analyzing-financial-statements

You can calculate financial ratios by providing income statement and balance sheet data as CSV line items, JSON structures, or text key figures. The system computes profitability, liquidity, leverage, efficiency, and valuation metrics, returning values alongside interpretive insights.

Investment analysis requires profitability ratios like ROE and ROA, liquidity metrics, leverage measures, efficiency metrics, and valuation multiples including P/E, P/B, EV/EBITDA, and PEG. Per-share metrics such as EPS and enterprise value are also calculated from supplied statements.

Yes, Excel-sourced financial figures can be used to generate an interpretation report. The system accepts CSV, JSON, and text formats, producing ratio values alongside interpretive insights, trend-aware summaries for multiple periods, and a formatted analysis report.

Financial statement modeling supports trend-aware summaries when multiple periods exist in the supplied data. It generates interpretive insights comparing ratio outputs across timeframes, enhancing the formatted analysis report for investment research, company screening, and scenario-based analysis.

The best way to compute valuation multiples from JSON-structured statements is to include income_statement, balance_sheet, and market_data fields in your financial_data structure. The system safely calculates P/E, P/B, EV/EBITDA, and PEG ratios along with derived per-share metrics.