A complete guide to Financial Statement Analysis with excel

Name: A complete guide to Financial Statement Analysis with excel
Rating: 4.3 (24 reviews)

Complete guide to financial statement analysis of real world companies using interpretation of financial statements.

Created byFinance Geeks

Last updated 9/2020

English

What you'll learn

Learn and do interpretation and analysis of financial statements using actual financial statements of real world companies and case studies.
Learn important financial analysis skills that get your foot in door using analysis of real world companies
Perform Financial statement analysis

Course content

5 sections • 42 lectures • 1h 54m total length

Introduction to Course3:49
Meaning & Importance of interpretation of financial statements2:38
Interpret and analyze financial statements to assess a firm's strengths, weaknesses, and health by linking balance sheet, profit and loss account, and cash flow statement using ratio analysis for stakeholders.
Horizontal Vs. Vertical Analysis2:41
Explore horizontal analysis (trend analysis) and vertical analysis to assess performance over time, using income statements, balance sheets, and cash flow statements, with benchmarking against a base number.
Ratio analysis & where to find information5:00

Profitability Ratios1:08
Explore profitability ratios and analyze a company’s performance by comparing profitability against similar firms, using the income statement to derive EBIT, operating income, and net income after tax.
Profitability Ratios : Gross Profit Ratio Margin3:26
Profitability Ratios : Operating Profit Margin ratio3:45
Profitability Ratios : EBITDA Margin ratio3:21
Profitability Ratios :Net Profit ratio2:12
Profitability Ratios : Return on Equity Ratio1:56
Analyze profitability through return on equity, combining income statement and balance sheet to measure net profit per dollar of shareholders equity.
Profitability Ratios : Return on Assets Ratio1:15
Compute return on assets by dividing net income by total assets to gauge profitability relative to asset investment; higher ROA shows asset use in telecommunications services, car manufacturers, and railroads.
Calculation of ROE & ROA Ratios1:53
Solvency Ratios : Debt to Equity Ratios3:35
Solvency Ratios : Debt to Assets Ratio2:06
Solvency Ratios : Interest Coverage Ratio`1:57
Identify solvency concerns with the interest coverage ratio (ICR), calculated as EBITDA divided by interest expense, to show how well a company can service its debt.
Activity Ratios: Working Capital & Days of sales Ratio3:48
Activity Ratios: Days of Payables Ratio2:53
Activity Ratios: Fixed Assets Turnover Ratio2:20
Activity Ratios: Inventory Turnover Ratio2:55
Liquidity Ratios : Current Ratios3:09
Liquidity Ratios : Calculation of current ratio of Amazon3:34
Liquidity Ratios : Quick Ratio3:10
Liquidity Ratios : Calculation of Quick ratio of Amazon1:41
Liquidity Ratios : Calculation of Cash ratio of Amazon1:00

Cash flow analysis3:25
Calculate free cash flow to the firm from EBIT. Deduct taxes, add depreciation, and subtract capex and working capital to obtain cash flows to all capital providers before interest.
Practical Exercise2:48
Why Tax savings on Interest paid are ignored in FCFF4:08
Free cash flow to Equity (F.C.F.E)2:43
Practical Exercise of F.C.F.E.1:58
Amazon's Calculation of Free cash flows to Equity (F.C.F.E.)3:17
Amazon' sCalculation of Free Cash Flow to Firm (F.C.F.F.)2:56

How & where to find information for financial statement analysis of Apple Inc.1:26
Learn how to locate Apple’s annual 10-K data from investor relations, then analyze ratios and cash flows using the consolidated statements of operations, balance sheets, and equity.
Profitability Ratios analysis & calculation of Apple Inc.7:03
Liquidity Ratios analysis & calculation of Apple Inc.3:30
Solvency Ratios analysis & calculation of Apple Inc.1:49
Interest Coverage Ratios analysis & calculation of Apple Inc.1:17
Calculation of Activity Ratios & analysis of Apple Inc.3:17
Calculation of Fixed Assets Turnover Ratio of Apple Inc.1:14
Compute Apple's fixed assets turnover ratio by dividing total revenue by average fixed assets, notably property, plant, and equipment, while excluding non-current assets.
Calculation of Inventory Turnover Ratios & analysis of Apple Inc.0:58
Calculation of Free Cash Flow to Equity of Apple Inc.2:34
Calculation of Free Cash Flow to Firm of Apple Inc.1:55

Requirements

No course requisites. Everything will be teached from the scratch.

Description

Complete guide to Financial statement analysis of companies using excel

Learn and do financial analysis of companies using financial statements of real world companies and case studies.
Learn important financial analysis skills that get your foot in door using analysis of real world companies
The entire course is taught using practical and real world examples case study. There are some things you just can’t learn by simple googling it. By doing this course you can start to analyze and interpret the financial statements of any company in the world today.

What you will learn

Understand how to read 10-K & annual reports
Learn how to find valuable information from 10-K and separate useful information for valuation and financial analysis
Perform Financial analysis of real world companies
Calculate Liquidity, Solvency, Profitability, and Activity ratios to analyze a company’s performance
Know how to analyze a business
Navigate through Financial Reports with ease
Analyze a company's performance based on the figures in its annual report
Extensive Case Studies that will help you reinforce everything that you’ve learned

What makes this course different from the rest of the courses that are out there?

I am a Knowledgeable teacher with experience in Big 4 Accounting and a Chartered Accountant
Real life examples. This is just not a boring lecture. The whole course is based on real life companies. I will teach you how to use these ratios and cash flow analysis to analyze real life companies like Apple & Amazon.
Real life examples & Extensive Case Studies that will help you reinforce everything that you’ve learned
All time support: If you don’t understand a concept or you simply want to drop me a line, you’ll receive an answer within two business days

Who this course is for:

Aspiring Investors and Financial Analysts
Aspiring Investment Bankers
Entrepreneurs
Accounting Students desiring to learn analysis of financial statements
Anyone wanting to understand a company's financials
Anyone desirous to be successful in the world of Business & Finance

Who this course is for:

Aspiring Accountants and Financial Analysts
• Aspiring Investment Bankers
• Business Owners
• Accounting Students
• Anyone wishing to understand a company's financials
• Anyone wishing to be successful in the world of Business & Finance

A complete guide to Financial Statement Analysis with excel

What you'll learn

Explore related topics

Course content

Introduction4 lectures • 14min

Ratio Analysis using Amazon 10-K20 lectures • 51min

Section 3: Cash flow analysis of financial statements7 lectures • 21min

Section 4: Analysis of Real world Financial Statements of Apple Inc.10 lectures • 25min

Bonus : What's Next1 lecture • 3min

Requirements

Description

Who this course is for: