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Capstone project RS 201

The capstone pulls the whole course together into one piece of work you could show an employer or a professor. Do it after the ten modules. You mark it yourself against the rubric below; it is one of the two requirements for the certificate, with the final exam.

The brief

Write a four-page financial statement analysis of one public company of the learner's choice. Required parts:

  1. business summary in five sentences
  2. three-year common-size income statement
  3. the 15-ratio table from Module 9 against one peer
  4. DuPont breakdown of ROE
  5. cash conversion and free cash flow for three years
  6. the 13-point red flag checklist with evidence from the notes
  7. a one-paragraph verdict on earnings quality

Rubric

CriterionWeight
Accuracy of numbers40%
Use of the notes25%
Quality of reasoning25%
Clarity10%
Total100%

Score each criterion out of its weight, honestly. A total of 70% or more is a pass. If you score lower, revise the weakest part and mark it again.

Mark it complete

Self-assessment

When your capstone is finished and marked against the rubric, record your score here. It is stored only in this browser.

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Educational content only; not investment, tax or legal advice. Companies, tickers and figures are illustrative examples, not recommendations. Rules, rates and limits change, so check current details with the regulator, exchange or tax authority before relying on them. Worked examples are not forecasts. Written by Elizabeta Dimoska. RiskStock is not a registered dealer or adviser.