How to Read and Understand a Balance Sheet (Apple in Review)

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  • Опубліковано 31 тра 2024
  • Get Access to My Course "Fundamentals of Financial Analysis" HERE: www.xelplus.com/course/learn-...
    Dive into the world of financial analysis with this comprehensive guide on reading and analyzing a balance sheet, featuring Apple's latest financials. Perfect for analysts, managers, entrepreneurs, or aspiring investors!
    🔍 What's Inside:
    ▪️ Understanding Financial Statements: Learn where to find financial statements, focusing on the 10-K (annual) and 10-Q (quarterly) reports, typically available in the Investor Relations section of a company's website.
    ▪️ Analyzing Apple's Balance Sheet: Get a step-by-step walkthrough of Apple's balance sheet, including key components like assets, liabilities, and equity.
    ▪️ Insightful Ratios for Financial Analysis: Discover important financial ratios like current ratio, debt ratio, and working capital days to assess a company's liquidity, capital structure, and operational efficiency.
    ▪️ Operational Efficiency Analysis: Explore Apple's management of assets through inventory days outstanding, receivable days, and payable days, culminating in the calculation of the cash conversion cycle.
    ▪️ Summarizing Financial Health: Conclude with a summary of Apple's financial health, highlighting liquidity, debt management, and operational efficiency.
    In this video you'll learn how to read a balance sheet and how to calculate some important ratios. We'll cover the current ratio, debt ratio, working capital days, and the cash conversion cycle.
    🌍 My Online Excel Courses ► www.xelplus.com/courses/
    00:00 How to Read and Analyze a Balance Sheet
    00:34 10-K and 10-Q Reports
    01:13 Assets
    03:06 Liabilities
    05:23 Equity
    07:54 Ratios in Financial Analysis
    08:26 Current Ratio
    09:49 Debt Ratio
    11:20 Inventory Days
    12:32 Receivable Days
    13:09 Payable Days
    13:39 Cash Conversion Cycle
    14:19 Summary
    🎬 LINKS to related videos:
    How the Balance Sheet Works: • How the Balance Sheet ...
    Financial Leverage Explained: • How to Use Debt to Bui...
    ➡️ Join this channel to get access to perks: / @leilagharani
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    Note: This description contains affiliate links, which means at no additional cost to you, we will receive a small commission if you make a purchase using the links. This helps support the channel and allows us to continue to make videos like this. Thank you for your support!
    #Excel #Finance

КОМЕНТАРІ • 258

  • @LeilaGharani
    @LeilaGharani  4 місяці тому +1

    Get access to our complete Fundamentals of Financial Analysis course here 👉 www.xelplus.com/course/learn-financial-analysis/

  • @kleanthisskoulikaris8053
    @kleanthisskoulikaris8053 2 роки тому +99

    Words cannot describe how appreciative I am for you doing such a series, slightly off Excel but delving into actual Finance principles. We don't even work for the same company, but I'd nominate you as "Employee of the Month" just for that!

  • @Neknasty-kv4yf
    @Neknasty-kv4yf 16 днів тому +1

    You have no idea how refreshing this is to grasp this kind of information. This video saves a lot of time learning the necessary information compared to some college courses.

  • @wizardofaus8473
    @wizardofaus8473 2 роки тому +37

    Thank you Leila, outstanding as always. An entire series on this topic would be fantastic.

  • @vijayarjunwadkar
    @vijayarjunwadkar 2 роки тому +16

    How I wish again and again that these videos could have been there, when I was studying Accounting in college! Thank you Leila for the great explanation of these concepts. It was a welcome refresher! 😊👍

  • @AyodejiA
    @AyodejiA 2 роки тому +2

    You genuinely have a simple way to explain and presents concepts to a broad audience. Kudos.

  • @andrewcharlesmoss
    @andrewcharlesmoss 2 роки тому +17

    Thanks for this. As someone who doesn’t have a finance background, my knowledge of balance sheets is limited, but your video was very informative.

