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Ratio Analysis

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Tracy Williams

This course is Part 2 of the Credit and Credit Risk Analysis Professional Certificate program from the New York Institute of Finance. In this course, you willlearn how to review and analyze financial metrics and ratios that are used to assess borrowers performance and profitability. You will look at a few companies' business models, revenue generation, asset-conversion cycle, and asset quality and asset productivity.

You'll also review and analyze financial metrics and ratios that assess borrower liquidity, working capital and working investment, and short-term funding.

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This course is Part 2 of the Credit and Credit Risk Analysis Professional Certificate program from the New York Institute of Finance. In this course, you willlearn how to review and analyze financial metrics and ratios that are used to assess borrowers performance and profitability. You will look at a few companies' business models, revenue generation, asset-conversion cycle, and asset quality and asset productivity.

You'll also review and analyze financial metrics and ratios that assess borrower liquidity, working capital and working investment, and short-term funding.

Lastly, you'll learn how to analyze leverage and capital structure of a company and understand the borrower's off-balance-sheet risks, the risk of organization structure and the risks of management strategy.

What's inside

Learning objectives

  • Financial ratios, metrics, and analysis
  • Off-balance-sheet risks
  • Organization structures
  • Management

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Read about what's good
what should give you pause
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Explores financial ratios, metrics, and analysis relevant to assessing borrower performance and profitability
Reviews and analyzes financial metrics and ratios that evaluate borrower liquidity, working capital and working investment, and short-term funding
Examines leverage and capital structure of a company to understand their financial standing and risk
Helps learners develop skills in analyzing off-balance-sheet risks, organization structures, and management strategies
Provides insights into industry-standard financial analysis techniques for assessing credit risk
Taught by instructors from the New York Institute of Finance, known for expertise in credit analysis

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Ratio Analysis with these activities:
Seek Mentorship from Experienced Professionals
Accelerate your learning by connecting with mentors who can provide guidance and support.
Show steps
  • Identify potential mentors
  • Reach out and request mentorship
  • Establish regular communication
Compile and Organize Course Content
Prepare for success by organizing course content including notes, assignments, quizzes, and practice exams.
Show steps
  • Gather course materials
  • Create a filing system
  • Review and update materials regularly
Practice Financial Ratio Calculations
Sharpen your skills by performing repetitive exercises in financial ratio calculations.
Browse courses on Financial Ratios
Show steps
  • Find practice exercises
  • Work through the exercises
  • Check your answers
Four other activities
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Explore Online Resources for Financial Analysis
Enhance your understanding of financial metrics and analysis by seeking out and following tutorials.
Browse courses on Financial Analysis
Show steps
  • Identify relevant tutorials
  • Work through tutorials at your own pace
  • Apply what you learn to course materials
Attend Industry Webinars and Conferences
Connect with professionals and stay updated on industry trends by attending webinars and conferences.
Browse courses on Financial Analysis
Show steps
  • Identify relevant events
  • Register and attend the events
  • Network with professionals
Develop a Financial Analysis Case Study
Solidify your understanding of financial analysis by creating a case study that demonstrates your skills.
Browse courses on Financial Analysis
Show steps
  • Choose a company for analysis
  • Gather and analyze financial data
  • Develop a comprehensive report
Develop a Personal Investment Plan
Apply your knowledge to a real-world context by creating a personal investment plan.
Browse courses on Personal Finance
Show steps
  • Set financial goals
  • Research investment options
  • Develop an investment strategy

