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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. Usually considered a debt (fixed charge) by stockholders and equity by bondholders. A hybrid between convertible bonds and long-term leases
Preferred Stock
Asset Valuation
Equilibrium
Securities and Exchange Commission (SEC)
2. Principal task is to evaluate proposed decisions and judge how they will affect the stock price and thus shareholder wealth. Success or lack thereof of projects can determine the stock prices
Investments
Corporation or C Corporation
Finance Department
Business Ethics
3. An individual who targets a corporation for takeover because it is undervalued
Sole Proprietorships
Bondholders
Intrinsic Value
Corporate Raider
4. Acquisition of a company over the opposition of its management
Business Ethics
Hostile Takeover
Finance Department
Sarbanes-Oxley Act
5. A non-cash charge similar to depreciation except that it is used to write off the costs of intangible assets over their useful life
Sets of Financial Statements
Securities and Exchange Commission (SEC)
Amoritization
Net Operating Working Capital (NWOC)
6. Sole Proprietorships - Partnerships - Corporations (incl. S Corp. and Non-profits - Limited Liability Companies (LLC) and Limited Liability Partnerships
Equilibrium
Legal Structures of Business Organizations
Net Operating Working Capital (NOWC)
Net Working Capital (NWC)
7. 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
Net Operating Working Capital (NOWC)
Depreciation
Capital Markets
Market Price
8. 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
Annual Report
True Valuation
Perceived Valuation
Areas of Finance
9. Receive fix payments regardless of how well the company does - often in conflict with stockholders
Portfolio Theory
Retained Earnings
Bondholders
Shareholder Wealth Maximization
10. Financial Management - Capital Markets - & Investments
Dividends Per Share (DPS)
Areas of Finance
Net Operating Working Capital (NOWC)
Asset Funding
11. 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
Sets of Financial Statements
Portfolio Theory
Negative FCF
Balance Sheet
12. Accomplished through a combination of current liabilities - long-term debt - and common equity
Retained Earnings
Net Operating Working Capital (NWOC)
Asset Funding
Expected % Gain of Stock Price
13. Regulates the trading of stocks and bonds in public markets
Capital Markets
Sole Proprietorships
Securities and Exchange Commission (SEC)
Net Operating Profit After Taxes (NOPAT)
14. Finding the proper values of individual securities
Sarbanes-Oxley Act
3 Reasons to Form a Corporation
Convertible Bonds
Security Analysis
15. What investors would expect if they had all of the information that existed about a company
Market Analysis
True Valuation
Sole Proprietorships
Limited Liability Corporation (LLC)
16. 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)
Book Value Per Share (BPS)
Marginal Investor
Finance Department
17. 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
Net Operating Working Capital (NWOC)
Investments
Market Price
Financial Management/Corporate Finance
18. The larger the expected cash flows - and the lower the perceived risk the higher the stock's price
Balance Sheet
Stock Valuation
Sarbanes-Oxley Act
Business Ethics
19. 1 for the IRS - the other for reporting to investors
Amoritization
Investments
Preferred Stock
Sets of Financial Statements
20. SE = Paid-in Capital + Retained Earnings or SE = Total Assets - Total Liabilities
21. Situation in which the actual market price equals the intrinsic value so investors are indifferent between buying or selling a stock
Formulas for Calculating Stockholders' Equity (SE)
Federal Reserve System
Book Value Per Share (BPS)
Equilibrium
22. 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)
Expected % Gain of Stock Price
Stock Market
Stockholders
Sarbanes-Oxley Act
23. What investors DO expect given the limited information they actually have
Perceived Valuation
Limited Liability Corporation (LLC)
Expected Stock $
Annual Report
24. Receive more when the company does better - often in conflict with bondholders
Balance Sheet
Expected % Gain of Stock Price
Stockholders
Expected Stock $
25. For example - based on 50% probability of failure/success and current bond value of $1000 - a current stock price of $10 and projected new stock price of $2000 if successful
Finance Department
Securities and Exchange Commission (SEC)
Expected Stock Price Formula
Dividends Per Share (DPS)
