Financial Statement Analysis: Key Accounting Metrics
Originally published: 25/10/2021 13:04
Last version published: 02/01/2024 09:55
Publication number: ELQ-62416-5
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Financial Statement Analysis: Key Accounting Metrics

This is an Excel tracking template that makes it easy to analyze and compare key Accounting ratios of publicly traded companies (or private companies).

Description
There are 17 ratios in this template. The user can go through each tab and input the required data and all the ratios will auto-calculate. Each tab has a definition for the ratio and the financial statements that input data is found on as well as a roll-up summary as well as a tracker that references the data for easier report summarization.

The tracking format is designed to be used to compare the same company over time or a single company against other companies in the same industry. You can do a lot more with the outputs such as grading the result of each key metric against some baseline and create all kinds of insights based on this data.

Ratios include:
-Working Capital -Quick Ratio
-Earnings per Share 
-Price-to-Earnings 
-Debt-to-Equity 
-Return-on-Equity 
-Gross Margin 
-Profit Margin 
-Dividend Payout 
-Berry 
-Return On Investment 
-Accounts Receivable Turnover 
-Days Sales in Inventory
-Inventory Turnover 
-Interest Coverage 
-Return on Assets
-Total Asset Turnover

The main benefit of doing such analysis on companies is that this gives a deeper understanding of the financial health of companies within the same sector. For example, if you like a given space, but want to see which company has the best financial management or health, pulling data from financial statements into this template will give much more clarity.


This template is also included in two bundles:
- All Models Bundle: https://www.eloquens.com/tool/P8Y4TX4v/finance/financial-forecasting-models/financial-models-120-useful-and-usable-logic
- Accounting Tools: https://www.eloquens.com/tool/axKzHNRV/finance/accounting/accounting-bundle-useful-excel-templates-for-accounting-department

This Best Practice includes
1 Excel model and 1 Tutorial Video

Acquire business license for $45.00

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Further information

Analyze and compare the financial statements of companies based on key ratios.

Publicly traded companies.


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