12101324 - Master Compliance Training Book

12/6/24

What is financial analysis?

§ Horizontal analysis „ Trend analysis, comparison of business performance over time § Vertical analysis „ Also called common-size analysis, presents each financial statement line item as a percentage of the total § Ratio analysis „ Where most key performance indicators are derived, evaluates relationship between financial components

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Horizontal analysis – statement of net position

Casino ABC

December 31,

December 31,

2024

2023

$ Change

% Change

Assets Current Assets Cash and cash equivalents

$ 28,625,000

$

25,653,000 369,000 1,395,000 260,000 1,219,000 28,896,000

$ 2,972,000

12% 64% 20% -11% 67% 15%

Accounts Receivable

606,000 1,672,000

237,000 277,000 (29,000) 821,000 4,278,000

Inventories

Due from Tribe Prepaid expenses Total current assets Non-current assets Capital assets, net Restricted cash

231,000

2,040,000 33,174,000

204,767,000 13,200,000 217,967,000

214,686,000 21,987,000 236,673,000

(9,919,000) (8,787,000) (18,706,000)

-5%

-40%

Total non-current assets

-8%

Total Assets

$ 251,141,000

$ 265,569,000

(14,428,000)

-5%

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