Bond and Stock Performance Analysis
OBJECTIVE
In this part of the project you are to assume to have been hired to join a team serving as an
internal financial analyst to THE COMPANY. Your client plans to invest in bonds and (or)
stocks issued by THE COMPANY (SELECTED BY INSTRUCTOR). In part 6 of the
assignment you are asked to provide some recommendations to THE COMPANY’S
management.
THE COMPANY for part 2 of the project can be the company that you were using for the
Research Project Part 1 or ANOTHER COMPANY determined by your professor. THE
COMPANY for this part of the project must have bonds listed on the website http://finra-
markets.morningstar.com/BondCenter/Default.jsp. To find the information on bonds, click on
Search in the middle of the screen (under Market Center Bond Guide), under Quick Search type
the Issuer Name and the Symbol, and click SHOW RESULTS.
Alternatively, you can request approval of another publicly traded company. This request must
be submitted before the end of the first week of the course. The request must include
identification of the company by ticker symbol and name
a reasonable and appropriate explanation of why you want to examine the alternative
company
the source of the analyst’s report that will be used in the analysis (which must be
submitted to me)
acknowledgement by you that all the specific elements of the assignment (see below) will
be prepared by you and included in the final research project report
SUGGESTED WEBSITES
www.morningstar.com – To find the information for your company you need to type the stock
symbol in the Quotes window to get into the company’s page.
http://finra-markets.morningstar.com/BondCenter/Default.jsp – To find the information on
bonds, click on Search in the middle of the screen (under Market Center Bond Guide), under
Quick Search type the Issuer Name and the Symbol, and click SHOW RESULTS.
https://markets.businessinsider.com/bonds. To find the information on bonds, scroll down the
page, type the name of the company in the window under Bond Finder, and click SEARCH.
www.marketwatch.com -To find the information for your company you need to type the stock
symbol in the Search window to get into the company’s page.
www.money.cnn.com -To find the information for your company you need to type the stock
symbol in the Search window to get into the company’s page.
www.finance.yahoo.com – To find the information for your company you need to type the stock
symbol in the Search window to get into the company’s page.
www.nyse.com – Click on Data, then click on Stocks (under Quotes), and type the name of the
company or the stock symbol in the window “Keyword or symbol” to get into the company’s
page.
www.nasdaq.com – To find the information for your company you need to type the stock symbol
in the Search window to get into the company’s page.
Company’s websites
YOUR SPECIFIC ASSIGNMENT
Using the information from the websites the student will develop evaluation of bond and stock
performance for THE COMPANY (SELECTED BY INSTRUCTOR). (The evaluation portion
will total 85% of the assignment grade)
-1—Introduction (3% of the project grade)- The paper should begin with a short introduction
that explains the purpose of the paper, and provides an overview of the contents that follow (one
short paragraph).
-2- The financial leverage ratios (15% of the project grade)
a) Find the financial leverage ratios for THE COMPANY assigned for you of the project for
the last 3-5 years in the Internet. Present these ratios as the table(s) in your project.
You can find these ratios in the Internet or calculate them. If you use published ratios you
must indicate that and cite their source.
Debt-to-assets ratio (Debt ratio)
Debt-to Equity ratio
Interest Coverage ratio (the Times Interest Earned)
b) Write (about) 1 page of the analysis of the ratio results. In your analysis you should answer
the following questions. Please explain your answer to each question.
How is THE COMPANY financing its assets? Discuss how much risk is associated with
the financial structure the company? How can this risk be measured? Please explain.
-3- Collect and evaluate the data about bond performance of the assigned company. (20% of the
project grade).
The information on bonds can be found on the website
http://finra-markets.morningstar.com/BondCenter/Default.jsp. To find the information on bonds,
click on Search in the middle of the screen (under Market Center Bond Guide), under Quick
Search type the Issuer Name and the Symbol, and click SHOW RESULTS.
Another useful website on bond information is https://markets.businessinsider.com/bonds. To
find the information on bonds, scroll down the page, type the name of the company in the
window under Bond Finder, and click SEARCH.
