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Joseph Ori, CEO, Paramount Capital Corporation
Former CFO and Chief Investment Officer. Senior leader at multiple real estate investment, financing and advisory firms. Completed more than $3,200,000,000 in real estate financial transactions. MBA, CPA, CFA, and adjunct
This instructor has 7 courses »To Access This Course:
This course provides a comprehensive review of a company’s business and financial statements using ratio analysis and market based factors.
Ratio analysis is an effective method to analyze and evaluate the liquidity, operations, profitability, capital structure, solvency, management and viability of the business model of a company. Key, liquidity, solvency, profitability and market value ratios are reviewed and discussed. The Dupont equation of the return on equity ratio is analyzed. The Limitations of ratio analysis are also discussed.
Learning Objectives
- Explore and acquire the ability to use ratio analysis to analyze corporate financial statements.
- Explore and acquire the ability to calculate key liquidity, solvency and profitability ratios.
- Discover and acquire the ability to benchmark company ratios against competitors.
- Identify and use trend analysis to compare ratios over time.
Last updated/reviewed: May 11, 2022
151 Reviews (535 ratings)Reviews
It was a great presentation and I got my review on FS ratio analysis. But I think it would be more interesting if we could present actual situations/ gray areas/ problems to collectively solve with or give feedback or alternate solutions so we know how we can help each other to better respond to situations that merit attention in this ever changing financial world. For example, at the end of the course, we let attendees to answer a hanging question (usually from a vast gray area), or ask the best practice, to know more about our thoughts and/or make a statistical survey which could be a prelude to further studies, product/ value creation and excellence. Just a thought. But thank you guys for this. I'm having fun in learning..
Overall a pretty good course that covers ratio calculations and the use of ratios to analyze the financial statements. Really liked the example given in the course to show how analysis can be done with the use of all these different ratios.
A few possible improvements on the course:
1) better audio quality
2) better PowerPoint slides to more clearly present the ratio formulas; and other contents that were mentioned in the video but not written in the slides.
I enjoyed the course and actually like that Joseph sectioned it into three modules. He kept me engaged - his delivery style and intonation kept me focused and I would to sit through another one of his presentations. Anyone with a slight interest in understanding the dynamics behind the success of a company could benefit from this course and should consider taking it.
Excellent presentation of ratio analysis. The illustrations were right on point. For the time allotted this was a great course for understanding how financial statement ratio analysis is applied, its uses and limitations. I would like more courses from this instructor.
This was a very informative, well structured and thorough presentation. I enjoyed it and will try and implement ratio analysis in my company. Unfortunately, the audio is subpar and after a while Mr. Ori's constant throat clearing got on my nerves.
Excellent overview of the various financial ratios that are commonly used in company financial statements. I liked the examples used during the class as well as the example comparisons year over year as well as to the industry.
Overview of ratios and how used, industry comparisons, at what level are the numbers good/bad and what additional information should be uncovered was very good. How to use industry comparisons was particularly beneficial.
The course was well presented, ratio equations were explained, industry comparison was pointed out as a determining factor on relevance of ratio figures, and rationales for how ratio variances occur were discussed.
It is good to stress qualitative factors. Too often, managers jump to conclusions based on a single ratio or set of ratios. Sometimes, a good ratio in one place could manifest itself negatively in other areas
Very well done............... here are the ratios, here is an example Co data, here are example Co. ratios compared to industry and here is what the favorable or unfavorable to industry can mean ......
Excellent Course. I would highly recommend. Analysis is a requirement of my position and the course benefited me greatly. Mr. Ori was very knowledgeable and responded to my questions promptly.
Was a bit dry, but content was helpful in learning on how to scratch the surface on a company can be analyzed and how intra-industry analyses are done between organizations
The course provided the basic information regarding ratio analysis. However, the presentation style could be more interesting with more interesting real life examples.
A good refresher course.
Audio is a bit muffled, which makes it difficult to hear. But the clear graphics help with visualising and understanding the subject matter.
Someone who already has basic financial knowledge would get the most from this course. While the lesson includes great coverage, it does not dive as deep.
Well organized course. I like this as a good intro to ratio analysis in my classes. Anyone teaching intro or intermediate accounting should benefit.
Great course! Very informative! Learned a lot about the importance of ratio analysis and various ratios used to compare companies to their competitors
I loved the overall approach to this course. Mr. Ori organized it and explained it in such a way that was clear, concise, and easy to understand.
Excellent presentation. Even though it was mostly relevant, other ratios such as EBITA should have probably have been reviewed in greater detail.
Very basic with just enough discussion to justify the various analysis presented. Speaker understood that less was better for many of the ratios
This was a good class with nice pace and clear explanations of some key financial ratios to use in your analysis of company financial reports.
Very good refreshed course for financial ratios and good to learn about the qualitative factors which should be considered for ratio analysis.
This course show how the financial ratios can be applied to example statements and the analyzed. This is a good review for all practioners
Very good overview of how to calculate the financial ratios and how to interpret the results. Speaker and materials were very good.
Good instructor. Liked the insight into the DuPont ratio and the usefulness of it for possible forecasting methods if any.
