Financial Analysis in Excel: Profitability Ratios
3.9 (31 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.
3,272 students enrolled

Financial Analysis in Excel: Profitability Ratios

Learn Excel modelling to analyze financial statements for the assessment of a firm's profitability performance
New
3.9 (31 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.
3,272 students enrolled
Created by Md Mohan Uddin
Last updated 5/2020
English
English [Auto]
Current price: $30.99 Original price: $44.99 Discount: 31% off
23 hours left at this price!
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This course includes
  • 1.5 hours on-demand video
  • 2 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Explain different profitability ratios
  • Mathematical definitions of the profitability ratios
  • Calculate the profitability ratios in Excel using publicly available financial statements
  • Interpret the profitability ratios of a firm
  • Assess a firm's profitability performance over time and in comparison to cross-sectional standards
Requirements
  • Ability to use internet and computer
Description

Financial Analysis in Excel: Profitability Ratios

Learn Excel modelling to analyze financial statements for the assessment of a firm's profitability 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 profitability and 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 profitability ratios

  2. Mathematical definition of the profitability ratios

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

  4. Interpret the profitability ratios of a firm

  5. Assess a firm's profitability 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 20 lectures 01:16:42
+ 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.

Extracting the financial statements in Excel from the downloaded annual reports
02:48
+ Operating Profit Margin
3 lectures 14:01

Operating Profit Margin ratio is a profitability ratio for the assessment of the profitability of a firm. After completing this lecture students should be able to define and explain Operating Profit Margin ratio and interpret the calculated Operating Profit Margin ratio using real world financial data in the Excel spreadsheet as demonstrated in another lecture of this course.

Operating Profit Margin - What it is and what it indicates
08:21

Operating Profit Margin ratio is a profitability ratio for the assessment of the profitability performance of a firm. After completing this lecture students should be able to calculate the Operating Profit Margin ratio of a real world business firm in an Excel spreadsheet as demonstrated in this lecture.

Preview 02:07

Operating Profit Margin ratio is a profitability ratio for the assessment of the profitability performance of a firm. After completing this lecture students should be able to interpret the calculated Operating Profit Margin ratio of a real world business firm.

Preview 03:33
+ Net Profit Margin
3 lectures 10:56

Net Profit Margin ratio is a profitability ratio for the assessment of the profitability of a firm. After completing this lecture students should be able to define and explain Net Profit Margin ratio and interpret the calculated Net Profit Margin ratio using real world financial data in the Excel spreadsheet as demonstrated in another lecture of this course.

Net Profit Margin - What it is and what it indicates
06:32

Net Profit Margin ratio is a profitability ratio for the assessment of the profitability performance of a firm. After completing this lecture students should be able to calculate the Net Profit Margin ratio of a real world business firm in an Excel spreadsheet as demonstrated in this lecture.

Calculation of Net Profit Margin in MS Excel
01:19

Net Profit Margin ratio is a profitability ratio for the assessment of the profitability performance of a firm. After completing this lecture students should be able to interpret the calculated Net Profit Margin ratio of a real world business firm.

Interpretation of Net Profit Margin using Excel Chart
03:05
+ Return on Assets
3 lectures 11:25

Return on Assets ratio is a profitability ratio for the assessment of the profitability of a firm. After completing this lecture students should be able to define and explain Return on Assets ratio and interpret the calculated Return on Assets ratio using real world financial data in the Excel spreadsheet as demonstrated in another lecture of this course.

Return on Assets - What it is and what it indicates
07:09

Return on Assets ratio is a profitability ratio for the assessment of the profitability performance of a firm. After completing this lecture students should be able to calculate the Return on Assets ratio of a real world business firm in an Excel spreadsheet as demonstrated in this lecture.

Calculation of Return on Assets in MS Excel
01:39

Return on Assets ratio is a profitability ratio for the assessment of the profitability performance of a firm. After completing this lecture students should be able to interpret the calculated Return on Assets ratio of a real world business firm.

Interpretation of Return on Assets using Excel Chart
02:37
+ Return on Equity
3 lectures 09:43

Return on Equity ratio is a profitability ratio for the assessment of the profitability of a firm. After completing this lecture students should be able to define and explain Return on Equity ratio and interpret the calculated Return on Equity ratio using real world financial data in the Excel spreadsheet as demonstrated in another lecture of this course.

Return on Equity - What it is and what it indicates
06:17

Return on Equity ratio is a profitability ratio for the assessment of the profitability performance of a firm. After completing this lecture students should be able to calculate the Return on Equity ratio of a real world business firm in an Excel spreadsheet as demonstrated in this lecture.

Calculation of Return on Equity in MS Excel
01:04

Return on Equity ratio is a profitability ratio for the assessment of the profitability performance of a firm. After completing this lecture students should be able to interpret the calculated Return on Equity ratio of a real world business firm.

Interpretation of Return on Equity using Excel Chart
02:22
+ Return on Invested Capital (ROIC)
3 lectures 14:30

Return on Invested Capital ratio is a profitability ratio for the assessment of the profitability of a firm. After completing this lecture students should be able to define and explain Return on Invested Capital ratio and interpret the calculated Return on Invested Capital ratio using real world financial data in the Excel spreadsheet as demonstrated in another lecture of this course.

Return on Invested Capital - What it is and what it indicates
06:07

Return on Invested Capital ratio is a profitability ratio for the assessment of the profitability performance of a firm. After completing this lecture students should be able to calculate the Return on Invested Capital ratio of a real world business firm in an Excel spreadsheet as demonstrated in this lecture.

Calculation of Return on Invested Capital in MS Excel
06:07

Return on Invested Capital ratio is a profitability ratio for the assessment of the profitability performance of a firm. After completing this lecture students should be able to interpret the calculated Return on Invested Capital ratio of a real world business firm.

Interpretation of Return on Invested Capital using Excel Chart
02:16
+ Basic Earning Power (BEP) Ratio
3 lectures 08:18

Basic Earning Power ratio is a profitability ratio for the assessment of the profitability of a firm. After completing this lecture students should be able to define and explain Basic Earning Power ratio and interpret the calculated Basic Earning Power ratio using real world financial data in the Excel spreadsheet as demonstrated in another lecture of this course.

Basic Earning Power Ratio - What it is and what it indicates
03:25

Basic Earning Power ratio is a profitability ratio for the assessment of the profitability performance of a firm. After completing this lecture students should be able to calculate the Basic Earning Power ratio of a real world business firm in an Excel spreadsheet as demonstrated in this lecture.

Calculation of Basic Earning Power Ratio in MS Excel
01:33

Basic Earning Power ratio is a profitability ratio for the assessment of the profitability performance of a firm. After completing this lecture students should be able to interpret the calculated Basic Earning Power ratio of a real world business firm.

Interpretation of Basic Earning Power Ratio using Excel Chart
03:20