26. Categorized as current assets because are used & then replaced
Expected % Gain of Stock Price
EBITDA
Important Business Trends
Working Capital
27. A company's attitude and conduct toward its employees - customers - community - and stockholders
Formulas for Calculating Stockholders' Equity (SE)
Expected % Gain of Stock Price
Business Ethics
Limited Liability Partnership (LLP)
28. 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)
Amoritization
Corporation or C Corporation
Income Statement
Depreciation
29. 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
Statement of Cash Flows
Retained Earnings
Dividends Per Share (DPS)
Bondholders
30. Focuses on decisions concerning stocks and bonds and includes a number of activities - 1) Security Analysis - 2) Portfolio Theory - & 3) Market Analysis
Securities and Exchange Commission (SEC)
Important Business Trends
Investments
Preferred Stock
31. Total common equity / Common shares outstanding
Bondholders
Hostile Takeover
Dividends Per Share (DPS)
Book Value Per Share (BPS)
32. Shows the amount of equity the stockholders had at the start of the year - the items that increased or decreased it and the equity at the end of the year
33. Indicates how large a company is. What assets the company owns & who has claims on those assets as of a given date. Displayed in 2 columns with the assets (what the company owns) on the left side and the firms liabilities and equity on the right side
Balance Sheet
Limited Liability Corporation (LLC)
Security Analysis
Statement of Cash Flows
34. 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
Sole Proprietorships
3 Reasons to Form a Corporation
Areas of Finance
Depreciation
35. The primary goal for managers of publicly owned companies implies that decisions should be made to maximize the long-run value of the firm's common stock. Corporate social responsibility is not inconsistent with maximizing shareholder value
Net Working Capital (NWC)
Shareholder Wealth Maximization
Stockholders' Equity
Asset Funding
36. 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
Behavioral Finance
Asset Valuation
Balance Sheet
Expected Stock Price Formula
37. Sales revenues - operating costs (including depreciation & amoritizaton)
Sets of Financial Statements
Balance Sheet
Equilibrium
Operating Income /(EBIT)
38. Current assets - Current liabilities
Net Working Capital (NWC)
Income Statement
Financial Management/Corporate Finance
Shareholder Wealth Maximization
39. 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
Hostile Takeover
Corporate Raider
Limited Liability Partnership (LLP)
Book Value Per Share (BPS)
40. Profit a company would generate if it had no debt and held only operating assets - = EBIT x (1-T)
Legal Structures of Business Organizations
Balance Sheet
Asset Valuation
Net Operating Profit After Taxes (NOPAT)
41. 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
Retained Earnings
Financial Management/Corporate Finance
Statement of Cash Flows
Corporation or C Corporation
42. 1) Increased globalization of business 2) Ever improving information technology 3) Corporate governance (the way top managers operate and interface with stockholders)
Limited Liability Corporation (LLC)
Investments
Securities and Exchange Commission (SEC)
Important Business Trends
43. Success (0.5 x $2000) + Failure (0.50 x $0) = $1 - 000 (New Stock Price)
Amoritization
Expected Stock $
Limited Liability Partnership (LLP)
Securities and Exchange Commission (SEC)
44. 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
Net Operating Working Capital (NWOC)
Shareholder Wealth Maximization
Corporate Raider
45. 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'
Equilibrium
Asset Valuation
Operating Income /(EBIT)
Finance Department
46. Net income / Common shares outstanding
Earnings Per Share (EPS)
Market Price
Asset Valuation
Working Capital
47. The markets where interest rates - along with stock and bond prices are determined
Book Value Per Share (BPS)
Hostile Takeover
Capital Markets
Portfolio Theory
48. Dividends paid to common shareholders / Common shares outstanding
Dividends Per Share (DPS)
Stockholders
Limited Liability Corporation (LLC)
Convertible Bonds
49. 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
Legal Structures of Business Organizations
Securities and Exchange Commission (SEC)
Free Cash Flow (FCF)
Earnings Per Share (EPS)
50. Debt securities that give the bondholder an option to exchange their bonds for shares of common stock
Intrinsic Value
Market Price
Convertible Bonds
Marginal Investor