Unire i prospetti finanziari

Hai appena imparato a leggere dati JSON in Python e a calcolare due indici dal rendiconto finanziario. Il calcolo del rapporto tra flusso di cassa e utile netto e dell'operating cash flow ratio richiede non solo informazioni dal rendiconto finanziario, ma anche dal conto economico e dallo stato patrimoniale.

In questo esercizio, farai pratica a caricare dati JSON in Python con pandas e a unirli con i dati del conto economico e dello stato patrimoniale.

pandas è già stato caricato come pd. I dataset con le informazioni dello stato patrimoniale e del conto economico si chiamano rispettivamente balance_sheet e income_statement. Anche questi sono già stati caricati per te.

Questo esercizio fa parte del corso

Analizzare i bilanci con Python

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Istruzioni dell'esercizio

Inizia leggendo cash_flow_tech.json come DataFrame pandas.
Unisci il conto economico con i dati dello stato patrimoniale, chiamando il risultato merged_income_statement_balance_sheet; usa "Year" e "company" come colonne di join.
Unisci i dati del rendiconto finanziario con merged_income_statement_balance_sheet.

Esercizio pratico interattivo

Prova a risolvere questo esercizio completando il codice di esempio.

# Read cash flow data
cash_flow = ____

# Merge income statement data with balance sheet data
____ = pd.____(income_statement, ____, on=____)

# Now merge it with cash flow data
merged_all = pd.____(cash_flow, ____, on=____)

Modifica ed esegui il codice

Questo esercizio fa parte del corso

Analizzare i bilanci con Python

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In this chapter, you will learn how to read and interpret a balance sheet and compute and use financial ratios to evaluate a company's performance using information from the balance sheet. Additionally, you'll gain hands-on experience using the powerful pandas data manipulation package to analyze a company's financial ratios and compare them to its peers in the industry.

Exercise 1: Introduction to the balance sheet Exercise 2: Match balance sheet items to their class Exercise 3: Relation of assets, liabilities, and shareholders' equity Exercise 4: Practice using the main equation of accounting Exercise 5: Financial ratios from the balance sheet Exercise 6: Match the ratio to its family Exercise 7: Compute the current ratio Exercise 8: Leverage ratios Exercise 9: Computing financial ratios using pandas Exercise 10: Compute current and debt-to-equity ratios Exercise 11: Compute relative difference by industry Exercise 12: Compute ratios by industry

In this chapter, you'll learn how to read and interpret an income statement, calculate key financial ratios, and even create your own functions in Python to automate repetitive tasks. You'll also gain experience using seaborn, a powerful data visualization library, to produce figures to help you understand a company's financial performance.

Exercise 1: Introduction to the income statement Exercise 2: Compute net income Exercise 3: Computing ratios from the income statement Exercise 4: Ratios from the income statement and balance sheet Exercise 5: Updating the user-defined function Exercise 6: Updating user-defined function to do subtraction Exercise 7: Computing ratios with user-defined function Exercise 8: Computing multiple ratios with the user-defined function Exercise 9: Visualizing ratios for within-company analysis Exercise 10: Plotting ratios Exercise 11: Plotting ratios in one figure

In this chapter, you’ll analyze the cash flow statement and use its information to compute and interpret financial ratios. Using Seaborn to create informative plots that compare financial ratios across different companies, you'll build on your existing knowledge of Python and data visualization. By the end of this chapter, you'll have the skills to extract insights from cash flow statements using Python and handle messy, real-world data sets with missing data.

Exercise 1: Rendiconto finanziario Exercise 2: Assegna le voci di flusso di cassa alla sezione corretta Exercise 3: Calcola il flusso di cassa netto Exercise 4: Indicatori finanziari dal rendiconto dei flussi di cassa Exercise 5: Unire i prospetti finanziari

Esercizio in corso

Exercise 6: Calcola gli indici del rendiconto finanziario Exercise 7: Imputare e compilare i valori mancanti usando le medie Exercise 8: Imputazione dei valori mancanti con i percentili Exercise 9: Unire i bilanci e riempire i valori mancanti Exercise 10: Visualizzare i rapporti finanziari per il confronto Exercise 11: Rappresentare i rapporti di cassa

In this chapter, you'll learn about the different financial ratios that measure a company's profitability, how to compute them, and how to compare them across other companies. You'll build upon your knowledge of the Seaborn library to create visualizations that help you analyze profitability ratios and identify trends.

Exercise 1: A glimpse into the financial ratios of some industries Exercise 2: Using margins in pivot tables and making a bar plot Exercise 3: Preparing data for a facet grid plot Exercise 4: Making a facet grid plot Exercise 5: User-defined function to make plots Exercise 6: Profitability metrics Exercise 7: Relationship between operating margin and debt-to-equity for real estate companies Exercise 8: Practice with sns.regplot()Exercise 9: Updating the user-defined function for plotting Exercise 10: More on analyzing profitability Exercise 11: Practice making heat maps Exercise 12: Broad analysis Exercise 13: Well done!