EVALUATION RUBRIC

Financial Case Analysis

Category Unacceptable Fair = 2 Good = 3 Excellent =4

=0
Financial Analysis Is barely able Completes the Completes Completes all
(horizontal, vertical to complete the calculations calculations calculations,
and ratio analysis) calculations and sets up and notes presents ratios
analysis of differences on and financial
financial financial statement
statements statements by analysis by
number and category,
percentage number and
percentage.
Break-even Is barely able Completes the Completes Completes
Analysis to complete the calculations calculations calculations,
(Break-even point, calculations and sets up the and notes notes
Margin of safety analysis differences on differences on
and Degree of the analysis the analysis
Operating and can
Leverage) highlight at
least 2 key
findings.

Comparison to Is barely able Is able to spot Can determine Can spot 5

past performance to spot any growth and at least 2 trends from
and competitor trends. slowing trends trends, and can both vertical,
from income relate them to horizontal and
statement financial ratio analysis
statements. and is able to
relate them to
each other

Reasons for Offers only Can offer two Can offer at Can offer
fluctuations most basic major reasons least 3 reasons many
reasons. Does for fluctuations, for hypothetical
not indicate the and some fluctuations, reasons for
causes for indication of and trace them fluctuations,
fluctuations. causes. to basic trace them
financial throughout
statements financial
statements, and
spot strategic
successes and
failures

Industry/competit Does not Can place the Is able to Is able to

or evaluation address business in the compare at evaluate
industry appropriate least 3 trends industry
 placement or industry and in the industry attractiveness,
attractiveness make general that are evident and spot at
comparisons. in business least 5
financial examples of
statements how the
business
compares to
the industry
trends

Recommendations None offered Offers Offers Offers

& Covenants recommendatio recommendati recommendati
n, but doesn’t on and on that takes
offer concrete provides at all information
reasons least 2 into account
concrete and offers at
reasons least 5
concrete
reasons and
covenants.

Format of Not well Average Neatly Excellent

Presentation organized, organization presented and presentation
many with few well organized, and
grammatical grammatical with few organization.
and spelling and syntax grammatical Thorough
errors. errors. errors. analysis is
Analysis of provided with
case is well no
done. grammatical or
syntax errors