Lesson 15 — Analysis and Interpretation of Financial Statements

Profitability, Liquidity, Efficiency & Investment Ratios | Cambridge O Level Accounting 7707

📘 Lesson 15 of 16
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📌 Prerequisites: You must be confident reading the Income Statement and Statement of Financial Position (Lesson 11) before starting this lesson. Ratios are calculated from those statements — you need to know exactly which figures to use.

1. Why Analyse Financial Statements? 7707 / 5.1

Financial statements contain a great deal of information — but raw figures alone can be misleading. A business with a profit of $50,000 may sound impressive, but is that good or bad? Without context, we cannot judge. Ratio analysis converts financial figures into meaningful relationships that allow comparison over time or against other businesses.

Ratio Analysis: The process of calculating and interpreting relationships between financial figures to assess the performance, liquidity, efficiency and position of a business. Ratios are most useful when compared with previous years (trends) or with industry benchmarks.

Four Groups of Ratios

Profitability Ratios

Measure how effectively the business generates profit from its revenue and resources.

Gross Profit Margin, Net Profit Margin, Return on Capital Employed

Liquidity Ratios

Measure the ability of the business to meet its short-term obligations.

Current Ratio, Quick Ratio (Acid Test)

Efficiency Ratios

Measure how efficiently the business manages its assets and liabilities.

Inventory Turnover, Trade Receivables Days, Trade Payables Days

Investment / Capital Structure

Assess returns to owners and the capital structure of the business.

Return on Equity, Gearing (where applicable)

📌 Limitations of Ratios: Ratios compare numbers but do not explain why they changed. They may be affected by different accounting policies, seasonal factors, or one-off events. Always comment on possible reasons and limitations when interpreting ratios in the exam.

2. Financial Data — Used Throughout This Lesson

The following extracts from the financial statements of Zara Trading Co. are used for all ratio calculations in this lesson.

Income Statement Extracts — 2026
Sales (Revenue)$200,000
Gross Profit$60,000
Net Profit$24,000
Cost of Sales$140,000
SFP Extracts — 31 Dec 2026
Non-Current Assets (NBV)$80,000
Inventory$18,000
Trade Receivables$22,000
Bank / Cash$5,000
Trade Payables$15,000
Other Current Liabilities$3,000
Total Current Assets$45,000
Total Current Liabilities$18,000
Capital Employed$120,000

Opening Inventory (1 Jan 2026) = $14,000  |  Credit Sales = $160,000  |  Credit Purchases = $110,000

3. Profitability Ratios

📈 Group 1 — Profitability

① Gross Profit Margin (GP Margin)

GP Margin = (Gross Profit ÷ Revenue) × 100

What it measures: The percentage of each dollar of sales retained as gross profit after paying for the cost of goods sold.
Calculation: (60,000 ÷ 200,000) × 100 = 30%
Interpretation: For every $1 of sales, 30 cents is gross profit. A higher % is better. A fall may indicate rising costs of purchases, increased competition forcing price cuts, or higher carriage inwards.

② Net Profit Margin (NP Margin)

NP Margin = (Net Profit ÷ Revenue) × 100

What it measures: The percentage of each dollar of sales retained as net profit after all expenses.
Calculation: (24,000 ÷ 200,000) × 100 = 12%
Interpretation: If GP margin is stable but NP margin falls, expenses have increased relative to sales. If both fall, cost of sales has risen. Compare with GP margin to isolate the problem.

③ Return on Capital Employed (ROCE)

ROCE = (Net Profit ÷ Capital Employed) × 100

What it measures: How efficiently the business generates profit from the total long-term funds invested (capital + long-term loans).
Calculation: (24,000 ÷ 120,000) × 100 = 20%
Interpretation: A 20% ROCE means every $100 invested generates $20 net profit. Compare with the bank interest rate — if ROCE < interest rate, investors would be better off putting money in the bank.

📌 Interpreting Profitability Changes:
GP margin ↓ but NP margin ↑ → expenses reduced more than GP fell (good expense control).
GP margin ↑ but NP margin ↓ → expenses increased significantly (cost control problem).
Both margins ↓ → fundamental trading problem — cost of sales too high or prices too low.

4. Liquidity Ratios

💧 Group 2 — Liquidity

④ Current Ratio

Current Ratio = Current Assets ÷ Current Liabilities

What it measures: Whether the business has enough current assets to cover its current liabilities — its short-term solvency.
Calculation: 45,000 ÷ 18,000 = 2.5 : 1
Ideal range: Approximately 1.5 : 1 to 2 : 1
Interpretation: Too low (<1) = cannot pay short-term debts (liquidity crisis). Too high (>3) = too much cash or inventory tied up unproductively (poor asset management). This ratio does not tell us how quickly assets can be converted to cash.

