Browse MBAs SECTION 1: Financial Accounting & Reporting

The Common-Size & Trend Analyzer

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The Common-Size & Trend Analyzer

Create a common-size and trend analysis so I can see the shape of this
business over time.

Data: [PASTE 2-5 YEARS OF INCOME STATEMENT AND/OR BALANCE SHEET]

Produce:
1. A common-size income statement (every line as a % of revenue) for each
   year
2. A common-size balance sheet (every line as a % of total assets)
3. Year-over-year growth rates for the key lines
4. A short narrative: what is expanding, what is shrinking, what is
   drifting, and what it suggests about strategy or trouble

Present the percentages in a clean table and keep the narrative to the
things that actually moved.

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