Cause-of-change Analysis | Financial Statement Analysis

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  • เผยแพร่เมื่อ 11 ม.ค. 2025

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  • @unknownsponge14
    @unknownsponge14 2 ปีที่แล้ว +2

    Never thought of breaking it out like that!

  • @vinceroos
    @vinceroos 2 ปีที่แล้ว +2

    1. Do this for your company.
    2. Plot the data in a pie chart as a %.
    3. Get promoted.
    4. Easy raise.

    • @mst8819
      @mst8819 24 วันที่ผ่านมา

      I believe a waterfall chart is more suitable.

  • @Bodybuilding-ref
    @Bodybuilding-ref 6 หลายเดือนก่อน

    Great video! One comment: it seems plausible that there could be an interaction between two or more of these variables. For example, it could be the case that due to the tax cut, a company changed its pricing strategy, which then affected its top line. However, the analysis result here seems to imply that, even if there had been no tax cut, revenue's share in the change in net income would have been the same, which I think is a bit of a logical leap. I would always at least check my conclusions against a company's 10-K if it's publicly listed.

  • @alhussainalmostaneer1170
    @alhussainalmostaneer1170 9 หลายเดือนก่อน +1

    Why COGS was not considered on cause of change analysis? Specially sometimes it is one of the main drivers to increase profit if optimized ?

    • @lorrivac638
      @lorrivac638 6 หลายเดือนก่อน

      Sames question here, is it the same process if we use expenses as the variables?

  • @Sai-tek
    @Sai-tek 3 ปีที่แล้ว +3

    Nice video. But where and how should we pinpoint the factors causing changes in sales.

    • @Edspira
      @Edspira  3 ปีที่แล้ว +3

      Excellent question. Every company is different, but let's say you're looking at a retailer like Dollar General. You could analyze the change in sales to see how much came from organic growth (same-store sales) versus opening new stores.

  • @vinceroos
    @vinceroos 2 ปีที่แล้ว +1

    Great vid.
    Some people call this a 'Sensitivity analysis'.

    • @mst8819
      @mst8819 24 วันที่ผ่านมา

      I would consider a Sensitivity analysis a "what if" analysis along some variable(s) (tax rate, profit margin...). Cause-of-change analysis is calculating the single components of (actual) change between an item from one period to another. Or what do you think?

  • @becerrex4256
    @becerrex4256 2 ปีที่แล้ว +1

    Cool. Would you get the same results if you change the order of variables analyzed?

  • @Unknown-pt7xe
    @Unknown-pt7xe 3 ปีที่แล้ว +3

    So helpful, thanks

    • @Edspira
      @Edspira  3 ปีที่แล้ว +1

      Glad it was helpful!

  • @tarekalsherif57
    @tarekalsherif57 3 ปีที่แล้ว +2

    Awesome!

    • @Edspira
      @Edspira  3 ปีที่แล้ว

      Thank you my friend!

  • @sherwinlouie2191
    @sherwinlouie2191 2 ปีที่แล้ว +1

    Brillant!

    • @Edspira
      @Edspira  2 ปีที่แล้ว

      Thank you!

  • @sniffthemout
    @sniffthemout 2 ปีที่แล้ว

    great video, how did you get that 63% under EBT

    • @kr8992
      @kr8992 ปีที่แล้ว

      Net Income divided by EBT

  • @darrenshopbell9857
    @darrenshopbell9857 3 ปีที่แล้ว +1

    Is your excel file public?

    • @nataliaortiz4539
      @nataliaortiz4539 ปีที่แล้ว

      would it be possible to share the Excel document?

  • @averysullivan7819
    @averysullivan7819 2 ปีที่แล้ว

    「内容を明確にする必要があります」、