Evaluating A Business


Here's what you'll learn:

  1. 1How to Evaluate a Business
  2. 2Reading A Business: The Balance Sheet
  3. 3Reading A Business: The Income Statement
  4. 4Reading a Business: The Cash Flow Statement
  5. 5Putting It All Together

Introduction to the Pack

Fundamental analysis involves analyzing a company’s financial statements. This allows investors to determine the financial health of a business. The “Evaluating a Business” course pack will show you how to read financial statements and how to use the information to make investment decisions.

5 Courses

How to Evaluate a Business

Stocks aren’t just blips on a screen. They represent actual businesses, and you don’t know what you’re investing in until you evaluate a stock’s business.

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  1. 1 The Recipe to Riches Start Course
  2. 2 There's a Business Behind That Stock?
  3. 3 Finding the True Value of a Company
  4. 4 Using Financial Statements
  5. 5 Making Money: Earnings
  6. 6 Making More Money: Growth
  7. 7 Coming to Conclusions
  8. 8 Quiz

Reading A Business: The Balance Sheet

A balance sheet is a snapshot of what the company owns and what the company owes. Being able to read and understand a balance sheet is a key component to doing investment research.

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  1. 1 What’s a Balance Sheet? Start Course
  2. 2 Why It's Important
  3. 3 Assets
  4. 4 Liabilities
  5. 5 Shareholder’s Equity
  6. 6 Leverage
  7. 7 Getting a Feel for the Company
  8. 8 Quiz

Reading A Business: The Income Statement

The income statement summarizes a company’s revenues and expenses. It is a crucial component to understand in order to measure a company’s health and the potential of its stock.

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  1. 1 What's An Income Statement? Start Course
  2. 2 Revenue
  3. 3 Expenses
  4. 4 Income
  5. 5 Company Performance
  6. 6 Gross Profit Margin
  7. 7 Using An Income Statement
  8. 8 Quiz

Reading a Business: The Cash Flow Statement

Ever wonder how business is like country music? Well, in both cases, Cash is King. This course will show you how to read and analyze a cash flow statement…not country music.

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  1. 1 What’s a Cash Flow Statement? Start Course
  2. 2 Cash Flow From Operations
  3. 3 Cash Flow from Investing
  4. 4 Cash Flow From Financing
  5. 5 The Use of Cash
  6. 6 Putting Cash Into Context
  7. 7 It Ain't Easy
  8. 8 Quiz

Putting It All Together

We delved into the balance sheet, income statement and cash flow statement. Now it’s time to put all these statements together and analyze whether or not a business is a worthy investment.

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  1. 1 Going Deeper With Ratios Start Course
  2. 2 An Overview of a Giant
  3. 3 Financial Statement Ratios
  4. 4 More Financial Ratios
  5. 5 Evaluating Kellogg’s
  6. 6 Evaluating Kellogg's (Cont'd)
  7. 7 Putting Kellogg's Into Context


Ryan Hops

Wall Street Survivor

Former hedge fund analyst in Hong Kong, Ryan joined Wall Street Survivor in 2008 to help build the next generation of financial education.

Aaron R.

Course Taker

I believe this kind of knowledge is paramount in today’s world and truly have no clue as to why it’s not part of our primary education. You have made me determined to start investing. I think we can fix many economic problems by simply giving people the tools to understand these financial concepts.