How to Read and Understand a Balance Sheet (Apple in Review)
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- เผยแพร่เมื่อ 12 พ.ค. 2024
- Get Access to My Course "Fundamentals of Financial Analysis" HERE: www.xelplus.com/course/learn-...
Dive into the world of financial analysis with this comprehensive guide on reading and analyzing a balance sheet, featuring Apple's latest financials. Perfect for analysts, managers, entrepreneurs, or aspiring investors!
🔍 What's Inside:
▪️ Understanding Financial Statements: Learn where to find financial statements, focusing on the 10-K (annual) and 10-Q (quarterly) reports, typically available in the Investor Relations section of a company's website.
▪️ Analyzing Apple's Balance Sheet: Get a step-by-step walkthrough of Apple's balance sheet, including key components like assets, liabilities, and equity.
▪️ Insightful Ratios for Financial Analysis: Discover important financial ratios like current ratio, debt ratio, and working capital days to assess a company's liquidity, capital structure, and operational efficiency.
▪️ Operational Efficiency Analysis: Explore Apple's management of assets through inventory days outstanding, receivable days, and payable days, culminating in the calculation of the cash conversion cycle.
▪️ Summarizing Financial Health: Conclude with a summary of Apple's financial health, highlighting liquidity, debt management, and operational efficiency.
In this video you'll learn how to read a balance sheet and how to calculate some important ratios. We'll cover the current ratio, debt ratio, working capital days, and the cash conversion cycle.
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00:00 How to Read and Analyze a Balance Sheet
00:34 10-K and 10-Q Reports
01:13 Assets
03:06 Liabilities
05:23 Equity
07:54 Ratios in Financial Analysis
08:26 Current Ratio
09:49 Debt Ratio
11:20 Inventory Days
12:32 Receivable Days
13:09 Payable Days
13:39 Cash Conversion Cycle
14:19 Summary
🎬 LINKS to related videos:
How the Balance Sheet Works: • How the Balance Sheet ...
Financial Leverage Explained: • How to Use Debt to Bui...
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#Excel #Finance
Get access to our complete Fundamentals of Financial Analysis course here 👉 www.xelplus.com/course/learn-financial-analysis/
Words cannot describe how appreciative I am for you doing such a series, slightly off Excel but delving into actual Finance principles. We don't even work for the same company, but I'd nominate you as "Employee of the Month" just for that!
Seconded!
Yes!!!!! I Third this! You rock - I have gained so much from you 😃
She’s awesome!!! How in the heck does she explain this better than my professors did in college???
I would really appreciate a video on how the P&L, Balance Sheet, and Cash Flow statements flow between each other.
How I wish again and again that these videos could have been there, when I was studying Accounting in college! Thank you Leila for the great explanation of these concepts. It was a welcome refresher! 😊👍
Thanks for this. As someone who doesn’t have a finance background, my knowledge of balance sheets is limited, but your video was very informative.
I cannot say enough about how good this lady is. I have watched to over 100 such videos. Many of them drag it out to fill 20 minutes. Turns out, if the videos are longer, they make more money. This lady stays to the point makes it clear. Maybe I am biased, because I have an accent too.
Thank you Leila, outstanding as always. An entire series on this topic would be fantastic.
To The World You May Be Just a Teacher But To Your Students You Are A Star
You genuinely have a simple way to explain and presents concepts to a broad audience. Kudos.
Just started my accounting module on ratio analysis and this video showed up, really useful explanation using a real company's balance sheet.
It would be great if you made a video on Apple's P&L and cashflow.
Great intro to BALANCE SHEET. Includes highlighted portions, definitions, formulas and examples. Helpful. Thank You.
Was postponing the balance sheet thing for years, but could not do it anymore seeing such an outstanding lesson. Merci Leila
Outstanding video. Best explanation of a Balance Sheet I’ve watched or have explained. As a bookkeeper, I look at BS frequently and this was the clearest explanation. Well done Leila
Awesome, thank you Henry!
