Financial Statement Analysis Ratio Analysis

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Tags: Financial Statement

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

Last updated 2022-01-10 | 4.6

- List and describe the tools for financial statement analysis
- Understand
- calculate
- and analyze horizontal analysis
- Explain
- calculate and analyze vertical analysis

What you'll 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

* Requirements

* Understanding of basic accounting terms

Description

  • 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

Course content

12 sections • 145 lectures

Introduction 7 lectures

Introduction Preview 08:36

PDF - 110 Purpose of Financial Analysis Preview 00:08

110 Purpose of Financial Analysis Preview 13:25

PDF - 120 Types of Analysis Preview 00:08

120 Types of Analysis Preview 09:18

Multiple Choice Question 1 - Financial Statement Analysis Preview 04:44

Accounting Comic Break Preview 00:15

Horizontal Analysis 11 lectures

2 Horizontal Analysis Preview 00:57

PDF - 305 Horizontal Analysis Preview 00:08

305 Horizontal Analysis Preview 15:02

Excel Worksheet Download Preview 00:05

Worksheet- 305 Horizontal Analysis Preview 15:23

PDF - 310 Trend Analysis Preview 00:08

310 Trend Analysis Preview 15:23

Excel Worksheet Download Preview 00:05

Worksheet - 310 Trend Percents Preview 22:03

Multiple Choice Question 2 - Financial Statement Analysis Preview 03:52

Accounting Comic Break Preview 00:16

Vertical Analysis – Common-Size Statements 11 lectures

3 Vertical Analysis Common-Size Statements Preview 01:14

PDF - 355 Vertical Analysis Common-Size Statements Preview 00:08

355 Vertical Analysis Common-Size Statements Preview 19:10

Excel Worksheet Download Preview 00:05

Worksheet - 355 Vertical Analysis Preview 27:33

Excel Worksheet Download Preview 00:05

Worksheet - 357 Common Size Financial Statements Preview 17:59

Multiple Choice Question 3 - Financial Statement Analysis Preview 02:51

Multiple Choice Question 4 - Financial Statement Analysis Preview 04:36

Discussion Question 1 - Financial Statement Analysis

List and describe the four categories of financial ratios.

Accounting Comic Break Preview 00:15

Liquidity & Efficiency Ratios 18 lectures

4 Liquidity Ratios Preview 02:05

List of Ratios Preview 00:06

PDF - 410 Liquidity Ratios Part 1 Preview 00:08

410 Liquidity Ratios Part 1 Preview 23:15

PDF - 415 Liquidity Ratios Part 2 Preview 00:08

415 Liquidity Ratios Part 2 Preview 18:25

Excel Worksheet Download Preview 00:05

Worksheet - 410 Liquidity and Efficiency Ratios Preview 21:58

PDF - 420 Current ratio, quick or acid ration, and working capital-Accounting Preview 00:08

420 Current ratio, quick or acid ration, and working capital-Accounting Preview 33:32

Excel Worksheet Download Preview 00:05

Worksheet - 420.10 Current ratio, quick ratio, acid-test ratio, working capital Preview 15:06

Worksheet - 420.20 Current ratio, quick ratio, acid-test ratio, working capital Preview 15:11

Worksheet - 420.30 Current ratio, quick ratio, acid-test ratio, working capital Preview 17:47

Multiple Choice Question 5 - Financial Statement Analysis Preview 05:50

Multiple Choice Question 6 - Financial Statement Analysis Preview 04:51

Discussion Question 2 - Financial Statement Analysis

List and discuss standards for comparison of financial ratios.

Accounting Comic Break Preview 00:15

Solvency Ratios 10 lectures

5 Solvency Ratios Preview 02:19

List of Ratios Preview 00:06

PDF - 505 Solvency Ratios Preview 00:08

505 Solvency Ratios Preview 13:45

Excel Worksheet Download Preview 00:05

Worksheet - 505 Solvency Ratios Preview 13:18

Multiple Choice Question 7 - Financial Statement Analysis Preview 04:20

Multiple Choice Question 8 - Financial Statement Analysis Preview 05:29

Discussion Question 3 - Financial Statement Analysis

List and explain the primary tools for financial statement analysis.

Accounting Comic Break Preview 00:16

Profitability Ratios 10 lectures

6 Profitability Ratios Preview 02:14

List of Ratios Preview 00:06

PDF - 605 Profitability Ratios Preview 00:08

605 Profitability Ratios Preview 13:34

Excel Worksheet Download Preview 00:05

Worksheet - 605 Profitability Ratios Preview 13:31

Multiple Choice Question 9 - Financial Statement Analysis Preview 09:22

Multiple Choice Question 10 - Financial Statement Analysis Preview 05:10

Discussion Question 4 - Financial Statement Analysis

Discuss what ratio analysis is and how it is used.

Accounting Comic Break Preview 00:15

Market Prospects Ratios 10 lectures

7 Market Prospects Ratios Preview 02:38

List of Ratios Preview 00:06

PDF - 705 Market Prospects Ratios Preview 00:08

705 Market Prospects Ratios Preview 11:20

Excel Worksheet Download Preview 00:05

Worksheet - 705 Market Prospects Preview 08:11

Multiple Choice Question 11 - Financial Statement Analysis Preview 05:24

Multiple Choice Question 12 - Financial Statement Analysis Preview 05:00

Discussion Question 5 - Financial Statement Analysis

Explain what vertical analysis is and how it can be useful.

