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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: November 4, 2020
150 Reviews (528 ratings)Reviews
Richard Dandan
(Senior Accounting Specialist at National Food Authority)
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..
Anonymous
(Staff Acct/Analyst)
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.
Judith Moscova
(Accountant at N/A)
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.
Devery Adair
(CFO at PLI Industries LLC)
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.
Anonymous
(Finance Manager)
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.
Anonymous
(Independent Financial Consultant)
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.
Anonymous
(-)
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.
Alex Ristevski CTP, CRC
(VP, Portfolio Manager at SunTrust Bank)
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.
Tim Philips
(Controller at Self)
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 ......
Carolyn Wooley
(Financial Reporting Manager at THM)
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.
Jason Rosenblatt
( at CiBO Technologies)
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
Anonymous
(Financial & Accounting Consultant)
The course provided the basic information regarding ratio analysis. However, the presentation style could be more interesting with more interesting real life examples.
Anonymous
(Research Service Analyst)
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.
Anonymous
(Treasury and Fixed Asset Accountant/Reco..)
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.
Thomas Hayes
(Clinical Associate Professor at University of Arkansas)
Well organized course. I like this as a good intro to ratio analysis in my classes. Anyone teaching intro or intermediate accounting should benefit.
Steven Boccia
( at Fairfield University)
Great course! Very informative! Learned a lot about the importance of ratio analysis and various ratios used to compare companies to their competitors
Aminah Bey
(Senior Financial Analyst at Nemours)
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.
Peter Morris
(Consultant at Treasury)
Excellent presentation. Even though it was mostly relevant, other ratios such as EBITA should have probably have been reviewed in greater detail.
Doug Harrison
(Manager at RSM)
Very basic with just enough discussion to justify the various analysis presented. Speaker understood that less was better for many of the ratios
Ara Toroyan
(Director - Financial Planning & Proc.. at NCCI Holdings, Inc.)
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.
Dorothy Chan
(Director of Financial Planning & Acc.. at Allergan)
Very good refreshed course for financial ratios and good to learn about the qualitative factors which should be considered for ratio analysis.
Charles Elwis
(None at none)
This course show how the financial ratios can be applied to example statements and the analyzed. This is a good review for all practioners
Lorna Fisher
(Retired Finance Professional with active.. at Retired and enjoying time to pursue pers..)
Very good overview of how to calculate the financial ratios and how to interpret the results. Speaker and materials were very good.
Tim Thomas
( at Tim Thomas CPA LLC)
Good instructor. Liked the insight into the DuPont ratio and the usefulness of it for possible forecasting methods if any.
Anonymous
(Manager - Billing Staff & Financial ..)
Very enlightening and clearly presented. The explanation of the significance of the ratios are very helpful. Thanks you.
Anonymous
(Compass Consultant)
The content regarding the analysis of the ratios and which ratios should be higher or lower was very clear and helpful.
Bryan Oliver
(Senior Accounting Analyst at UMB Financial Corporation)
Would have liked a little more discussion on the DuPont Equation and how much it's actually used in real-life scenarios
Yoshihiro Nishimura
(Director of Finance, Coporate Business F.. at WACOM Co., Ltd.)
It was good to remind me of the basics of ratio analysis. I would like to see more real world examples in next course.
Halina Kovel
(Sr Revenue Accountant at Yelp)
Brief but useful overview of all important ratios that are necessary to know for all finance/accounting professionals
Lawrence Hirsch
(Controller at Builders design)
This is a very comprehensive Ratio presentation and provides a basis for the newly acquired skill-set. Great hour.
John Filbert
(Consultant at DLC Group)
Nice update on financial statement ratios. Great for new hires at your firm or if you would like a quick refresh.
Anonymous
(Financial Controller)
I like simplicity of the content of the course. How with simple things we can measure the wellness of a company.
Lynne Bromley Holloman
(Accounting Manager at Woodside Equine Clinic)
Financial analysis is a lot of fun. When you dig into the details, you can really see how a company is doing.
Wilson Karanja
(Chief Executive Officer at Springboard Capital Ltd)
Power point presentation are very articulate. I also like the summary material given at the end of the course
Anonymous
(CPA/Investment Advisor)
Bad audio, but otherwise a decent course. Fairly basic info for anyone who is already a CPA but nice summary
Sanjoy Choudhury
View Instructor Profile
Very crisp presentation on ratio analysis including income statement, balance sheet and cash flow statement
Anonymous
()
Course was worth the time. Good refresher on some basic ratio analysis topics. My thanks to the presenter.
