Horizontal analysis, vertical analysis, ratio analysis-liquidity & efficiency, solvency, profitability, & market ratios

What you will learn

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

Description

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

Content

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

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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

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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

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Liquidity & Efficiency Ratios

4 Liquidity Ratios

List of Ratios


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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

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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

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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

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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

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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

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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

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