From the course: Corporate Financial Statement Analysis
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Automate DuPont analysis using AI tools
From the course: Corporate Financial Statement Analysis
Automate DuPont analysis using AI tools
In the Excel spreadsheet exercise that follows this movie, one of the activities involves using Excel to compare the performance of Walmart and Target using the DuPont framework ratios. Excel is one way to do that, but there is some significant work involved. First, you have to go out to the SEC Edgar website and download the necessary net income, sales, total assets, and total equity data from the most current 10-K filings for these two companies. Alternatively, you can go to the individual website of the two companies, poke around, and find the financial statements. Then, once you have the numbers, you have to construct a computation framework using the DuPont framework ratio formulas, if you remember them. If you don't remember them, you need to go online and refresh your memory. After all of this, you then need to interpret the difference between the two sets of ratios. And if it's been a while since you did a DuPont framework ratio comparison, you need to go online and refresh…
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Calculate return on equity and assess performance3m 20s
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Apply DuPont analysis to ROE components4m 45s
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Compare Ford vs. GM using the DuPont framework4m 42s
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Automate DuPont analysis using AI tools4m 8s
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Excel: Use the DuPont Framework to compare companies13m 9s
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