Fundamentals Analysis

Master the art of fundamental analysis with our comprehensive course designed to elevate your investment strategies

Understanding a Company's Basics

Grasping how a company operates at a big-picture level to build a foundational understanding before deep diving into detailed analysis and investing decisions.

Financial Statements

An overview of the primary financial statements: the income statement, balance sheet, and cash flow statement.

Profitability - A Key Indicator

Exploring the importance of profitability as an indicator of a company's financial health and long-term viability.

Understanding Net Income

A deep dive into net income and its significance in assessing a company's performance.

Baselining Net Income for Comparison

Methods to standardize net income for accurate comparisons across different companies and time periods.

Accurate Asset Baselines for Financial Analysis

Techniques for establishing accurate asset baselines to ensure reliable financial analysis and comparisons.

Average Assets as Baseline for Financial Analysis

Utilizing average assets to create a consistent baseline for financial analysis, enhancing the comparability of financial metrics.

Understanding Return on Assets

Analyzing Return on Assets (ROA) as a measure of a company's efficiency in using its assets to generate profit.

Change in Return on Assets

Examining the factors that cause changes in ROA and what these changes indicate about a company's operational performance.

Types of Cash Flow

An introduction to the different types of cash flow, including operating, investing, and financing cash flows.

Cash Flow from Operations

Focusing on cash flow from operations, its calculation, and its role in assessing a company's core business performance.

Accruals

Understanding accrual accounting, the impact of accruals on financial statements, and their importance in financial analysis.

Sloan Ratio

Learning about the Sloan ratio, a measure used to identify the extent of accruals in a company's earnings.

Leverage

Exploring leverage, its types, and how it affects a company's financial risk and return profile.

Change in Leverage

Analyzing how changes in leverage impact a company's financial stability and cost of capital.

Current Assets & Liabilities

A comprehensive look at current assets and liabilities, and their significance in evaluating a company's short-term financial health.

Current Ratio

Calculating and interpreting the current ratio as a measure of a company's liquidity.

Change in Current Ratio

Investigating the causes and implications of changes in the current ratio over time.

Common Shares Outstanding

Understanding common shares outstanding and their role in equity valuation and earnings per share calculation.

Change in Common Shares Outstanding

Examining the reasons behind changes in the number of common shares outstanding and their impact on shareholders.

Gross Margin

Assessing gross margin as a measure of a company's production efficiency and pricing strategy.

Change in Gross Margin

Analyzing changes in gross margin to understand shifts in cost structure and pricing power.

Asset Turnover

Evaluating asset turnover as an indicator of how effectively a company uses its assets to generate sales.

Change in Asset Turnover

Exploring the factors driving changes in asset turnover and their implications for business performance.

Piotroski F-Score

Introduction to the Piotroski F-Score, a composite score used to assess the financial strength of a company.

Piotroski F-Score Interpretation

Interpreting the Piotroski F-Score and using it to make informed investment decisions.

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