A Beginners Guide to Financial Ratio Analysis

A Beginners Guide to Financial Ratio Analysis, available at $59.99, has an average rating of 4.61, with 26 lectures, 20 quizzes, based on 9 reviews, and has 50 subscribers.

You will learn about Compute a complete set of activity, liquidity, solvency, profitability, and valuation ratios ratios to analyze a company Perform a Dupont analysis, equity analysis, segment analysis and credit analysis for a company Interpret the results of a complete ratios analysis Compare a company's performance to another company Interpret how several different accounting methods can skew the results of a ratio analysis Suggest remedial actions to improve a company's performance as revealed by a ratio analysis Find stock investments using stock screening software and the ratios we will learn in the course This course is ideal for individuals who are Anyone working, or seeking employment, in the fields of finance and accounting, or anyone who desires to analyze companies to make stock investment decisions It is particularly useful for Anyone working, or seeking employment, in the fields of finance and accounting, or anyone who desires to analyze companies to make stock investment decisions.

Enroll now: A Beginners Guide to Financial Ratio Analysis

Summary

Title: A Beginners Guide to Financial Ratio Analysis

Price: $59.99

Average Rating: 4.61

Number of Lectures: 26

Number of Quizzes: 20

Number of Published Lectures: 26

Number of Published Quizzes: 20

Number of Curriculum Items: 46

Number of Published Curriculum Objects: 46

Original Price: $24.99

Quality Status: approved

Status: Live

What You Will Learn

Compute a complete set of activity, liquidity, solvency, profitability, and valuation ratios ratios to analyze a company
Perform a Dupont analysis, equity analysis, segment analysis and credit analysis for a company
Interpret the results of a complete ratios analysis
Compare a company's performance to another company
Interpret how several different accounting methods can skew the results of a ratio analysis
Suggest remedial actions to improve a company's performance as revealed by a ratio analysis
Find stock investments using stock screening software and the ratios we will learn in the course

Who Should Attend

Anyone working, or seeking employment, in the fields of finance and accounting, or anyone who desires to analyze companies to make stock investment decisions

Target Audiences

Anyone working, or seeking employment, in the fields of finance and accounting, or anyone who desires to analyze companies to make stock investment decisions

This course will teach you how to compute and interpret the basic ratios used in financial statement analysis, including the following:

Activity ratios
- accounts receivable turnover
- days sales in accounts receivable
- inventory turnover
- days of inventory on hand
- accounts payable turnover
- number of days of payables
- and cash conversion cycle
Liquidity ratios
- current ratio
- quick ratio
- cash ratio
- defensive interval
- others
Solvency ratios
- debt-to-equity
- debt-to-capital
- interest coverage
- fixed charge coverage
- others
Profitability ratios
- gross margin
- profit margin
- return on assets
- return on equity
- others
Valuation ratios
- earnings per share
- earnings yield
- price-earnings ratio
- dividend yield
- dividend payout
- others.

You will be able to use a spreadsheet to conduct a complete analysis of a company using Sherwin-Williams, Facebook, and Kroger as examples, including:

Dupont analysis
equity analysis
segment analysis
credit analysis.

You will be able to interpret the results and suggest remedial action to improve the company’s performance, noting when certain accounting methods could skew the results.

Lastly, you will be able to use stock screening software to find stock investments using the ratios learned in the course.

The course provides the following resources:

quizzes and PowerPoint slide handout for the nineteen modules
spreadsheet financial ratios packs that compute all of the ratios for
- Sherwin-Williams
- Facebook
- Kroger
- blank spreadsheet for you to use with a company of your choice.
- Ratio handout that provides summary for all of the ratios, including their computation.

This course will help students gain insight into a company’s operations and help prepare them for a rewarding career in accounting and finance, including:

corporate finance
investment banking
private equity
mergers and acquisitions
hedge fund analysis
retail and corporate banking
business development
financial consulting
management consulting
auditing, both internal and external
risk management
asset management

Course Curriculum

Chapter 1: Introduction

Lecture 1: Introduction

Lecture 2: Financial Statement Analysis Tools and Techniques

Chapter 2: Types of Ratios

Lecture 1: Activity Ratios

Lecture 2: Activity Ratios for Sherwin-Williams

Lecture 3: Liquidity Ratios

Lecture 4: Solvency Ratios

Lecture 5: Profitability Margin Ratios

Lecture 6: Profitability Return Ratios

Lecture 7: Valuation Ratios

Lecture 8: Ratio Comparison

Chapter 3: Ratio Analysis

Lecture 1: Dupont Analysis

Lecture 2: Dupont Analysis Three Companies

Lecture 3: Equity Analysis

Lecture 4: Stock Screening

Lecture 5: Credit Analysis

Lecture 6: Segment Reporting

Lecture 7: Forecasting

Lecture 8: Differences in Accounting Methods

Chapter 4: Practice and Downloadable Materials

Lecture 1: Course Summary

Lecture 2: Kroger case

Lecture 3: Sherwin-Williams Financial Ratios Pack

Lecture 4: Facebook Financial Ratios Pack

Lecture 5: Kroger Financial Ratios Pack

Lecture 6: Blank Financial Ratios Pack

Lecture 7: Formula Sheet

Lecture 8: Annual Reports for Sherwin-Williams, Facebook, and Kroger

Instructors

David Johnson
Retired Professor at Northcentral University

Rating Distribution

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2 stars: 0 votes
3 stars: 2 votes
4 stars: 0 votes
5 stars: 7 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

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