FIN 320 Module Four Case Study Guidelines and Rubric
Overview
Financial risks are inherent to both individuals and businesses. For individuals, an example of financial risk would be carrying so much personal debt that it is impossible to qualify for a mortgage to buy a home. Similarly, for a business, an example of financial risk is carrying so much debt, or being so heavily leveraged, that the cost of additional debt becomes too high. This would not allow the business to support a new project or venture that could increase sales. In this case study, you will look at different types of risks and explore how these risks impact growth specific to sales, retained earnings, and dividends.
Directions
Go to the Walt Disney Company’s Investor Relations webpage. Scroll down the page until you see SEC filings. Find and download the quarterly report (Form 10-Q) with the latest filing date. Review the financial statements, and then write a response.
Specifically, you must address the following rubric criteria:
- Systematic and Unsystematic Risk: Explain the differences between systematic and unsystematic risk.
- Financial Risks: Describe the potential impacts of the following types of financial risk on the Walt Disney Company based on the quarterly report:
- Interest rate risk
- Economic risk
- Credit risk
- Operational risk
- Lower Growth Impact: Explain the impact that a lower growth in sales could have on the dividend policy and retained earnings for the company based on the quarterly report.
- Higher Growth Impact: Explain the impact that a higher growth in sales could have on the dividend policy and retained earnings for the company based on the quarterly report.
What to Submit
Your submission should be a 2- to 3-page Microsoft Word document (not including title and resource pages) with 12-point Times New Roman font, double spacing, and one-inch margins. Sources should be cited using APA style.
AI Usage
If you use gen AI tools to support your work on this assignment, be sure to follow these AI usage guidelines. You must acknowledge your use of these tools in your work. Guidelines on how to cite AI tools can be found in this Shapiro Library guide.
Module Four Case Study Rubric
| Criteria | Exceeds Expectations (100%) | Meets Expectations (85%) | Partially Meets Expectations (55%) | Does Not Meet Expectations (0%) | Value |
|---|---|---|---|---|---|
| Systematic and Unsystematic Risk | Exceeds expectations in an exceptionally clear, insightful, sophisticated, or creative manner | Explains the differences between systematic and unsystematic risk | Shows progress toward meeting expectations, but with errors or omissions; areas for improvement may include explaining in more detail the differences between systematic and unsystematic risk | Does not attempt criterion | 20 |
| Financial Risks | Exceeds expectations in an exceptionally clear, insightful, sophisticated, or creative manner | Describes the potential impacts of interest rate risk, economic risk, credit risk, and operational risk on the company based on the quarterly report | Shows progress toward meeting expectations, but with errors or omissions; areas for improvement may include describing in more detail the potential impacts of interest rate risk, economic risk, credit risk, and operational risk on the company based on the quarterly report | Does not attempt criterion | 21 |
| Lower Growth Impact | Exceeds expectations in an exceptionally clear, insightful, sophisticated, or creative manner | Explains the impact that a lower growth in sales could have on the dividend policy and retained earnings for the company based on the quarterly report | Shows progress toward meeting expectations, but with errors or omissions; areas for improvement may include explaining in more detail the impact that a lower growth in sales could have on the dividend policy and retained earnings for the company based on the quarterly report | Does not attempt criterion | 22 |
| Higher Growth Impact | Exceeds expectations in an exceptionally clear, insightful, sophisticated, or creative manner | Explains the impact that a higher growth in sales could have on the dividend policy and retained earnings for the company based on the quarterly report | Shows progress toward meeting expectations, but with errors or omissions; areas for improvement may include explaining in more detail the impact that a higher growth in sales could have on the dividend policy and retained earnings for the company based on the quarterly report | Does not attempt criterion | 22 |
| Clear Communication | Exceeds expectations with an intentional use of language that promotes a thorough understanding | Consistently and effectively communicates in an organized way to a specific audience | Shows progress toward meeting expectations, but communication is inconsistent or ineffective in a way that negatively impacts understanding | Shows no evidence of consistent, effective, or organized communication | 10 |
| Citations and Attributions | Uses citations for ideas requiring attribution, with few or no minor errors | Uses citations for ideas requiring attribution, with consistent minor errors | Uses citations for ideas requiring attribution, with major errors | Does not use citations for ideas requiring attribution | 5 |
| Total: | 100% | ||||
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