Accounting Comic Break Preview 00:15

Ratio Analysis Practice Problem 8 lectures

8 Ratio Analysis Practice Problem Preview 00:51

List of Ratios Preview 00:06

Excel Worksheet Download Preview 00:05

Worksheet = Ration Analysis Practice Problem Preview 29:50

Multiple Choice Question 13 - Financial Statement Analysis Preview 05:17

Multiple Choice Question 14 - Financial Statement Analysis Preview 09:13

Discussion Question 6 - Financial Statement Analysis

Discuss what ratio analysis is and how it is used.

Accounting Comic Break Preview 00:15

Financial Statement Analysis Report 12 lectures

9 Financial Statement Analysis Report Preview 02:26

902 Financial Analysis Data Online Preview 04:00

905 Financial Analysis Sample Reports Overview Preview 16:25

910 Financial Analysis Sample Reports Traditional Performance Evacuation Preview 03:38

915 Financial Analysis Sample Reports Ratio Analysis Profitability Preview 05:53

920 Financial Analysis Sample Reports Ratio Analysis Solvency Preview 02:44

925 Financial Analysis Sample Reports Ratio Analysis Liquidity Preview 05:58

930 Financial Analysis Sample Reports Recommendations Preview 06:58

955 Financial Statement Data Online Preview 05:19

Multiple Choice Question 15 - Financial Statement Analysis Preview 05:44

Multiple Choice Question 16 - Financial Statement Analysis Preview 02:33

Accounting Comic Break Preview 00:16

Finance Perspective – Financial Ratios 2 lectures

305 Ratio Analysis Introduction Preview 23:43

315 DuPont System of Analysis Preview 26:15

Finance Perspective – Practice Probs - Financial Ratios 23 lectures

311 Profit Margin Percent Preview 10:19

312 Return on Investment (ROI) Preview 11:46

313 Return on Assets, Total Asset Turnover, & Profit Margin Preview 13:26

314 Return on Investment, Total Asset Turnover, & Profit Margin Preview 13:55

315 Profit Margin Two Years Comparison & Income Statement Preview 09:21

317 Expense to Sales Ratios Preview 17:58

318 Return on Assets, Return on Equity, & Asset Turnover Preview 11:51

325 Total Asset Turnover & Return on Equity-More Complex Relationships Preview 10:49

326 Total Asset Turnover, Return on Equity, & Profit Margin Preview 14:57

327 Return on Equity & Other Ratios Two Company Comparison Preview 15:32

328 Average AR Collection Period Preview 08:02

331 Turnover Ratios Two Year Comparison Preview 14:54

332 Multiple Ratio Calculations Preview 21:40

333 Times Interest Earned & Fixed Charge Coverage Preview 10:07

337 Asset Turnover & Return on Equity Trend Analysis Preview 15:21

338 Asset Turnover & Debt to Asset Compared to Industry Preview 14:29

339 Net Profit Margin & ROA Division Comparison Preview 13:45

342 Ratios to Create Current Assets Portion of Balance Sheet Preview 14:04

343 Use Ratios to Create a Balance Sheet Preview 24:31

344 Use Ratios to Create Account Balances Preview 15:44

346 Comprehensive Ratio Analysis Preview 35:25

347 P1 Comprehensive Ratio – Two Companies Part 1 Preview 29:44

347 P2 Comprehensive Ratio – Two Companies Part 2 Preview 28:14

Finance Perspective – Excel Probs - Financial Ratios 23 lectures

311 Profit Margin Percent Preview 06:22

312 Return on Investment (ROI) Preview 13:35

313 Return on Assets, Total Asset Turnover, & Profit Margin Preview 12:03

314 Return on Investment, Total Asset Turnover, & Profit Margin Preview 11:54

315 Profit Margin Two Years Comparison & Income Statement Preview 10:56

317 Expense to Sales Ratios Preview 17:57

318 Return on Assets, Return on Equity, & Asset Turnover Preview 14:56

325 Total Asset Turnover & Return on Equity-More Complex Relationships Preview 11:31

326 Total Asset Turnover, Return on Equity, & Profit Margin Preview 20:58

327 Return on Equity & Other Ratios Two Company Comparison Preview 17:48

328 Average AR Collection Period Preview 12:32

331 Turnover Ratios Two Year Comparison Preview 19:10

332 Multiple Ratio Calculations Preview 25:08

333 Times Interest Earned & Fixed Charge Coverage Preview 11:00

337 Asset Turnover & Return on Equity Trend Analysis Preview 13:52

338 Asset Turnover & Debt to Asset Compared to Industry Preview 16:36

339 Net Profit Margin & ROA Division Comparison Preview 11:03

342 Ratios to Create Current Assets Portion of Balance Sheet Preview 18:37

343 Use Ratios to Create a Balance Sheet Preview 28:01

344 Use Ratios to Create Account Balances Preview 16:07

346 Comprehensive Ratio Analysis # 1 Preview 30:19

347 P1 Comprehensive Ratio – Two Companies Preview 28:20

347 P2 Comprehensive Ratio – Two Companies Part 2 Preview 28:18