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Test your basic knowledge |
Finance Basics
Start Test
Study First
Subject
:
business-skills
Instructions:
Answer 50 questions in 15 minutes.
If you are not ready to take this test, you can
study here
.
Match each statement with the correct term.
Don't refresh. All questions and answers are randomly picked and ordered every time you load a test.
This is a study tool. The 3 wrong answers for each question are randomly chosen from answers to other questions. So, you might find at times the answers obvious, but you will see it re-enforces your understanding as you take the test each time.
1. Similar to an LLC but used for professional firms in the fields of accounting - law - and architecture. It has limited liability like corporations - but is taxed like partnerships.Investors have votes in proportion to their share of ownership
Amoritization
Operating Income /(EBIT)
Limited Liability Partnership (LLP)
Legal Structures of Business Organizations
2. The larger the expected cash flows - and the lower the perceived risk the higher the stock's price
Annual Report
EBITDA
Net Operating Working Capital (NWOC)
Stock Valuation
3. Debt securities that give the bondholder an option to exchange their bonds for shares of common stock
Preferred Stock
Convertible Bonds
Income Statement
3 Reasons to Form a Corporation
4. Issued annually by a corporation to its stockholders - containing basic financial statements as well as management's analysis of the firm's past operations and future prospects. Provides 4 basic reports - Balance Sheet - Income Statement - Stateme
Legal Structures of Business Organizations
Bondholders
Sets of Financial Statements
Annual Report
5. Profit a company would generate if it had no debt and held only operating assets - = EBIT x (1-T)
Statement of Stockholders' Equity
Net Operating Profit After Taxes (NOPAT)
Dividends Per Share (DPS)
Equilibrium
6. Current assets - (Current liabilities - Notes payables)
Net Operating Working Capital (NOWC)
Stockholders' Equity
Security Analysis
Sole Proprietorships
7. 1 for the IRS - the other for reporting to investors
Sets of Financial Statements
Partnership
Annual Report
Stockholders' Equity
8. The best way to structure portfolios or 'baskets' of stocks and bonds
Expected % Gain of Stock Price
Security Analysis
Sarbanes-Oxley Act
Portfolio Theory
9. What investors would expect if they had all of the information that existed about a company
Important Business Trends
Sarbanes-Oxley Act
Securities and Exchange Commission (SEC)
True Valuation
10. Focuses on decisions relating to how much and what types of assets to acquire - how to raise the capital needed to purchase assets - and how to run the firm so as to maximize its value
Capital Markets
Financial Management/Corporate Finance
Hostile Takeover
Areas of Finance
11. Cumulative total of all earnings kept by the company during its life - a claim against assets - they do not represent cash on the balance sheet
Finance Department
Securities and Exchange Commission (SEC)
Book Value Per Share (BPS)
Retained Earnings
12. Dividends paid to common shareholders / Common shares outstanding
Limited Liability Corporation (LLC)
Expected % Gain of Stock Price
Capital Markets
Dividends Per Share (DPS)
13. Finding the proper values of individual securities
Security Analysis
Formulas for Calculating Stockholders' Equity (SE)
Business Ethics
Expected % Gain of Stock Price
14. Expected % Gain of Stock Price = Increase of stock $ less original stock $ ($1 - 000 - $10) divided by original stock price (/ $10 x 100%) (100% is a constant)
Preferred Stock
Expected % Gain of Stock Price
Stock Market
Balance Sheet
15. A relatively new type of organization that is a hybrid between a partnership and a corporation. It has limited liability like corporations - but is taxed like partnerships. Investors have votes in proportion to their share of ownership
Limited Liability Corporation (LLC)
Finance Department
Marginal Investor
Balance Sheet
16. Law passed by Congress that requires CEO's & CFO's to certify their firms financial statements are accurate and deal with the consequences if the statements are not accurate
EBITDA
Market Analysis
Formulas for Calculating Stockholders' Equity (SE)
Sarbanes-Oxley Act
17. Indicates a rapidly growing company (investing in new assets) which is ok as long as the company eventually utilizes the assets to become profitable and contribute to its FCF
Negative FCF
Stockholders
Corporation or C Corporation
Formulas for Calculating Stockholders' Equity (SE)
18. Situation in which the actual market price equals the intrinsic value so investors are indifferent between buying or selling a stock
Equilibrium
Business Ethics
Net Working Capital (NWC)
Behavioral Finance
19. A company's attitude and conduct toward its employees - customers - community - and stockholders
Business Ethics
Perceived Valuation
Capital Markets
Stockholders
20. How did sales perform and did it make a profit? A report summarizing a firm's revenues - expenses and profits during a reporting period (generally a quarter or a year)
Asset Funding
Income Statement
Working Capital
Business Ethics
21. 1) Limited liability reduces the risks borne by investors - the lower the risk - the higher the value. 2) Firm's value is dependent on its growth opportunities - less risk easier to attract investor - more money more growth opportunities. 3) Valu
Bondholders
Sarbanes-Oxley Act
Balance Sheet
3 Reasons to Form a Corporation
22. Accomplished through a combination of current liabilities - long-term debt - and common equity
Negative FCF
Asset Funding
Sole Proprietorships
Market Analysis
23. Sole Proprietorships - Partnerships - Corporations (incl. S Corp. and Non-profits - Limited Liability Companies (LLC) and Limited Liability Partnerships
Limited Liability Corporation (LLC)
Marginal Investor
