Broad analysis
To check whether a company is doing well financially, you should check how it compares to its competitors in the same industry.
In this exercise, you'll compute the companies' average debt-to-equity ratio, asset turnover ratio, current ratio, and gross margin over several years.
You'll also compute the average of these ratios in the FMCG, Tech, and Real Estate industries over several years and see how the companies' ratios compare to their industry average.
Deze oefening maakt deel uit van de cursus
Analyzing Financial Statements in Python
Praktische interactieve oefening
Probeer deze oefening eens door deze voorbeeldcode in te vullen.
# Compute average by company in each industry
company_avg = statement_info.pivot_table(index=____, values=["debt_to_equity"
,"current_ratio"
,"asset_turnover", "gross_margin"]).reset_index()
# Compute average in industry
industry_avg = statement_info.pivot_table(index=____, values=["debt_to_equity"
,"current_ratio"
,"asset_turnover", "gross_margin"]).reset_index()
industry_avg["company"] = "average"
plot_df = pd.concat([company_avg, industry_avg])