MIS 111 – Spring 2021 – Applied Business Project 1 Grading Rubric
Applied Business Project Grading Guidelines
Assignment: To perform a technical analysis of a publicly traded company. The deliverables included a basic
history of the company, information about recent stock trading, and an analysis of two stock investment strategies.
Applied Business Project Grading Guidelines
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1.
2.
3.
4.
5.
If a paper does not have any errors, you should include “NE” (no errors) in the error code
column.
Every paper you are assigned should have at least one item (“NE” or one or more error codes) in
the error code column.
Enter the individual numeric codes that are appropriate.
If a Question was left unanswered, just enter the code for that Question (e.g.: 20)
Be sure to enter applicable codes individually, do not use hyphens t (ie: if tasks 21, 22, and 23 were all
left undone, put it down as 21, 22, 23 AND NOT as 21-23)
Do not use any codes which are not listed
If you find multiple files from a student, grade the last one submitted
General Report Guidelines / Formatting Requirements (once per paper)
CODE
81
82
83
84
85
86
Explanation
Did not include student first and last names in the submission
Report not well organized (no section headers, material out of order)
Report not professionally formatted (poorly aligned, random fonts, formatting errors (e.g.,
number as #####), figures cutoff)
Report contains multiple spelling, punctuation, capitalization, or other errors
Report contains multiple sentence fragments, grammatical errors, “text speak”
Student used the Wrong Company
88
E-Tegrity Statement Missing
20
90
91
No Report submitted to the OT Submission Folder
File Submitted but corrupted or not a file that can be opened and graded. GRADERS:
PLEASE STATE THE EXACT CAUSE IN THE NOTES TO FACULTY! Note, if any
part of the paper can be graded (for example a student accidently uploaded their Excel
working file so the tables are gradable), please do so, and just deduct for all missing
materials.
Submitted document is not a solution for this assignment (e.g., a blank template, a wrong
assignment, the assignment guidelines, etc.). GRADERS: PLEASE STATE THE EXACT
CAUSE IN THE NOTES TO FACULTY!
Paper submitted for Partial Credit to the Partial Credit submission folder
File submitted in a format different from .pdf but able to open and grade. GRADERS: if it
is an OSX Pages file you can convert it to MS Word and then grade it using an online
converter such as the one found here:
https://cloudconvert.com/pages-to-doc
Hold for instructor review – READ THIS BEFORE USING!!!!!
ONLY PUT THIS CODE INTO THE NOTES SECTION! If you use this code, also
put down all other applicable error codes in the error codes section, so if we clear it, the
assignment is already graded. Please state EXPLICITLY exactly what the instructor
100
100
92
93
95
99
February 04, 2021
Points
2
2
2
2
2
40
100
20
10
100
MIS 111 – Spring 2021 – Applied Business Project 1 Grading Rubric
should look at and why this code was used in the faculty notes section . DO NOT use this
code for partial, incomplete, or incorrect assignments.
Section 1
CODE
10
Task
All
Tasks
Explanation
Did Not Complete Any Part of This Question
(PLEASE DO NOT enter any of the specific error codes for parts of this task if
Points
20
you entered this error Code because the entire Question was unanswered)
1.1
11
1.1
Two or more items missing in the governance table
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4
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Company’s legal company name
Company’s trading exchange and ticker symbol
The URL for the company’s primary customer-facing website
Location (city, state) of its corporate headquarters
Name of the most key executive (typically, President or CEO) of the
company and their title
Calendar date (day and month) of the company’s most recent fiscal-year end
The company’s number of full-time employees
Company’s industry sector

Company’s industry classification
1.2
12
1.2
Two or more items missing from Financial Profile:
The date (on or after August 30, 2019) you select for your “financial
profile”
For that specific trading day, show the following:
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6
Previous Close Share Price
Daily volume (Volume)
Average daily volume (Avg. Volume)
52 week range (high and low)
1 Year Target Estimate
Current Market Capitalization on the date selected (“Market Cap”)
Company PE Ratio (TTM or Twelve Trading Months)
Company Earnings per Share (EPS (TTM))
Company’s “Beta” (5Y Months)
Percentage of shares owned by insiders [Holdings]
Percentage of shares own by institutions [Holdings]
Analyst “Fair Value” assessment (e.g., Overvalued, not the numeric value
“xx.xx”)
Overall Analysts Recommendation Rating (i.e., Strong Buy to Sell scale)
1.3
13
1.3
14
1.3
Discussion did not provide a reasonable explanation for why they thought
there was a Buy/Sell/Hold recommendation (this needs to be focused on
issues).
