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Financial Modeling & Analysis Articles
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545 Resources
Capital Markets
130 Resources
- Bid-Ask Spread
- What are Basis Points (BPS)?
- What are Bearer Bonds?
- What are Blue Chip Stocks?
- What are Callable Bonds?
- What are Mortgage Backed Securities (MBS)?
- What are Municipal Bonds?
- What are Mutual Funds?
- What are Registered Bonds?
- What are Secured Bonds?
- What are Serial Bonds?
- What are Sinking Fund Bonds?
- What are Term Bonds?
- What are Treasury Bills (T-Bills)?
- What are Treasury Bonds (T-Bonds)?
- What are Undervalued Stocks?
- What are Unsecured Bonds?
- What is a Balanced Fund?
- What is a Bank Note?
- What is a Bear Market?
- What is a Beta Coefficient?
- What is a Bid?
- What is a Bond Certificate?
- What is a Bond Indenture?
- What is a Bond Rating?
- What is a Bond?
- What is a Bull Market?
- What is a Bull Put Spread?
- What is a Bull Spread?
- What is a Call Option?
- What is a Call Price?
- What is a Carrying Value of a Bond?
- What is a Certificate of Deposit (CD)?
- What is a Coefficient?
- What is a Collateralized Debt Obligation (CDO)?
- What is a Coupon Bond?
- What is a Coupon Payment?
- What is a Coupon Rate?
- What is a Coupon?
- What is a Covered Call?
- What is a Crack Spread?
- What is a Credit Default Swap (CDS)?
- What is a Credit Spread Option?
- What is a Credit Spread?
- What is a Debit Spread?
- What is a Diversified Portfolio?
- What is a Dividend ETF?
- What is a Drawdown?
- What is a Fund of Funds (FOF)?
- What is a Hedge Fund (HF)?
- What is a Hedge Fund Analyst?
- What is a Limit Order?
- What is a Limit Price?
- What is a Long Call?
- What is a Long Position?
- What is a Long Put?
- What is a Margin Account?
- What is a Margin Call?
- What is a Money Market Account?
- What is a Pension Plan?
- What is a Protective Put?
- What is a Put Option?
- What is a Put-Call Parity?
- What is a Roth IRA?
- What is a Scenario Analysis?
- What is a Short Position?
- What is a Short Sale?
- What is a Sinking Fund?
- What is a Stock Exchange?
- What is a Stock Index?
- What is a Stock Put?
- What is a Stock Subscription?
- What is a Strike Price?
- What is a Traditional IRA?
- What is a Tranche?
- What is a White Paper?
- What is a Yield Spread?
- What is Alpha?
- What is an Annuity?
- What is an Endowment Fund?
- What is an Equity Risk Premium?
- What is an Expected Return?
- What is an F1 Score?
- What is an Investment Horizon?
- What is an Investment Portfolio?
- What is an Option Spread?
- What is an Option-Adjusted Spread (OAS)?
- What is an Options Profit?
- What is an Ordinary Annuity?
- What is an Overvalued Stock?
- What is an Unsecured Loan?
- What is Arbitrage?
- What is Asset Allocation?
- What is Asset Management?
- What is Bearish?
- What is Beta in Finance?
- What is Binary Trading?
- What is Black Tuesday?
- What is Bullish?
- What is Buying on Margin?
- What is Cash Over and Short?
- What is Diversification?
- What is Dividend Investing?
- What is Downside Protection?
- What is Fixed Income Trading?
- What is Fixed Income?
- What is Insider Trading?
- What is Jump Trading?
- What is Levered Beta?
- What is Portfolio Analysis?
- What is Residual Risk?
- What is Risk Management?
- What is Risk?
- What is Swing Trading?
- What is Technical Analysis?
- What is the Buy Side?
- What is the Elliott Wave Theory?
- What is the Money Market (MM)?
- What is the Nominal Rate of Return?
- What is the Rule 407 Letter?
- What is the Securities and Exchange Commission (SEC)?
- What is the Security Market Line (SML)?
- What is the Sell Side?
- What is the Stock Market?
- What is Trading on Equity?
- What is Unlevered Beta?
- What is Value Investing?
- What is Weak Form Efficiency?
- What is Yield to Call (YTC)?
- What is Yield to Maturity (YTM)?
Corporate Finance
149 Resources
- APR vs APY
- Debt Consolidation vs Bankruptcy
- What are Cash Dividends?
- What are Convertible Bonds?
- What are Debt Capital Markets (DCM)?
- What are Dilutive Securities?
- What are Dividend Stocks?
- What are Dividends in Arrears?
- What are Donor-Advised Funds (DAF)?
- What are Equity Capital Markets (ECM)?
- What are Equity Securities with Controlling Interest?
- What are Equity Securities with Significant Influence?
- What are Homemade Dividends?
- What are Index Options?
- What are Institutional Equity Sales?
- What are Limited Partners?
- What are Liquidated Damages?
- What are Liquidating Cash Dividends?
- What are Long-Term Equity Anticipation Securities (LEAPS)?
- What are Organizational Costs?
- What are Preferred Dividends?
- What are Publicly Traded Companies?
- What are Round-Trip Transactions?
- What are Securities?
- What are Shareholders?
- What are Shares of Stock?
- What are Stock Options?
- What is a Business Owner?
- What is a C Corporation?
- What is a Complex Capital Structure?
- What is a Corporate Charter?
- What is a Corporation?
- What is a Creditor?
- What is a Debtor?
- What is a Fiduciary Duty?
- What is a Fiduciary?
- What is a Franchise?
- What is a Franchisee?
- What is a General Partner?
- What is a General Partnership?
- What is a Holding Company?
- What is a Joint Stock Company?
- What is a Landlord?
- What is a Legal Entity?
- What is a Lessee?
- What is a Lessor?
- What is a Limited Liability Company (LLC)?
- What is a Limited Liability Partnership (LLP)?
- What is a Limited Partnership (LP)?
- What is a Maturity Date of a Note?
- What is a Mortgage?
- What is a Multinational Company?
- What is a Natural Business Year?
- What is a Non-interest Bearing Note?
- What is a Non-Sufficient Funds (NSF) Check?
- What is a Parent Company?
- What is a Partial Payment?
- What is a Partnership Contract?
- What is a Partnership Liquidation?
- What is a Partnership?
- What is a Pass Through Entity?
- What is a Patent?
- What is a Payee of the Note?
- What is a Payment In-Kind (PIK)?
- What is a Present Value Table?
- What is a Private Enterprise?
- What is a Profitability Index?
- What is a Proprietor?
- What is a Provision?
- What is a Proxy?
- What is a Real Estate Investment Trust (REIT)?
- What is a Representative Sample?
- What is a Risk Premium?
- What is a Risk-Adjusted Discount Rate?
- What is a Sensitivity Analysis?
- What is a Simple Capital Structure?
- What is a Sole Proprietorship?
- What is a Special Purpose Vehicle (SPV)?
- What is a Startup Company?
- What is a Subprime Mortgage?
- What is a Subsidiary?
- What is an Addendum?
- What is an Annual Report?
- What is an Easement in Gross?
- What is an Easement?
- What is an Effective Annual Rate?
- What is an Encumbrance?
- What is an Entity?
- What is an Exculpatory Clause?
- What is an Executed Contract?
- What is an Executive Committee?
- What is an Executive Summary?
- What is an Expiry Date?
- What is an Implied Contract?
- What is an Indenture?
- What is an Initial Public Offering (IPO)?
- What is an Installment Loan?
- What is an Installment Note?
- What is an Interest Rate?
- What is an S Corporation?
- What is Capital Structure?
- What is Collateral?
- What is Common Law?
- What is Contractual Capacity?
- What is Corporate Governance?
- What is Corporate Red Tape?
- What is Corporate Strategy?
- What is Cost Volume Profit (CVP) Chart?
- What is Cost Volume Profit Analysis (CVP)?
- What is Debt Financing?
- What is Debt Service?
- What is Due Diligence?
- What is Equity Financing?
- What is Equity Management?
- What is Equity Research?
- What is Financial Literacy?
- What is Financial Modeling?
- What is Imputed Interest?
- What is Incorporated?
- What is Indemnity?
- What is Insolvency?
- What is Institutional Advertising?
- What is Interest?
- What is Judicial Power?
- What is Judicial Review?
- What is Limited Liability?
- What is Liquidation?
- What is Market Value Added (MVA)?
- What is Material Control?
- What is Minimum Legal Capital?
- What is Minority Interest?
- What is Non-Controlling Interest?
- What is Non-Recourse Debt?
- What is Optimal Capital Structure?
- What is Organization Structure?
- What is Pro Rata Share?
- What is Pro Rata?
- What is Recourse Debt?
- What is Run Rate?
- What is Solvency?
- What is Solvent?
- What is the Board of Directors?
