FINCB/571 (2)

Copyright 2021 by University of Phoenix. All rights reserved.

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.

https://library.phoenix.edu/FINCB/571r1/wcr

https://finance.yahoo.com/

FINCB/571v1 Competency 2 Rubric Page 2 of 3

Copyright 2021 by University of Phoenix. All rights reserved.

Competency Assessment Rubric

Assignment/Performance
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.

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 2016
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 2016
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 2016 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 2016
and 2019 and key metrics or ratios,
such as trailing PE ratio, forward PE

Copyright 2021 by University of Phoenix. All rights reserved.

ratio, price to book, return on assets,
and return on equity.