Horizontal analysis, vertical analysis, ratio analysis-liquidity & efficiency, solvency, profitability, & market ratios
☑ List and describe the tools for financial statement analysis
☑ Understand, calculate, and analyze horizontal analysis
☑ Explain, calculate and analyze vertical analysis
☑ List and describe the categories of ratio analysis
☑ Describe liquidity ratios
☑ Examine solvency ratios
☑ Explain profitability ratios
☑ Discuss market prospects ratios
☑ Calculate and analyze current ratio, acid-test ration, and accounts receivable ratio
☑ Analyze and compute inventory turnover ratio, days’ sales uncollected, days’ sales in inventory, and total asset turnover
☑ Discuss and calculate debt ratio, equity ratio, debt-to-equity ratio, and times interest earned
☑ Explain and compute profit margin ratio, gross margin ratio, and return on total assets
☑ Describe and calculate return on equity, book value per common share, and earnings per share
☑ Calculate and analyze price earnings ratio and dividend yield
☑ Discuss and analyze the components of a financial statement analysis report
Learn tools to analyze financial statements, including vertical analysis, horizontal analysis, and ratio analysis.
This course will provide resources such as downloadable PDF files and preformatted Excel spreadsheet to help understand and apply the concepts.
We will list and describe the tools for financial statement analysis, including vertical analysis, horizontal analysis, and ratio analysis.
Below is more detail about the concepts we will learn.
This course will help us understand, calculate, and analyze horizontal analysis. Horizontal analysis is used to compare financial data and performance of a company across time and is a common and intuitive form of analysis.
We will explain, calculate, and analyze vertical analysis. Vertical analysis also termed common size financial statements, displays all items as percentages of a common base figure instead of absolute numbers. Vertical analysis is very useful to compare financial statements for companies of different sizes.
The course will list and describe the categories of ratio analysis. Ratio analysis is a common form of financial statement analysis used to obtain a quick indication of a business’s financial performance in different areas. Ratios are often grouped into categories, including liquidity ratios, solvency ratios, profitability ratios, and market prospects ratios.
We will describe liquidity and efficiency ratios. We will list liquidity and efficiency ratios, perform calculations, and analyze their use.
The course will examine solvency ratios, listing solvency ratios, calculating solvency ratios, and analyzing their use.
We will Explain profitability ratios. The course will list profitability ratios. We will perform calculations and analysis of profitability ratios.
We will discuss market prospects ratios, listing out the market prospect ratios, discussing the formulas, and analyzing the use of market prospect ratios.
The course will calculate and analyze current ratios, acid-test ration, and accounts receivable ratios.
We will analyze and compute inventory turnover ratios, days’ sales uncollected, days’ sales in inventory, and total asset turnover.
The course will discuss and calculate the debt ratios, equity ratios, debt-to-equity ratios, and times interest earned.
We will explain and compute the profit margin ratio, gross margin ratio, and return on total assets.
The course will describe and calculate return on equity, book value per common share, and earnings per share.
We will calculate and analyze price earnings ratio and dividend yield.
The course will discuss and analyze the components of a financial statement analysis report. We will explain what software can do for us and what software cannot do.
English
Language
Introduction
Introduction
PDF – 110 Purpose of Financial Analysis
110 Purpose of Financial Analysis
PDF – 120 Types of Analysis
120 Types of Analysis
Multiple Choice Question 1 – Financial Statement Analysis
Accounting Comic Break
Horizontal Analysis
2 Horizontal Analysis
PDF – 305 Horizontal Analysis
305 Horizontal Analysis
Excel Worksheet Download
Worksheet- 305 Horizontal Analysis
PDF – 310 Trend Analysis
310 Trend Analysis
Excel Worksheet Download
Worksheet – 310 Trend Percents
Multiple Choice Question 2 – Financial Statement Analysis
Accounting Comic Break
Vertical Analysis – Common-Size Statements
3 Vertical Analysis Common-Size Statements
PDF – 355 Vertical Analysis Common-Size Statements
355 Vertical Analysis Common-Size Statements
Excel Worksheet Download
Worksheet – 355 Vertical Analysis
Excel Worksheet Download
Worksheet – 357 Common Size Financial Statements
Multiple Choice Question 3 – Financial Statement Analysis
Multiple Choice Question 4 – Financial Statement Analysis
Accounting Comic Break
Liquidity & Efficiency Ratios
4 Liquidity Ratios
List of Ratios
PDF – 410 Liquidity Ratios Part 1
410 Liquidity Ratios Part 1
PDF – 415 Liquidity Ratios Part 2
415 Liquidity Ratios Part 2
Excel Worksheet Download
Worksheet – 410 Liquidity and Efficiency Ratios
PDF – 420 Current ratio, quick or acid ration, and working capital-Accounting
420 Current ratio, quick or acid ration, and working capital-Accounting
Excel Worksheet Download
Worksheet – 420.10 Current ratio, quick ratio, acid-test ratio, working capital
Worksheet – 420.20 Current ratio, quick ratio, acid-test ratio, working capital
Worksheet – 420.30 Current ratio, quick ratio, acid-test ratio, working capital
Multiple Choice Question 5 – Financial Statement Analysis
Multiple Choice Question 6 – Financial Statement Analysis
Accounting Comic Break
Solvency Ratios
5 Solvency Ratios
List of Ratios
PDF – 505 Solvency Ratios
505 Solvency Ratios
Excel Worksheet Download
Worksheet – 505 Solvency Ratios
Multiple Choice Question 7 – Financial Statement Analysis
Multiple Choice Question 8 – Financial Statement Analysis
Accounting Comic Break
Profitability Ratios
6 Profitability Ratios
List of Ratios
PDF – 605 Profitability Ratios
605 Profitability Ratios
Excel Worksheet Download
Worksheet – 605 Profitability Ratios
Multiple Choice Question 9 – Financial Statement Analysis
Multiple Choice Question 10 – Financial Statement Analysis
Accounting Comic Break
Market Prospects Ratios
7 Market Prospects Ratios
List of Ratios
PDF – 705 Market Prospects Ratios
705 Market Prospects Ratios
Excel Worksheet Download
Worksheet – 705 Market Prospects
Multiple Choice Question 11 – Financial Statement Analysis
Multiple Choice Question 12 – Financial Statement Analysis
Accounting Comic Break
Ratio Analysis Practice Problem
8 Ratio Analysis Practice Problem
List of Ratios
Excel Worksheet Download
Worksheet = Ration Analysis Practice Problem
Multiple Choice Question 13 – Financial Statement Analysis
Multiple Choice Question 14 – Financial Statement Analysis
Accounting Comic Break
Financial Statement Analysis Report
9 Financial Statement Analysis Report
902 Financial Analysis Data Online
905 Financial Analysis Sample Reports Overview
910 Financial Analysis Sample Reports Traditional Performance Evacuation
915 Financial Analysis Sample Reports Ratio Analysis Profitability
920 Financial Analysis Sample Reports Ratio Analysis Solvency
925 Financial Analysis Sample Reports Ratio Analysis Liquidity
930 Financial Analysis Sample Reports Recommendations
955 Financial Statement Data Online
Multiple Choice Question 15 – Financial Statement Analysis
Multiple Choice Question 16 – Financial Statement Analysis
Accounting Comic Break