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Credit Analysis - Financial Institution - EXCEL Example
SKU 00079
$29.00
In stock
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Product Details
About the course
This file presents an example of Peer Group Ratio Analysis for a financial institution. It is a supporting file of the PDF course “Credit Analysis - Financial Institution” (not included in this purchase). The file includes:
- Balance sheet and Income Statement data for two years for the Financial Institution, 7 other peers and the banking industry as a whole
- Ratios and comparative results, with graphs, including:
- Investment to Total Assets
- Advances to Total Assets
- Deposits to Total Liabilities
- Advances to Deposits Ratio (ADR)
- Investments to Deposits Ratio (IDR)
- Total Equity to Total Assets
- Leverage
- Total Equity to Advances & Investments
- Commissions to Total income
- Cost to Assets
- Net Margin
- Gross non-interest income to NII
- Net non-interest income to NII
- ROEA
- Yield on Assets
- Income to Advances & Investments
- ROW
- Non-interest expense to Total Assets
- Cost of Funds
- Interest Rate Spread
- Cost to Income Ratio
- Loan Losses
- Non-performing loans (NPL) to Loan
- BVPS
- Price per share
- Price to BVPS
- Cost per branch
- Administrative expense per branch
- Deposits per branch
- Advances per branch
Learning Objectives
After taking this course you will be able to:
- Calculate & graph 31 ratios used for peer group analysis
Prerequisite
Some familiarity with corporate finance, ratio & credit analysis and comfort with basic mathematics and EXCEL is expected.
Target Audience
This course is for beginners in the finance field.
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