Ashraf Al-Haj
(CFO at Al Jeel Medical company / El Ajou Group )
It is comprehensive and detailed course , I like it , it makes me understand well the ratio analysis.
Lindsay Elizondo
(President at Thomas Ho Company Ltd)
The course provides a nice overview of ratio analysis, providing ratio definitions and applications.
Anonymous
(Bookkeeper)
Good refresher course. The sound quality was a little poor in areas as well but overall good course!!
Chris Daniels
(Lead Accountant at Intuit, Inc)
I thought the material was good however the sound was sometimes tinny; could have used a better mic.
Anonymous
(Accountant)
Will still have to go over this again to have a proper insight. Struggling with the interpretation.
Anonymous
(Associate with Two Degrees)
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.
Kade Tibbetts
(Transaction Advisory at Intrinsic)
General overview of ratio analysis and how it is applied to financial statements and forecasting.
Timothy Halliday
(Consulting Senior at EKS&H)
Very good course that was helpful for understanding various ratios and when they are appropriate.
Anonymous
(Finance consultant)
Is to understanding a great tool for relearning the use ratios in evaluating a company results.
Loren Benner
(Controller at M H Eby, Inc)
It was a good review of the important ratios every company should review at least annually.
Anonymous
(Financial Services Professional)
Nicely presented and explained. A good revision and refreshing course. Easy to understand.
Anonymous
(-)
Very good course with practical application. I appreciate the structure of this lesson.
Anonymous
(Not Provided)
This course is well organized to explain the most fundamental ratios in one hour.
Penny Pearlman
(Financial Planning Analyst at NCCI Holdings)
I felt this course was very interesting and helped be refresh my ratio analysis.
Kevin Murray
(Controller at DA Collins)
Excellent presentation of ratios and their relationship to financial statements.
Anonymous
(Consulting CFO & Senior Director - N..)
Nice overview of financial ratios, plus a good review of the DuPont Equation.
Anonymous
(Not Provided)
Excellent description of financial ratios and learned from the example given.
Anonymous
(General Ledger Accountant)
I highly recommend this to others because I learned a lot from this course.
Anonymous
()
Helpful course. Cleared up confusion on certain elements of ratio analysis.
Nice presentation and explanation from the video and supporting slides.
Alex Bonn
(Student at Fairfield University)
very interesting and I would suggest this course to a college student
Anonymous
(Technical Accountant)
Very sharp and too the point presentation. DuPont analysis is good.
Michael Maffucci
(student at Fairfield University)
A lot of formulas. I thought the lecture was dragged out a bit.
Anonymous
(Accountant)
Good overview of the different ratios and how to interpret them.
Forrest Savage
( at Fairfield University)
Good review on ratio analysis and the instructor was effective
Greg Vaughn
(Director of Accounting and Finance at Pinelake Church)
Course was too elementary for seasoned finance professionals.
Chirag Patel
(Manager - Financial Planning & Analy.. at TATA Consultancy Services)
I have liked an overall presentation.
Thank you,
Chirag
Kirit Kapadia
( at Kirit KapadiaCPA)
Good analysis mathod. Tere are more ratios that can be added
Anonymous
(Tax Manager)
A good introduction or refresher to basic financial ratios.
Chris Grimes
(Rules Master at Cisco)
Basic review of financial statement ratios. Good overview.
Mike Fullmer
(Controller at StateFire)
Interesting course on ratio analysis. Helpful review.
Anonymous
(Financial Analyst)
Good review of often used financial reporting ratios.
Samuel Funt
(Senior Auditor at Members 1st FCU)
Excellent overview of key financial statement ratios!
Anonymous
(General Accounting Manager)
Content was very informative and concisely delivered
Anonymous
(CPA)
I finally understand how to use the Dupont Equation
Anonymous
(Analyst)
A lot of valuable insight packed into 50 minutes.
Great course, very interesting topics and material!
Anonymous
(Finance)
Overall the course is good but need more examples
Stanley San Sok
(Logistics and Purchasing Manager at Crown Bioscience, Inc.)
Thank you very much for the informative course!
Fred Neftin
(student at Fairfield University)
Great refresher on financial statement analysis
Shelly Woods
(Market Controller at KTXS News)
Very clear explanation of basic ratio analysis
Federico Arditti
(Regional Controller at VFC)
Really interesting but a little bit boring.