⑤ Quick Ratio (Acid Test Ratio)

Quick Ratio = (Current Assets − Inventory) ÷ Current Liabilities

What it measures: A stricter liquidity test that excludes inventory (the least liquid current asset) — can the business pay debts from liquid assets alone?
Calculation: (45,000 − 18,000) ÷ 18,000 = 27,000 ÷ 18,000 = 1.5 : 1
Ideal range: Approximately 1 : 1
Interpretation: A ratio below 1:1 means the business cannot meet current liabilities from liquid assets alone — potential cash flow problem. Inventory is excluded because it may take time to sell and convert to cash.

💡 Current vs Quick: If the current ratio looks acceptable but the quick ratio is low, the business is holding too much inventory relative to its liquid assets — a warning sign. Always calculate and comment on both together.

5. Efficiency Ratios

⚙️ Group 3 — Efficiency

⑥ Inventory Turnover

Inventory Turnover = Cost of Sales ÷ Average Inventory  (times per year) Average Inventory = (Opening Inventory + Closing Inventory) ÷ 2

What it measures: How many times inventory is sold and replaced during the year.
Calculation: Average Inventory = (14,000 + 18,000) ÷ 2 = $16,000
Inventory Turnover = 140,000 ÷ 16,000 = 8.75 times
Interpretation: Higher turnover = inventory sold quickly (good for perishable goods). Lower turnover = slow-moving stock (risk of obsolescence or overstocking). Compare with industry average — a supermarket turns over much faster than a furniture retailer.

⑦ Inventory Days (Days Inventory Outstanding)

Inventory Days = (Average Inventory ÷ Cost of Sales) × 365

What it measures: The average number of days inventory is held before being sold.
Calculation: (16,000 ÷ 140,000) × 365 = 41.7 days
Interpretation: Inventory is held for about 42 days on average. Fewer days = faster selling. More days = slower selling or overstocking.

⑧ Trade Receivables Days (Debtor Days)

Receivables Days = (Trade Receivables ÷ Credit Sales) × 365

What it measures: The average number of days it takes to collect payment from credit customers.
Calculation: (22,000 ÷ 160,000) × 365 = 50.2 days
Interpretation: Customers take about 50 days to pay. If the credit terms are 30 days, this is too slow — the business is not collecting debts efficiently. Fewer days = better cash flow.

⑨ Trade Payables Days (Creditor Days)

Payables Days = (Trade Payables ÷ Credit Purchases) × 365

What it measures: The average number of days the business takes to pay its suppliers.
Calculation: (15,000 ÷ 110,000) × 365 = 49.8 days
Interpretation: The business takes about 50 days to pay suppliers. More days = business is using suppliers as a source of free finance (good for cash flow but may damage supplier relationships). Fewer days = paying too quickly, possibly missing out on credit terms.

📌 Cash Conversion Cycle: A business wants to collect from debtors before it has to pay creditors. Ideally: Receivables Days < Payables Days. In this example: Receivables ≈ 50 days, Payables ≈ 50 days — roughly balanced. If receivables days exceed payables days, the business funds the gap from its own cash.

6. All Ratios — Quick Reference Summary

Ratio Formula Result (Zara 2026) Ideal / Benchmark
GP Margin (GP ÷ Revenue) × 100 30% Depends on industry
NP Margin (NP ÷ Revenue) × 100 12% Depends on industry
ROCE (NP ÷ Capital Employed) × 100 20% Above bank interest rate
Current Ratio Current Assets ÷ Current Liabilities 2.5 : 1 1.5 : 1 to 2 : 1
Quick Ratio (CA − Inventory) ÷ CL 1.5 : 1 ≈ 1 : 1
Inventory Turnover CoS ÷ Average Inventory 8.75 times Higher = better
Inventory Days (Avg Inv ÷ CoS) × 365 41.7 days Lower = better
Receivables Days (Receivables ÷ Credit Sales) × 365 50.2 days Lower = better / within terms
Payables Days (Payables ÷ Credit Purchases) × 365 49.8 days Within supplier terms

7. Interpretation Skills Exam Focus

Calculating a ratio earns marks — but interpreting it earns even more. The examiner expects a structured comment that includes: the ratio value, what it means, whether it is good or bad, a possible reason for any change, and a recommendation if asked.

