Avoid the temptation of a single reason

Contents

• Introduction Introduction

  • What is financial statement analysis?

    50s
  • Common methods of analysis

    3m 1s
• 1. A Review of the Financial Statements 1. A Review of the Financial Statements

  • The accounting equation

    3m 7s
  • Reading the balance sheet

    4m 54s
  • Reading the income statement

    2m 48s
  • Evaluating the statement of cash flows

    4m 51s
• 2. The DuPont Framework 2. The DuPont Framework

  • Determining return on equity

    3m 6s
  • Applying the DuPont framework

    3m 57s
  • Example: Ford vs. General Motors

    4m 3s
• 3. Common-Size Financial Statements 3. Common-Size Financial Statements

  • Common-size overview

    2m 43s
  • Common-size income statement

    3m 43s
  • Common-size balance sheet

    3m 13s
  • Example: Walmart vs. Target

    4m 24s
• 4. Profitability Ratios 4. Profitability Ratios

  • The many ways to define income and profit

    3m 8s
  • Example: Nordstrom vs. Microsoft

    2m 31s
• 5. Efficiency Ratios 5. Efficiency Ratios

  • The operating cycle

    3m 18s
  • Days' sales of inventory (DSI)

    4m 3s
  • Average collection period

    4m 3s
  • Examples: Harley and McDonald's

    3m 35s
• 6. Leverage Ratios 6. Leverage Ratios

  • Current ratio in theory and practice

    3m 13s
  • The many debt ratios

    4m 13s
  • Example: Comparing tech company debt ratios

    3m 52s
• 7. Limitations of Financial Statement Analysis 7. Limitations of Financial Statement Analysis

  • Limits to using past performance

    2m 16s
  • Pitfalls of financial statement analysis

    3m 22s
  • Avoid the temptation of a single reason

    2m 49s
• Conclusion Conclusion

  • What's next?

    3m 55s