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Quick Analysis Financial Reports. 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.
1 Explain the objectives of financial statement analysis. 2 Describe and use the following four analytical techniques: horizontal analysis, trend analysis, vertical analysis, and ratio analysis.
Depending on jurisdictional requirements, an annual report typically includes the financial statements, a management commentary and information about governance, strategy and business developments (often including corporate and social responsibility).
Financial statement analysis is the art of combining knowledge of an entity and the context and environment in which it operates with an understanding of how accounting numbers and financial statements are constructed, to gain insight into the financial well-being and performance of the entity.
In this free guide, we will break down the most important types and techniques of financial statement analysis. This guide is designed to be useful for both beginners and advanced finance professionals, with the main topics covering: (1) the income statement, (2) the balance sheet, (3) the cash flow statement, and (4) rates of return. 1.
What is the value of the equity? How risky is the equity? Basic Financial Statements. The balance sheet, which summarizes what a firm owns and owes at a point in time. The income statement, which reports on how much a firm earned in the period of analysis.
UNDERSTANDING FINANCIAL STATEMENTS Financial statements provide the fundamental information that we use to analyze and answer valuation questions. It is important, therefore, that we understand the principles governing these statements by looking at four questions: • How valuable are the assets of a firm?
