Teach on Udemy

Turn what you know into an opportunity and reach millions around the world.

Learn More

Your cart is empty.

Keep shopping

Financial analysis using ratios

Name: Financial analysis using ratios
Rating: 3.9 (58 reviews)

Learn complete financial ratios and master financial analysis

Created byOmkareshwar S

Last updated 12/2019

English

What you'll learn

Analyzing real life companies like Walmart, Amazon, Facebook, Apple etc using only ratios
Income statement analysis
Balance sheet analysis
Cashflow analysis
Activity Ratios with interpretation and examples
Liquidity Ratios with interpretation and examples
Solvency Ratios with interpretation and examples
Profitabilty Ratios with interpretation and examples
Valuation Ratios with interpretation and examples

Course content

11 sections • 54 lectures • 4h 22m total length

Who should take this course?1:43
Why take this Financial Analysis course?3:52

Introduction To Activity Ratios1:50
Debtors Turnover Ratio5:39
Days Sales Outstanding4:57
Inventory Turnover Ratio4:24
The inventory turnover ratio equals cost of sales divided by average inventory. A higher ratio indicates more efficient inventory management and faster turnover.
Days Inventory On Hand4:17
Calculate days inventory on hand by dividing average inventory by daily cost of sales to gauge how quickly stock turns into sales, with examples from Walmart, Apple, and Microsoft.
Payable Turnover Ratio3:52
Days Payables Outstanding5:01
Calculate days payable outstanding by dividing average payables by daily cost of sales (cost of sales/365). Higher or lower DPO indicates liquidity and supplier negotiation strength.
Working Capital Turnover Ratio7:00
Learn to calculate the working capital turnover ratio by dividing sales by average working capital. Interpret negative working capital and assess how efficiently a company funds operations.
Total Assets Turnover Ratio4:17
Total assets turnover ratio measures revenue per asset. It uses sales over average total assets to assess asset efficiency, with higher ratios signaling stronger revenue generation, comparing Wal-Mart with peers.
Fixed Assets Turnover Ratio5:19
Quick Formula Revision - Activity Ratios3:29
Activity Ratios Quiz

Introduction To Liquidity Ratios1:28
Current Ratio4:56
Learn to calculate the current ratio, a liquidity metric using current assets and current liabilities, and interpret values (below 1 signals risk; above 1 signals sufficiency) with peer comparisons.
Quick Ratio4:56
Cash Ratio4:49
Defensive Interval Ratio3:22
Cash Conversion Cycle5:57
Quick Formula Revision - Liquidity Ratios2:29
Review liquidity ratios: current ratio, quick ratio, and cash ratio, noting asset inclusion rules and the exclusion of inventories. Discuss the cash conversion cycle's relevance to liquidity.
Liquidity Ratios Quiz

Introduction To Solvency Ratios1:29
Solvency ratios assess a company's ability to meet debt obligations using cash flows, covering debt to capital, asset ratio, net to equity ratio, capital gearing, financial leverage, and interest coverage.
Debt to Capital Ratio6:49
Debt to Asset Ratio3:55
Debt to Equity Ratio5:46
Learn how the debt-to-equity ratio measures financing mix by dividing total debt by total equity, with Walmart and Home Depot examples, and how treasury stock buybacks affect equity and risk.
Capital Gearing Ratio4:38
Financial Leverage Ratio5:00
Calculate the financial leverage ratio as assets divided by average equity, and interpret higher leverage as more debt and less equity affecting solvency.
Interest Coverage Ratio5:25
Quick Formula Revision- Solvency Ratios2:27
Solvency Ratios Quiz

Introduction to Profitability Ratios1:36
Gross Profit Margin5:16
Operating Profit Margin5:55
Pretax Profit Margin6:06
Net Profit Margin6:49
Return On Assets5:21
Return On Capital (ROC)7:22
Compute return on capital by dividing operating profit by total capital (debt plus equity), including liabilities, and interpret roc/roic to assess how efficiently firms use capital.
Return On Equity (ROE)6:54
Discover how return on equity measures how efficiently a company uses equity to generate profit, calculated as net profit attributable to equity holders divided by average equity, with sector-specific interpretations.
Quick Formula Revision- Profitability Ratios2:30
Profitability Ratios Quiz

Introduction to Valuation Ratios or Market Price Ratios1:39
Earnings Per Share (EPS)7:13
Price To Earnings Ratio (PE Ratio)7:30
Price To Earnings Growth Ratio (PEG Ratio)7:22
Dividend Payout Ratio6:33
Dividend Yield Ratio5:36
Price To Cashflow Ratio5:36
Price To Sales Ratio4:08
Compute and interpret the price-to-sales ratio, a valuation metric that compares current market price to sales per share, using Walmart and peers to illustrate when stocks appear overvalued or undervalued.
Quick Formula Revision - Valuation Ratios3:22
Explore key valuation ratios, including price-earnings, PEG, price-to-cash-flow, price-to-sales, dividend yield, and dividend payout ratios, and learn how earnings, growth, and cash flow drive stock analysis.
Valuation Ratios Quiz

Financial Analysis of Walmart8:46
Integrate activity, liquidity, solvency, profitability, and valuation; Walmart shows improving activity ratios yet weakening margins, liquidity concerns, and high valuation.
Financial Analysis of Amazon11:21
Financial Analysis of Facebook7:39
Assess Facebook using liquidity ratios, noting seven times current ratio, no inventory, and a debt-free profile. Highlight gross margin near 80% and net margin around 40%.
Financial Analysis of Apple9:55
Analyze Apple through key ratios to assess liquidity, profitability, and efficiency, noting strong liquidity with a negative cash conversion cycle, solid margins, and rising earnings per share.