Important: Copy the quotations of two bonds issued by THE COMPANY (SELECTED BY
INSTRUCTOR) that contain the Price. Present these quotations in your project.
1.What were the last prices of the bonds (listed in the Last Sale column)? Assume that par
value of the bond is $1,000. How much the investor will pay for the bond if he/she
purchased the bond at the Price listed in the Last Sale column. Show your work in your
project.
2.Assume that par value of the bond is $1,000. Calculate the annual coupon interest
payments. Show your work in your project.
3.Assume that par value of the bond is $1,000. Calculate the current yield of the bonds.
Show your work in your project.
4.How much is the YTM listed in quotations of the bonds (in the Last Sale column – Yield)
(no calculations are required for this question?
5.Write a 1-2 page of the analysis of the bonds. In your analysis you should answer the
following questions. Please explain your answer to each question.
a) If you are going to buy a bond issued by THE COMPANY, which bond would
you choose? Why?
b) Are these bonds callable? If the bonds that you chose are callable (non-callable),
will it change your decision to buy them?
c) If you are an investor who is looking for a bond to invest in, are you going to buy
a bond that you chose? Take a look at the balance sheet and income statement of
the company. What data or ratios support your decision to buy this bond or not?
You may want to incorporate the results of the Research Project Part 1, as well as
the results of the financial leverage ratios to answer this question. You should
develop a specific recommendation, with supporting rationale for the
investor to explain your answer.
-4- Collect and evaluate the data about stock performance of the assigned company for the
last one year. (Totally 30% of the project grade).
1) Find the market ratios for the company for the last 1-3 years and its major competitor for the
last year in the Internet. (15% of the project grade)
Price/Earnings ratio
Market/Book ratio (also called (Price/Book ratio)
Earnings per share
Dividends per share
Other market ratios on your choice
These ratios are available on www.morningstar.com > Company’s page – under
Valuation, Financials, and under Dividends
You can find these ratios in the Internet or calculate them. If you use published ratios you
must indicate that and cite their source.
a. Present the market ratios as the table(s) in your project.
b. Write about 1 page of analysis of the market ratio results that you found. Compare the
market ratio results against the industry or main competitor. In your report please answer
the question: Are the common stockholders receiving an adequate return on their
investment?
c. Compare the P/E ratio of your company with the industry average or 5-year average. Is
the stock overvalued, undervalued, or properly valued? Why?
d. In accordance with your findings, is it reasonable to buy the stock? Please explain your
answers.
-2) Analysis of the historical stock prices trend for the last year. (15% of the project grade)
a. Collect and evaluate the data about stock prices of the assigned company for the last one
year for the company and its major competitor.
b. Create the chart(s) using the stock price chart tools on the websites or Excel. Present the
chart(s) in your project.
c. Write about 0.5 page of analysis the historic stock prices trend for the last year.
In accordance with your findings, is it reasonable to buy the stock? Why? Please explain
your answer.
-5- Develop a specific recommendation, with supporting rationale for the COMPANY’S
management – Think about the financial strategy of the company, how to best balance THE
COMPANY’S financial leverage to optimize shareholder wealth going forward taking into
consideration the company’s current market position, credit rating, dividend policy, etc. (12% of
the project grade).
-6- Reflection – the students should write a paragraph in their own words reflecting on what they
learned from the assignment and how they think they could apply what they learned in the
workplace. (5% of the project grade).
PRESENTATION OF PAPER AND WRITING (15%) of the project grade):
-Organization, Format and Presentation of Paper including the Title page, Introduction, Body,
and Summary. Each section of the paper must begin with a sub-heading. Please use the sub-
headings included in the assignment (4% of the project grade)
Use of Tables, Figures and Other Graphics to Summarize and Support Analysis Presented in the
Paper (3% of the project grade)
Logical and Smooth Flowing Transitions and Relationships among Sections of the Written
Report (3% of the project grade)
Research Sources and Significance of Research Information and Data, Use of APA Citation
Methodology (5% of the project grade)
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Part 2 Project Rubric
Activity: Research Project Part 2
Course: FINC 330 6388 Business Finance (2222)
Name: DeAndre Birton
Criteria
Excellent (90
and Above)
Good (80 and
Above)
Acceptable (70
and Above)
Below Average
(60 and Above)
Poor (30 and
Below)
Incomplete
(20% and
Below)
Criterion Score
Introduction (3% of the paper
grade)
2.4 / 3
3 points
Outstanding
and very
thorough
development
and articulation
of a
short
introduction,
explains the
purpose of the
paper, and
provides an
overview of the
contents that
follow (one
short
paragraph).
