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The Complete Masterclass: Financial Statement Ratio Analysis

Name: The Complete Masterclass: Financial Statement Ratio Analysis
Rating: 4.1 (29 reviews)

**Templates Included!** Learn how to apply financial ratio analysis analytics to ANY companys financial statements

Created byChris Benjamin, MBA & CFO

Last updated 10/2022

English

English [Auto],

What you'll learn

Learn From A Top Rated Instructor Who Has Been Teaching On Udemy Since 2013 and Taught Over 100,000 Students!
Key Financial Ratios
Apply Ratios to Financial Statements
Decision Making
Intelligently Discuss Financial Statements
Balance Sheet Analysis
Income Statement Analysis
Cash Flow Analysis
Comparing Companies
Microsoft Excel Analysis
And Much More!

Course content

3 sections • 24 lectures • 1h 33m total length

Course Introduction1:37
Master financial statement ratio analysis in Excel by downloading reports and running key indicators for period and cross-company comparisons.
Instructor Introduction1:23
Chris Benjamin, a veteran CFO with 20 years in accounting and finance, introduces his background and explains how he uses Excel for financial planning, ratios, and forecasting in startup growth.
Udemy Course Review System2:09
Demonstrate how the Udemy course review system prompts learners to rate with stars, leave feedback, or defer until the end, with comments highlighting relevance and instructor clarity.
Excel Basics7:07
Learn Excel basics for financial statement ratio analysis using formulas, cell references, and percentages to analyze revenue, cost of goods sold, gross profit, expenses, and net income.
Excel Basics - Formatting, Reports and Charts18:17
Master excel basics for formatting, building tables, and creating charts. Learn quick shortcuts, three methods to total data, currency formatting, and using fill series to generate date sequences for dashboards.
How To Download A Company Financials To Excel3:35

1. Price Earnings Ratio7:35
Compute the price-earnings ratio by dividing price per share by earnings per share, using historical stock prices and a dedicated ratio worksheet to compare multiple years.
2. Price Earnings Growth (PEG) Ratio2:29
Calculate the peg ratio by dividing the price-earnings ratio by projected annual EPS growth, using 2017 data as an example, with a peg below 1 indicating value.
3. Price to Sales Ratio3:24
Calculate the price-to-sales ratio by dividing price per share by annual sales per share, where sales per share equals sales divided by shares. Analyze trends and compare with peers.
4. Price to Book Ratio1:56
Compute the price-to-book ratio by deriving book value per share from equity on the balance sheet, then dividing price per share by book value per share.
5. Dividend Yield4:21
Compute dividend yield by dividing dividend per share by price per share, compare dividend-paying companies, and note how share buybacks can lower yield even as dividends rise.
6. Dividend Payout Ratio2:37
Compute the dividend payout ratio as dividends divided by net income, using dividend per share times shares outstanding for estimation, noting a 25% payout and yield decline from buybacks.
7. Return On Assets (ROA)3:04
calculate return on assets by dividing net income by ending assets to gauge how efficiently assets generate profit.
8. Return On Equity (ROE)1:23
Calculate return on equity by dividing net income by stockholder's equity to show how efficiently the equity turns into income, and compare ROE with peers.
9. Profit Margin1:47
Calculate profit margin by dividing net income by total sales across three years, analyze consistency, note margins around 21–23%, and compare with other companies to see why margins shrink.
10. Current Ratio2:31
Explain the current ratio, a balance-sheet liquidity measure of current assets divided by current liabilities, highlighting a 2:1 benchmark and what a ratio below 1 means for liquidity.
11. Quick Ratio1:45
Compute the quick ratio by subtracting inventory from current assets and dividing by current liabilities, and learn why inventory has limited impact on liquidity.
12. Debt to Equity Ratio2:51
Calculate the debt to equity ratio as liabilities divided by shareholders' equity to assess debt load and risk. Examine balance sheet components like accounts payable, accrued expenses, and long-term debt.
13. Interest Coverage Ratio3:33
Compute the interest coverage ratio by dividing EBIT by interest expense to verify earnings before tax can cover interest payments and monitor drastic changes.
14. Asset Turnover Ratio2:45
Compute the asset turnover ratio by dividing sales by total assets, discuss averaging assets, and interpret how asset growth impacts efficiency.
15. Inventory Turnover Ratio2:23
Calculate inventory turnover by dividing cost of goods sold by average inventory to gauge how fast inventory turns. A higher ratio signals stronger turnover and may reflect holiday-season stocking.

