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Gestão de Empresas

Financial Analysis

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Publication in the Diário da República: Despacho nº 3393/2016 - 04/03/2016

5 ECTS; 2º Ano, 1º Semestre, 60,0 TP , Cód. 9152316.

Lecturer
- José Manuel Barros Pinheiro Nogueira (1)(2)

(1) Docente Responsável
(2) Docente que lecciona

Prerequisites
Not applicable.

Objectives
Students should be able to apply financial analysis in business: the analysis of financial stability, profitability and risk.

Program
1. Introduction: object and framework of Financial Analysis
2. Instruments base of Financial Analysis :
2.1. Accountability
2.2. Documents base of Financial Analysis
2.3. Preparation of accounting documents for Financial Analysis
2.4. The method of ratios
3. Financial soundness and financial stability
4. Efficiency and profitability :
4.1. The financial cycle of exploitation
4.2. Income statement analysis
4.3. Return on invested capital
4.4. Return on equity
5. The operational and financial risk

Evaluation Methodology
Continuous evaluation:
Minimum attendance of 50%
1st Test with 20% weighting;
2nd Test with 40% weighting;
Work with group discussion with a weight of 40%
Minimum score in tests of 7 (seven) values;
The option for continuous assessment requires that all of its components be carried out.
Final grade lower than 10 (ten) points the student will be admitted to the exam.

Exam:
Work with discussion (100%)

Bibliography
- Brealey, R. e Myers, S. (1995). Princípios de Finanças Empresariais. Lisboa: Mac Graw Hill
- Damodaran, A. (2001). corporate finance, theory and practice. USA: John Wiley
- Menezes, H. (1995). Princípios de Finanças Empresariais. Lisboa: Presença
- Neves, J. (2014). Análise e Relato Financeiro - Uma visão integrada de gestão. Lisboa: Texto Editores
(1995). Princípios de Finanças Empresariais. Lisboa: Mac Graw Hill
(1995). Princípios de Finanças Empresariais. Lisboa: Presença
(2001). corporate finance, theory and practice. USA: John Wiley
(2014). Análise e Relato Financeiro - Uma visão integrada de gestão. Lisboa: Texto Editores

Teaching Method
Lectures focusing on resolution of practical cases.

Software used in class
Excel

 

 

 


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