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Bekhruzbek Ochilov, Bekhruzbek Ochilov, ACSI, and Bekhruzbek Ochilov, ACSI, IGCAP
In this 2-hour long project-based course, you will learn how to examine the company’s performance on a yearly basis, as well as against their peers. The learners will be able to analyze the company’s performance in terms of profitability, liquidity, activity,...
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In this 2-hour long project-based course, you will learn how to examine the company’s performance on a yearly basis, as well as against their peers. The learners will be able to analyze the company’s performance in terms of profitability, liquidity, activity, and solvency. The learners then will be able to communicate their findings. Note: This course works best for learners who are based in the North America region. We're currently working on providing the same experience in other regions. This course's content is not intended to be investment advice and does not constitute an offer to perform any operations in the regulated or unregulated financial market.
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Geared toward intermediate learners, as it assumes familiarity with business concepts
Taught by instructors who are recognized for their expertise in business
Involves hands-on practice and interactive materials
Does not require learners to go through any prerequisite courses
May not be suitable for complete beginners with no prior knowledge of business or finance
Focuses on practical skills and knowledge that are relevant to real-world business contexts

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Reviews summary

Financial ratio analysis: practical accounting

This course on financial ratio analysis for performance evaluation teaches learners how to evaluate a company's health and make informed conclusions based on its performance over time and against its peers. Students will learn key terms and formulas through a hands-on project where they analyze a company's performance using profitability, liquidity, activity, and solvency ratios. The course is suitable for beginners and intermediate learners, and is rated positively by students who appreciate the practical, project-based learning approach.
Suitable for learners with limited financial knowledge.
"good for beginners"
"a good introduction course to analyzing and understanding a company's performance indicators"
Hands-on project provides real-world practice in financial analysis.
"Those who want to do practical mistakes and learn from doing things must do this course."
"The project has shown basic formula to take the very first step into my journey of analysis."
Some learners experienced difficulty accessing course materials.
"Unable to find / download the Google Sheets course material, so can't work along with it."
"the explanation was ok all information is only said NOT provided yet I had to formula search online to come up with answers for your exams"
Instructor's pronunciation and voice clarity could be improved.
"The pronounciations and voice of instructor is unclear"
"Too unprofessional"
Project could include more financial analytical techniques and more course material.
"could include more financial analytical techniques"
"Great project though more course material should be included"

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 Analyzing Company Performance using Ratios with these activities:
Review basic accounting principles
Ensure a strong foundation in accounting before starting the course.
Browse courses on Accounting
Show steps
  • Review textbooks or online resources on basic accounting principles.
  • Complete practice problems and exercises.
  • Take a refresher course or workshop.
Practice using financial analysis software
Enhance your proficiency in using financial analysis software to support your learning.
Browse courses on Financial Analysis
Show steps
  • Identify relevant financial analysis software.
  • Complete tutorials or online courses on the software.
  • Practice using the software to solve financial analysis problems.
Read 'Corporate Finance' by Jonathan Berk and Peter DeMarzo
Get a head start on the course material by reading this foundational text on corporate finance.
Show steps
  • Acquire the book.
  • Read the assigned chapters.
  • Take notes on key concepts.
Five other activities
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Show all eight activities
Form a study group with classmates
Collaborate with peers to discuss course material, solve problems, and quiz each other.
Show steps
  • Find classmates who are interested in forming a study group.
  • Establish a regular meeting schedule.
  • Prepare for each meeting by reviewing the assigned material.
Complete practice problems from the textbook
Reinforce your understanding of the course concepts by solving practice problems.
Browse courses on Financial Analysis
Show steps
  • Identify relevant practice problems in the textbook.
  • Solve the problems.
  • Check your answers against the solutions provided.
Create a comprehensive study guide
Organize and summarize course materials to enhance your understanding and retention.
Show steps
  • Gather all relevant course materials, including notes, handouts, and assignments.
  • Review and identify key concepts and topics.
  • Create a structured outline for your study guide.
  • Summarize and condense the material into a concise and coherent format.
Create a financial model for a real-world company
Apply your knowledge of corporate finance to a real-world scenario by creating a financial model.
Browse courses on Financial Modeling
Show steps
  • Choose a company to model.
  • Gather financial data on the company.
  • Build a financial model using Excel or another suitable software.
  • Validate your model and make adjustments as necessary.
Contribute to an open-source financial modeling project
Apply your skills and contribute to the broader financial modeling community.
Browse courses on Financial Modeling
Show steps
  • Identify an open-source financial modeling project that aligns with your interests.
  • Review the project's documentation and codebase.
  • Identify an area where you can contribute.
  • Make a meaningful contribution to the project.

