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Financial Analysis

Code 14013
Year 3
Semester S1
ECTS Credits 6
Workload TP(60H)
Scientific area Management
Entry requirements None.
Mode of delivery Face-to-face
Learning outcomes This UC is intended to teach the basics of financial analysis.

Identify the users of financial analysis, the information needed and its sources;
Describe the role of auditors as guarantors of the quality of accounting information;
Prepare accounting information for financial analysis;
Analyze the short-term liquidity of an organization from its financial statements;
Analyze the overall solvency of an organization from its financial statements;
Analyzing the Statement of Cash Flows;
Analyze the profitability of a company from its financial statements;
Calculate risk indicators from financial statements;
Identify the singularities of financial analysis for consolidated financial statements.
Syllabus 1. Introduction to Financial Analysis
2. From Accountancy to Financial Analysis
3. The quality of information
4. Preparation for analysis
5. Analysis of short-term liquidity
6. Cash flow and analysis of the Statement of Cash Flows
7. Analysis of overall (long term) solvency
8. Profitability analysis
9. Risk analysis
10. Singularities of the analysis of consolidated financial statements
Main Bibliography EASTON, P., McANALLY, M., SOMMERS, G., Financial Statement Analysis & Valuation, Cambridge, 6th edition, 2021
SUBRAMANYAM, K., WILD, J., Financial Statement Analysis, McGraw-Hill, 11th edition, 2013
FRIDSON, M., ALVAREZ, F., Financial Statement Analysis: A Practitioner’s Guide, Wiley, 4th edition, 2011
PEGUINHO, C., VIEIRA, E., NEIVA, J., FERNANDES, C., Análise Financeira: Teoria e Prática - Aplicação no âmbito do SNC, 5ª ed., Sílabo, 2019
QUEIRÓS, M., MOTA, C., RESENDE, M., PEREIRA, A., SILVA, E., Análise Financeira de Empresas, Quântica Editora, 2020
Teaching Methodologies and Assessment Criteria Minimum grade for exam access: 3 (out of 20)

Final grade = 30% Test 1 + 70% Test 2
Language Portuguese. Tutorial support is available in English.
Last updated on: 2024-01-15

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