  • @jervahnmorgan
    @jervahnmorgan 2 роки тому +5

    She’s awesome!!! How in the heck does she explain this better than my professors did in college???

  • @Sundowners971
    @Sundowners971 2 роки тому +1

    Great intro to BALANCE SHEET. Includes highlighted portions, definitions, formulas and examples. Helpful. Thank You.

  • @learningwithmaliha
    @learningwithmaliha 2 місяці тому

    Difficult concept explained beautifully!

  • @derranstokes8760
    @derranstokes8760 2 роки тому +4

    what a great video - explaining a very complex financial analysis for everyone to understand. Thank you for sharing such hard earned knowledge.

  • @rogerloydmccoy
    @rogerloydmccoy 2 роки тому +8

    I would really appreciate a video on how the P&L, Balance Sheet, and Cash Flow statements flow between each other.

  • @jdanois2655
    @jdanois2655 2 роки тому

    This is an excellent and simplified way of explaining the B/S and what to look for in often confusing SEC Filings. TY!

  • @semmunn8322
    @semmunn8322 5 місяців тому

    I cannot say enough about how good this lady is. I have watched to over 100 such videos. Many of them drag it out to fill 20 minutes. Turns out, if the videos are longer, they make more money. This lady stays to the point makes it clear. Maybe I am biased, because I have an accent too.

  • @mohamedsaadhouga4062
    @mohamedsaadhouga4062 2 роки тому

    Thank You Leila, you made it looks very easy to assimilate!
    Much appreciated.

  • @Stoogeyful
    @Stoogeyful 2 роки тому +5

    Just started my accounting module on ratio analysis and this video showed up, really useful explanation using a real company's balance sheet.
    It would be great if you made a video on Apple's P&L and cashflow.

  • @Jorge-qq8hl
    @Jorge-qq8hl 10 місяців тому

    Perfect, very simple and objective! Thanks!

  • @cecilrivera4241
    @cecilrivera4241 2 роки тому

    Outstanding job on the topic, very insightful.

  • @User-fi9zf
    @User-fi9zf 2 роки тому +1

    Was postponing the balance sheet thing for years, but could not do it anymore seeing such an outstanding lesson. Merci Leila

  • @mmhuq3
    @mmhuq3 Рік тому

    Fantastic video. I learned quite a bit. Thank you

  • @mohammediftekhar8157
    @mohammediftekhar8157 2 роки тому

    Leila..Absolutely bests ratio and balance sheet explained. Complex balance sheet analysis made simple. Your explanation is just as good as soothing running water to ears. Thankyou for sharing you knowledge... 👍🏾

  • @abhisheksaini6874
    @abhisheksaini6874 Рік тому

    Thank you for such a wonderful explanation

  • @TheUmaiz
    @TheUmaiz 2 роки тому

    Great 👌
    The way in which you discuss the ratios are also awesome.

  • @Reseng0411
    @Reseng0411 2 роки тому

    Cool... Very loud and clear explanation 👍👍👍

  • @peermohamed8028
    @peermohamed8028 Рік тому

    Outstanding insights leila.Amazing

  • @mohamedfarhan5105
    @mohamedfarhan5105 2 роки тому +2

    She's brilliant in every field 🔥

  • @Nicolas-jx3oo
    @Nicolas-jx3oo 2 роки тому

    Thank you Leila, always on point!

  • @StratosLaspas
    @StratosLaspas 2 роки тому

    Thank you that was very insightful.

  • @chidieberenjoku8143
    @chidieberenjoku8143 Рік тому

    Awesome insight @Leila, thanks for doing this.

  • @lwinsoemar7405
    @lwinsoemar7405 2 роки тому

    Explained it in excellent way !

