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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: September 07, 2020

149 Reviews (520 ratings)Reviews

5
Member's Profile
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..
3
Anonymous Author
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.
4
Member's Profile
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.
5
Member's Profile
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.
4
Anonymous Author
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.
5
Anonymous Author
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.
5
Anonymous Author
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.
5
Member's Profile
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.
4
Member's Profile
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
3
Member's Profile
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 ......
5
Member's Profile
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.
4
Member's Profile
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
4
Anonymous Author
The course provided the basic information regarding ratio analysis. However, the presentation style could be more interesting with more interesting real life examples.
4
Anonymous Author
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.
5
Anonymous Author
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.
5
Member's Profile
Well organized course. I like this as a good intro to ratio analysis in my classes. Anyone teaching intro or intermediate accounting should benefit.
5
Member's Profile
Great course! Very informative! Learned a lot about the importance of ratio analysis and various ratios used to compare companies to their competitors
5
Member's Profile
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.
5
Member's Profile
Excellent presentation. Even though it was mostly relevant, other ratios such as EBITA should have probably have been reviewed in greater detail.
5
Member's Profile
Very basic with just enough discussion to justify the various analysis presented. Speaker understood that less was better for many of the ratios
5
Member's Profile
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.
5
Member's Profile
Very good refreshed course for financial ratios and good to learn about the qualitative factors which should be considered for ratio analysis.
5
Member's Profile
This course show how the financial ratios can be applied to example statements and the analyzed. This is a good review for all practioners
5
Member's Profile
Very good overview of how to calculate the financial ratios and how to interpret the results. Speaker and materials were very good.
4
Member's Profile
Good instructor. Liked the insight into the DuPont ratio and the usefulness of it for possible forecasting methods if any.
5
Anonymous Author
Very enlightening and clearly presented. The explanation of the significance of the ratios are very helpful. Thanks you.
4
Anonymous Author
The content regarding the analysis of the ratios and which ratios should be higher or lower was very clear and helpful.
4
Member's Profile
Would have liked a little more discussion on the DuPont Equation and how much it's actually used in real-life scenarios
Member's Profile
It was good to remind me of the basics of ratio analysis. I would like to see more real world examples in next course.
5
Member's Profile
Brief but useful overview of all important ratios that are necessary to know for all finance/accounting professionals
5
Member's Profile
This is a very comprehensive Ratio presentation and provides a basis for the newly acquired skill-set. Great hour.
4
Member's Profile
Nice update on financial statement ratios. Great for new hires at your firm or if you would like a quick refresh.
5
Anonymous Author
I like simplicity of the content of the course. How with simple things we can measure the wellness of a company.
5
Member's Profile
Financial analysis is a lot of fun. When you dig into the details, you can really see how a company is doing.
4
Member's Profile
Power point presentation are very articulate. I also like the summary material given at the end of the course
4
Anonymous Author
Bad audio, but otherwise a decent course. Fairly basic info for anyone who is already a CPA but nice summary
5
Member's Profile
Very crisp presentation on ratio analysis including income statement, balance sheet and cash flow statement
5
Member's Profile
It is comprehensive and detailed course , I like it , it makes me understand well the ratio analysis.
4
Member's Profile
The course provides a nice overview of ratio analysis, providing ratio definitions and applications.
Anonymous Author
Good refresher course. The sound quality was a little poor in areas as well but overall good course!!
4
Member's Profile
I thought the material was good however the sound was sometimes tinny; could have used a better mic.
4
Anonymous Author
Will still have to go over this again to have a proper insight. Struggling with the interpretation.
5
Anonymous Author
Very informative. I don't use these much in my job, but have always enjoyed this type of analysis.
5
Member's Profile
The instructor taught the course in an interesting and exciting manner. Would recommend to others.
5
Member's Profile
General overview of ratio analysis and how it is applied to financial statements and forecasting.
5
Member's Profile
Very good course that was helpful for understanding various ratios and when they are appropriate.
4
Anonymous Author
Is to understanding a great tool for relearning the use ratios in evaluating a company results.
4
Member's Profile
It was a good review of the important ratios every company should review at least annually.
5
Anonymous Author
Nicely presented and explained. A good revision and refreshing course. Easy to understand.
4
Anonymous Author
Very good course with practical application. I appreciate the structure of this lesson.
5
Anonymous Author
This course is well organized to explain the most fundamental ratios in one hour.
4
Member's Profile
I felt this course was very interesting and helped be refresh my ratio analysis.
4
Member's Profile
Excellent presentation of ratios and their relationship to financial statements.
4
Anonymous Author
Nice overview of financial ratios, plus a good review of the DuPont Equation.
5
Anonymous Author
Excellent description of financial ratios and learned from the example given.
5
Anonymous Author
I highly recommend this to others because I learned a lot from this course.
5
Anonymous Author
Helpful course. Cleared up confusion on certain elements of ratio analysis.
5
Member's Profile
Nice presentation and explanation from the video and supporting slides.
5
Member's Profile
very interesting and I would suggest this course to a college student
5
Anonymous Author
Very sharp and too the point presentation. DuPont analysis is good.