Career center

Learners who complete Ratio Analysis will develop knowledge and skills that may be useful to these careers:
Financial Analyst
This course, Ratio Analysis, is part of the Credit and Credit Risk Analysis Professional Certificate program from the New York Institute of Finance. It covers financial metrics and ratios used to assess borrower performance and profitability, as well as off-balance-sheet risks and the risks of organizational structure and management strategy. As a Financial Analyst, you will need to be able to analyze financial data to make informed investment decisions. This course will provide you with the skills and knowledge you need to be successful in this role.
Credit Analyst
The Ratio Analysis course from the New York Institute of Finance is a valuable resource for Credit Analysts. This course covers the financial metrics and ratios used to assess borrower performance and profitability. As a Credit Analyst, you will need to be able to analyze financial data to make informed lending decisions. This course will provide you with the skills and knowledge you need to be successful in this role.
Portfolio Manager
The Ratio Analysis course from the New York Institute of Finance is a valuable resource for Portfolio Managers. This course covers the financial metrics and ratios used to assess borrower performance and profitability. As a Portfolio Manager, you will need to be able to analyze financial data to make informed investment decisions. This course will provide you with the skills and knowledge you need to be successful in this role.
Risk Manager
The Ratio Analysis course from the New York Institute of Finance is a valuable resource for Risk Managers. This course covers the financial metrics and ratios used to assess borrower performance and profitability. As a Risk Manager, you will need to be able to analyze financial data to identify and mitigate risks. This course will provide you with the skills and knowledge you need to be successful in this role.
Auditor
The Ratio Analysis course from the New York Institute of Finance is a valuable resource for Auditors. This course covers the financial metrics and ratios used to assess borrower performance and profitability. As an Auditor, you will need to be able to analyze financial data to ensure that it is accurate and reliable. This course will provide you with the skills and knowledge you need to be successful in this role.
Investment Banker
The Ratio Analysis course from the New York Institute of Finance is a valuable resource for Investment Bankers. This course covers the financial metrics and ratios used to assess borrower performance and profitability. As an Investment Banker, you will need to be able to analyze financial data to make informed investment decisions. This course will provide you with the skills and knowledge you need to be successful in this role.
Private Equity Analyst
The Ratio Analysis course from the New York Institute of Finance is a valuable resource for Private Equity Analysts. This course covers the financial metrics and ratios used to assess borrower performance and profitability. As a Private Equity Analyst, you will need to be able to analyze financial data to make informed investment decisions. This course will provide you with the skills and knowledge you need to be successful in this role.
Hedge Fund Manager
The Ratio Analysis course from the New York Institute of Finance is a valuable resource for Hedge Fund Managers. This course covers the financial metrics and ratios used to assess borrower performance and profitability. As a Hedge Fund Manager, you will need to be able to analyze financial data to make informed investment decisions. This course will provide you with the skills and knowledge you need to be successful in this role.
Corporate Finance Manager
The Ratio Analysis course from the New York Institute of Finance is a valuable resource for Corporate Finance Managers. This course covers the financial metrics and ratios used to assess borrower performance and profitability. As a Corporate Finance Manager, you will need to be able to analyze financial data to make informed financial decisions. This course will provide you with the skills and knowledge you need to be successful in this role.
Financial Controller
The Ratio Analysis course from the New York Institute of Finance is a valuable resource for Financial Controllers. This course covers the financial metrics and ratios used to assess borrower performance and profitability. As a Financial Controller, you will need to be able to analyze financial data to ensure that it is accurate and reliable. This course will provide you with the skills and knowledge you need to be successful in this role.
Chief Financial Officer (CFO)
The Ratio Analysis course from the New York Institute of Finance is a valuable resource for Chief Financial Officers (CFOs). This course covers the financial metrics and ratios used to assess borrower performance and profitability. As a CFO, you will need to be able to analyze financial data to make informed financial decisions. This course will provide you with the skills and knowledge you need to be successful in this role.
Management Consultant
The Ratio Analysis course from the New York Institute of Finance may be useful for Management Consultants. This course covers the financial metrics and ratios used to assess borrower performance and profitability. As a Management Consultant, you may need to analyze financial data to make informed recommendations to clients. This course will provide you with the skills and knowledge you need to be successful in this role.
Data Analyst
The Ratio Analysis course from the New York Institute of Finance may be useful for Data Analysts. This course covers the financial metrics and ratios used to assess borrower performance and profitability. As a Data Analyst, you may need to analyze financial data to identify trends and patterns. This course will provide you with the skills and knowledge you need to be successful in this role.
Business Analyst
The Ratio Analysis course from the New York Institute of Finance may be useful for Business Analysts. This course covers the financial metrics and ratios used to assess borrower performance and profitability. As a Business Analyst, you may need to analyze financial data to make informed recommendations to stakeholders. This course will provide you with the skills and knowledge you need to be successful in this role.
Financial Advisor
The Ratio Analysis course from the New York Institute of Finance may be useful for Financial Advisors. This course covers the financial metrics and ratios used to assess borrower performance and profitability. As a Financial Advisor, you may need to analyze financial data to make informed recommendations to clients. This course will provide you with the skills and knowledge you need to be successful in this role.

Reading list

We've selected 12 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Ratio Analysis.
This handbook provides a comprehensive collection of financial ratios and their uses. It valuable reference tool for those who need to understand and use financial ratios in their work.
Provides a comprehensive overview of credit risk measurement and management. It valuable resource for anyone who wants to learn more about this topic.
Provides a comprehensive overview of financial risk management. It valuable resource for anyone who wants to learn more about this topic.
Provides a comprehensive overview of financial accounting and reporting. It valuable resource for anyone who wants to learn more about this topic.
Provides a comprehensive overview of auditing. It valuable resource for anyone who wants to learn more about this topic.
Provides a comprehensive overview of venture capital. It valuable resource for anyone who wants to learn more about this topic.
Provides a comprehensive overview of corporate finance. It valuable resource for anyone who wants to learn more about this topic.

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