  • @heroicwhisper
    @heroicwhisper 2 роки тому +15

    Outstanding video. Best explanation of a Balance Sheet I’ve watched or have explained. As a bookkeeper, I look at BS frequently and this was the clearest explanation. Well done Leila

    • @LeilaGharani
      @LeilaGharani  2 роки тому

      Awesome, thank you Henry!

    • @OOBEJuanKenobi
      @OOBEJuanKenobi Рік тому

      @@LeilaGharani You are beautiful :)
      No one cares about money. Only what ideas we have in our minds. We all share thoughts.

  • @LucianoBastosdeCarvalho
    @LucianoBastosdeCarvalho 2 роки тому

    Excellent video, congratulation for this amazing class! I'll follow your teaching way and repass them to my students in Brazil. Thank you!

  • @pravinr197
    @pravinr197 2 роки тому +1

    To The World You May Be Just a Teacher But To Your Students You Are A Star

  • @goosty17
    @goosty17 2 роки тому

    This is amazing. Please do more of these financial related Excel stuff

  • @shabchique7149
    @shabchique7149 2 роки тому

    Great video, thank you Leila.

  • @RogerClubv
    @RogerClubv 2 роки тому

    Thx Leila. This video is amazing!

  • @TheReaistl45
    @TheReaistl45 2 роки тому

    Excellent! Please do more videos like this! Thank you.

  • @henrylau116
    @henrylau116 2 роки тому +1

    This is an awesome video. Thank you Leila. Looking forward to your P/L and Cashflow videos,

  • @sarveshmaria9452
    @sarveshmaria9452 Місяць тому

    Thank you so much for this video!

  • @omotossso
    @omotossso 2 роки тому

    Topic is wide but interesting. I have to watch over and over. Thanks

  • @GaboCh2000
    @GaboCh2000 2 роки тому +1

    Excellent video, @Leila Gharani. Much clearer than my graduate school class in financing and accounting. Please keep making more of these kinds of videos. Thank you.

  • @OMARYassin1
    @OMARYassin1 2 роки тому

    your videos are done perfectly..

  • @sherrybiller4750
    @sherrybiller4750 2 роки тому

    Thank you for all the knowledge you share, very smart woman, thx again 👍

  • @shunamigo6169
    @shunamigo6169 2 роки тому

    U are honestly the best ! ever since I watch your vids, it has been very clear !! Pls do more of this kind of vids especially financial statements and dive more technically ~~

  • @tkosse
    @tkosse 2 роки тому

    This was terrific. Can't wait for the video on the Income Statement and ratios.

  • @jennyroserepollo760
    @jennyroserepollo760 Рік тому

    Engineering major but we have an accounting subject. This video helped me a lot in my coursework. Kudos, Leila. Thanks.

  • @jske9
    @jske9 2 місяці тому

    I really appreciate these videos to get a deeper understanding of Accounting. Thanks so much Leila.

  • @reddysatyajeet7
    @reddysatyajeet7 2 роки тому

    Thanks for this …really helpful ..please keep sharing many more like this

  • @srr6965
    @srr6965 2 роки тому +1

    This is so helpful! You've done a great job of simplifying the statement
    I've already shared with several others
    Thank you so much!!

  • @harshdharasandiya1026
    @harshdharasandiya1026 2 роки тому

    Very helpful . Nicely explain, waiting for more such videos related to financial statements analysis

  • @FRANKWHITE1996
    @FRANKWHITE1996 2 роки тому

    Thanks for sharing! 👍

  • @santhoshsubbiah8120
    @santhoshsubbiah8120 2 роки тому

    Thankyou so much Leila, looking forward to cashflow and profit and loss analysis

  • @fishybusinessclass
    @fishybusinessclass 2 роки тому +1

    Excellent video for non financial users! I work in public accounting and studying for my CPA and your video is a good overview of some relevant ratios. Looking forward to more

  • @evednavimedia
    @evednavimedia Рік тому

    Wonderful content!

