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Financial Ratio Analysis Using Excel (Including Charts)!!

This video explains how to perform financial ratio analysis using Excel in a practical business context. The Excel template used in the lecture is provided.

7 learners are taking this course

Level Basic

Course period Unlimited

  • dymanagementlab
Accounting
Accounting
Financial Management
Financial Management
CFO
CFO
Accounting
Accounting
Financial Management
Financial Management
CFO
CFO

What you will gain after the course

  • Financial Ratio Analysis

  • Financial Analysis

DY Management Research Institute

(Director Dae-young Lyu, Ph.D. in Business Administration / Certified Management Consultant (Finance))

I am Daeyoung Lyu, and I run 'DY Management Research Institute' on YouTube and N-Blog.

Based on my corporate experience and academic background in business administration, I aim to provide practical assistance to professionals in related fields. I offer highly practical approaches that can provide immediate help across various areas, including costing, management, accounting, financial business planning, investment attraction, and general management. If you are interested in my lectures or wish to collaborate within my areas of expertise, please contact me via email!


※ Areas of Expertise:

  • Management/cost consulting, feasibility studies, financial business planning, management simulation, and financial projections for fundraising.

  • Practical Excel training, data visualization using Excel, and business efficiency through Excel. We will cut your work time in half.

  • I welcome inquiries regarding lectures, project requests, and Q&A related to my areas of expertise and YouTube videos.




Financial Ratio Analysis Using Excel (Including Charts)


This video analyzes a company's financial ratios. Along with the video, I am providing the Excel template used in the demonstration.

Once the financial statements (Income Statement, Balance Sheet) are organized, the Excel template automatically performs ratio analysis in terms of growth, stability, profitability, and efficiency.


The ratio analysis across the four aspects is as follows.


- Growth :

Sales Growth Rate, Total Asset Growth Rate, Tangible Asset Growth Rate, Equity Growth Rate


- Stability:

Current ratio, debt-to-equity ratio, dependency on borrowings


- Profitability:

Net Profit Margin, Operating Profit Margin, Gross Profit Margin, Return on Assets (ROA), Return on Equity (ROE)


- Efficiency:

Total Asset Turnover, Inventory Turnover, Accounts Receivable Turnover


In addition to quantitative ratio analysis, the results are converted into scores to visualize the degree of improvement compared to the company's past performance through charts. Comparisons between your company and competitors are also visualized in charts.


If you have a basic Excel template, even a finance beginner can follow along without much difficulty.

I am providing the template and a link to the instructional video. You will be able to follow along easily by watching the video.














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Who is this course right for?

  • Finance Department

  • Business Management Department

  • Accounting Department

Need to know before starting?

  • Basic Accounting

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Reviews

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Answers

4.5

Rating

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Courses

I am Daeyoung Ryu, and I run 'DY Management Research Institute' on YouTube and Naver Blog.

Based on my professional experience and studies, I aim to provide practical assistance to those working in related fields. I offer highly hands-on approaches that can be immediately applied across various areas, including costing, management, accounting, financial business planning, investment attraction, and overall business management.

I am here to help. I provide highly practical and immediate solutions across cost accounting, management, accounting, financial business planning, investment attraction, and overall business management.

  • YouTube DY Management Research Institute: www.youtube.com/@dy-4714

  • Naver Blog DY Management Research Institute: https://blog.naver.com/udae025

※ Areas of Expertise:

  • Management/cost consulting, feasibility studies, financial business planning, management simulation, and financial projections for investment attraction.

  • Practical Excel training, data visualization using Excel, and improving work efficiency through Excel. I will cut your working time in half.

  • I welcome inquiries regarding lectures, project requests, and Q&A related to my areas of expertise and YouTube videos.

Data visualization and business efficiency using Excel. I will cut your work time in half. I welcome requests for lectures, projects, and Q&A regarding my areas of expertise and YouTube videos.

Curriculum

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4 lectures ∙ (26min)

Course Materials:

Lecture resources
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