What is a financial analysis?
Financial analysis is a key tool for assessing the financial situation and performance of a company. It examines various aspects - including profitability, liquidity and stability - to create a comprehensive picture of the economic situation. By analyzing key financial figures, the strengths and weaknesses of the company can be identified. At the same time, it serves as a guide for investors and other stakeholders who want to assess the financial health and future viability of the company. The financial analysis combines figures with perspectives for action and thus forms an important basis for long-term success.
For whom is financial analysis interesting?
Financial analysis is important for a large number of stakeholders. For the management of a company, it serves as a basis for decision-making in order to develop strategic plans and improve operational efficiency. Investors use the analysis to assess the profitability and risk of their potential investments. Banks and lenders are interested in the company's ability to repay loans and therefore examine its financial stability. Suppliers and business partners also look at the results to assess the reliability of a company as a business partner.
What are important methods of financial analysis?
The most important methods of financial analysis include ratio analysis, which examines parameters such as profitability, liquidity and debt, and balance sheet analysis, which evaluates a company's net assets, financial position and results of operations. Cash flow analysis provides insights into solvency, while trend analyses show financial developments over time. In addition, the P&L analysis provides detailed information on income and expenses in order to better understand a company's profitability. Together, these methods provide a comprehensive picture of a company's financial situation and future viability.
Everything about financial analysis in one template
With our PowerPoint template on the topic of financial analysis, you will receive all the important information you need to present the topic in your company and plan your own financial analysis. Understand the different types of financial analysis and what the analysis process looks like. Discover our collection of methods and key figures that you can incorporate into your own financial analysis. Our template slides will help you present the results of your financial analysis directly in PowerPoint. Download our template today!
With this template for PowerPoint you can …
- present important information on the topic of financial analysis.
- visualize the different types of financial analysis.
- learn important methods and key figures for financial analysis.
This PowerPoint template contains:
- Quote
- What is a financial analysis?
- Definition of financial analysis
- Importance of financial analysis
- Financial planning and financial analysis
- Internal vs. external financial analysis
- What is examined in a financial analysis?
- For whom is financial analysis interesting?
- Financial analysis and corporate planning
- Advantages of effective financial analysis
- Success factors
- Types of financial analysis
- Vertical financial analysis
- Horizontal financial analysis
- Leverage analysis
- Growth rates
- Profitability analysis
- Liquidity analysis
- Efficiency analysis
- Valuation analysis
- Analysis of variance
- Financial analysis process
- Objectives and planning
- Data collection
- Analysis methods
- Interpretation of results
- Create results report
- Derivation of recommendations for action
- Monitoring and follow-up
- Methods of financial analysis
- Balance sheet analysis
- Example balance sheet
- P&L analysis
- Profit and loss account example
- Cash flow analysis
- Three types of cash flows
- Sensitivity analysis
- Example of sensitivity analysis
- Key figures
- Profitability ratios
- Liquidity ratios
- Debt ratios
- Efficiency indicators
- Valuation ratios
- Financial performance indicators