2.1 points
The project
contains some a
short
introduction.
However the
introduction
does not explain
the purpose of
the paper, and
does not
provide an
overview of the
contents that
follow.
1.8 points
Only a
superficial
effort to
develop a short
introduction.
0.
9 points
Only a poor
effort to
develop s short
introduction.
0 points
The student did
not complete
this part of the
project or the
student’s effort
un
worthy of
credit
2.
4 points
A good effort is
made to
develop a short
introduction,
explains the
purpose of the
paper, and
provides an
overview of the
contents that
follow (one
short
paragraph).
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Criteria
Excellent (90
and Above)
Good (80 and
Above)
Acceptable (70
and Above)
Below Average
(60 and Above)
Poor (30 and
Below)
Incomplete
(20% and
Below)
Criterion Score
Financial leverage ratios
analysis of the
assigned
company. (Prepare, analyze
and interpret
financial
information) (15% of the
project grade)
10.5 / 15
Criterion Feedback
What topics will you be discussing and what is the purpose of the paper?
1
5 points
Excellent and
successful
effort to
implement
financial
leverage ratio
analysis of the
assigned
company; very
clear linkages
between
financial ratio
results and
investment
decisions and
recommendatio
ns.
12 points
A good effort to
develop
financial
leverage ratio
analysis of the
assigned
company, the
result are well
explained and
analyzed
9 points
Only a
superficial
effort to
develop
financial
leverage ratio
analysis of the
assigned
company.
4.5 points
Only a poor
effort to
develop
financial
leverage ratio
analysis of the
assigned
company.
0 points
Virtually no
effort to
develop
financial
leverage ratio
analysis of the
assigned
company; not
worthy of credit
Criterion Feedback
Your ratios are old, you should use more current ratios to be accurate for recent leverage and debt. You used liquidity ratios instead of debt
to assets, and there were some incorrect statements. See comments in Turnitin.
10.5 points
Satisfactory
effort made to
develop
financial
leverage ratio
analysis of the
assigned
company, but
the
analysis
should be
considerably
more
developed.
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Criteria
Excellent (90
and Above)
Good (80 and
Above)
Acceptable (70
and Above)
Below Average
(60 and Above)
Poor (30 and
Below)
Incomplete
(20% and
Below)
Criterion Score
Collect and evaluate the data
about bond performance of
the
assigned company. (Apply
Financial Theories to Solve
Financial Problems) (20% of
the project grade)
0 / 20
20 points
Outstanding
and very
thorough
development
and articulation
of
bond
performance
analysis of the
assigned
company.
1
6 points
A good effort is
made to
develop bond
performance
analysis of the
assigned
company.
14 points
The project
contains
some
bond
performance
information of
the assigned
company, but
the analysis
should be
considerably
more
developed.
12 points
Only a
superficial
effort to
develop bond
performance
analysis of the
assigned
company.
6 points
Only a poor
effort to
develop bond
performance
analysis of the
assigned
company
Criterion Feedback
It looks like you skipped the bond section.
0 points
Virtually no
effort to
develop bond
performance
analysis of the
assigned
company; not
worthy of
credit.
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Criteria
Excellent (90
and Above)
Good (80 and
Above)
Acceptable (70
and Above)
Below Average
(60 and Above)
Poor (30 and
Below)
Incomplete
(20% and
Below)
Criterion Score
Market ratio analysis of the
assigned company. (Apply
Financial Theories to Solve
Financial Problems) (15% of
the project grade)
10.5 / 15
15 points
Excellent and
successful
effort to
implement
market ratios
analysis of the
assigned
company very
clear linkages
between market
ratios analysis
and investment
decisions and
recommendatio
ns.