Career center

Learners who complete Analyzing Company Performance using Ratios will develop knowledge and skills that may be useful to these careers:
Financial Analyst
As a Financial Analyst, you will be responsible for analyzing the financial performance of companies and making recommendations on investments. This course will help you develop the skills you need to analyze financial statements, identify trends, and make informed investment decisions. The course will also help you build a foundation in financial accounting and reporting, which is essential for success in this field.
Investment Banker
As an Investment Banker, you will be responsible for advising companies on mergers and acquisitions, capital raising, and other financial transactions. This course will help you develop the skills you need to analyze financial data, evaluate investment opportunities, and make recommendations to clients. The course will also help you build a foundation in financial modeling and valuation, which is essential for success in this field.
Portfolio Manager
As a Portfolio Manager, you will be responsible for managing investment portfolios for clients. This course will help you develop the skills you need to analyze financial data, identify investment opportunities, and make investment decisions. The course will also help you build a foundation in investment management and portfolio theory, which is essential for success in this field.
Equity Research Analyst
As an Equity Research Analyst, you will be responsible for analyzing companies and making recommendations on their stocks. This course will help you develop the skills you need to analyze financial data, identify trends, and make informed investment decisions. The course will also help you build a foundation in financial accounting and reporting, which is essential for success in this field.
Credit Analyst
As a Credit Analyst, you will be responsible for assessing the creditworthiness of companies and making recommendations on lending decisions. This course will help you develop the skills you need to analyze financial data, identify risks, and make informed lending decisions. The course will also help you build a foundation in financial accounting and reporting, which is essential for success in this field.
Risk Manager
As a Risk Manager, you will be responsible for identifying and managing risks for companies. This course will help you develop the skills you need to analyze financial data, identify risks, and make recommendations on risk management strategies. The course will also help you build a foundation in financial accounting and reporting, which is essential for success in this field.
Auditor
As an Auditor, you will be responsible for examining the financial statements of companies and ensuring that they are accurate and reliable. This course will help you develop the skills you need to analyze financial data, identify risks, and make recommendations on accounting and financial reporting practices. The course will also help you build a foundation in financial accounting and reporting, which is essential for success in this field.
Financial Planner
As a Financial Planner, you will be responsible for helping clients achieve their financial goals. This course will help you develop the skills you need to analyze financial data, identify investment opportunities, and make recommendations on financial planning strategies. The course will also help you build a foundation in financial planning and investment management, which is essential for success in this field.
Management Consultant
As a Management Consultant, you will be responsible for providing advice to companies on how to improve their performance. This course will help you develop the skills you need to analyze financial data, identify problems, and make recommendations on solutions. The course will also help you build a foundation in business analysis and consulting, which is essential for success in this field.
Data Analyst
As a Data Analyst, you will be responsible for collecting, analyzing, and interpreting data to help companies make informed decisions. This course will help you develop the skills you need to analyze financial data, identify trends, and make recommendations on data-driven strategies. The course will also help you build a foundation in data analysis and data science, which is essential for success in this field.
Business Analyst
As a Business Analyst, you will be responsible for analyzing business processes and making recommendations on how to improve them. This course will help you develop the skills you need to analyze financial data, identify problems, and make recommendations on solutions. The course will also help you build a foundation in business analysis and process improvement, which is essential for success in this field.
Project Manager
As a Project Manager, you will be responsible for planning, executing, and closing projects. This course will help you develop the skills you need to analyze financial data, identify risks, and make recommendations on project management strategies. The course will also help you build a foundation in project management, which is essential for success in this field.
Operations Manager
As an Operations Manager, you will be responsible for overseeing the day-to-day operations of a company. This course will help you develop the skills you need to analyze financial data, identify inefficiencies, and make recommendations on operational improvements. The course will also help you build a foundation in operations management, which is essential for success in this field.
Sales Manager
As a Sales Manager, you will be responsible for leading a team of sales professionals and achieving sales goals. This course will help you develop the skills you need to analyze financial data, identify market opportunities, and make recommendations on sales strategies. The course will also help you build a foundation in sales management, which is essential for success in this field.
Marketing Manager
As a Marketing Manager, you will be responsible for developing and executing marketing campaigns to promote a company's products or services. This course will help you develop the skills you need to analyze financial data, identify target markets, and make recommendations on marketing strategies. The course will also help you build a foundation in marketing management, which is essential for success in this field.

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 Analyzing Company Performance using Ratios.
This classic book provides a detailed overview of value investing. It valuable resource for both beginners and experienced investors.
Provides a comprehensive overview of financial statement analysis, including how to use ratios to assess a company's performance. It valuable resource for both beginners and experienced analysts.
This textbook provides a comprehensive overview of financial reporting and analysis. It includes a chapter on ratio analysis and provides a good foundation for understanding the concepts covered in the course.
This textbook provides a comprehensive overview of financial statement analysis. It includes a chapter on ratio analysis and provides a good foundation for understanding the concepts covered in the course.
This textbook provides a comprehensive overview of financial analysis. It includes a chapter on ratio analysis and provides a good foundation for understanding the concepts covered in the course.
This textbook provides a comprehensive overview of financial modeling and valuation. It includes a chapter on ratio analysis and provides a good foundation for understanding the concepts covered in the course.
Provides a clear and concise introduction to financial statement analysis. It good resource for beginners who want to learn the basics of ratio analysis.
Provides a clear and concise introduction to ratio analysis. It good resource for beginners who want to learn the basics of ratio analysis.

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