Andrew Bloomenthal has 20+ years of editorial experience as a financial journalist and as a financial services marketing writer. David Kindness is a Certified Public Accountant (CPA) and an expert in ...

One of the most effective ways to compare two businesses is to perform a ratio analysis on each company's financial statements. A ratio analysis looks at various numbers in the financial statements ...

Effective planning and financial management are the keys to running a financially successful small business. Ratio analysis is critical for helping you understand financial statements, for identifying ...

Ratio analysis assesses company performance using financial ratios. ITW improved profit margins and FCF through strategic alignment. ITW's stock outperformed S&P 500 over a decade, showing strategic ...

Q. I often perform horizontal, vertical, and trend analysis for clients. Each time revised financial statements arrive, I find myself recreating formulas, rechecking ranges, and confirming that ...

What if analyzing complex financial statements took seconds instead of hours? Imagine an investor reviewing a company’s balance sheet, income statement, and cash flow report, tasks that traditionally ...

Q. I read the JofA article last month about performing horizontal, vertical, and trend analyses in Excel. How can Excel be used to organize these analyses and highlight possible red flags in a company ...

Imagine being handed the medical chart of a company. Every revenue figure, every expense, every dollar of debt is laid out in front of you. The challenge is not whether the information exists, but ...

Investment decisions are often based on a company’s financial performance, and such performance is captured in its financial statements. The three examined in this course are the income statement, the ...

Jason Fernando is a professional investor and writer who enjoys tackling and communicating complex business and financial problems. David Kindness is a Certified Public Accountant (CPA) and an expert ...