Very enlightening and clearly presented. The explanation of the significance of the ratios are very helpful. Thanks you.
The content regarding the analysis of the ratios and which ratios should be higher or lower was very clear and helpful.
Would have liked a little more discussion on the DuPont Equation and how much it's actually used in real-life scenarios
It was good to remind me of the basics of ratio analysis. I would like to see more real world examples in next course.
Brief but useful overview of all important ratios that are necessary to know for all finance/accounting professionals
This is a very comprehensive Ratio presentation and provides a basis for the newly acquired skill-set. Great hour.
Great explanation of how to utilize and analyze ratios to compare company strength against itself and its industry.
Nice update on financial statement ratios. Great for new hires at your firm or if you would like a quick refresh.
I like simplicity of the content of the course. How with simple things we can measure the wellness of a company.
Financial analysis is a lot of fun. When you dig into the details, you can really see how a company is doing.
Power point presentation are very articulate. I also like the summary material given at the end of the course
Bad audio, but otherwise a decent course. Fairly basic info for anyone who is already a CPA but nice summary
Very crisp presentation on ratio analysis including income statement, balance sheet and cash flow statement
Course was worth the time. Good refresher on some basic ratio analysis topics. My thanks to the presenter.
It is comprehensive and detailed course , I like it , it makes me understand well the ratio analysis.
The course provides a nice overview of ratio analysis, providing ratio definitions and applications.
Good refresher course. The sound quality was a little poor in areas as well but overall good course!!
I thought the material was good however the sound was sometimes tinny; could have used a better mic.
Will still have to go over this again to have a proper insight. Struggling with the interpretation.
Very informative. I don't use these much in my job, but have always enjoyed this type of analysis.
The instructor taught the course in an interesting and exciting manner. Would recommend to others.
General overview of ratio analysis and how it is applied to financial statements and forecasting.
Very good course that was helpful for understanding various ratios and when they are appropriate.
Is to understanding a great tool for relearning the use ratios in evaluating a company results.
It was a good review of the important ratios every company should review at least annually.
Nicely presented and explained. A good revision and refreshing course. Easy to understand.
Very good course with practical application. I appreciate the structure of this lesson.
This course is well organized to explain the most fundamental ratios in one hour.
I felt this course was very interesting and helped be refresh my ratio analysis.
Excellent presentation of ratios and their relationship to financial statements.
Nice overview of financial ratios, plus a good review of the DuPont Equation.
Excellent description of financial ratios and learned from the example given.
I highly recommend this to others because I learned a lot from this course.
Helpful course. Cleared up confusion on certain elements of ratio analysis.
Nice presentation and explanation from the video and supporting slides.
very interesting and I would suggest this course to a college student
Very sharp and too the point presentation. DuPont analysis is good.
A lot of formulas. I thought the lecture was dragged out a bit.
Good overview of the different ratios and how to interpret them.
Good review on ratio analysis and the instructor was effective
Course was too elementary for seasoned finance professionals.
I have liked an overall presentation.
Thank you,
Chirag
Good analysis mathod. Tere are more ratios that can be added
A good introduction or refresher to basic financial ratios.
Basic review of financial statement ratios. Good overview.
Interesting course on ratio analysis. Helpful review.
Good review of often used financial reporting ratios.
Excellent overview of key financial statement ratios!
Content was very informative and concisely delivered
I finally understand how to use the Dupont Equation
A lot of valuable insight packed into 50 minutes.
Great course, very interesting topics and material!
Overall the course is good but need more examples
Thank you very much for the informative course!
Great refresher on financial statement analysis
Very clear explanation of basic ratio analysis
Really interesting but a little bit boring.
Great review/refresher for ratio analysis
Good review of ratios and DuPont Equation
A lot of info in a short amount of time.
Good overview course on financial ratios
Exam should contain a few more questions
Great explanations of important metrics.
A bit long, but overall a great course
Good review of the fundamental ratios
Broken down into digestible chunks.
Good overview of the various ratios.
good info and easy to understand.
Goo explaination of basic ratios
Concise and well explained topic
Excellent course. Great review.
Great course! Very informative.
Simple & Effective presentation
Great refresher course, thanks
Good refresher of finance 101.
Decent presentation. Thanks!
It's a good refresher course.
I liked the Dupont equation
Great course and powerpoint
Pretty informative course
Very easy to understand.
It was a good overview.
great review of ratio
Good refresher course
good refresher course
I enjoyed this course
Good Ratios to use
excellent analysis
Thorough overview.
VERY INTERESTING
Informative class
Great refresher!
good information
Good refresher
Good overview.
Good summary!
Great overview.
Good refresher
Fun questions.
Great Course.
valued course
Great Course!
Great course!
Great course!
Great Lesson!
Good review!
Nice summary
intro course
great course
great course
Great Course
Good course!
to the point
Good course.
Great time.
Good course
nice review
Great job!
very good
ok course
GREAT!!!
Good job
quick
quick
Ok
m
Prerequisites
Course Complexity: Foundational
A basic understating of corporation finance and the four financial statements.
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .