Common size analysis can help you see how your company is performing year over year so you can identify trends. Common size analysis displays each line item of your financial statement as a percentage ...

Q. I often perform horizontal, vertical, and trend analysis for clients. Each time revised financial statements arrive, I find myself recreating formulas, rechecking ranges, and confirming that ...

Researchers from the University of Chicago have demonstrated that large language models (LLMs) can conduct financial statement analysis with accuracy rivaling and even surpassing that of professional ...

A recent academic paper says that ChatGPT accurately predicted whether a company's earnings would rise or fall about 60% of the time, versus human analysts, who got it right 52.71% of the time. The ...

Q. I read the JofA article last month about performing horizontal, vertical, and trend analyses in Excel. How can Excel be used to organize these analyses and highlight possible red flags in a company ...

What if analyzing complex financial statements took seconds instead of hours? Imagine an investor reviewing a company’s balance sheet, income statement, and cash flow report, tasks that traditionally ...

Learn how to read financial statements with simple tips that help you spot trends, connect reports, and understand a company’s performance with clarity. Reading financial statements becomes much ...

Imagine being handed the medical chart of a company. Every revenue figure, every expense, every dollar of debt is laid out in front of you. The challenge is not whether the information exists, but ...

Successful business management involves many moving pieces—not only leading a team but also accomplishing short- and long-term business goals aligned with a mission and vision. Within that bigger ...