@@LeilaGharani You are beautiful :)
No one cares about money. Only what ideas we have in our minds. We all share thoughts.
what a great video - explaining a very complex financial analysis for everyone to understand. Thank you for sharing such hard earned knowledge.
She's brilliant in every field 🔥
Engineering major but we have an accounting subject. This video helped me a lot in my coursework. Kudos, Leila. Thanks.
Thank You Leila, you made it looks very easy to assimilate!
Much appreciated.
This is an excellent and simplified way of explaining the B/S and what to look for in often confusing SEC Filings. TY!
Leila..Absolutely bests ratio and balance sheet explained. Complex balance sheet analysis made simple. Your explanation is just as good as soothing running water to ears. Thankyou for sharing you knowledge... 👍🏾
Thank you so much for that crash course in MBA, Leila! Companies like Apple & Co do their balance sheet with a specific software, but... Excel allows to do a lot more than simple mathematic operations! 🙂
This is amazing. Please do more of these financial related Excel stuff
Excellent video, @Leila Gharani. Much clearer than my graduate school class in financing and accounting. Please keep making more of these kinds of videos. Thank you.
Thank you! Will do!
مرسی لیلاا خیلی زیاد دنبال همچین آموزشی بودم. واقعا کمک کننده بودش
please make some more videos on finance . u have super skill of explaining things and making them simple.
thanks
Thank you for such a wonderful explanation
Beautiful Leila. Really wonderful. One request however, is it possible to have you briefly present on Debtors and Creditors Control? That would really help. Thanks.
U are honestly the best ! ever since I watch your vids, it has been very clear !! Pls do more of this kind of vids especially financial statements and dive more technically ~~
This is an awesome video. Thank you Leila. Looking forward to your P/L and Cashflow videos,
Difficult concept explained beautifully!
Perfect, very simple and objective! Thanks!
Outstanding job on the topic, very insightful.
Great 👌
The way in which you discuss the ratios are also awesome.
Thank you for all the knowledge you share, very smart woman, thx again 👍
Topic is wide but interesting. I have to watch over and over. Thanks
Thank you Leila, always on point!
This is so helpful! You've done a great job of simplifying the statement
I've already shared with several others
Thank you so much!!
Awesome, thank you!
Accountant here, excellent video for beginners.
Just to add some context to apple's excellent Cash conversion cycle; when companies outsource manufacturing, raw materials/component parts are not reflected on the statements and therefore only finished products are reflected as 'Inventory'. Meaning the inventory days becomes much smaller.
Additionally, we're all aware that Apple stocks are high valued. They have a market capitalization of about 2trillion.
Market capital cap refers to the total value of all shares at market price.
The value of stocks reflected on the balance sheet is par. That means its the price the stock was issued at by Apple to the public. The price of Apple stocks on the secondary market(stock market) is higher than par because investors value the stock to be worth more than it was issued at.
Explained it in excellent way !
Thankyou so much Leila, looking forward to cashflow and profit and loss analysis
Outstanding insights leila.Amazing
Excellent video, congratulation for this amazing class! I'll follow your teaching way and repass them to my students in Brazil. Thank you!
Thank you so much for this video!
Thank you that was very insightful.
Thanks for this …really helpful ..please keep sharing many more like this
Thx Leila. This video is amazing!
Excellent video for non financial users! I work in public accounting and studying for my CPA and your video is a good overview of some relevant ratios. Looking forward to more
Great to hear!
Laila, i am as a CFO would like to say you are really Fantastic and i wish to meet you one day to learn from you more in my long life of work, congratulations always
This was terrific. Can't wait for the video on the Income Statement and ratios.
Thank you for your simplicity. Best teacher ever 🇰🇪❤
You should try teaching Quantum Mechanics, most art students may shift careers.
