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This is a short course to understand how to look at financial performance of a company vs the peers in industry. We lay out a framework to assess the health of a company and outline a few ratios that are critical in this exercise. The students will learn how to rank companies in an industry based on the performance of financial ratios.
What is this course about?
This course is look at financial performance of companies based on the financial statements that they publish. We will differentiate the good performing companies from the bad ones using a few parameters and metrics.
What kind of materials are included?
This is mostly a presentation that has been used for the course. You can sit back with a cup of coffee and learn this course. There is a recommended practice exercise which may be interest to you.
How long will the course take?
The course is approximately 45 mins of time. However, the practice exercise may take time and you may want to connect with the faculty to discuss. Please feel free to raise your questions through discussion boards or email contacts. We will be happy to assist you.
Why take this course?
This course is basic yet very fundamental on how you can analyze the financial performance. You may find it very helpful in your job or college project to outline a framework to analyze the health of a company. There is a lot of practical application for the course that you may enjoy.
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|Section 1: Financial performance analysis|
Welcome to the course.
In this lecture, we will see what is FSA and under what scenarios we need to do this,
In this lecture, we introduce the financial statements and explain how we read and interpret the income statement
Download the illustration exercise for the course
In this lecture, we understand how we interpret the balance sheet.
In this lecture, we introduce a short framework to analyze companies from financial statements. Here we will talk more about how to analyze the operating health of the company.
In this lecture, we study how to analyze the financing health of the company.
In this lecture, we introduce specific metrics to calculate the operating health
In this lecture, we introduce specific metrics to calculate the financing health.
In this lecture, we apply the framework using a real life example to calculate the metrics
Calculation of metrics for other companies
Calculation of average metrics for all companies
Visual representation of data for all companies
Scorecard: Ranking of operating metrics of companies
Scorecard: Ranking of financing metrics
Choosing the best company
Recap of what we learnt
For your information, all publicly listed companies in the US have to submit an annual report called 10K which provides all relevant information about the current financial year performance of the company. The 10K report is freely available to all public on the company website in the Investor Relations section. This is generally very detailed and runs into 100's of pages (typically).
We have provided you the financial statements (see attached) of a large US steel company called United States Steel Corporation. The financial statements have been taken from 2015 10K report on the company's website. The website contains all the quarterly and annual financial filings with SEC which is the regulator. Just like 2015, you could also find the 10ks and quarterly reports for other years as well.
Now, for your practice, we would encourage you to find out the operating and financing metrics (we showed you in the course) of this company over the last 5 years i.e 2011-2015. If need be, you may need to download other reports as well from the company's website in the IR section. Once you calculate the metrics, we would like you to observe the trends in the performance of the company and make observations.
If you are able to finish this exercise, you can share it with us for a review. We would be happy to provide feedback on each of your calculations and observations on individual metrics. You can email us firstname.lastname@example.org
This exercise should take you a couple of hours at the maximum.
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Hey there, welcome to our online courses.
Skillfin Learning is a group of corporate finance and business analytics professionals who have extensive experience and world class expertise in practical financial modeling applications in real world. We have been associated with large consulting and financial services organizations and understand the content requirement from analysts/professionals who can excel in this field. Our aim is to spread the learning in financial modeling and business analysis skills to whoever is keen to learn.
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