Financial Statement & Ratio Analysis in Excel - 3 in 1
4.2 (41 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
3,903 students enrolled

Financial Statement & Ratio Analysis in Excel - 3 in 1

Use financial statement in Excel financial models to assess firm performance
New
4.2 (41 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
3,903 students enrolled
Created by Md Mohan Uddin
Last updated 5/2020
English
English [Auto]
Current price: $69.99 Original price: $99.99 Discount: 30% off
5 hours left at this price!
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This course includes
  • 1.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Explain different financial ratios
  • Mathematical definitions of the financial ratios
  • Calculate the financial ratios in Excel using publicly available financial statements
  • Interpret the financial ratios of a firm
  • Assess a firm's performance over time and in comparison to cross-sectional standards
Requirements
  • Ability to use internet and computer
Description

Financial Statement & Ratio Analysis in Excel - 3 in 1

Learn Excel modelling to analyze financial statements for the assessment of a firm's performance


> Do you use or plan to use spreadsheet software like Excel for financial analysis, modelling, and valuation? 

> Do you have issues in understanding the concept of firm performance? 

> Are you a (personal/business) financial decision maker who needs to learn financial statement analysis? 

> Do you calculate financial ratios but do not know how to create a model of those calculations in Excel? 

        > Do you calculate financial ratios but do not know how to interpret those? 

> Are you planning for being a professional financial analyst like CFA in the area of Finance? 

> Are you a manager, investor, creditor, supplier, regulator, or any other stakeholder of a business organization? 


If your answer is 'YES' to any one of the above questions, THIS COURSE IS THE PERFECT ONE FOR YOU TO START WITH... 


What you'll learn:

  1. Explain different financial ratios

  2. Mathematical definition of the financial ratios

  3. Calculate the financial ratios in Excel using publicly available financial statements

  4. Interpret the financial ratios of a firm

  5. Assess a firm's performance over time and in comparison to cross-sectional standards

This course consists of several video lectures that will be updated over time and based on students' requests, quizzes at the end of every section for testing your level of understanding, and additional resources. The lectures contain explanations of necessary concepts along with examples and illustrations.

The instructor welcomes his students for continuous discussion with him. Any sort of input for improving the course is also appreciated. He also expects your positive and genuine review and rating of the course.

Who this course is for:
  • Beginners interested to learn financial and performance analysis in Excel or other spreadsheet software
Course content
Expand all 29 lectures 01:32:08
+ Getting the Excel workbook ready
2 lectures 07:49

The financial statements are freely available in the US Securities and Exchange Commission EDGAR database. After completing this lecture students will be able to download the annual report of the firm to be analyzed. The annual report contains the financial statements and other financial information that would be needed for the analysis.

Preview 05:01

The downloaded Excel file contains much information about the company in many worksheets. After completing this lecture, students will be able to extract only the needed financial statements in a working Excel workbook. This is useful to save the analyst from information overload.

Preview 02:48
+ Liquidity of the firm - Current Ratio / Working Capital Ratio
1 lecture 02:36

Current ratio, also called working capital ratio is one of the most used liquidity ratios for the general assessment of the liquidity performance of a firm. After completing this lecture students should be able to calculate current ratio of a firm from it's financial statement data in Excel spreadsheet by linking the appropriate cell in the appropriate Excel formula.

Preview 02:36
+ Liquidity of the firm - Quick Ratio / Acid-Test Ratio
1 lecture 01:43

Quick Ratio, also called Acid-Test Ratio, is one of the most used liquidity ratios for the assessment of the liquidity performance of a firm. After completing this lecture students should be able to calculate Quick Ratio of a firm from it's financial statement data in Excel spreadsheet by linking the appropriate cell in the appropriate Excel formula.

Calculating Quick Ratio / Acid-Test Ratio in Excel
01:43
+ Liquidity of the firm - Cash Ratio / Absolute Liquidity Ratio
1 lecture 01:29

Cash Ratio, also called Absolute Liquidity Ratio, is the strictest liquidity ratio for the assessment of the liquidity performance of a firm. After completing this lecture students should be able to calculate Cash Ratio of a firm from it's financial statement data in Excel spreadsheet by linking the appropriate cells in the appropriate Excel formula.

Calculating Cash Ratio / Absolute Liquidity Ratio in Excel
01:29
+ Liquidity of the firm - Operating Cash Flow Ratio
1 lecture 02:46

Operating Cash Flow Ratio is another liquidity ratio for the assessment of the liquidity performance of a firm. After completing this lecture students should be able to calculate Operating Cash Flow Ratio of a firm from it's financial statement data in Excel spreadsheet by linking the appropriate cells in the appropriate Excel formula.