- What is the Effective Annual Interest Rate?
- What is the Effective Interest Method?
- What is the Equity Ratio?
- What is the Risk-Free Rate of Return?
- What is the Time Value of Money (TVM)?
- What is Unencumbered?
- What is Unlimited Liability?
Financial Ratio Analysis
193 Resources
- Accounting Liquidity
- Accounts Payable Turnover Ratio
- Accounts Receivable Turnover Ratio
- Accumulated Depreciation to Fixed Assets Ratio
- Asset Coverage Ratio
- Asset to Sales Ratio
- Asset Turnover Ratio
- Average Inventory Period Ratio
- Average Payment Period
- Basic Earnings Per Share (EPS)
- Basic EPS vs Diluted EPS
- Beneish M-Score
- Break-Even Point
- CAGR Guide
- Capitalization Ratio
- Cash Conversion Cycle
- Cash Earnings per Share (Cash EPS)
- Cash Flow Coverage Ratio
- Cash Ratio
- Contribution Margin
- Correlation Coefficient
- Cost of Goods Sold (COGS)
- Coverage Ratios
- Current Ratio
- Days Payable Outstanding (DPO)
- Days Sales in Inventory
- Days Sales Outstanding
- Debt Ratio
- Debt Service Coverage Ratio – DSCR
- Debt to Asset Ratio
- Debt to Capital Ratio
- Debt to Equity Ratio
- Debt to Income Ratio (DTI)
- Defensive Interval Ratio (DIR)
- Dividend Payout Ratio
- Dividend Yield Ratio
- DuPont Analysis
- Earnings Before Interest and Taxes (EBIT)
- Earnings Per Share (EPS)
- EBITA Guide
- EBITDA Guide
- Efficiency Ratios
- Enterprise Value (EV)
- Equity Multiplier
- Equity Ratio
- Expense Ratio
- Financial Leverage Ratios
- Financial Ratio Analysis
- Financial Ratios
- Financial Ratios
- Financial Ratios
- Financial Ratios
- Financial Ratios
- Fixed Asset Turnover Ratio
- Fixed Charge Coverage Ratio
- Free Cash Flow (FCF)
- Goodwill to Assets Ratio
- Gross Margin Ratio
- Gross Profit Margin
- Gross vs Net Income: What’s the Difference?
- Interest Coverage Ratio
- Internal Rate of Return (IRR)
- Inventory Turnover Ratio
- Liquidity Ratios
- Loan to Value Ratio (LTV)
- Long Term Debt to Total Asset Ratio
- Margin of Safety
- Marginal Revenue
- Market Prospect Ratios
- Net Debt
- Net Fixed Assets
- Net Income
- Net Interest Margin (NIM)
- Net Operating Income – NOI
- Net Operating Profit after Tax (NOPAT)
- Net Present Value (NPV)
- Net Profit Margin
- Net Working Capital
- Operating Cash Flow (OCF)
- Operating Income
- Operating Leverage
- Operating Margin Ratio
- Payback Period (Payback Method)
- PEG Ratio
- Preferred Dividend Coverage Ratio
- Present Value (PV)
- Price Earnings P/E Ratio
- Price to Book Ratio
- Price to Cash Flow Ratio
- Price to Sales Ratio (Price/Sales)
- Profit Margin Ratio
- Profitability Ratios
- Quick Ratio
- R-squared (R2)
- Residual Income
- Retention Ratio (Plowback Ratio)
- Return on Assets Ratio – ROA
- Return on Capital Employed
- Return on Equity (ROE) Ratio
- Return on Invested Capital (ROIC)
- Return on Investment – ROI
- Return on Net Assets (RONA)
- Return on Operating Assets (ROOA)
- Return on Retained Earnings Ratio (RORE)
- Return on Sales – ROS
- Rule of 72
- Sales to Administrative Expense Ratio
- Sharpe Ratio
- Solvency Ratios
- Sortino Ratio
- Times Interest Earned Ratio
- Treynor Ratio
- Weighted Average Cost of Capital (WACC) Guide
- What is a Capitalization Rate?
- What is a Contribution Margin?
- What is a Credit Period?
- What is a Discounted Cash Flow (DCF) Analysis?
- What is a Dividend Growth Model?
- What is a Dividend Growth Rate?
- What is a Dividend Yield?
- What is a Multiple?
- What is a Payback Period?
- What is a Random Sample?
- What is a Segment Return on Assets?
- What is a the Contribution Margin Ratio?