12 points
A good effort to
develop market
ratios analysis
of the assigned
company, the
result are well
explained and
analyzed
9 points
Only a
superficial
effort to
develop market
ratios analysis
of the assigned
company.
4.5 points
Only a poor
effort to
develop market
ratios analysis
of the assigned
company.
0 points
Virtually no
effort to
develop market
ratios analysis
of the assigned
company; not
worthy of
credit.
Criterion Feedback
These were old ratios again. No discussion of EPS? Otherwise, some good analysis on other ratios.
10.5 points
Satisfactory
effort made to
develop market
ratios analysis
of the assigned
company, but
the analysis
should be
considerably
more
developed.
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Criteria
Excellent (90
and Above)
Good (80 and
Above)
Acceptable (70
and Above)
Below Average
(60 and Above)
Poor (30 and
Below)
Incomplete
(20% and
Below)
Criterion Score
Historical stock
prices trend
analysis (Apply Financial
Theories to Solve Financial
Problems) (15% of the
project grade)
10.5 / 15
Develop a
specific
recommendatio
n, with
supporting
rationale for the
COMPANY’S management.
(Apply Financial Theories to
Solve Financial Problems)
(12% of the project grade).
8.4 / 12
15 points
Outstanding
effort to
develop
historical stock
prices trend
analysis.
12 points
A good effort to
develop
historical stock
prices trend
analysis
9 points
Only a
superficial
effort to
develop
historical stock
prices trend
analysis
4.5 points
Only a poor
effort to
develop
historical stock
prices trend
analysis
0 points
Virtually no
effort to
develop
historical stock
prices trend
analysis;
unworthy of
much credit
Criterion Feedback
You didn’t provide the graph for Target stock prices. What earnings would an investor have seen if they had purchased Walmart vs. Target
stock at the beginning of 2021 through the end of the year? What were some reasons for fluctuations? CAPM and intrinsic values are not a
requirement of the current assignment.
12 points
Outstanding
effort to
develop a
specific
recommendatio
n, with
supporting
rationale for the
COMPANY’S
management
about the
financial
9.6 points
Good effort to
develop a
specific
recommendatio
n, with
supporting
rationale for the
COMPANY’S
management
about the
financial
strategy of the
7.2 points
Below average
effort to
develop a
specific
recommendatio
n, with
supporting
rationale for the
COMPANY’S
management
about the
financial
3.6 points
Only poor effort
to develop a
specific
recommendatio
n, with
supporting
rationale for the
COMPANY’S
management
about the
financial
strategy of the
0 points
The student did
not complete
this part of the
project; not
worthy of
credit.
10.5 points
Satisfactory
effort made to
collect historical
stock prices,
but the analysis
should
be more
developed.
8.4 points
Some effort to
develop a
specific
recommendatio
n, with
supporting
rationale for the
COMPANY’S
management
about the
financial
strategy of the
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Criteria
Excellent (90
and Above)
Good (80 and
Above)
Acceptable (70
and Above)
Below Average
(60 and Above)
Poor (30 and
Below)
Incomplete
(20% and
Below)
Criterion Score
strategy of the
company, how
to best balance
THE
COMPANY’S
financial
leverage to
optimize
shareholder
wealth going
forward taking
into
consideration
the company’s
current market
position, credit
rating, dividend
policy, etc. The
results are well
explained and
analyzed.
company, how
to best balance
THE
COMPANY’S
financial
leverage to
optimize
shareholder
wealth going
forward taking
into
consideration
the company’s
current market
position, credit
rating, dividend
policy, etc. The
results are well
explained and
analyzed.
strategy of the
company, how
to best balance
THE
COMPANY’S
financial
leverage to
optimize
shareholder
wealth going
forward taking
into
consideration
the company’s
current market
position, credit
rating, dividend
policy, etc.
company, how
to best balance
THE
COMPANY’S
financial
leverage to
optimize
shareholder
wealth going
forward taking
into
consideration
the company’s
current market
position, credit
rating, dividend
policy, etc.