Requirements

Desire to learn financial analysis

Description

Description

*** Course teaches how to master financial analysis using real life companies like Amazon, Facebook, Walmart and Apple using 34 important ratios***

*** Excel Templates, Formulas Sheet, Quiz and Ratio Sheet for past 5 years for Amazon, Facebook, Walmart, Apple and many other ***

Why should you buy ?

To answer in 5 quick ways

Enhance Job Skills: If you are looking for jobs as Financial Analyst, an Accountant, an Auditor, a Business Analyst, a Financial Controller, a Financial Manager,a CFO, a CEO,an Investment Banker, an Equity Research Analyst, an Investor or even an Entrepreneur, financial ratios analysis skills are mandatory.
Detailed Interpretation of financial ratios: Not mere plug and play using formulas.
Time efficient - Covers entire universe of important of financial ratios in less than 3 hours
Real life examples - After learning formula for each ratio, we will interpret the formulas using financial statements of Walmart Inc
Detailed comparison of all formulas using financial statement of companies like Amazon, Facebook, Walmart, Apple o understand industry dynamics and cause and effect of each ratios.
Engaging course - I will take you each ratio using engaging zooming presentation software called as Prezi, Calculate and interpret ratios using Excel

Who this course is for:

Anyone looking for finance job
Students pursuing courses like CFA, CA, CPA, ACCA, CIMA, MBA Finance, Finance Graduates
Small and medium business owners, Startup founders, Retail investors
Anyone who wants to learn Finance

How will this course benefit me once I complete this course ?

Increase your skills for finance job search
Pick stocks easily using the financial ratios
Analyze any company about its efficiency, liquidity, solvency and profitability
Run your startup, business in most better way

"Financial Analysis using Ratios" Course Details:

Financial Ratios Analysis is often considered as crucial part of Financial Analysis. Through financial analysis requires through understanding of financial ratios. This is where this course comes into play.

This course covers the Financial ratio analysis and interpretation of those ratios.

Activity Ratios: Helps you to know about the efficiency with which the company is operating
Liquidity Ratios: Helps you to Understand about the short-term debt paying ability of the company
Solvency Ratios: Understand whether the company you are analyzing is in risk of becoming insolvency
Profitability Ratios: Understand how profitable the company is. Does it make any money to investors?
Valuation Ratios: Master how to analyze any company and pick only stock which will help you earn positive returns

What you will get as part of this course ?

30-DAY FULL-MONEY BACK GUARANTEE.
You will get a lifetime access to this course, without any limits!
Updates if any about course contents, downloadable resources
Formulas Sheet, Calculation templates, Peer Comparison sheet

Within these Ratios We will discuss below ratios in detail

Activity Ratios

Debtors Turnover ratio

Days Sales outstanding

Inventory Turnover ratio

Days inventory on hand

Payable Turnover ratio

Days payable outstanding

Working Capital Turnover ratio

Total assets Turnover ratio

Fixed assets Turnover ratio

Liquidity Ratios

Current ratio

Quick ratio

Cash ratio

Defensive Interval ratio

Cash conversion cycle

Solvency Ratios

Debt to capital ratio

Debt to asset ratio

Debt to Equity ratio

Capital gearing ratio

Financial Leverage ratio

Interest coverage ratio

Profitability Ratios

Gross profit margin

Operating profit margin

Pretax profit margin

Net profit margin

Return on assets

Return on capital

Return on Equity

Valuation or Market price Ratios

Earnings per share

Price to earnings ratio

Price to earnings growth ratio

Payout Ratio

Dividend Yield

Price to Cash flow ratio

Price to sales ratio

Disclaimer Note:

This Financial Analysis using Ratios course is for educational and informational purposes only. Discussion made with respect to Amazon, Walmart, Apple and Facebook as part of this courses are Not recommendation to invest in such stocks !

Who this course is for:

Anyone looking for finance jobs.
Are You Student pursuing courses like CA, CFA,CPA, ACCA, CIMA, MBA Finance or Finance Graduate ?
Are You Investment Professional /Banker aspiring to master financial analysis ?
Are You a Small and medium business owner, startup founder or retail investor ?
Are You from Non Finance background, yet wants to analyze Financial Statements To The Next Level?

Financial analysis using ratios

What you'll learn

Explore related topics

Course content

Introduction2 lectures • 6min

Getting started1 lecture • 2min