14.03.2023
This is worth more than a hundred dollars. Indeed, this course delivered financial ratio analysis at its best.
Financial Ratio Analysis
with
Antoniya Baltova
In this course, you will learn to evaluate a company’s financial position and overall performance using ratio analysis. We will guide you through the process of calculating and interpreting various efficiency, liquidity, solvency, profitability, and valuation multiples.
3 hours 19 lessons
Start course
19 High Quality Lessons
2 Practical Tasks
3 Hours of Video
Certificate of Achievement
Course Overview
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.
Topics covered
Excelfinancial analysisFinancial ModelingForecastingRatio Analysis
What You'll Learn
The financial ratios covered in this Financial Ratio Analysis course fall into the following categories:
Activity ratios —trade receivables turnover, trade payables turnover, inventory turnover
Liquidity ratios —current, cash, and quick ratios
Solvency ratios —debt-to-assets, debt-to-capital, debt-to-equity, financial leverage
Profitability ratios —gross profit margin (GPM), operating profit margin (OPM), net profit margin (NPM), return on assets (ROA), return on equity (ROE)
Valuation ratios —earnings per share (EPS), price/earnings ratio (P/E), dividend yield
DuPont Analysis —a comprehensive analysis framework
Curriculum
- Introduction Free2 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 Free Tools and Techniques Used in Financial Analysis Free - Types of Ratios7 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 Free Activity Ratios - Example Calculating and Interpreting Liquidity Ratios Calculating and Interpreting Solvency Ratios Calculating and Interpreting Profitability Ratios Calculating and Interpreting Valuation Ratios Ratio Analysis - Summary - Using Ratio Analysis in Company Evaluation5 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 DuPont Analysis - Practical Example Ratios Used in Equity Analysis Ratios Used in Credit Analysis Segment Reporting - Ratio Analysis and Forecasting5 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 Forecasting a Company's Performance Assessing the Credit Quality of Potential Debt Investments Screening for Potential Equity Investments Common Adjustments to the Financial Statements
Student feedback
Filter by rating
- 5 stars
- 4 stars
- 3 stars
- 2 stars
- 1 stars
Sort
- Newest
- Oldest
- 1
- 2
- 3
- ...
- 5
- ...
- 9
“Ratio analysis tells a story that is not readily available in the published financial statements of a company.”
Financial Ratio Analysis
with Antoniya Baltova