Calculating Operating Cash Flow Ratio in Excel
02:46
+ Liquidity of the firm - Defensive Interval Ratio
1 lecture 04:40

Defensive Interval Ratio is another liquidity ratio for the assessment of the liquidity performance of a firm. After completing this lecture students should be able to calculate Defensive Interval Ratio of a firm from it's financial statement data in Excel spreadsheet by linking the appropriate cells in the appropriate Excel formula.

Calculating Defensive Interval Ratio in Excel
04:40
+ Asset management of the firm - Inventory Turnover Ratio
3 lectures 14:03

Inventory Turnover Ratio is an asset management ratio for the assessment of the asset management performance of a firm. After completing this lecture students should be able to define and explain Inventory Turnover Ratio and interpret the calculated Inventory Turnover Ratio using real world financial data in the Excel spreadsheet as demonstrated in another lecture of this course.

Inventory Turnover Ratio - What it is and what it does indicate
07:56

Inventory Turnover Ratio is an asset management ratio for the assessment of the asset management performance of a firm. After completing this lecture students should be able to calculate the Inventory Turnover Ratio of a real world business firm in Excel spreadsheet as demonstrated in this lecture.

Calculating the Inventory Turnover Ratio in Excel
01:55

Inventory Turnover Ratio is an asset management ratio for the assessment of the asset management performance of a firm. After completing this lecture students should be able to interpret the calculated Inventory Turnover Ratio of a real world business firm.

Interpretation of Inventory Turnover Ratio using Excel Chart
04:12
+ Asset management of the firm - Days Sales Outstanding
3 lectures 08:52

Days Sales Outstanding is an asset management ratio for the assessment of the asset management performance of a firm. After completing this lecture students should be able to define and explain Days Sales Outstanding and interpret the calculated Days Sales Outstanding using real world financial data in the Excel spreadsheet as demonstrated in another lecture of this course.

Days Sales Outstanding - What it is and what it indicates
02:54

Days Sales Outstanding is an asset management ratio for the assessment of the asset management performance of a firm. After completing this lecture students should be able to calculate the Days Sales Outstanding of a real world business firm in Excel spreadsheet as demonstrated in this lecture.

Calculating the Days Sales Outstanding in Excel
01:57

Days Sales Outstanding is an asset management ratio for the assessment of the asset management performance of a firm. After completing this lecture students should be able to interpret the calculated Days Sales Outstanding of a real world business firm.

Interpretation of Days Sales Outstanding using Excel Chart
04:01
+ Asset management of the firm - Fixed Assets Turnover Ratio
3 lectures 08:29

Fixed Assets Turnover Ratio is an asset management ratio for the assessment of the asset management performance of a firm. After completing this lecture students should be able to define and explain Fixed Assets Turnover Ratio and interpret the calculated Fixed Assets Turnover Ratio using real world financial data in the Excel spreadsheet as demonstrated in another lecture of this course.

Fixed Assets Turnover Ratio - What it is and what it indicates
03:26

Fixed Assets Turnover Ratio is an asset management ratio for the assessment of the asset management performance of a firm. After completing this lecture students should be able to calculate the Fixed Assets Turnover Ratio of a real world business firm in Excel spreadsheet as demonstrated in this lecture.

Calculating the Fixed Assets Turnover Ratio in Excel
01:26

Fixed Assets Turnover Ratio is an asset management ratio for the assessment of the asset management performance of a firm. After completing this lecture students should be able to interpret the calculated Fixed Assets Turnover Ratio of a real world business firm.

Interpretation of Fixed Assets Turnover Ratio using Excel Chart
03:37
+ Asset management of the firm - Total Assets Turnover Ratio
3 lectures 07:54

Total Assets Turnover Ratio is an asset management ratio for the assessment of the asset management performance of a firm. After completing this lecture students should be able to define and explain Total Assets Turnover Ratio and interpret the calculated Total Assets Turnover Ratio using real world financial data in the Excel spreadsheet as demonstrated in another lecture of this course.

Total Assets Turnover Ratio - What it is and what it indicates
03:30

Total Assets Turnover Ratio is an asset management ratio for the assessment of the asset management performance of a firm. After completing this lecture students should be able to calculate the Total Assets Turnover Ratio of a real world business firm in Excel spreadsheet as demonstrated in this lecture.

Calculating the Total Assets Turnover Ratio in Excel
01:18

Total Assets Turnover Ratio is an asset management ratio for the assessment of the asset management performance of a firm. After completing this lecture students should be able to interpret the calculated Total Assets Turnover Ratio of a real world business firm.

Interpretation of Total Assets Turnover Ratio using Excel Chart
03:06