Vertical Analysis Income Statement Template

Vertical analysis of income statement income statement item total sales 100 similarly calculate for the years 2017 and 2016 in the above table it can be seen that the gross profit margin operating income margin and net income margin of apple inc.

Vertical analysis income statement template. Have remained quite stable during the last three years. This income statement and vertical analysis template comes complete with common income statement line items. Incomes expenses and taxes are represented as the proportion of the total sales. Vertical analysis for an income statement when performing a vertical analysis of an income.

Balance sheet vertical analysis template is a ready to use template in excel google sheet and openoffice to analyze the relative percentage change over a period. Let us see the example of a vertical analysis of colgate s income statement. Just like in our balance sheet template it s easier to start with a solid framework than from a blank page plus you ll find notes containing helpful tips on many line items. While performing income statement vertical analysis all the amount from all 3 major categories of accounts in an income statement viz.

Vertical analysis of income statement. The calculator compares each position of the statements to revenue for p l or total assets liabilities for balance sheet. So by using this method it is easy to understand the net profit as it is easy to compare between the years. The following comparative income statement in thousands of dollars for the two recent fiscal years was adapted from the annual report of speedway motorsports inc owner and operator of several major motor speedways such as the atlanta texas and las vegas motor speedways.

Income statement vertical analysis means the vertical evaluation of an income statement and other financial statements in terms of the relative percentage change in line items. A vertical analysis is performed for a specific period such as a month quarter year etc. The below vertical analysis example helps to understand the comparison. In the above vertical analysis example we can see that the income decreases from 1 st year to 2 nd year and the income increases to 18 in the 3 rd year.

The vertical analysis template is a tool that helps to perform vertical common size analysis. Thus just insert the respective amounts of the balance sheet in the light blue columns. Vertical analysis of colgate s income statement. Then it is compared to similar periods such as the first quarter of 2011 the first quarter of 2012 the first quarter of 2013 etc.

This video walks you through how to calculate the numbers required for vertical analysis. To top it all off you can use this income statement template to perform a vertical analysis.