Assignment Directions
Resources:
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.
FINCB/571 Competency 2 Assessment and Rubric
Course Title: Corporate Finance
Competency Assessment Title: Shareholder Analysis
Total Number of Points: 100
Assignment Directions
Resources:
• University of Phoenix Library Finance Resources
• Yahoo! Finance
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.
Cite references to support your assignment.
Copyright 2021 by University of Phoenix. All rights reserved.
FINCB/571v1 Competency 2 Rubric
Page 2 of 2
Competency Assessment Rubric
Assignment/Perfor
mance Criteria
1. Economic
Conditions
(weight 30%)
2. Market Conditions
(weight 35%)
3. Year-Over-Year
Performance
(weight 35%)
Mastery
100%
Meets Expectations
85%
Not Met
0%
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.
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.
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.
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.
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.
Copyright 2021 by University of Phoenix. All rights reserved.
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