Financial

Statement
Analysis
Collection of 10+ PowerPoint Template
Comparative analysis of company financial statement
This slide shows the comparative analysis of organizations balance sheet. It covers information about shareholder’s fund, non – current liabilities, assets, etc.

Particulars
2022 Amount ($) 2023 Amount ($)

Equity and Labilities

Shareholder’s Fund
a. Share Capital 200000 300000

b. Reserve & Surplus 22000 40000

Non-Current Liabilities
a. Long Term Loans 40000 37000

Current Liabilities
a. Creditors 46000 50000

b. Short Term Loans 20000 8000

Total 220000 225000

Assets
Non Current Assets
a. Buildings 80000 90000

b. Long Term Investments 56000 60000

Current Assets
a. Trade Receivables 36000 26000

b. Inventory 40000 40000

c. Cash & Bank 30000 20000

Total xxx xxx

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Six step process of financial statement analysis
This slide shows the six stages process of financial statement analysis. These steps are list down the purpose of analysis, data collection, process collected data, data interpretation, conclusions and review.

Review and Revise Purpose of Analysis

06 01

Conclusions
Data Collection
and Recommendations 05 02

04 03
Data Interpretation Process Collected Data

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Financial statement analysis of organization revenue and expenses
This slide shows pie chart of organizational revenue and expenses. It can be used by a firm to categorize revenue and expenses sources.

Revenue Expenses

Add Text Here

Add Text Here
Services Add Text Here
10% Add Text Here 5%
5%
20%
Commissions 5%
10% Add Text Here
5%
Rent 5% Salaries
5%
Advertising

70%
Products
60%

75% of revenue that is 65% expenses that is Add text here Add text here
5 Million is generated 2 Million is incurred on

Key Insights from products salaries of staff

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Financial statement analysis dashboard with cash balance
This slide shows the cash financial statement analysis dashboard of the firm. It covers KPIs such as quick ratio, current ratio, cash balance, days sales outstanding, etc.

Working Capital Cash Conversion

Days Sales Outstanding Days Payable Outstanding

Quick Ratio
Cash Balance
3.08
$5,500,600
In $800,000 30 40
Current Ratio
Out 500,000
5.60
AR Turnover vs. AP Turnover Accounts Payable by Payment Target
4
35K

Cash | at End of Month 30K

20K

2 20K

10K
8K
7K

0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

0K Accounts Receivable Turnover Not Due Series1

<30 Days <60 Days <90 Days
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec < 90 Days
2023 2023 2023 2023 2023 2023 2023 2023 2023 2023 2023 2023 Accounts Payble Turnover

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Financial statement analysis dashboard with operating profit margin
This slide shows the financial statement analysis dashboard of organization. It covers various KPIs such as OPEX Ratio, operating profit margin, gross profit margin, net profit margin, etc.

Income Statement

Revenue $506.408
80% 60% 25% 25%
Cogs $228.235

Gross Process $555.258

OPEX Ratio Operating Profit Margin Gross Profit Margin Net Profit Margin

OPEX $258.752
EBIT
40K Month-to-Month | YTD Sales $789.158
EBIT Actual EBIT Target
20K
Marketing $50.478

0K
Jan 2023 Feb 2023 Mar 2023 Apr 2023 May 2023 Jun 2023 Jul 2023 Aug 2023 Sep 2023 Oct 2023 Nov 2023 Dec 2023 General & Admin $60.146

Other Income $$2.555

OPEX
Month-to-Month | YTD
100K
Other Expenses $7.856

Sales Marketing General & Admin OPEX Ratio Operating Profit

$489.147
(EBIT)
50K

Interest and Tax $30.248

0K
Jan 2023 Feb 2023 Mar 2023 Apr 2023 May 2023 Jun 2023 Jul 2023 Aug 2023 Sep 2023 Oct 2023 Nov 2023 Dec 2023 Net Profit $90.759

EBIT – Earnings Before Interest and Taxes OPEX – Operating Expenses

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3 tools of financial statement analysis
This slide shows the tools and techniques of financial statement analysis. These tools are ratio, trend and cash flow analysis.

Usability

Ratio Analysis
› Liquidity Ratio :- Cash and current ratio › Operating Profit Evaluation
› Solvency Ratio :- Debt and interest › Add text here
coverage ratio
› Add text here

Trend Analysis
› Use historical financial data of company › Strategic Planning
for the last 5 years › Add text here
› Identify finance patterns
› Add text here

Cash Flow Analysis

› Analyze cash flow from operating, › Cash Status analysis
investing and financing activities › Add text here
› Helps in cash management
› Add text here

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Comparative analysis of financial statement ratios
This slide shows the comparative analysis of various financial ratios. It includes revenue, cost of revenue, gross profit, net profit etc.,

2022 2023
Revenue $12,000 $15,000

Cost of Revenue $7,000 $ 8,000

Gross Profit $5,000 $7,000

Income from Operations $xxx $xxx

Net Profit $xxx $xxx

Debt Ratios
Total Assets $xxx $xxx

Total Liabilities $xxx $xxx

Total Owner’s Equity $xxx $xxx

Debt to Asset Ratio 74% 87%

Debt to Equity Ratio 65% 74%

Investments Return
Net Income $xxx $xxx

Total Assets $xxx $xxx

Return on Investment 5.7% 6.4%

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Statistics showing comparative analysis of financial statement ratios
This slide shows the financial analysis of current and quick ratio. It can be used by a firm to graphically represent current and quick ratio status.

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Key Takeaways
Current Ratio Quick Ratio

6 Current ratio has been increased by

2.5 from 2021 to 2023 due to high
valuation of stock

4
Quick ratio has been decreased by
3 from 2021 to 2023 due to
decrease in sales

2
Add text here

Add text here

0
2020 2021 2022 2023

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 Icon for financial
statement analysis

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Financial statement analysis icon
for strategic planning

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