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Annual and quarterly financial reports: The primary sources of fundamental data

  • Fundamental Analysis

Overview

In this course you’ll learn the basic concepts and differences between a company's financial statements.  With a better understanding of the financial statements you can determine a company’s financial strength.

Objectives

When you complete this course, you will:

  • Be familiar with the key terms and concepts associated with financial reports
  • Know the differences between the balance sheet, the income statement, and the statement of cash flows
  • Come away with a better understanding of financial reports to assist you in your analysis
Course Outline
Title Type Highlight
1. The balance sheet Article
Pay special attention to the "Read the fine print" section. This section underscores the importance of reading the footnotes.
Pay special attention to the "Read the fine print" section. This section underscores the importance...
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2. The income statement Article
The income statements tell us about earnings and how much money a company has made or lost during a specified time period.
The income statements tell us about earnings and how much money a company has made or lost during a...
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3. The statement of cash flows Article
The statement of cash flows is useful in determining the short-term viability of a company, particularly its ability to pay bills.
The statement of cash flows is useful in determining the short-term viability of a company,...
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The basics of equity

  • S&P Capital IQ Financial Communications

The basics of debt

  • S&P Capital IQ Financial Communications

Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.

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