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 ...

Learn how to use common-size financial statements to spot trends and compare a company’s financials with competitors by converting financial figures into percentages.

Financial analysis is an aspect of the overall business finance function that involves examining historical data to gain information about the current and future financial health of a company.

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 ...

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 ...

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 ...