Financial Statement Analysis – Ratio Analysis

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

4.38 (968 reviews)
Udemy
platform
English
language
Money Management Tools
category
67,715
students
24.5 hours
content
Aug 2020
last update
$99.99
regular price

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.

Screenshots

Financial Statement Analysis – Ratio Analysis - Screenshot_01Financial Statement Analysis – Ratio Analysis - Screenshot_02Financial Statement Analysis – Ratio Analysis - Screenshot_03Financial Statement Analysis – Ratio Analysis - Screenshot_04

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
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

Reviews

Sharlean
March 16, 2022
I am really enjoying this course. As a Financial Accounting student, it is giving me great insight into what all the numbers really represent and how to use them for the purpose of growth. Thanks *****
Joyce
October 22, 2021
This is the best thing that has happened in a while. The instructor does an amazing job and mine has been putting in the work and time practising with the downloadable resources
Regeanie
September 13, 2021
So far it appears to contain exactly what I was looking for and the instructor is very easy to follow. This is a challenging topic and it helps tremendously to have someone explain it in an easy-to-understand and simplified manner.
Siddharth
August 15, 2021
this course has been very informative and getting more useful insights about thye finance statements,also the course coach is very nice and the way he teaches ,it makes our concept crystal clear
Tanya
August 8, 2021
It is a very thorough course particularly for someone just starting their career in finance and accounting; very good guiding principles and examples to learn from
Sara
July 27, 2021
The Course was definitely helpful and explained the ratios and analysis with proper examples and also the downloadable files were very helpful.
Sidhartha
June 20, 2021
Complete value for money. The videos are truly complete in terms of theory, illustration and practice problems.
Michelle
November 6, 2020
I am taking a number of courses by Robert (Bob) Steele -- they're very detail oriented which makes them a bit tedious to listen to, but the depth and coverage is outstanding.
Clark
October 15, 2020
Great course very detailed and easy to understand all important information are in it already. He already imparted on me his knowledge on Financial Statement Analysis-Ratio Analysis.. Thank you so much.
Sabuhi
April 26, 2020
Yes,I found this course useful,as it relates to my job duties.Repeated calculation of ratios and although increased my knowladge about FS analysis .
Pratik
April 25, 2020
Great, detailed and hands-on explanation on all the financial ratios. Would love to see explanation of how these ratios are significant in a business scenario.
Ali
April 21, 2020
Thank you for the effort provided, a real, valuable and helpful explanation of the analysis of the financial statements
Mouad
April 18, 2020
Ce cours m'a permet d'appréhender mais connaissance au niveau de l'analyse financière, très bonne expérience .
Ellie
April 13, 2020
Great Course! I recommend it to those that are new to financial statement analysis. It is clear and well explained!
Mostafa
April 3, 2020
it was a great course, but the episodes should be with this much of details, if the episode is more concentrated it will save time and keep us more interesting ...Thanks

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2390840
udemy ID
5/30/2019
course created date
6/3/2019
course indexed date
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