Finance Investment Evaluation Rubric

Finance Investment Evaluation Rubric

The Finance Investment Evaluation Rubric provided below serves as a comprehensive tool to assess the financial viability, market potential, risk assessment, and ROI (Return on Investment) potential of an investment opportunity. This rubric utilizes a five-point scale ranging from 'Very Poor' to 'Excellent' to evaluate each criterion. The aim is to offer a structured approach for evaluating investments, aiding stakeholders in making informed decisions.

1: Very Poor

2: Poor

3: Fair

4: Good

5: Excellent

Financial Viability

High financial risk and negative cash flows

Significant concerns, limited cash flow

Moderate stability

Strong position, stable cash flows

Exceptional health, robust cash flows

Market Analysis

Limited potential, high competition

Challenging conditions, limited demand

Steady demand, manageable competition.

Attractive conditions, growing demand

Exceptional potential, high demand

Risk Assess-

ment

High risk, limited mitigation

Significant risks, limited strategies

Moderate risks, some mitigation plans

Managed risks

Strong management

ROI Potential

Negligible ROI, extended payback, uncertain growth

Limited ROI, lengthy payback, modest growth

Moderate ROI, reasonable payback, steady growth

Attractive ROI, short payback, promising growth

Exceptional ROI, rapid payback, substantial growth

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