COMPANY FINANCIAL ANALYSIS ASSIGNMENT

 

 

Choose a well-known Canadian company and prepare a detailed financial and market analysis. 

 

Requirements:

 

1.       Report (Knowledge 10 marks, Application 10 marks, Communication 10 marks)

 

·         approximately 1000 words in length

·         try to be summative and use suitable side-headings; 

·         it is expected you use graphics embodied within the text;  today’s office suite software allow this to be done easily;  creating your own graphs from data is preferred to copy and pasting from the internet

·         interesting title page including topic or company name, your name, my name, course and date

·         include an executive summary of all key points instead of an introduction

·         side headings for the company analysis should be as follows:

·         Overview, Financial Analysis (include key ratios, trends), SWOT Analysis (strengths, weaknesses of the company internally, opportunities and threats externally)

·         use appendix for all financial statements, articles, etc.

·         criteria will include quality and quantity of research, readability

 

2.       Seminar (Thinking/Inquiry 10 marks, Communication 10 marks)

 

·         you will present your findings

·         it is necessary to use presentation software (Powerpoint, Freelance, Corel Presentations)

·         your opening “slide” should be just the topic or company name

·         again try to be summative in nature and don’t put more than six points on a slide or include paragraphs of text; graphs are good!

·         make sure you don’t read off the slides … we can see them!

·         end with questions for the class – they will know your issue or company ahead of time

·         you will be marked on professionalism, confidence ability to deal effectively with barrage of questions

·         due near end of semester

 

 

3.       Participation (A separate mark:  Thinking/Inquiry 5 marks, Communication 5 marks)

 

·         all students will be expected to research the companies being presented

·         students must ask the presentor challenging and well thought out questions


Marking Rubric for Report and Seminar:                                                           Name:______________________

 

Category

Criteria

Level 1

(50-59%)

Level 2

(60-69%)

Level 3

(70-79%)

Level 4

(80-100%)

Weighting

Knowledge

 

The report indicates a thorough understanding of the company and its performance

The report indicates little understanding of the company and its performance

The report indicates some understanding of the company and its performance

The report indicates a very good understanding of the company and its performance

The report indicates an excellent understanding of the company and its performance

10 marks

Application

The financial analysis in the report was complete and insightful

The financial analysis in the report was incomplete and provided few insights

The financial analysis in the report was somewhat complete and provided some insights

The financial analysis in the report was mostly complete and provided many insights

The financial analysis in the report was outstanding and provided exceptional insights

10 marks

Thinking

 

 

 

 

The seminar was well planned and questions anticipated and responded to in a effective manner

The seminar was poorly planned and questions rarely anticipated or responded to in a effective manner

The seminar was fairly well planned and questions anticipated sometimes and responded to in a reasonable manner

The seminar was very well planned and questions anticipated and responded to in a mostly effective manner

The seminar was extremely well planned and questions anticipated and responded to in an superbly effective manner

10 marks

Communication

The report was professionally prepared and easy to read

 

 

 

 

Seminar delivery was clear and effective

The report was poorly prepared and difficult to read

 

 

 

Seminar delivery was unclear and effective at times

 

The report was reasonably well prepared and somewhat easy to read

 

 

 

Seminar delivery was somewhat  clear and effective

The report was mostly professionally prepared and usually easy to read

 

 

Seminar delivery was mostly clear and effective

The report was extremely professionally prepared and thoroughly easy to read

 

 

Seminar delivery was extremely clear and effective

 

 

10 marks

 

 

 

 

 

 

 

10 marks