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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.
- What is Financial Statement Analysis / Ratio Analysis
- Vertical Analysis or Common Size Statements
- Horizontal Analysis
- Trend Analysis
- Ratio Analysis
- Liquidity Ratios
- Solvency Ratios
- Turnover Ratios
- Ratio Analysis – Operating Performance
- Operating Efficiency Ratios
- Operating Profitability Ratios
- Ratio Analysis – Risk
- Business Risk
- Financial Risk
- Ratio Analysis – External Liquidity Risk