Profitability Ratio Analysis

Template

With Pipefy’s Profitability Ratio Analysis Free Template you will be able to delegate, control, and keep track of every analysis you want to do in any company.

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Template structure

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  • 1. Type of analysis

    • Margin ratios
    • Return ratios
    • Both
  • 2. Ratios to be considered

    • Gross Profit Margin
    • Net Profit Margin
    • EBIT
    • EBITDA
    • Cash Flow Margin
    • NOPAT
    • ROA
    • ROE
    • ROIC
  • 3. Attach here the income statement and the balance sheet.

Screening

  • 1. Assignee

  • 2. Did the requester attach the right documents?

    • Yes
    • No
  • 3. Comments

On hold

  • 1. Checklist

    • Request the missing documents to run the analysis.
  • 2. Attach here the complete materials.

  • 3. Status

    • Ready to go!

Analyzing

  • 1. Has the analysis taken place?

    • Yes
    • No
  • 2. Comments

  • 3. Attach here the full analysis.

Done

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