Anonymous
(Vice President of Finance )
Great review/refresher for ratio analysis
Anonymous
(Controller)
Good review of ratios and DuPont Equation
George Welch
(Staff Accountant at Correct Care Solutions)
A lot of info in a short amount of time.
Anonymous
(VP, Finance)
Good overview course on financial ratios
Clifton Rodney
(Controller at Accountants On Site)
Exam should contain a few more questions
Anonymous
()
Great explanations of important metrics.
Anonymous
(Not Provided)
A bit long, but overall a great course
Anonymous
(SVP, Finance)
Good review of the fundamental ratios
Anonymous
()
Broken down into digestible chunks.
Anonymous
(Consultant)
Good overview of the various ratios.
Anonymous
(Director of Finance and Contracts)
good info and easy to understand.
Anonymous
(Chief Financial Officer)
Goo explaination of basic ratios
Kevin Barnes
(- at Next Level Solar)
Concise and well explained topic
Anonymous
(Financial Consultant)
Excellent course. Great review.
Matt Osmundsen
(Director of Financial Planning at Baldwin Technology Company, Inc.)
Great course! Very informative.
Anonymous
(Senior Financial Analyst)
Simple & Effective presentation
Anonymous
(CFO)
Great refresher course, thanks
Kat Hanington
(Revenue Recognition Lead at Intuit)
Good refresher of finance 101.
Steven Moore
(Certified Management Accountant; CMA at ArdentAccounting)
Decent presentation. Thanks!
Jenica Roma De Vera
(General Ledger Accountant at Netsuite Philippines Inc.)
It's a good refresher course.
Anonymous
(auditor)
I liked the Dupont equation
Anonymous
()
Great course and powerpoint
Brendan Lynch
(Research Intern at InSite Search A Division of Chaves &..)
Pretty informative course
Anonymous
(VP)
Very easy to understand.
Anonymous
(Not Provided)
It was a good overview.
Anonymous
(Senior Treasury Analyst)
great review of ratio
Anonymous
(NA)
Good refresher course
Anonymous
(Financial Consultant)
good refresher course
Gayle Christopher
(Not Provided at Midasco)
I enjoyed this course
Anonymous
(Controller)
Good Ratios to use
Siva Vinay
(Interim Controller at Navona)
excellent analysis
Simon Adell
(Chief Financial Officer at Undisclosed)
Thorough overview.
Anonymous
()
VERY INTERESTING
Anonymous
(Manager, Accounting)
Informative class
Anonymous
(Sr. General Ledger Accountant)
Great refresher!
Anonymous
(Accountant)
good information
Anonymous
(Senior Accountant)
Good refresher
Anonymous
(Sr Financial Analyst)
Good overview.
Douglas Ronald
(---- at ------------)
Good summary!
Anonymous
(-Accountant)
Great overview.
Anonymous
()
Good refresher
Anonymous
(Accountant II)
Fun questions.
Dave Laliberte
(GM at Illumeo)
Great Course.
Anonymous
(Fiscal Officer)
valued course
Scott Berlinguet
(student at Fairfield U)
Great Course!
Great course!
Anonymous
(Financial Analyst)
Great course!
Henry Guo
(Analyst at Fairfield University)
Great Lesson!
Anonymous
(Managing Partner)
Good review!
Anonymous
(Farm and Nursery Manager)
Nice summary
Charles Howery
(- at Versona)
intro course
Radhesh Pradhan
(Accounting Manager at DGN Technologies Inc)
great course
Anonymous
(Associate Financial Analyst)
great course
Anonymous
()
Great Course
William Woods
( at Fairfield University)
Good course!
valerie mclaughlin
(Not Provided at n/a)
to the point
Nicole Johnson
(Staff Consultant at EKS&H)
Good course.
Anonymous
()
Great time.
Gianni Sbarro
( at Fairfield University)
Good course
Alexander Makielski
( at Pero)
nice review
Troy Kindle
(Learning and Development Manager at IFS )
Great job!
Anonymous
(Senior Accountant)
very good
Joseph Murphy
(None at Fairfield University)
ok course
Anonymous
()
GREAT!!!
Anonymous
(General Accountant & senior Auditor)
Good job
Terry Hartmann
(Trustee at GEVA Theatre Center)
quick
Anonymous
()
quick
Anonymous
(Vice President Finance EMEA & ASIA P..)
Ok
Anonymous
(Chief Financial Officer)
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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 .