Ratio’s in één figuur plotten

In deze oefening plot en bereken je de brutomarge en de omloopsnelheid van activa van Microsoft door de tijd heen. Maar in tegenstelling tot de vorige oefening plot je ze hier in één figuur. Zo kun je de trend van deze ratio’s visueel beter analyseren, omdat ze in dezelfde figuur staan.

Je gebruikt de pandas-functie .melt() in deze oefening. In de video werd het argument value_vars in de functie opgegeven. value_vars verwijst naar de kolommen die we willen unpivoten. Als value_vars echter niet wordt opgegeven, worden alle kolommen die geen id_vars zijn als value_vars genomen.

De ratios omloopsnelheid van activa en brutomarge zijn voor je berekend in de msft DataFrame, respectievelijk in de kolommen "asset_turnover" en "gross_margin".

Deze oefening maakt deel uit van de cursus

Financiële overzichten analyseren in Python

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Oefeninstructies

Zet de msft DataFrame om van breed naar lang formaat.
Plot de omloopsnelheid van activa en de brutomarge in dezelfde plot met Year op de x-as en voeg hue toe over de dimensie Ratio.

Praktische interactieve oefening

Probeer deze oefening eens door deze voorbeeldcode in te vullen.

# Convert the DataFrame from wide to long
msft_melt = msft.melt(id_vars=____, value_vars=____, var_name="Ratio")

# Plot the data
plot = sns.lineplot(data=msft_melt, x=____, y=___, hue=____)
plt.show()

plot.xaxis.set_major_locator(MaxNLocator(integer=True))
plt.show()

Code bewerken en uitvoeren

Deze oefening maakt deel uit van de cursus

Financiële overzichten analyseren in Python

SkillTag.level.intermediateSkillTag.label

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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: Introductie tot de winst-en-verliesrekening Exercise 2: Bereken de nettowinst Exercise 3: Ratio's berekenen uit de resultatenrekening Exercise 4: Ratio’s uit de resultatenrekening en de balans Exercise 5: De door de gebruiker gedefinieerde functie bijwerken Exercise 6: Gebruikersfunctie bijwerken om te kunnen aftrekken Exercise 7: Kengetallen berekenen met een zelfgedefinieerde functie Exercise 8: Meerdere ratio’s berekenen met de zelfgedefinieerde functie Exercise 9: Ratio’s visualiseren voor analyse binnen één bedrijf Exercise 10: Ratio’s plotten Exercise 11: Ratio’s in één figuur plotten

Huidige oefening

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: Cash flow statement Exercise 2: Assign cash flow entries to the correct part Exercise 3: Compute net cash flow Exercise 4: Financial ratios from the cash flow statement Exercise 5: Merging financial statements Exercise 6: Compute cash flow statement ratios Exercise 7: Imputing and filling in missing values using averages Exercise 8: Imputing missing values with percentiles Exercise 9: Merging financial statements and filling missing values Exercise 10: Visualizing financial ratios for comparison Exercise 11: Plotting cash flow ratios

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!