Financial Data & Accounting
This accounting statement contains revenue, expenses, and net income inside it
What is a Income Statement?
Costs that never change based on business activity
What is Fixed Costs?
This profit margin concerns how much profit is made after direct product costs
What is Gross Profit? (Gross Profit Margin)
This metric outlines the direct costs associated with production.
What is Cost of Goods Sold? (COGS)
Calculate Contribution Margin
Price: $5
Variable Costs: $1.5
Fixed Costs: $20
What is $3.5?
Assets = Liabilities + Equity is from what accounting statement?
What is a Balance Sheet?
Costs that are associated with business production
What is Direct Costs?
What is the formula for Net Income Margin?
What is Net Income/Revenue?
This measurement is used to determine when total revenue = total costs
What is Breakeven Analysis? (Breakeven Point)
Calculate Breakeven Point
Fixed Cost: $500
Price: $10
Variable Cost: $5
Contribution Margin: $5
What is 100?
These are usually found at the end of your case package or PowerPoint presentation
What is an Appendix? (Appendices count)
These costs are related to the overall operations of a company
What is Operating Expenses? (Operating Costs works too)
What is the formula for Operating Profit?
What is Gross Profit - SG&A - Operating Expenses?
What is the formula for Breakeven Point?
Calculate Operating Profit
Revenue: $10,000
COGS : $4,000
SG&A: $600
OpEx: $2,700
Taxes: $500
Interest: $200
What is $2,700?
Bloomberg and S&P CapitalIQ are examples of what data source?
What is Financial Databases?
Marketing, admin costs, and supervisor salaries are considered under this expense group
What is Selling, General & Adminstrative Expenses (Selling, General & Adminstrative Costs works too, won't accept SG&A)
What is the full name of the profit margin that serves as a rough proxy for cash flow?
What is Earnings before Interest, Tax, Depreciation & Amortization?
This metric measures how much it costs to get a customer to buy our product.
What is Customer Acquisition Cost?
Calculate Net Income Margin
Revenue: $12,000
COGS: $5,000
OpEx: $3,500
SG&A:$600
Interest: $500
Taxes: $600
Net Income: $1,800
What is 15%?
These sources contain information from non-traditional means to gather further insight into a company
What is Alternative Data?
Costs associated with raising capital for investments
What is Financing Costs?
What is the formula for Net Income from Revenue
What is Revenue - COGS - SG&A - Operating Expenses - Interest - Other Expenses - Taxes = Net Income?
Give me the full formula for Payback Period
What is Initial Cost of Investment/((Revenue/Unit - Var Cost/Unit) * (Units Sold/Period - Fixed Costs/Period))?
Calculate ROI
Gross Return: $5 * 4000
Initial Cost: $7,000 + $3,000 + $5,000
Fixed Cost: $1,000/year
What is 25%?