Financial Analysis: Financial Ratios For Analysts

Learn How To Analyze Financial Ratios of Stocks Like A Professional Analyst/Investor or CFA

3.90 (24 reviews)
Udemy
platform
English
language
Financial Modeling & Ana
category
instructor
Financial Analysis: Financial Ratios For Analysts
587
students
1.5 hours
content
Mar 2019
last update
$29.99
regular price

What you will learn

Calculate over 25 different financial ratios to analyze a stock/business

Calculate and analyze the margin profile of a business

Return on assets and equity

Calculate activity ratios (accounts receivable, inventory, accounts payable)

Assess liquidity and leverage ratios

Calculate and understand valuation ratios and multiples

Conduct vertical and horizontal analysis

Why take this course?

If you want to be a professional investor, analyst, or CFA, analyzing financials and calculating financial ratios is important.

After being in the finance field at the highest level for nearly 10 years, I can confidently say analyzing financial ratios is the foundation for success.


This course will teach you how to analyze over 25 different financial ratios so you can be prepared at work or managing your own investments.


Here's what you will learn:


  • Margin analysis (gross margin, operating margin, net margin)


  • Return on assets and equity (along with the Du Pont Formula)


  • Activity Ratios (receivable turnover, DSO, inventory turnover, DSI, payable turnover, DPO, cash conversion cycle)


  • Liquidity and leverage analysis (current ratio, interest coverage, debt/equity, debt/EBITDA)


  • Dividend analysis (dividend yield and payout)


  • Valuation (P/E, forward P/E, P/CF, P/B, P/S, EV/EBITDA)


With these financial ratios, you will be able to analyze any stock or business and tell how it is doing right away.

PLUS, the course includes a comprehensive case study that covers all of the financial ratios discussed.

We will look at real financial statements and calculate these financial ratios (just like how the professionals do it).

Finally, the course will have a comprehensive quiz at the end applying everything we have learned.

Screenshots

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Reviews

ApexOrion
February 3, 2021
So far so good. I was looking for things like IRR, NPV, TOC, Cost of Delay, etc., which is probably not the focus of this training. But the financial statement analysis is explained in very simple and understandable terms.
Vasile
September 10, 2020
The description of each term it could be added on top of the calculations, and some border delimitation in a table might be useful and make eyes less tired.
Gerardo
June 4, 2020
i like the teachers voice, and although i'm not fluent in excel , i was able to understand ,made sense

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Related Topics

2248980
udemy ID
3/2/2019
course created date
11/21/2019
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