A ratio analysis is the process of conducting a quantitative analysis of the information mentioned in the financial statements of a company by comparing the ratios of current years with that of previous years and also with ratios of other companies. It is essential that the process in which the analysis is conducted is right so it is necessary to refer to a ratio analysis template. The ratio analysis template gives an idea about all the factors that should be included in a ratio analysis.
Sample Ratio Analysis Template
Ratio Analysis Template
Download Sample Ratio analysis template
RATIO ANALYSIS TEMPLATE
Name of the organization: ___________________ [name of the financial organization for which analysis is being done]
Address: _____________ Street address, _________________ City,
Year of conducting the financial analysis: from ____________ to __________ [the financial year for which analysis is being performed]
| Assets [details of various assets to be taken into consideration for calculation of ratio analysis] | Amount
[value of that certain asset] |
Liabilities[details of various liabilities to be taken into consideration for calculation of ratio analysis] | Amount[value of that certain liability] |
| Asset 1:______________ | Liability 1: ______________ | ||
| Asset 2:______________ | Liability 2: ______________ | ||
| Asset 3:______________ | Liability 3: ______________ | ||
| Total assets [the value after all the assets have been summed up] | Total liabilities [the value after all the liabilities have been summed up] |
Various ratio factors:
- Current ratio: ____________________ [method of calculation]
- Cash ratio: ____________________ [method of calculation]
- Total debt ratio: ____________________ [method of calculation]
- Quick ratio: ____________________ [method of calculation]
Conclusion: _________________________ [mention in details the conclusion derived after conducting the ratio analysis]
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