5
Member's Profile
A lot of formulas. I thought the lecture was dragged out a bit.
4
Anonymous Author
Good overview of the different ratios and how to interpret them.
5
Member's Profile
Good review on ratio analysis and the instructor was effective
4
Member's Profile
Course was too elementary for seasoned finance professionals.
5
Member's Profile
I have liked an overall presentation. Thank you, Chirag
3
Member's Profile
Good analysis mathod. Tere are more ratios that can be added
4
Anonymous Author
A good introduction or refresher to basic financial ratios.
4
Member's Profile
Basic review of financial statement ratios. Good overview.
4
Member's Profile
Interesting course on ratio analysis. Helpful review.
5
Anonymous Author
Good review of often used financial reporting ratios.
4
Member's Profile
Excellent overview of key financial statement ratios!
5
Anonymous Author
Content was very informative and concisely delivered
5
Anonymous Author
I finally understand how to use the Dupont Equation
5
Anonymous Author
A lot of valuable insight packed into 50 minutes.
5
Member's Profile
Great course, very interesting topics and material!
4
Anonymous Author
Overall the course is good but need more examples
5
Member's Profile
Thank you very much for the informative course!
5
Member's Profile
Great refresher on financial statement analysis
4
Member's Profile
Very clear explanation of basic ratio analysis
3
Member's Profile
Really interesting but a little bit boring.
5
Anonymous Author
Great review/refresher for ratio analysis
4
Anonymous Author
Good review of ratios and DuPont Equation
5
Member's Profile
A lot of info in a short amount of time.
4
Anonymous Author
Good overview course on financial ratios
3
Member's Profile
Exam should contain a few more questions
4
Anonymous Author
Great explanations of important metrics.
4
Anonymous Author
A bit long, but overall a great course
5
Anonymous Author
Good review of the fundamental ratios
5
Anonymous Author
Broken down into digestible chunks.
4
Anonymous Author
Good overview of the various ratios.
4
Anonymous Author
good info and easy to understand.
4
Anonymous Author
Goo explaination of basic ratios
5
Member's Profile
Concise and well explained topic
5
Anonymous Author
Excellent course. Great review.
5
Member's Profile
Great course! Very informative.
4
Anonymous Author
Simple & Effective presentation
4
Anonymous Author
Great refresher course, thanks
4
Member's Profile
Good refresher of finance 101.
5
Member's Profile
Decent presentation. Thanks!
4
Member's Profile
It's a good refresher course.
5
Anonymous Author
I liked the Dupont equation
5
Anonymous Author
Great course and powerpoint
4
Member's Profile
Pretty informative course
4
Anonymous Author
Very easy to understand.
4
Anonymous Author
It was a good overview.
5
Anonymous Author
great review of ratio
5
Anonymous Author
Good refresher course
4
Anonymous Author
good refresher course
5
Member's Profile
I enjoyed this course
5
Anonymous Author
Good Ratios to use
5
Member's Profile
excellent analysis
5
Member's Profile
Thorough overview.
3
Anonymous Author
VERY INTERESTING
4
Anonymous Author
Informative class
4
Anonymous Author
Great refresher!
4
Anonymous Author
good information
4
Anonymous Author
Good refresher
4
Anonymous Author
Good overview.
5
Member's Profile
Good summary!
4
Anonymous Author
Great overview.
4
Anonymous Author
Good refresher
5
Anonymous Author
Fun questions.
5
Member's Profile
Great Course.
4
Anonymous Author
valued course
5
Member's Profile
Great Course!
5
Member's Profile
Great course!
5
Anonymous Author
Great course!
5
Member's Profile
Great Lesson!
5
Anonymous Author
Good review!
5
Anonymous Author
Nice summary
Member's Profile
intro course
5
Member's Profile
great course
5
Anonymous Author
great course
5
Anonymous Author
Great Course
5
Member's Profile
Good course!
5
Member's Profile
to the point
5
Member's Profile
Good course.
5
Anonymous Author
Great time.
5
Member's Profile
Good course
4
Member's Profile
nice review
5
Member's Profile
Great job!
5
Anonymous Author
very good
3
Member's Profile
ok course
5
Anonymous Author
GREAT!!!
5
Anonymous Author
Good job
4
Member's Profile
quick
5
Anonymous Author
quick
4
Anonymous Author
Ok
5
Anonymous Author
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 .
Course Syllabus
INTRODUCTION and OVERVIEW
  20:33Ratio Summary
  10:45Financial Statement-Income Statement
  10:46Comments on Solvency, Profitability and Market Value Ratios
  3:18Ford Motor Company Ratio Analysis
  5:46 Limitations and Problems with Ratio Analysis and Qualitative Factors
Continuous Play
  57:28Financial Statement Ratio Analysis
Supporting Materials
  PDFSlides: Financial Statement Ratio Analysis
  PDFFinancial Statement Ratio Analysis Glossary/ Index
Review & Test
  quizREVIEW QUESTIONS
 examFINAL EXAM