Also, please teach us to write research reports for fintech companies. I feel Powerpoint is better than word coz of graphs and graphics, but you are the teacher 😇
Thank you for ALL your videos. I have learned so much in one day than I have in months. Your a great teacher so please don’t ever stop making content that is helping so many of us excel in the field. I can’t thank you enough 🙏🙏
Thank you so much!
Excellent! Please do more videos like this! Thank you.
Thanks for this amazing topic. Please make a series in finance.
Very helpful . Nicely explain, waiting for more such videos related to financial statements analysis
I really appreciate these videos to get a deeper understanding of Accounting. Thanks so much Leila.
You're so welcome!
Fantastic video. I learned quite a bit. Thank you
Wow! The statements won't be intimidating anymore...Thank you Leila.
Great video! Concise and to the point with a visual aid. Awesome! Did you make a video for the income statement and cash flow statement? If so, please share.
This is so good as a layman like me can also understand. Great video ever seen
Thank you so much 💓
I hope you make more videos like this
Leila, I like to watch your videos, you are EXCELLENT. You explain everything in detail. Great job.
Glad you like them!
Well done! Thank you.
Leila, another well delivered tutorial, thank you. May I suggest content for another tutorial? I'd like to know if and how I can apply standard formatting (font, font size, paragraph alignment, and line spacing, etc) to all MS Word docs on my hard drive without having to open each file individually and apply the desired formatting. It would also be good to add in a command that converted older file formats, such as Word 97-2003, to the latest format without having to open and save each file in the new version. Thank you.
Great video, thank you Leila.
your videos are done perfectly..
Very helpful video for beginners! Its amazing how you make complex financial concepts easy to understand and follow! Great job!
Awesome, thank you!
Absolutely brilliant 👏
Cool... Very loud and clear explanation 👍👍👍
Your analysis is always so spot on and very educative for me. Thanks for sharing these insights
You are so welcome!
Awesome insight @Leila, thanks for doing this.
Thanks for sharing! 👍
Thanks for all you do Leila. This is kinda a refresher course for a Chartered Accountant like me. I hope to see videos on Statement of Cash flow and the likes. Again, thank you
Glad you liked it!
Hi, your Excel tutorials are very informative. Please make more videos on that.
From, India (BHARAT)
Awesome analysis...
This was amazing, I'm in love with your channel after this one single tutorial! I just subscribed, thank you so much.
Awesome! Thanks for subbing!
Love it.. Thanks so much
Fantastic! Thank you!
You made my day
You don't know how happy i am. I learned a lot from this that's not on the modules given by our prof😭! Thankyou
Glad it was helpful!
Wonderful content!
Wowww that was just beautifully done as usually. Please if you can make a series of this, I am sure it will be so helpful.
Thanks, Joseph! I'll see what I can come up with :)
Thanks a ton!
Thank you!!
Thanks for the video Leila very informative in every aspect, the only thing I dont understand is where you found access to the excel version of Apples balance sheet, as I cannot find it anywhere? Thanks
Thank for your wonderful information
It would be great if you can provide regards to Income statement review
Thank You Maa'm It was really good
thank you !!
More finance videos like this please
Will do :)
Great videos. Merry Xmas.
Thanks alot ❤️
Thank you so much !! I wish you create a course on Accounting and Finance !!!
I'll think about it. Thanks for the suggestion!
Helpful video ma’am 👍🏻keep sharing such content
Thank you, will do!
If you make a complete course on financial statement, I'll buy it!
Not for a Single minute it feels complex to understand, we come to know about a lot more ratios in this video. Thankyou very much mam :)
So nice of you!
Thanks again
I am 74 and use hyperlinks to access external files, but you just opened my eyes two clicking into the different tabs of the spreadsheet. Thank you,
Happy to help :)
You are the best ❤
Great presentation, Leila. One comment - for the inventory days formula, I’d take the COGS of products only.
Thank you for this video! I have a question, where are the Net Fixed Assets in this statement? are they the non-current assets?
Thank you for a great video!
My pleasure!