assignment.
Competency Assessment Rubric
| Assignment/Perfor mance Criteria | Mastery 100% | Meets Expectations 85% | Not Met 0% |
| 1. Economic Conditions
(weight 30%) |
Comprehensively evaluated economic conditions that influence company performance, such as political, environmental, currency (money), global economics, and government influences on economic conditions. | Sufficiently evaluated economic conditions that influence company performance, such as political, environmental, currency (money), global economics, and government influences on economic conditions. FINCB571 Competency 1. | Insufficiently evaluated economic conditions that influence company performance, such as political, environmental, currency (money), global economics, and government influences on economic conditions or no attempt to evaluate economic conditions that influence company performance, such as political, environmental, currency (money), global economics, and government influences on economic conditions was made. |
| 2. Market Conditions
(weight 35%) |
Thoroughly compared 2019 market conditions with the company’s performance and definitively concluded how the market conditions influenced the company’s performance. | Partially compared 2019 market conditions with the company’s performance and sufficiently concluded how the market conditions influenced the company’s performance. | Narrowly compared 2019 market conditions with the company’s performance and vaguely concluded how the market conditions influenced the company’s performance or no attempt was made to compare how the market conditions influenced the company’s performance or to conclude how the market conditions influenced the company’s performance. |
| 3. Year-Over-Year Performance
(weight 35%) |
Thoroughly analyzed year-over-year performance from 2018 and 2019 and included key metrics or ratios, such as trailing PE ratio, forward PE ratio, price to book, return on assets, and return on equity in your conclusions. | Sufficiently analyzed year-over-year performance from 2018 and 2019 and included key metrics or ratios, such as trailing PE ratio, forward PE ratio, price to book, return on assets, and return on equity in your conclusions. FINCB571 Competency 1. | Insufficiently analyzed year-over-year performance from 2018 and 2019 and included key metrics or ratios, such as trailing PE ratio, forward PE ratio, price to book, return on assets, and return on equity in your conclusions or no attempt was made to analyze year-over-year performance from 2018 and 2019 and key metrics or ratios, such as trailing PE ratio, forward PE ratio, price to book, return on assets, and return on equity. |
FINCB571 Competency 3 Assessment and Rubric
Course Title: Corporate Finance
Competency Assessment Title: Financial Plan Total Number of Points: 100
Assignment Directions
Review the company you chose to work with in Competencies 1 and 2.
Describe the business, including the type of business.
Create the business case: FINCB571 Competency 1
- Determine why funding is needed for the company.
- Determine the sources of funding. Consider self-funding, borrowing, equity, venture capital, and so on.
- Evaluate the requirements of each funding source you determined appropriate. o Analyze the associated risks of each funding source.
- Decide which sources are the best fit for your company based on the requirements of each. Justify your decision.
- Estimate the cost of capital for both short-term and long-term funding sources. Research current estimated APRs for your selected sources of funding. Consider creating a table or chart to display this information.
Create a profit-and-loss statement for a 3-year period. Project revenue. State any realistic assumptions, such as growth per year, in your projections.
Estimate direct costs, including capital, marketing, labor, and supply costs.
Cite references to support your assignment.
Competency Assessment Rubric FINCB571 Competency 1
| Assignment/Performance
Criteria |
Mastery 100% | Meets Expectations 85% | Not Met 0% |
| 1. Sources of Funding
(weight 10%) |
Determination of sources of funding such as self-funding, borrowing, equity, venture capital, etc. was comprehensive. | Determination of sources of funding such as self-funding, borrowing, equity, venture capital, etc. was sufficient. | Determination of sources of funding such as self-funding, borrowing, equity, venture capital, etc. was insufficient or no attempt was made to determine sources of funding, such as self-funding, borrowing, equity, venture capital, etc. |
| 2. Cost of Capital
(weight 35%) |
Comprehensively estimated the cost of capital including current APRs for selected sources. | Partially estimated the cost of capital including current APRs for selected sources. FINCB571 Competency 1 | Narrowly estimated the cost of capital including current APRs for selected sources or no attempt to estimate the cost of capital and current APRs for selected sources was made. |
| 3. Profit-and-Loss Statement
(weight 35%) |
Created a fully complete profit-andloss statement for a 3-year period including revenue projections and stated assumptions. FINCB571 Competency 1. | Created a mostly complete profitand-loss statement for a 3-year period including revenue projections and stated assumptions. | Created an incomplete profit-andloss statement for a 3-year period including revenue projections and stated assumptions or no attempt to create a profit-and-loss statement for a 3-year period including revenue projections and stated assumptions was made. |
| 4. Direct Costs
(weight 20%) |
Comprehensively estimated direct costs. | Partially estimated direct costs. FINCB571 Competency 1 | Narrowly estimated direct costs or no attempt to estimate direct costs was made. |
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