Financial Statement Analysis

Courtesy of Dheeraj Vaidya, CFA of the Wall Street Mojo, an excellent resource for anyone seeking to master their financial analytic skills. His content is simply superb in both its clarity as well as its efficacy. He has many more comprehensive training courses on his blog, all of which are FREE. Subscribe to his content here. This is not a paid endorsement, I am by no means getting paid for saying this. 

 

Comprehensive Guide to Financial Statement Analysis 

 

This is the most comprehensive guide to Ratio Analysis / Financial Statement Analysis. This expert-written guide goes beyond the usual gibberish and explore practical Financial Statement Analysis as used by Investment Bankers and Research Analysts.

I will take Colgate case study and calculate Ratios in excel from scratch. Please note that this Ratio Analysis guide is over 9000 words and took me 4 weeks to complete. 

Step 1 – Download Colgate Excel Model Template. You will be using this template for the ratio analysis tutorial

Step 2 – Please note you will get two templates – 1) Unsolved Colgate Ratio Analysis Model 2) Solved Colgate Ratio Analysis Model

Step 3- You should start with the Unsolved Colgate Ratio Analysis Model Template. Follow the step by step Ratio Analysis calculation instructions for analysis. You can download Colgate’s SEC Filings from here.