Financial Statement Analysis: Key Accounting Metrics
There are 17 ratios in this template. The user can go through each tab and input the required data and all the ratios will auto-calculate. Each tab has a definition for the ratio and the financial statements that input data is found on as well as a roll-up summary as well as a tracker that references the data for easier report summarization.
The tracking format is designed to be used to compare the same company over time or a single company against other companies in the same industry. You can do a lot more with the outputs such as grading the result of each key metric against some baseline and create all kinds of insights based on this data.
Ratios include:
Working Capital
Quick Ratio
Earnings per Share
Price-to-Earnings
Debt-to-Equity
Return-on-Equity
Gross Margin
Profit Margin
Dividend Payout
Berry
Return On Investment
Accounts Receivable
Turnover
Days Sales in Inventory
Inventory Turnover
Interest Coverage
Return on Assets
Total Asset Turnover
The main benefit of doing such analysis on companies is that this gives a deeper understanding of the financial health of companies within the same sector. For example, if you like a given space, but want to see which company has the best financial management or health, pulling data from financial statements into this template will give much more clarity.
