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 ...

One of the most effective ways to compare two businesses is to perform a ratio analysis on each company's financial statements. A ratio analysis looks at various numbers in the financial statements ...

Financial statements include a balance sheet and an income statement, commonly referred to as a profit and loss statement. The balance sheet presents a company's assets, liabilities and equity as of a ...

J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of experience as a finance writer and book editor. David ...

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 ...