How to Structure an Interpretation Answer

Four-Part Interpretation Framework

1. STATE the ratio value (with correct units — % or :1 or times) 2. EXPLAIN what the ratio measures in plain language 3. JUDGE whether it is good, poor or concerning (with reference to a benchmark or prior year) 4. REASON — suggest a possible cause or recommendation

📋 Example: Full Interpretation of Two Ratios

Compare Year 1 and Year 2 data for Bilal Traders:

Ratio Year 1 Year 2 Change
GP Margin 35% 28% ↓ 7%
NP Margin 18% 19% ↑ 1%
Current Ratio 1.8 : 1 0.9 : 1 ↓ 0.9
Quick Ratio 1.2 : 1 0.5 : 1 ↓ 0.7
GP Margin fell from 35% to 28%: The gross profit margin has declined significantly by 7 percentage points. This means for every $100 of sales, gross profit has fallen from $35 to $28. This is concerning — it suggests the cost of sales has increased relative to revenue, possibly due to higher purchase prices, increased carriage inwards, or the business reducing selling prices to compete. Management should review supplier pricing and consider whether price increases are possible.
NP Margin rose from 18% to 19% despite falling GP Margin: Although gross profit fell, net profit margin improved slightly. This indicates that expenses have been well controlled and reduced relative to sales — the improvement in expense management more than offset the fall in gross profit. This is a positive sign of operational efficiency.
Current Ratio fell from 1.8:1 to 0.9:1: The current ratio has fallen below 1:1, which is a serious concern. The business can no longer cover its current liabilities from current assets alone — it may struggle to pay suppliers and other short-term debts. The quick ratio of 0.5:1 makes this even more alarming, suggesting the business is dangerously low on liquid assets. Immediate action is needed — for example, reducing inventory, chasing debtors faster, or arranging an overdraft.
📌 Examiner Expectations: Never say a ratio is "good" or "bad" without explaining why. Always refer to: (a) the direction of change, (b) a benchmark or prior year, (c) the business implication, and (d) a possible cause or recommendation. Vague answers like "the ratio increased which is good for the business" score zero.

8. Limitations of Ratio Analysis

Limitation Explanation
Historical data Ratios are based on past financial statements — they do not predict future performance.
Different accounting policies Two businesses may use different depreciation methods or inventory valuation — ratios are not directly comparable.
Inflation Changes in price levels can distort year-on-year comparisons — a rise in revenue may reflect inflation, not real growth.
Seasonal businesses A year-end snapshot may not reflect the typical position — a retailer at 31 December may have unusually high inventory.
No qualitative factors Ratios ignore non-financial information such as staff morale, brand reputation, market conditions or customer satisfaction.
Window dressing Management may manipulate year-end figures (e.g. delay payments to creditors) to make ratios look better than they really are.
No single "correct" benchmark Ideal ratios vary by industry — a 2:1 current ratio may be excellent for one business and dangerously high for another.

9. Memory Aids & Common Mistakes

🧠 Memory Aid — Profitability Formulae

GP Margin: GP on Sales — "GS"
NP Margin: NP on Sales — "NS"
ROCE: NP on Capital — "NC"
All three are expressed as percentages (× 100).

🧠 Memory Aid — Liquidity Ratios

Current Ratio: All Current Assets ÷ Current Liabilities → ideal ~2:1
Quick Ratio: (CA − Inventory) ÷ CL → ideal ~1:1
Quick removes Inventory because it is the least liquid current asset.

🧠 Memory Aid — Days Ratios

Receivables Days → use Credit Sales (not total sales)
Payables Days → use Credit Purchases (not total purchases)
Inventory Days → use Cost of Sales (not revenue)
All days ratios: divide by the relevant annual figure, then multiply by 365.

⚠️ Mistake 1 — Using total sales for Receivables Days: Receivables Days must use credit sales only — not total sales. Cash sales do not create receivables. If only total sales is given, the question will say so.
⚠️ Mistake 2 — Using Revenue instead of Cost of Sales for Inventory Turnover: Inventory Turnover = Cost of Sales ÷ Average Inventory — never use Revenue. Inventory is valued at cost, not selling price, so the comparison must also be at cost.
⚠️ Mistake 3 — Wrong units: Profitability ratios → % (multiply by 100).
Liquidity ratios → : 1 (e.g. 2.5 : 1).
Efficiency ratios → times (turnover) or days (days ratios).
Wrong units cost presentation marks even if the calculation is correct.
⚠️ Mistake 4 — Only calculating without interpreting: In a 4-mark question asking you to "calculate and comment", the calculation is worth 1–2 marks and the interpretation is worth the remaining marks. A correct number with no comment loses half the available marks.
⚠️ Mistake 5 — Capital Employed vs Owner's Capital: For ROCE, Capital Employed = Owner's Capital + Long-term Loans (all long-term finance). Using only Owner's Capital understates the denominator and overstates the ROCE.