  • @abusalehmuhammad
    @abusalehmuhammad 2 роки тому

    Love it.. Thanks so much

  • @diomedesrodriguez52
    @diomedesrodriguez52 2 роки тому

    Awesome analysis...

  • @hansklein3649
    @hansklein3649 2 роки тому

    Thank you so much for that crash course in MBA, Leila! Companies like Apple & Co do their balance sheet with a specific software, but... Excel allows to do a lot more than simple mathematic operations! 🙂

  • @man-observing-world
    @man-observing-world 2 роки тому

    This was amazing, I'm in love with your channel after this one single tutorial! I just subscribed, thank you so much.

  • @JB-nv9fn
    @JB-nv9fn 2 роки тому

    Great videos. Merry Xmas.

  • @mastervibz9858
    @mastervibz9858 2 роки тому

    Your analysis is always so spot on and very educative for me. Thanks for sharing these insights

  • @JSpencer13
    @JSpencer13 2 місяці тому

    Thank you for ALL your videos. I have learned so much in one day than I have in months. Your a great teacher so please don’t ever stop making content that is helping so many of us excel in the field. I can’t thank you enough 🙏🙏

  • @markring40
    @markring40 2 роки тому

    Well done! Thank you.

  • @ibraa2218
    @ibraa2218 2 роки тому

    Thank you so much 💓
    I hope you make more videos like this

  • @accountsbalance
    @accountsbalance 5 місяців тому

    Very helpful video for beginners! Its amazing how you make complex financial concepts easy to understand and follow! Great job!

  • @wesdan360
    @wesdan360 2 роки тому

    Fantastic! Thank you!

  • @ShubhamMathur14
    @ShubhamMathur14 2 роки тому

    Thanks for this amazing topic. Please make a series in finance.

  • @kraftlubin4683
    @kraftlubin4683 2 роки тому

    Thank you for your simplicity. Best teacher ever 🇰🇪❤

    • @kraftlubin4683
      @kraftlubin4683 2 роки тому

      You should try teaching Quantum Mechanics, most art students may shift careers.
      Also, please teach us to write research reports for fintech companies. I feel Powerpoint is better than word coz of graphs and graphics, but you are the teacher 😇

  • @taizoondean689
    @taizoondean689 2 роки тому

    Thank You Maa'm It was really good

  • @chadielkhouri6211
    @chadielkhouri6211 2 роки тому

    Absolutely brilliant 👏

  • @peternganga9371
    @peternganga9371 2 роки тому +1

    Beautiful Leila. Really wonderful. One request however, is it possible to have you briefly present on Debtors and Creditors Control? That would really help. Thanks.

  • @prateshramjohn
    @prateshramjohn 2 роки тому +1

    Accountant here, excellent video for beginners.
    Just to add some context to apple's excellent Cash conversion cycle; when companies outsource manufacturing, raw materials/component parts are not reflected on the statements and therefore only finished products are reflected as 'Inventory'. Meaning the inventory days becomes much smaller.
    Additionally, we're all aware that Apple stocks are high valued. They have a market capitalization of about 2trillion.
    Market capital cap refers to the total value of all shares at market price.
    The value of stocks reflected on the balance sheet is par. That means its the price the stock was issued at by Apple to the public. The price of Apple stocks on the secondary market(stock market) is higher than par because investors value the stock to be worth more than it was issued at.

  • @shajupauljohn3244
    @shajupauljohn3244 2 роки тому

    Leila, I like to watch your videos, you are EXCELLENT. You explain everything in detail. Great job.

  • @hatimparkar8068
    @hatimparkar8068 2 роки тому

    Helpful video ma’am 👍🏻keep sharing such content

  • @larayosprincessanns.7254
    @larayosprincessanns.7254 Рік тому

    Thank you!!

  • @sachinrv1
    @sachinrv1 2 роки тому +1

    Excellent video Leila. Simple, straight, informative and meaningful. I personally loved those ratios viz. Inventory Days, Receivable Days, Payable Days. Thanks !. Wish you happy Christmas and healthy n prosperous year ahead. Love from India !!!

    • @LeilaGharani
      @LeilaGharani  2 роки тому +1

      Thanks Sachin! Happy New Year to you too!

  • @la9753
    @la9753 2 роки тому

    Thanks a ton!

  • @stunnerkay9556
    @stunnerkay9556 2 роки тому

    You made my day

  • @Sifatullahsolo
    @Sifatullahsolo Рік тому

    please make some more videos on finance . u have super skill of explaining things and making them simple.
    thanks

  • @derrickadang9816
    @derrickadang9816 2 роки тому

    Wow! The statements won't be intimidating anymore...Thank you Leila.

  • @nd4110
    @nd4110 Рік тому

    Great video! Concise and to the point with a visual aid. Awesome! Did you make a video for the income statement and cash flow statement? If so, please share.

  • @MarkBradley
    @MarkBradley 2 роки тому

    Leila -- That was outstanding!

  • @GEEKAY79
    @GEEKAY79 2 роки тому

    You made an impressive video!

  • @cbsweb
    @cbsweb 2 роки тому

    Thank you for a great video!

  • @azironen9173
    @azironen9173 2 роки тому

    Great presentation, Leila. One comment - for the inventory days formula, I’d take the COGS of products only.

  • @accountingwithed8377
    @accountingwithed8377 2 роки тому

    Wowww that was just beautifully done as usually. Please if you can make a series of this, I am sure it will be so helpful.

    • @LeilaGharani
      @LeilaGharani  2 роки тому +1

      Thanks, Joseph! I'll see what I can come up with :)

  • @spotsonadog
    @spotsonadog 3 місяці тому

    thank you !!

  • @AlexLanglois1
    @AlexLanglois1 3 дні тому

    Amazing!

  • @Villgaxx07
    @Villgaxx07 2 роки тому

    More content like this please! 🙏🏼🙏🏼

  • @karenjoyvigilancia8453
    @karenjoyvigilancia8453 2 роки тому

    Thanks alot ❤️

  • @ademolao.adegoke303
    @ademolao.adegoke303 2 роки тому +1

    Thanks for all you do Leila. This is kinda a refresher course for a Chartered Accountant like me. I hope to see videos on Statement of Cash flow and the likes. Again, thank you

  • @mohammedfaiz2443
    @mohammedfaiz2443 2 роки тому +1

    More finance videos like this please

  • @amitdudhankar2672
    @amitdudhankar2672 2 роки тому

    Impressed..👌

  • @mohammadmehdi1559
    @mohammadmehdi1559 2 роки тому

    مرسی لیلاا خیلی زیاد دنبال همچین آموزشی بودم. واقعا کمک کننده بودش

  • @peterdwightsavundranayagam6758
    @peterdwightsavundranayagam6758 2 роки тому

    Great Job.

  • @08205ca
    @08205ca 2 роки тому

    Thanks again

  • @firaschamas4234
    @firaschamas4234 11 місяців тому

    You are the best ❤

  • @aliyksl123
    @aliyksl123 2 роки тому

    Thank you :)

  • @anuragpathak3909
    @anuragpathak3909 2 роки тому

    Very well explained mam, this type of video helps promoting financial awareness to every person.
    Thanks for starting this type of series..

  • @aw114
    @aw114 2 роки тому

    Leila, another well delivered tutorial, thank you. May I suggest content for another tutorial? I'd like to know if and how I can apply standard formatting (font, font size, paragraph alignment, and line spacing, etc) to all MS Word docs on my hard drive without having to open each file individually and apply the desired formatting. It would also be good to add in a command that converted older file formats, such as Word 97-2003, to the latest format without having to open and save each file in the new version. Thank you.

  • @jemidostali1733
    @jemidostali1733 2 роки тому

    Awesome 😍