Criterion Feedback
Your recommendations were more related to operations than using the information from this paper to make financial management
suggestions. You are comparing to Amazon here, when you used Target earlier, you should be consistent.
company, how
to best balance
THE
COMPANY’S
financial
leverage to
optimize
shareholder
wealth going
forward taking
into
consideration
the company’s
current market
position, credit
rating, dividend
policy, etc.
However the
analysis should
be more
developed.
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Criteria
Excellent (90
and Above)
Good (80 and
Above)
Acceptable (70
and Above)
Below Average
(60 and Above)
Poor (30 and
Below)
Incomplete
(20% and
Below)
Criterion Score
Reflection – the students
should write a
paragraph in
their own words
reflecting on
what they learned from the
assignment
and how they
think they could apply what
they
learned in the
workplace. (5% of the project
grade)
0 / 5
5 points
outstanding
effort to
write a
paragraph in
their own words
reflecting on
what they
learned from
the assignment
and how they
think they could
apply what they
learned in the
workplace.
4 points
Good effort
write a
paragraph in
their own words
reflecting on
what they
learned from
the assignment
and how they
think they could
apply what they
learned in the
workplace.
3.5 points
Some effort
made to write a
paragraph in
their own words
reflecting on
what they
learned from
the assignment
and how they
think they could
apply what they
learned in the
workplace.
3 points
Below average
effort made to
write a
paragraph in
their own words
reflecting on
what they
learned from
the assignment
and how they
think they could
apply what they
learned in the
workplace.
1.5 points
Only poor effort
made to write a
paragraph in
their own words
reflecting on
what they
learned from
the assignment
and how they
think they could
apply what they
learned in the
workplace.
Criterion Feedback
No reflection on the assignment provided.
0 points
The student did
not complete
this part of the
project; not
worthy of
credit.
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Criteria
Excellent (90
and Above)
Good (80 and
Above)
Acceptable (70
and Above)
Below Average
(60 and Above)
Poor (30 and
Below)
Incomplete
(20% and
Below)
Criterion Score
Organization, Format, and
Presentation of paper
including introduction, body,
and summary. Each section
has sub-headings
(Communicate, collaborate,
lead and
influence across the
organization to achieve
organizational goals) (4% of
the project grade)
3.2 / 4
4 points
Paper is
organized
and
very easily
followed. The
paper follows
APA format and
contains no or
very few errors.
2.8 points
Paper has
prominent
blemishes in
presentation
and may have
some
weaknesses in
organization
2.4 points
There appears
to be a below
average
logical
organization of
the paper’s
contents
1.2 points
There appears
to be a poor
logical
organization of
the paper’s
contents
0 points
The student did
not complete
this part of the
project or the
student’s effort
unworthy of
credit
Criterion Feedback
Some inconsistent formatting with single spacing in the historic pricing section and big spaces before graph but after header.
3.2 points
Paper is neatly
presented
without major
blemishes and is
generally well-
organized
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Criteria
Excellent (90
and Above)
Good (80 and
Above)
Acceptable (70
and Above)
Below Average
(60 and Above)
Poor (30 and
Below)
Incomplete
(20% and
Below)
Criterion Score
Use of Tables, figures, and
other graphics to summarize
and support analysis
presented in paper (Research,
collect, synthesize and
interpret data by applying
appropriate technology tools
to solve business problems)
(3% of the project grade)
2.1 / 3
3 points
Tables, figures
and other
graphics are
very descriptive
and
provide
exceptionally
strong support
for the paper;
there are no
errors in labels
or in the
numbering
sequence
2.4 points
Tables, figures
and other
graphics are
descriptive and
provide a
sufficient
support for the
paper; they are
properly labeled
and numbered
1.8 points
Use of tables,
figures and
other
graphics
in support of
paper is below
average.
0.9 points
Use of tables,
figures and
other graphics
in support of
paper is poor.
0 points
The student did
not complete
this part of the
project or the
student’s effort
unworthy of
credit
Criterion Feedback
Data provided was old, and you didn’t provide the graph for a competitor.
