Analyze the P&L, balance sheet, and cash flow statement of 5 real public companies and produce a written analysis of each.
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Analyse the Three Core Statements of a Real Listed Company
2–3 weeks
Master the income statement, balance sheet, and cash flow statement for a real publicly listed company. Use an actual filed annual report (10-K in the US, Annual Report for UK companies). Understand how the three statements connect — net income flows from the income statement to retained earnings on the balance sheet and to operating cash flow on the cash flow statement.
Proof required
Submit: (a) the name of your chosen company and a link to the specific annual report used, and (b) a one-page summary for each of the three statements (three pages total) identifying the five most important line items from that company's actual statements — with the specific value for the most recent year and a two-sentence explanation of what each line item reveals about the company's financial health. Use actual dollar/pound values, not percentages.
What gets checked
Real company and specific annual report year are identified — not a textbook example
Line items are from the actual filed statements with actual values
Three-statement connection is explained — where does net income appear on the other two statements for this specific company?
Resources
SEC EDGAR — Free US Public Company Filings
Khan Academy — Accounting and Financial Statements (Free)
Compute and Interpret Five Key Financial Ratios with Competitor Comparison
Produce a Financial Health Summary and Defend to a Finance Professional
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