Course Conclusion0:43
Celebrate completing the course, explore financial statement ratio analysis with Excel, review lectures, ask questions on the website, and apply your newfound ratios by analyzing other companies' financial statements.
2023 Entrepreneur Trends To Watch13:59
Explore 2023 entrepreneur trends, including accelerated digital transformation with AI, virtual reality, augmented reality, internet of things, and the metaverse; inflation, supply chains, sustainability, and immersive customer experiences.
Recommended Next Steps0:16
Financial Ratios In The Real World
Applying Ratios

Requirements

Microsoft Excel - Any Version (or other spreadsheet)
Ability to download financial reports - I will show you where to go
Desire to learn how to accurately do ratio analysis on company financial statements
Commitment to learning

Description

Are You An Accountant, Financial Analyst, Finance Manger or CFO?

Are You Studying Accounting or Finance In School?

Are You Someone Who Wants To Learn How To Properly Analyze Financial Statements Using Ratios?

Do You Want To Take Your Understanding Of Financial Statements To The Next Level?

If You Answered "Yes" To Any Of The Above, Look No Further. This Is The Course For You!

*** Updated with new content! ***

Enroll today and join the 100,000+ successful students I have taught as a Top Rated Udemy instructor!

Three reasons to TAKE THIS COURSE right now:

You get lifetime access to lectures, including all new lectures, assignments, quizzes and downloads
You can ask me questions and see me respond to every single one of them thoroughly!
You will are being taught by a professional with a proven track record of success!
Bonus Reason: Udemy has a 100% refund policy - no questions asked and no risk for you!

Recent Review:

Charles N. says "Fantastic course, you really get a full course on how to properly analyze financial statements. Course goes over all the primary ratios, and teaching by going through examples really helps. Highly recommend this course to anyone!"

Why You Should Take This Course:

Financial analysis can often seem confusing and laborious, BUT it does not have to be at all! Use the knowledge in this course to go from rookie to professional financial analyst. You'll see it's not difficult at all, and you will have a powerful set of tools now to analyze company financial reports. Aside from the introduction and conclusion, the course is entirely in Excel. You will follow along as we download a set of financial results, create a ratio dashboard, and then do our financial analysis. Become a financial analysis pro with this course!

You will also be able to download the template used in the course which shows exactly what the formulas are for each ratio.

What We Do In The Course:

Cover the top 15 financial ratios used by professionals to evaluate a companys financial statements
Demonstrate basic Excel functions so you have the tools to do the calculations (they are NOT difficult at all)
Show you how to download a company financial statements directly into Excel from the SEC Website
Create a dashboard for your financial ratios for easy comparison
One by one, discuss what the ratio is, what it represents, and where to find the data
Once the ratio is completed, we discuss what the results mean and how to interpret them
And Much More!!!

At any point if you have a question, please feel free to ask through the course forum, I'd be happy to answer any and all questions.

***CLICK "BUY NOW" AND LEARN FINANCIAL STATEMENT ANALYSIS WITH ME! YOU WON'T BE DISAPPOINTED! ***

About The Instructor

Chris Benjamin, MBA & CFO is a seasoned professional with over 25 years experience in accounting, finance, financial analysis, and Excel. Having spent the first 10 years of my career in corporate settings with both large and small companies, I learned a lot about the accounting process, managing accounting departments, financial reporting, external reporting to board of directors and the Securities and Exchange Commission, and working with external auditors.

The following 10+ years I decided to go into CFO Consulting, working with growing companies and bringing CFO level experience to companies. I help implement proper best business practices in accounting and finance, consult on implementation of accounting systems, implementing accounting procedures, while also still fulfilling the CFO roll for many of my clients which includes financial reporting, auditing, working with investors, financial analysis and much more.

Thank you for signing up for this course on Udemy. I look forward to being your instructor for this course and many more!

Chris Benjamin, Instructor, CFO & MBA

Who this course is for:

Anyone wanting to learn about financial ratio analysis
Financial analysts
Business students
Accountants
Business owners

The Complete Masterclass: Financial Statement Ratio Analysis

What you'll learn

Explore related topics

Course content

Introduction6 lectures • 34min

Ratio Analysis15 lectures • 44min

Course Conclusion3 lectures • 15min

Requirements

Description

Who this course is for: