Financial Ratio Analysis

with Antoniya Baltova
4.9/5
(610)

Master financial ratio analysis: Evaluate company performance and financial health through key ratios

4 hours of content 5827 students

$99.00

Lifetime access

Buy now
14-Day Money-Back Guarantee

What you get:

  • 4 hours of content
  • 36 Interactive exercises
  • 14 Downloadable resources
  • World-class instructor
  • Closed captions
  • Q&A support
  • Future course updates
  • Course exam
  • Certificate of achievement

Financial Ratio Analysis

A course by Antoniya Baltova

$99.00

Lifetime access

Buy now
14-Day Money-Back Guarantee

What you get:

  • 4 hours of content
  • 36 Interactive exercises
  • 14 Downloadable resources
  • World-class instructor
  • Closed captions
  • Q&A support
  • Future course updates
  • Course exam
  • Certificate of achievement

$99.00

Lifetime access

Buy now

$99.00

Lifetime access

Buy now
14-Day Money-Back Guarantee

What you get:

  • 4 hours of content
  • 36 Interactive exercises
  • 14 Downloadable resources
  • World-class instructor
  • Closed captions
  • Q&A support
  • Future course updates
  • Course exam
  • Certificate of achievement

What You Learn

  • Evaluate a company’s financial position and overall performance using ratio analysis
  • Compute financial ratios commonly used in equity and credit analysis
  • Develop a comprehensive understanding of the drivers of financial performance
  • Master the calculation of efficiency, liquidity, solvency, profitability, and valuation ratios
  • Clean and polish financial ratios from one-off and non-core items, ensuring a true representation of a company’s financial performance
  • Gain essential financial analysis skills that are crucial for every analyst

Top Choice of Leading Companies Worldwide

Industry leaders and professionals globally rely on this top-rated course to enhance their skills.

Course Description

Calculating and interpreting financial ratios is a valuable skill for every seasoned financial professional. By the end of this Financial Ratio Analysis course, you will be able to understand and analyze activity, liquidity, solvency, profitability, and valuation ratios and integrate them into a comprehensive financial analysis framework in Excel. You will learn what the ROE, P/E, EPS, ROA, and GPM abbreviations mean and how to interpret and apply them in financial analysis. We will teach you to recognize whether a company is generating sufficient profits to maintain sustainable operations or is heavily in debt and headed to insolvency. You will learn how to spot potential liquidity issues and significant cash shortages and assess whether a firm is currently under or overvalued by the market using its published financial statements and supplementary information. Furthermore, we discuss a key technique called the DuPont Analysis, which compiles several ratios into a comprehensive financial analysis framework. This is а must-know for everyone interested in becoming a seasoned professional in the field. By the end of the Financial Ratio Analysis course, you will be able to compute financial ratios commonly employed in equity and credit analysis. You will also learn the meaning of segment reporting and how to use ratio analysis to model and forecast earnings. We tackle several categories of financial multiples with practical examples and challenges in Excel. Most importantly, you will evaluate the financial performance and position of a real company using ratio analysis. Sign up now to enhance your finance career and take the next step towards mastering the art of financial ratio analysis.

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What does the course cover

1.1 What does the course cover

2 min

Tools and Techniques Used in Financial Analysis

1.2 Tools and Techniques Used in Financial Analysis

8 min

Calculating and Interpreting Activity Ratios

2.1 Calculating and Interpreting Activity Ratios

9 min

Activity Ratios - Example

2.2 Activity Ratios - Example

9 min

Calculating and Interpreting Liquidity Ratios

2.3 Calculating and Interpreting Liquidity Ratios

10 min

Calculating and Interpreting Solvency Ratios

2.5 Calculating and Interpreting Solvency Ratios

10 min

Curriculum

  • 1. Introduction
    2 Lessons 10 Min

    In this introductory section, you will meet your instructor and get acquainted with the course structure. We will examine the major tools and techniques used in financial analysis with a special focus on ratio analysis.

    What does the course cover
    2 min
    Tools and Techniques Used in Financial Analysis
    8 min
  • 2. Types of Ratios
    7 Lessons 71 Min

    In this section, we show you how to calculate and interpret various financial ratios classified into five categories—activity, liquidity, solvency, profitability, and valuation ratios. We’ll take the financial statements of a real company and calculate all the multiples in real time in Excel together with you.

    Calculating and Interpreting Activity Ratios
    9 min
    Activity Ratios - Example
    9 min
    Calculating and Interpreting Liquidity Ratios
    10 min
    Calculating and Interpreting Solvency Ratios
    10 min
    Calculating and Interpreting Profitability Ratios
    10 min
    Calculating and Interpreting Valuation Ratios
    12 min
    Ratio Analysis - Summary
    11 min
  • 3. Using Ratio Analysis in Company Evaluation
    5 Lessons 36 Min

    In this section, we evaluate a company by integrating financial ratio analysis in a single comprehensive framework. We demonstrate the application of DuPont analysis, calculate and interpret ratios used in equity and credit analysis, and discuss the importance of ratio analysis in segment reporting.

    DuPont Analysis
    9 min
    DuPont Analysis - Practical Example
    8 min
    Ratios Used in Equity Analysis
    6 min
    Ratios Used in Credit Analysis
    7 min
    Segment Reporting
    6 min
  • 4. Ratio Analysis and Forecasting
    5 Lessons 41 Min

    In the last section of the Financial Ratio Analysis course, we put everything you’ve learned so far together and illustrate how you can use ratio analysis for forecasting purposes. You will learn to evaluate a company’s historical performance and make projections about its future. In addition, we will show you how to assess potential debt and equity investments and the typical adjustments an analyst might make in order to scrutinize published financial statements.

    Ratio Analysis and Forecasting
    9 min
    Forecasting a Company's Performance
    10 min
    Assessing the Credit Quality of Potential Debt Investments
    5 min
    Screening for Potential Equity Investments
    8 min
    Common Adjustments to the Financial Statements
    9 min

Topics

financial analysisRatio AnalysisForecastingExcel

Tools & Technologies

excel

Course Requirements

  • Highly recommended to take the Accounting and Financial Statement Analysis and Fundamentals of Financial Reporting courses first

Who Should Take This Course?

Level of difficulty: Beginner

  • Aspiring financial analysts, investment analysts
  • Everyone who wants to work in finance and understand company performance

Exams and Certification

A 365 Financial Analyst Course Certificate is an excellent addition to your LinkedIn profile—demonstrating your expertise and willingness to go the extra mile to accomplish your goals.

Exams and certification

Meet Your Instructor

Antoniya Baltova

Antoniya Baltova

Chief Financial Officer at 365

8 Courses

2818 Reviews

28451 Students

Antoniya is a finance professional with vast experience in accounting, auditing, financial management, and multiple high-level finance roles. She holds two master’s degrees—in Finance and in Contemporary Educational Technologies. She has worked as an auditor at PwC, as a financial controller at Atos, as an FP&A Manager and Senior Manager at Coca-Cola, and currently, as a Finance Manager at 365. Her passion for finance and teaching brought her to the 365 Тeam. She has been tutoring on various topics, including accounting, financial reporting, financial planning and analysis, economics, etc. Antoniya’s qualifications and engaging teaching style make the learning process enjoyable, and her courses have helped numerous students progress in their careers.

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