2.1 points
Tables, figures
and other
graphics
provide
marginal
support for the
paper; some
labels may be
incomplete;
there may be
some problems
with the
numbering
sequence
3/10/22, 2:08 PM Activities – FINC 330 6388 Business Finance (2222) – UMGC Learning Management System
https://learn.umgc.edu/d2l/common/dialogs/nonModal/blank.d2l?d2l_body_type=1&d2l_nonModalDialog_cb=d2l_cntl_4cbdd990828e42e093e4980d8ab5becc_1&d2l_nonModalDialog_cbwin=4cbdd990828e42e09… 10/12
Criteria
Excellent (90
and Above)
Good (80 and
Above)
Acceptable (70
and Above)
Below Average
(60 and Above)
Poor (30 and
Below)
Incomplete
(20% and
Below)
Criterion Score
Logical and smooth flowing
transitions and relationships
among sections of the
written report (Communicate,
collaborate, lead and
influence across the
organization to achieve
organizational goals) (3% of
the project grade)
3 / 3
2.4 points
Good
transitions
used
in most sections
2.1 points
Some
transitions used
in paper
1.8 points
Below average
effort made to
provide
appropriate
transitions
0.9 points
Only a poor
effort made to
provide
appropriate
transitions
0 points
The student did
not complete
this part of the
project or the
student’s effort
unworthy of
credit
Criterion Feedback
Your paper flow was good with smooth transitioning between topics.
3 points
Transitions are
used
throughout the
written analysis
and provides a
logical
transition from
topic to topic.
3/10/22, 2:08 PM Activities – FINC 330 6388 Business Finance (2222) – UMGC Learning Management System
https://learn.umgc.edu/d2l/common/dialogs/nonModal/blank.d2l?d2l_body_type=1&d2l_nonModalDialog_cb=d2l_cntl_4cbdd990828e42e093e4980d8ab5becc_1&d2l_nonModalDialog_cbwin=4cbdd990828e42e09… 11/12
Criteria
Excellent (90
and Above)
Good (80 and
Above)
Acceptable (70
and Above)
Below Average
(60 and Above)
Poor (30 and
Below)
Incomplete
(20% and
Below)
Criterion Score
Research sources and
significance of information
and data applying
appropirate technology tools
to solve business problems,
APA citations, double-
spaced, 12-point font Times
New Roman (5% of the
project grade)
5 / 5
4 points
A good effort to
identify and use
appropriate and
professional and
supporting
research
sources;
appropriate and
professional use
of APA
documentation,
use of double
spaced, with
one-inch
margins, and
use 12-point
Times New
Roman font.
3.5 points
Some effort to
identify and use
appropriate and
professional and
supporting
research
sources with
some
documentation
3 points
Below average
effort to use
professional and
supporting
research
sources
1.5 points
Only a poor
effort to use
professional and
supporting
research
sources
0 points
The student did
not complete
this part of the
project or the
student’s effort
unworthy of
credit
5 points
Successful
identification an
d use of
appropriate and
professional
research
sources
including
Library Search
Engines,
Websites, S&P,
SEC, stock
exchanges,
Morningstar,
NYSE,
Competitors,
10K Report,
analyst reports,
news releases,
articles, etc.;
appropriate and
accurate
documentation,
APA citations
are accurate
and of the
highest level.
3/10/22, 2:08 PM Activities – FINC 330 6388 Business Finance (2222) – UMGC Learning Management System
https://learn.umgc.edu/d2l/common/dialogs/nonModal/blank.d2l?d2l_body_type=1&d2l_nonModalDialog_cb=d2l_cntl_4cbdd990828e42e093e4980d8ab5becc_1&d2l_nonModalDialog_cbwin=4cbdd990828e42e09… 12/12
Total 55.6 / 100
Overall Score
Criteria
Excellent (90
and Above)
Good (80 and
Above)
Acceptable (70
and Above)
Below Average
(60 and Above)
Poor (30 and
Below)
Incomplete
(20% and
Below)
Criterion Score
Criterion Feedback
Good use of resources and well cited in the paper and reference section.
Excellent (90 and
Above)
90 points
minimum
Good (80 and
Above)
80 points
minimum
Acceptable (70 and
Above)
70 points minimum
Below Average (60 and
Above)
60 points minimum
Poor (30 and
Below)
20 points
minimum
Incomplete (20% and
Below
0 points minimum