Financial Statements, SEC Filings and Ratio Analysis

Overview

Class Central Tips

The objective of Financial Statement and Ratio Analysis for MBAs is to provide you with the knowledge and skills necessary to analyze, interpret, understand, and use financial information to make informed decisions. We will discuss financial reporting from a user’s perspective, use a variety of tools to break apart financial reports into meaningful units for analysis, forecast financial statements, and value a firm. This course is intended to give you exposure to the issues facing users of financial statements. You will better understand your role in the financial reporting process if you know how the financial statements will ultimately be used. Financial Statement and Ratio Analysis for MBAs will require you to think critically about issues for which there can be more than one “correct” answer. Hence, your analysis and conclusions must be based on sound assumptions and well-constructed analysis and arguments.

Syllabus

Course Introduction

You will become familiar with the course, your classmates, and our learning environment. The orientation will also help you obtain the technical skills required for the course.

Module 1: Introduction to Financial Statements & Basic Accounting Principles

In this module, you will review financial statements and basic accounting principles and learn the differences between the book value, intrinsic value, and market value of equity.

Module 2: Introduction to SEC Filings

In this module, you will obtain an understanding of the most common SEC filings and the information included within them.

Module 3: Financial Ratios and Share Buybacks

In this module, you will obtain an understanding of common financial ratios, learn how to calculate various ratios, and understand the performance drivers of the applicable ratios.