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Glossary

3-Statement Modeling

Every term in the track, defined in plain English. These definitions also pop up when you hover the dotted terms inside lessons - and feed your flashcard review.

Concepts

Accrual accounting
Recording revenue when earned and expenses when incurred, regardless of when cash moves. The reason profit and cash differ.
Accounting identity
Assets = Liabilities + Shareholders' Equity. The rule the balance sheet must always obey.
Roll-forward
Beginning balance + inflows - outflows = ending balance. The pattern that connects a balance sheet account across periods.

Statements

Income statement
A period statement of profitability: revenue down through costs to net income.
Balance sheet
A point-in-time snapshot of assets, liabilities, and equity. Always satisfies Assets = Liabilities + Equity.
Cash flow statement
A period statement reconciling profit to actual cash across operating, investing, and financing activities.

Income statement

Net incomeNI
The bottom line of the income statement; the starting point of the cash flow statement and an addition to retained earnings.
EBIT
Earnings before interest and taxes; operating profit before financing and tax.
Gross margin
Gross profit as a percent of revenue; a common, stable driver for projecting COGS.
Depreciation & amortizationD&A
Non-cash charge for aging assets; subtracted on the income statement and added back on the cash flow statement.

Balance sheet

Retained earnings
Cumulative net income kept rather than paid as dividends; the main link from the income statement into equity.
Working capital
Operating current assets minus operating current liabilities; its period-over-period change drives operating cash flow.
Accounts receivableA/R
Money owed by customers for sales already booked. An increase uses cash.
Accounts payableA/P
Money owed to suppliers for purchases already made. An increase provides cash.
Inventory
Goods held for sale. An increase ties up cash until the goods are sold.
PP&E
Property, plant & equipment. Rolls forward as beginning + CapEx - depreciation.

Cash flow

Cash from operationsCFO
Cash generated by core operations; built from net income plus D&A minus the change in working capital.
Cash from investingCFI
Cash used for or from investments, chiefly capital expenditures and acquisitions.
Cash from financingCFF
Cash from debt and equity activity: borrowings, repayments, issuance, buybacks, and dividends.
Indirect method
Building operating cash flow by starting at net income and adjusting for non-cash items and working-capital changes. The standard approach.

Linking

Revolver
A revolving credit line that auto-funds cash shortfalls in a model, acting as the secondary balancing plug after cash.
Circular reference
A loop where a value depends on itself - classically, debt interest reducing net income, which changes cash and the revolver, which changes interest.