Summary of Key Financial Analysis Principles

February 14, 2023

The Corporate Financial Institute (CFI) has released an easy-to-follow and very visual presentation on key financial analysis principles. This overview offers an easy place to get a brush up on these topics before embarking on your next budgeting period. 

The guide covers the financial statements: Income statement, balance sheet, and statement of cash flows. 

It guides and then dives into the following areas:

  • Vertical analysis 
  • Gross profit margin
  • Operating profit margin
  • Net profit margin
  • Efficiency ratio
  • Solvency ratio
  • Horizontal analysis
  • Benchmarking

Access the full presentation