Financial Ratio Analysis Report Sample

Financial ratio analysis compares relationships between financial statement accounts to identify the strengths and weaknesses of a company.

Financial ratio analysis report sample. This tutorial is going to teach you to do a cursory financial ratio analysis of your company with only 13 ratios. Download ratio analysis excel template ratio analysis is a type of financial statement analysis used to obtain a rapid indication of a company s financial performance in key areas of a business. Liquidity solvency efficiency profitability equity market prospects investment leverage and coverage. The main task of an analyst is to perform an extensive analysis of financial statements three financial statements the three financial statements are the income statement the balance sheet and the statement of cash flows.

Of course you need either past financial statements to compare your current financial statements against or you need industry data. Ratios are utilized for quantitative analysis to asses a business performance leverage liquidity growth profitability valuation rates of return margins and more. The business ferret analysis is more than just a report. Quick analysis financial reports.

You can use ratio analysis to evaluate various aspects of a company s operating and financial performance like its efficiency liquidity. The collection of reports included in this document is based on the sample client data that has been transferred from csa for the facs01 sample client with facs02 and facs03 set up as industry peers as outlined in the financial analysis cs getting started guide. Yes with only 13 financial ratios you can get a pretty good idea of where your company stands. Financial ratios are created from information contained in financial statements and are used to gain insight about a company.

We created financial analysis report samples from six companies in six different industries to show you what this powerful monthly analysis tool can do. Financial ratios are usually split into seven main categories. An activity ratio relates information on a company s ability to manage its resources that is its assets efficiently. A shareholder ratio describes the company s financial condition in terms of amounts per.

This financial ratio analysis template more is ready made and professionally designed for you to make an effective analysis that compares financial statements to provide meaningful relationships between individual values that would then be used during major decisions for the company. A financial leverage ratio provides information on the degree of a company s fixed financing obligations and its ability to satisfy these financing obligations. The template is also well researched and industry compliant. These financial analysis reports can be created for any publicly traded company or any private company if the financial data is supplied.