November 27, 2024
Ratio Analysis with Chat GPT | CHAT GPT for Finance and FP&A Episode 3
 #Finance

Ratio Analysis with Chat GPT | CHAT GPT for Finance and FP&A Episode 3 #Finance


if you are a Finance person like me this CashNews.co will transform and speed up the way you calculate and analyze Financial Ratios in 2024 if you

are spending hours and hours calculating Financial Ratios manually you should definitely check out Chad GPD which can simplify this task in this CashNews.co I’ll walk you through how to use Chad GPD to calculate and analyze Financial Ratios but to start what

we need is a set of Financial Statements the Income statement and the Balance Sheet and a basic understanding of what are the common Financial ratio I’ll see you in the next before I get into chat dpd I just wanted to share with you what data

we are using for this analysis so what I have with me right now is a set of Financial Statements where you can see I have a Income statement and a Balance Sheet okay so this is all what we need to do ratio analysis and just to cross check chat

gpd’s out put I have also done some calculations for ratios for the common set of ratios including the Profitability ratios the Liquidity ratios the activity ratios and the solvency ratios so we’ll test all of these calculations how it is done in charb

versus the results which I have calculated in Excel so this will be an interesting CashNews.co to watch out for so in this CashNews.co what uh we are going to do is we are going to test if CH dpd is able to calculate the ratios that we had done in the Excel file manually okay so what I’ll do

is I’ll bring the Income statement and Balance Sheet here in chat GPD so I’ll attach the Income statement and Balance Sheet here in chat GPT to be able to do that let me just bring in the Income

statement as a picture and what I’ll do is I’ll next get the Balance Sheet as well so I am pasting the images of the Balance Sheet as PN in ch GP and I’m asking it to if it is able to read okay and it says yes I can read and analyze pnl and valid

sheet from the uploaded images let me extract the text and interpret the details for you okay so right now what I’ve done is I’ve just submitted the Income statement and the Balance Sheet in GPT now let me try and ask CH gbd if it can calculate

Profitability ratios from the financial okay so it has started calculating the gross Profit margin net Profit margin Roa and Roe which is return on Assets and return on Equity and it is asking me if you can confirm

the key values for Revenue cross Profit ebit and total Income and you can calculate these ratios for both current year and previous year let me know so what we want is for the current year so I’m saying current year okay and once I give that

command it started running some codes in Python and it is going to do some analysis based on the codes it has come up with the results and it is telling me the gross Profit margin operating Profit margin net Profit margin Roa and Roe let me just

compare this with what I have in my Excel file okay so gross Profit margin is 24.4 to which is exactly what I have uh net Profit margin is 8.9% and Roa and Roe numbers are slightly different maybe because I have taken averages in the denominator and chbd has taken

the closing balances for the denominator so that could be the only reason for the difference but however chat DPT has done a decent job in calculating the Profitability ratios now let me go to the next step and ask it to calculate the Liquidity ratios remember

Liquidity ratios are your ratios like your current ratio and quick ratio okay so now it is giving me the formulas for the current ratio quick ratio uh cash ratio and it’s trying to calculate that using some codes okay so it is given me the current ratio is 2.26 the quick

ratio is 1.45 I’m just double checking that and what I have is also the same number my current ratio is 2.25 and my quick ratio is 1.45 so this looks to be okay however in the cash ratio it has only taken the cash as uh the numerator in the ratio calculation it has ignored the marketable

security so depending on the definition your cash ratio might have a different number if it is including or excluding your investment Securities okay now let’s try and ask if it can calculate activity ratio so activity ratios are iOS like your inventory turnover ratios and

your accounts receivable turnover ratios let’s see if it is able to do that also if you notice it has given you some nice commentary on each of the ratios okay so it is not just given you the calculated ratios but it is also giv you some basic comments now we doing inventory turnover ratio

reable turnover ratio asset turnover ratio and working Capital turnover ratio and it is now calculating all of those ratios based on the pnl and Balance Sheet I have shared with them okay so it’s calculating the activity ratios I’ll just double check

with what I have in my uh in my screen again these can differ based on the definitions for the ratios uh based on if you take average or if you take closing balances but uh from the looks of it it looks like it has done a decent job in calculating the ratios for inventory receivables asset and

working Capital turnover okay so we have done Profitability ratios Liquidity ratios and activity ratios let me now try and see if it in the previous CashNews.co we saw and calculated Profitability ratios activity ratios and

Liquidity ratios using Char GPT now let’s see if it can also calculate solvency ratios so let me see if it is do able to do that okay so it is uh listing down all the solvency ratios like the Deb Debt to Equity ratio the Debt

ratio the interest coverage ratio and it is now given me the results as well your dead to Equity ratio is 0.38 your interest coverage ratio is 8.28 it me just double check with my results in the Excel file okay so it is calculated the interest coverage ratio correctly which is 8.28

however Debt to Equity ratio it has taken the total Liabilities in the numerator while it should have only taken the total Debt so if you can notice here it has made a mistake let me just prompt it to correct that mistake for

Debt you should take only external Debt in okay let’s see if it is able to identify it mistake and correct it okay so once it is uh adjusted the calculation now it is giving me the right dead to Equity ratio which is 0.22 which is also there

in the Excel file so so what I will do is I will also attach the Excel calculations for you to cross checks once you give this give this prompts and the Financial Statements into chat GPD and you can do this and try this on your own CH GPD to calculate the ratios not only calculate

the ratios but also it gave us some basic commentaries on those ratios and we also noticed a case where the calculation had been a mistake and we were able to identify that mistake and prompt chat GPD to correct that mistake so um keep keep that in mind that chat GP can make mistakes and uh

you’ll have to make sure that you double check all of the outputs that you plan to use from chat GPD so are you ready to take your AI skills to the next level don’t just stop here check out our full chat GPD for color: #1a73e8; text-decoration: none;">Finance and fpna course where you will learn all the tools and techniques to save time deliver insights and stay ahead in your career if you want a live and interactive experience join our live AI for

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