- What is a Unit Contribution Margin?
- What is Accounts Receivable Turnover?
- What is an Average Collection Period?
- What is Break Even Point?
- What is Break Even Time?
- What is Cash Flow on Total Assets Ratio?
- What is Cash on Cash Return?
- What is Contribution Margin Per Unit?
- What is Days’ Sales in Inventory?
- What is Days’ Sales Uncollected?
- What is Debt Yield?
- What is Degree of Operating Leverage (DOL)?
- What is Diluted Earnings Per Share (EPS)?
- What is Earnings per Share (EPS)?
- What is EBITDA?
- What is EBITDAR?
- What is EV EBITDA?
- What is Financial Leverage?
- What is Financial Statement Analysis?
- What is Free Cash Flow (FCF)?
- What is Free Cash Flow For The Firm (FCFF)?
- What is Free Cash Flow Yield?
- What is Gross Income?
- What is Gross Margin Ratio?
- What is Gross Margin?
- What is Gross Profit Percentage?
- What is Gross Profit?
- What is Horizontal Analysis?
- What is Internal Rate of Return?
- What is Investment Center Return on Total Assets?
- What is Liquidity Risk?
- What is Liquidity?
- What is LTM EBITDA?
- What is Modified Internal Rate of Return (MIRR)?
- What is Negative Working Capital?
- What is Net Debt?
- What is Net Operating Profit After Taxes (NOPAT)?
- What is Net Operating Profit Less Adjusted Taxes (NOPLAT)?
- What is Net Operating Working Capital (NOWC)?
- What is Operating Income Before Depreciation & Amortization (OIBDA)?
- What is Operating Leverage?
- What is Partner Return on Equity?
- What is Pledged Assets to Secured Liabilities Ratio?
- What is Profit Margin?
- What is Profitability?
- What is Ratio Analysis?
- What is Return on Assets?
- What is Return on Common Stockholders’ Equity (ROCE)?
- What is Return on Equity?
- What is the Acid Test Ratio?
- What is the Altman Z-Score?
- What is the Current Ratio?
- What is the Debt Ratio?
- What is the Debt to Equity Ratio?
- What is the Gross Profit Ratio?
- What is the Margin of Safety?
- What is the Percentage of Sales Method?
- What is the Price Earnings PE Ratio?
- What is the Quick Ratio?
- What is the Total Asset Turnover Ratio?
- What is Times Interest Earned Ratio?
- What is Trend Analysis?
- What is Unlevered Free Cash Flow (UFCF)?
- What is Unsystematic Risk?
- What is Year to Date Income?
- What is Year-to-Date (YTD) Earnings?
- Working Capital Ratio
- Z-Score Guide
Investment Banking
26 Resources
- What are Asset-Backed Securities (ABS)?
- What are Boutique Investment Banks?
- What are Bulge Bracket Banks?
- What is a Copyright?
- What is a Counter Check?
- What is a Direct Quote?
- What is a Financial Institution?
- What is a Financial Services Company?
- What is a Letter of Indemnity?
- What is a Letter of Intent?
- What is a Leveraged Buyout (LBO)?
- What is a Maker of a Note?
- What is a Reserve Requirement?
- What is a Trust Account?
- What is Classical Conditioning?
- What is Compound Annual Growth Rate (CAGR)?
- What is Corporate Banking?
- What is Electronic Funds Transfer (EFT)?
- What is Future Value (FV)?
- What is Investment Banking?
- What is Leveraged Finance?
- What is Prime Brokerage?
- What is Private Equity?
- What is Proprietary Trading?
- What is Retail Banking?
- What is the Clayton Antitrust Act?
Valuation Guides
23 Resources
- Assessed Value vs Market Value
- Book Value vs Market Value
- What is Capital Asset Pricing Model (CAPM)?
- What is Comparable Company Analysis?
- What is Discounted Cash Flow (DCF)?
- What is Diversifiable Risk?
- What is Fundamental Analysis?
- What is Intrinsic Value?
- What is Liquidation Value?
- What is Market Value of Debt?
- What is Market Value of Equity?
- What is Market Value Per Share?
- What is Net Present Value (NPV)?
- What is Net Realizable Value (NRV)?
- What is Notional Value?
- What is Par Value?
- What is Present Value (PV)?
- What is Stock Beta?
- What is Terminal Value?
- What is the Dividend Discount Model (DDM)?
- What is the Gordon Growth Model?
- What is the Piotroski F Score?
- What is the Present Value of an Annuity?