Asset Funding
Legal Structures of Business Organizations
24. New investments - raise funds through financing - repurchased debt or equity - or paid dividends. How much cash the firm started the year with - how much it ended up with and what it did to increase or decrease its cash. A report that shows how th
Statement of Cash Flows
True Valuation
Financial Management/Corporate Finance
Negative FCF
25. Focuses on decisions concerning stocks and bonds and includes a number of activities - 1) Security Analysis - 2) Portfolio Theory - & 3) Market Analysis
Stockholders' Equity
Investments
Asset Funding
Stock Valuation
26. An investor whose views determine the actual stock price
Important Business Trends
Expected Stock Price Formula
Annual Report
Marginal Investor
27. An individual who targets a corporation for takeover because it is undervalued
Investments
3 Reasons to Form a Corporation
Corporate Raider
Statement of Cash Flows
28. Amount of cash that could be withdrawn from a firm without harming its ability to operate and to produce future cash flows/ how much cash a firm can distribute to its investors - [ EBIT x (1-T) + Depreciation & Amoritization] - [Capital expenditures
Amoritization
Perceived Valuation
Free Cash Flow (FCF)
Stockholders
29. Net income / Common shares outstanding
Limited Liability Partnership (LLP)
Dividends Per Share (DPS)
Earnings Per Share (EPS)
Capital Markets
30. Financial Management - Capital Markets - & Investments
True Valuation
Dividends Per Share (DPS)
Areas of Finance
Book Value Per Share (BPS)
31. Regulates the trading of stocks and bonds in public markets
Perceived Valuation
Stockholders' Equity
Securities and Exchange Commission (SEC)
Intrinsic Value
32. An estimate of a stock's 'true' value based on accurate risk adn return data - it can be estimated but not measured precisely - estimate by stock analysts - a long term concept - management should maximize this value not the market price
Intrinsic Value
Corporate Raider
Preferred Stock
Sole Proprietorships
33. Investor psychology is examined in an effort to determine if stock prices have been bid up to unreasonable heights in a speculative bubble or driven down to unreasonable lows in a fit of irrational pessimism
Book Value Per Share (BPS)
Behavioral Finance
Legal Structures of Business Organizations
Partnership
34. Charge used to reflect the cost of long term assets used up in the production process over their useful life (not a cash outlay). Accelerated generally used for the IRS and straight line for investors
Expected % Gain of Stock Price
Capital Markets
Net Operating Working Capital (NWOC)
Depreciation
35. 1) Increased globalization of business 2) Ever improving information technology 3) Corporate governance (the way top managers operate and interface with stockholders)
Statement of Stockholders' Equity
Formulas for Calculating Stockholders' Equity (SE)
Important Business Trends
Portfolio Theory
36. Represents the amount that stockholders paid the company when shares were purchased and the amount or earnings the company has retained since its origination
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37. An unincorporated business owned by 2 or more persons. 3 advantages - Easy and inexpensive to form - subject to few government regulations - and subject to lower income taxes than corporations. 3 disadvantages - Unlimited personal liability for the
Partnership
Limited Liability Corporation (LLC)
Shareholder Wealth Maximization
Important Business Trends
38. Usually considered a debt (fixed charge) by stockholders and equity by bondholders. A hybrid between convertible bonds and long-term leases
Financial Management/Corporate Finance
Marginal Investor
Stockholders
Preferred Stock
39. An uninicorporated business owned by one individual. 3 advantages - Easy and inexpensive to form - subject to few government regulations - and subject to lower income taxes than corporations. 3 disadvantages - Unlimited personal liability for the bu
Negative FCF
Sole Proprietorships
Equilibrium
Partnership
40. Stock value based on 'perceived' but possibly incorrect information as seen by the marginal investor
EBITDA
Market Analysis
Sole Proprietorships
Market Price
41. What investors DO expect given the limited information they actually have
Capital Markets
Perceived Valuation
Earnings Per Share (EPS)
Expected % Gain of Stock Price
42. Regulates banks and controls the supply of money
Federal Reserve System
Market Analysis
Sarbanes-Oxley Act
Expected Stock $
43. Receive more when the company does better - often in conflict with bondholders
Asset Valuation
Sarbanes-Oxley Act
Stockholders
Operating Income /(EBIT)
44. SE = Paid-in Capital + Retained Earnings or SE = Total Assets - Total Liabilities
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45. A non-cash charge similar to depreciation except that it is used to write off the costs of intangible assets over their useful life
Market Analysis
Amoritization
Earnings Per Share (EPS)
Finance Department
46. Categorized as current assets because are used & then replaced
Working Capital
Expected Stock $
Finance Department
Perceived Valuation
47. Earnings Before Interest - Taxes - Depreciation & Amoritization = Sales revenues - operating costs
Annual Report
Sole Proprietorships
EBITDA
Negative FCF
48. The markets where interest rates - along with stock and bond prices are determined
Behavioral Finance
EBITDA
Finance Department
Capital Markets
49. The value of any asset is the present value or the stream of cash flows that the asset provides to its owners over time. In general the valuation is different if it is the 'market value' or the 'book value'
Business Ethics
Asset Valuation
True Valuation
Working Capital
50. Receive fix payments regardless of how well the company does - often in conflict with stockholders
Bondholders
Expected Stock $
Stock Valuation
Sole Proprietorships