Length of discussion under 100 words (about 7 lines)
February 04, 2021
6
4
MIS 111 – Spring 2021 – Applied Business Project 1 Grading Rubric
Section 2
CODE
20
Task
All
Tasks
2.1
2.1
23
2.1
2.1
(PLEASE DO NOT enter any of the specific error codes for parts of this task if
you entered this error Code because the entire Question was unanswered)
One or more items “Balance Sheet” items missing from table (NA is OK)
From Balance Sheet (may be in Millions or Thousands or just $)
 From Balance Sheet
o Assets
 Total Assets
 Cash and Cash Equivalents
 Inventory
 Goodwill
o Liabilities
 Total Liabilities
 Accounts Payable
 Current Debt
 Long Term Debt
o Stockholder Equity
o Retained Earnings
One or more items “Income Statement” items missing from table, note some items may
have NA, that is OK
 Total Revenue
 Gross Profit
 Selling General and Administrative
 Operating Income (or Loss)
 Pretax Income
 EBITDA or Normalized EBITDA
One or more items “Cash Flow” items missing from table (NA is OK)
From Cash Flow Statement
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25
Points
25
NOTE: All date for 2.1 may be put in one table or may be put in multiple
tables, as long as the information is present, there is no error
21
24
Explanation
Did Not Complete Any Part of This Question
2.1
o
4
4
Operating Cash Flow
Investing Cash Flow
Financing Cash Flow
End Cash Position
Free Cash Flow
One or more items “Historical Stock Price data” items missing from table
 From historical stock data
o
4
3
“Adjusted Close” stock price on the closing date of the last three (3) fiscal
years. This means there will be 3 columns of information,
Volume (shares of stock traded)
2.2
26
2.2
27
2.2
28
2.2
Discussion does not clearly describe how an investor would be able to independently
verify the press releases financial information could be verified based on the
information that can be found in the financial reports, or the article was more than 12
months old
Bibliographic citation not included for the article (included URL and date referenced,
if the article was from an online source, see guideline examples)
Length of Investor Analysis discussion under 100 words (about 7-8 lines)
February 04, 2021
4
2
4
MIS 111 – Spring 2021 – Applied Business Project 1 Grading Rubric
Section 3
CODE
30
Task
All
Tasks
Explanation
Did Not Complete Any Part of This Question
(PLEASE DO NOT enter any of the specific error codes for parts of this task if you
Points
25
entered this error Code because the entire Question was unanswered)
3.1
Stock Price Table
31
32
33
3.1
3.1
3.1
34
3.1
3.2
35
36
37
38
3.2
3.2
3.2
3.2
39
3.2
Table header missing and / or not merged into one overall header cell
Closing dates not shown
Two (2) companies and One (1) index (students assigned company and 1
competitor and DOW-30 or NASDAQ) are not all shown
Table is missing either a caption and/or a citation
Stock Price Graph index
Meaningful title not included for chart
Meaningful label not included for X-Axis (Dates) or both Y-Axes (price)
Graph is not a line graph (see guideline example)
Actual closing dates were not used for the x-axis (i.e., discrete dates, not a
Continuous range typically showing all dates on the 1st of the Month)
Legend identifying each company’s stock tracking line in graph not provided
3
3
3
3
2
2
3
3
3
Note, this is the example graph in the assignment, We don’t care if the colors match, but the graph does need to
be professional, have 2 competitors, have x and y axis labels, have a title, and have the actual last trading days of
the month in the X Axis
Figure 1 – Industry Stock Price Analysis Chart
(Source: https://finance.yahoo.com/ Referenced 8/25/2020)
February 04, 2021
MIS 111 – Spring 2021 – Applied Business Project 1 Grading Rubric
Section 4
CODE
40
Task
All
Tasks
4.1
41
4.1
Explanation
Did Not Complete Any Part of This Question
(PLEASE DO NOT enter any of the specific error codes for parts of this task if you
entered this error Code because the entire Question was unanswered)
Fundamental numbers needed for Financial Ratios
Missing two or more of the following (some may be a 0, a dash (–) means 0 so is
OK)
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42
43
4.1
4.2
44
Points
30
6
Summary
o Market Capitalization
Financials / Balance Sheet
o Total Equity (or Total Equity Gross Minority Interest)
o Total Liabilities (or Total Liabilities Net Minority Interest)
o Current Assets
o Goodwill and Other Intangible Assets [Goodwill]
o Current Liabilities [Liabilities]
o Cash, Cash Equivalents, and Short-term Investments [Cash]
o Ordinary Shares [Common Stock]
o Accounts Receivable [A/R]
o Long Term Debt and Capital Lease Obligations [Debt]
o Common Stock Equity [Equity]
3
2
4.2
No Source(s) cited for table
Acid Test Ratio Missing: The acid test is focused on whether a company’s shortterm assets will cover its short-term liabilities. Students just need to include the
final number, not the calculations
How is the company doing under 100 words (about 5-6+ lines, OK if over)
45
4.3
Working Capital Ratio Missing:
2
46
4.3
5
47
4.4
48
4.4
Write 125-175 words about the state of the company with respect to this ratio.
Under 100 words (about 6+ lines, OK if over)
P/B Ratio (OK if called Market to Book Ratio) Missing: The price to book
ratio is widely used in financial analysis. If it is in the thousands verify the student
didn’t have market Cap in Billions and Book Value in Missions (wrong if they did
that) P/B Ratio = Market Capitalization / Book Value of Equity. if the number is
in the
Write a 125-175 word analysis of the companies P/B ratio and whether it
appears low enough to be favorable in your view. Specifically discuss whether
the company also has intangible assets or goodwill that may be artificially
depressing the P/B ratio and making the company appear to be a better value
than it actually is.
Under 100 words or no citation (about 5-6+ lines, OK if over)
February 04, 2021
5
2
5