📝 Exam Practice Questions

Question 1 Knowledge — 2 marks

Explain the difference between the current ratio and the quick ratio and state why inventory is excluded from the quick ratio.

The current ratio measures a business's ability to meet its short-term liabilities using all current assets (including inventory). The quick ratio is a stricter measure that excludes inventory from current assets. (1 mark)

Inventory is excluded from the quick ratio because it is the least liquid current asset — it may take time to sell and convert into cash, and may not always be sold at full value. The quick ratio therefore gives a more conservative view of immediate liquidity. (1 mark)

Question 2 Application — 6 marks

Using the following information, calculate five ratios for Hassan Traders for the year ended 31 December 2026:

Item$
Sales Revenue150,000
Credit Sales120,000
Cost of Sales90,000
Gross Profit60,000
Net Profit18,000
Capital Employed100,000
Current Assets40,000
Inventory16,000
Trade Receivables20,000
Current Liabilities20,000

Calculate: GP Margin, NP Margin, ROCE, Current Ratio, Quick Ratio.

RatioWorkingResult
GP Margin (60,000 ÷ 150,000) × 100 40%
NP Margin (18,000 ÷ 150,000) × 100 12%
ROCE (18,000 ÷ 100,000) × 100 18%
Current Ratio 40,000 ÷ 20,000 2.0 : 1
Quick Ratio (40,000 − 16,000) ÷ 20,000 1.2 : 1
📌 Show all working clearly — method marks are awarded even if the final answer has a minor arithmetic error.

Question 3 Application — 4 marks

Calculate the Receivables Days, Payables Days and Inventory Turnover for the following business:

Item$
Credit Sales180,000
Credit Purchases130,000
Cost of Sales126,000
Trade Receivables25,000
Trade Payables18,000
Opening Inventory20,000
Closing Inventory16,000
RatioWorkingResult
Receivables Days (25,000 ÷ 180,000) × 365 50.7 days
Payables Days (18,000 ÷ 130,000) × 365 50.5 days
Avg Inventory (20,000 + 16,000) ÷ 2 $18,000
Inventory Turnover 126,000 ÷ 18,000 7 times
📌 Always calculate average inventory (opening + closing ÷ 2) — never use closing inventory alone for turnover unless told to do so.

Question 4 Analysis — 5 marks

The following ratios have been calculated for a business over two years:

RatioYear 1Year 2
GP Margin40%32%
NP Margin15%18%
Current Ratio2.2 : 11.4 : 1
Receivables Days35 days55 days

Interpret these ratios and advise the business owner on areas of concern.

GP Margin (40% → 32%): The gross profit margin has fallen sharply by 8 percentage points. This is a significant concern — the cost of sales is consuming a larger proportion of revenue. Possible causes include increased purchase costs, discounting of selling prices, or rising carriage inwards. The owner should review supplier contracts and pricing strategy. (1–2 marks)

NP Margin (15% → 18%): Despite the falling gross profit margin, the net profit margin has actually improved. This suggests the owner has cut expenses significantly — the saving in expenses has more than compensated for the lower gross profit. This reflects good cost control. (1 mark)

Current Ratio (2.2 → 1.4): The current ratio has fallen but remains above 1:1, so the business can still meet short-term obligations. However, the decline is worth monitoring — if it continues, liquidity may become a problem. (1 mark)

Receivables Days (35 → 55 days): Customers are taking significantly longer to pay — an extra 20 days on average. This is a serious concern as it damages cash flow. The owner should tighten credit control, send reminders earlier, and consider offering early payment discounts to speed up collections. (1 mark)

📌 Structure each ratio comment: state the change → judge it → reason → recommend. Cambridge awards marks for each distinct point made.

Question 5 Analysis — 3 marks

State three limitations of using ratio analysis to assess the performance of a business.

Any three of the following (1 mark each):

  • Ratios are based on historical data — they do not predict future performance and may not reflect current conditions.
  • Different businesses may use different accounting policies (e.g. depreciation methods) making direct comparisons unreliable.
  • Inflation can distort comparisons over time — an increase in revenue or assets may simply reflect rising prices rather than real improvement.
  • Ratios are quantitative only — they ignore important qualitative factors such as staff morale, customer loyalty, or market conditions.
  • Window dressing — management may manipulate year-end figures to improve the appearance of ratios without any real improvement in performance.
  • There is no single universal benchmark — ideal ratios vary significantly between industries, making it difficult to judge whether a ratio is truly good or bad.
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