Financial Statement Analysis Ratio Analysis (Udemy.com)

Horizontal analysis, vertical analysis, ratio analysis-liquidity & efficiency, solvency, profitability, & market ratios

Created by: Robert (Bob) Steele

Produced in 2021

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What you will learn

  • List and describe the tools for financial statement analysis
  • Understand, calculate, and analyze horizontal analysis
  • Explain, calculate and analyze vertical analysis
  • List and describe the categories of ratio analysis
  • Describe liquidity ratios
  • Examine solvency ratios
  • Explain profitability ratios
  • Discuss market prospects ratios
  • Calculate and analyze current ratio, acid-test ration, and accounts receivable ratio
  • Analyze and compute inventory turnover ratio, days sales uncollected, days sales in inventory, and total asset turnover
  • Discuss and calculate debt ratio, equity ratio, debt-to-equity ratio, and times interest earned
  • Explain and compute profit margin ratio, gross margin ratio, and return on total assets
  • Describe and calculate return on equity, book value per common share, and earnings per share
  • Calculate and analyze price earnings ratio and dividend yield
  • Discuss

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Quality Score

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Overall Score : 84 / 100

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Course Description

Learn tools to analyze financial statements, including vertical analysis, horizontal analysis, and ratio analysis.
This course will provide resources such as downloadable PDF files and preformatted Excel spreadsheet to help understand and apply the concepts.
We will list and describe the tools for financial statement analysis, including vertical analysis, horizontal analysis, and ratio analysis.
Below is more detail about the concepts we will learn.
This course will help us understand, calculate, and analyze horizontal analysis. Horizontal analysis is used to compare financial data and performance of a company across time and is a common and intuitive form of analysis.
We will explain, calculate, and analyze vertical analysis. Vertical analysis also termed common size financial statements, displays all items as percentages of a common base figure instead of absolute numbers. Vertical analysis is very useful to compare financial statements for companies of different sizes.
The course will list and describe the categories of ratio analysis. Ratio analysis is a common form of financial statement analysis used to obtain a quick indication of a businesss financial performance in different areas. Ratios are often grouped into categories, including liquidity ratios, solvency ratios, profitability ratios, and market prospects ratios.
We will describe liquidity and efficiency ratios. We will list liquidity and efficiency ratios, perform calculations, and analyze their use.
The course will examine solvency ratios, listing solvency ratios, calculating solvency ratios, and analyzing their use.
We will Explain profitability ratios. The course will list profitability ratios. We will perform calculations and analysis of profitability ratios.
We will discuss market prospects ratios, listing out the market prospect ratios, discussing the formulas, and analyzing the use of market prospect ratios.
The course will calculate and analyze current ratios, acid-test ration, and accounts receivable ratios.
We will analyze and compute inventory turnover ratios, days sales uncollected, days sales in inventory, and total asset turnover.
The course will discuss and calculate the debt ratios, equity ratios, debt-to-equity ratios, and times interest earned.
We will explain and compute the profit margin ratio, gross margin ratio, and return on total assets.
The course will describe and calculate return on equity, book value per common share, and earnings per share.
We will calculate and analyze price earnings ratio and dividend yield.
The course will discuss and analyze the components of a financial statement analysis report. We will explain what software can do for us and what software cannot do.
Who this course is for:
Accounting studentsBusiness owners & professionalsAnyone who whats to learn accounting

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Instructor Details

Robert (Bob) Steele

Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.
Mr. Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. He has been a practicing CPA since 2005. Mr. Steele is a practicing CPA, has a Certified Post-Secondary Instructor (CPI) credential, a Master of Science in taxation from Golden Gate University, a Bachelors Degree in Business Economics with an emphasis in accounting from The University of California Santa Barbara, and a Global Management Accounting Designation (CGMA) from The American Institute of CPA (AICPA).
Mr. Steele has also authored five books that can be found on Amazon or in audiobook format on Audible. He has developed bestselling courses in accounting topics including financial accounting and QuickBooks accounting software.
In addition to working as an accountant, teaching, and developing courses Mr. Steele has helped create an accounting website at accountinginstruction, a YouTube channel called Accounting Instruction, Help, and

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Reviews

4.2

99 total reviews

5 star 4 star 3 star 2 star 1 star
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By Soumy Sethi on 11/15/2020

Good contact and dialogue delivery

By Michelle Greenwood on 11/8/2020

I am taking a number of courses by Robert (Bob) Steele -- they're very detail oriented which makes them a bit tedious to listen to, but the depth and coverage is outstanding.

By Clark Belle Ortega on 10/19/2020

Great course very detailed and easy to understand all important information are in it already. He already imparted on me his knowledge on Financial Statement Analysis-Ratio Analysis.. Thank you so much.

By Mohamed soltan on 10/1/2020

Thanks ?

By Akinbola A. Akinwale on 9/3/2020

The course is educative, informative and professional. The teaching approach friendly and all encompassing. Thanks.

By Tajinder Bains on 8/22/2020

Good pace and easy to follow.

By Sivakumar Jayaraman on 8/22/2020

Very good presentation.
Last chapter has no sound. Pl improve this.

By Harish Reddy Patlolla on 8/20/2020

could have taken one more company data and explained better

By Khalid Al-Manaseer on 8/4/2020

good .. some repetitiveness in the content however i believe it is thoughtful to consider those with zero knowledge and software experience by the presenter ... thank you.

By Martin on 7/24/2020

amazing

By Fabio Arenas on 7/24/2020

Not too happy with the course so far. There's not a good and comprehensive relationship between the verbal explanation and the slides.

By Dee on 7/20/2020

I would say the instructor spend too much time on calculation, I do not think I need to see how did you get the percentage for twenty items with the totally same method....