Well done!

Analyzing Financial Statements in Python

Rohan Chatterjee

Risk Modeler

Summary

In this course, you learned how to:

Read and understand financial ratios from the balance sheet, income statement, and cash flow statement
Use pandas to numerically analyze a company's finances
Use seaborn to visualize a company's financial performance
Visualize profitability metrics and analyze the

Summary

Chapter 1 - Balance sheet
- Balance sheet ratios
- Compute relative difference in ratios
Chapter 2 - Income statement
- Financial ratios from the income statement and balance sheet
- User-defined functions to reduce repetitive work
- Visualize ratios for within-company analysis

This is an image of a bar plot where we compare the financial ratios of Google with the average of those ratios in the tech industry.

Chapter 3 - Cash flow statement
- Financial ratios from cash flow statement, income statement, and balance sheet
- Read json data using pandas
- Impute missing values
- Merge pandas DataFrames
- Visualize ratios for between-company analysis

This image shows the debt-to-equity, current ratio, quick ratio and gross margin of the Coca-cola company and Pepsico. Where the ratio of the two companies are in two different panes.

Chapter 4 - Profitability
- Profitability metrics
- Difference in ratios between different industries
- Make visualizations to analyze profitability

This is a scatter plot along with a line that best fits the points showing the relation between gross margin and the current ratio of all the companies in our dataset. The relation is unclear from a cursory glance.

Recommended courses for the future

Course on data science.
- Understanding Data Science
- Python Data Science Toolbox (Part 1)
- Python Data Science Toolbox (Part 2)
Courses on PowerBI
- Data Visualization in Power BI

Let's practice!

Analyzing Financial Statements in Python