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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. Amount of cash that could be withdrawn from a firm without harming its ability to operate and to produce future cash flows/ how much cash a firm can distribute to its investors - [ EBIT x (1-T) +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
Stock Valuation
Convertible Bonds
Free Cash Flow (FCF)
Important Business Trends
2. 1) Increased globalization of business 2) Ever improving information technology 3) Corporate governance (the way top managers operate and interface with stockholders)
Important Business Trends
Retained Earnings
Sarbanes-Oxley Act
Earnings Per Share (EPS)
3. Accomplished through a combination of current liabilities - long-term debt - and common equity
Partnership
Asset Funding
Working Capital
Free Cash Flow (FCF)
4. Sole Proprietorships - Partnerships - Corporations (incl. S Corp. and Non-profits - Limited Liability Companies (LLC) and Limited Liability Partnerships
Depreciation
Statement of Stockholders' Equity
Legal Structures of Business Organizations
Corporate Raider
5. 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
Preferred Stock
Limited Liability Partnership (LLP)
Negative FCF
Amoritization
6. What investors DO expect given the limited information they actually have
Stockholders' Equity
Preferred Stock
Free Cash Flow (FCF)
Perceived Valuation
7. Financial Management - Capital Markets - & Investments
Income Statement
Amoritization
Areas of Finance
Stock Valuation
8. 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
Balance Sheet
Statement of Cash Flows
Negative FCF
Equilibrium
9. Current assets - (Current liabilities - Notes payables)
Free Cash Flow (FCF)
Securities and Exchange Commission (SEC)
Behavioral Finance
Net Operating Working Capital (NOWC)
10. A special designation that allows small businesses that meet qualifications to be taxed as if they were a proprietorship or a partnership rather than a corporation - exempt from corporate tax - must have less than 100 stockholders to qualify
S Corporation
Balance Sheet
Stockholders' Equity
Free Cash Flow (FCF)
11. SE = Paid-in Capital + Retained Earnings or SE = Total Assets - Total Liabilities
12. What investors would expect if they had all of the information that existed about a company
Stock Valuation
Important Business Trends
True Valuation
Stock Market
13. 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
Book Value Per Share (BPS)
Retained Earnings
Asset Funding
S Corporation
14. Success (0.5 x $2000) + Failure (0.50 x $0) = $1 - 000 (New Stock Price)
Expected Stock $
Behavioral Finance
Dividends Per Share (DPS)
Convertible Bonds
15. Usually considered a debt (fixed charge) by stockholders and equity by bondholders. A hybrid between convertible bonds and long-term leases
Preferred Stock
Stockholders' Equity
Shareholder Wealth Maximization
Statement of Stockholders' Equity
16. 1 for the IRS - the other for reporting to investors
Formulas for Calculating Stockholders' Equity (SE)
Sets of Financial Statements
Net Operating Profit After Taxes (NOPAT)
Equilibrium
17. Regulates the trading of stocks and bonds in public markets
Areas of Finance
Securities and Exchange Commission (SEC)
Asset Valuation
Behavioral Finance
18. Debt securities that give the bondholder an option to exchange their bonds for shares of common stock
Marginal Investor
Convertible Bonds
Net Operating Profit After Taxes (NOPAT)
Federal Reserve System
19. The larger the expected cash flows - and the lower the perceived risk the higher the stock's price
Working Capital
Preferred Stock
Stock Valuation
Formulas for Calculating Stockholders' Equity (SE)
20. 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
Income Statement
Expected Stock $
Behavioral Finance
EBITDA
21. Acquisition of a company over the opposition of its management
Expected Stock Price Formula
Legal Structures of Business Organizations
Asset Funding
Hostile Takeover
22. 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
Convertible Bonds
Marginal Investor
Sarbanes-Oxley Act
Investments
23. The markets where interest rates - along with stock and bond prices are determined
Corporation or C Corporation
Expected Stock Price Formula
Income Statement
Capital Markets
24. Dividends paid to common shareholders / Common shares outstanding
Dividends Per Share (DPS)
Expected % Gain of Stock Price
Free Cash Flow (FCF)
Depreciation
25. Sales revenues - operating costs (including depreciation & amoritizaton)
Sarbanes-Oxley Act
True Valuation
Operating Income /(EBIT)
Expected % Gain of Stock Price
26. 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'
Asset Valuation
S Corporation
Book Value Per Share (BPS)
Asset Funding
27. 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
Security Analysis
EBITDA
Financial Management/Corporate Finance
Stockholders' Equity
28. 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
Hostile Takeover
Annual Report
Sole Proprietorships
Operating Income /(EBIT)
29. 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
Depreciation
Investments
Capital Markets
Security Analysis
30. The issue of whether stock and bond markets at any given time are 'too high' or 'too low' or 'about right' - Behavioral Finance is a tool often used to aid in this analysis
Earnings Per Share (EPS)
Expected Stock $
Market Analysis
Market Price
31. 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
S Corporation
Asset Valuation
Expected Stock Price Formula
Net Operating Working Capital (NWOC)
32. A company's attitude and conduct toward its employees - customers - community - and stockholders
Business Ethics
Convertible Bonds
Book Value Per Share (BPS)
Free Cash Flow (FCF)
33. Situation in which the actual market price equals the intrinsic value so investors are indifferent between buying or selling a stock
Asset Valuation
Sarbanes-Oxley Act
Equilibrium
Financial Management/Corporate Finance
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
3 Reasons to Form a Corporation
Asset Funding
Market Price
Finance Department
35. An individual who targets a corporation for takeover because it is undervalued
Corporation or C Corporation
Corporate Raider
EBITDA
Net Operating Working Capital (NWOC)
36. An investor whose views determine the actual stock price
Expected Stock $
Convertible Bonds
Marginal Investor
Net Operating Working Capital (NOWC)
37. A non-cash charge similar to depreciation except that it is used to write off the costs of intangible assets over their useful life
Amoritization
Capital Markets
Sets of Financial Statements
Negative FCF
38. A legal entity created by a state - separate and distinct from its owners and managers - having unlimited life - easy transferability of ownership an limited liability. Major drawback is double taxation - earnings are taxed and dividends paid out
Book Value Per Share (BPS)
True Valuation
Corporation or C Corporation
Marginal Investor
39. 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)
Finance Department
S Corporation
Income Statement
Working Capital
40. 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)
Investments
Stock Market
Asset Valuation
41. Current assets - (Current liabilities - Notes payable)
S Corporation
Annual Report
Net Operating Working Capital (NWOC)
Partnership
42. The best way to structure portfolios or 'baskets' of stocks and bonds
Negative FCF
Portfolio Theory
Securities and Exchange Commission (SEC)
3 Reasons to Form a Corporation
43. 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)
Earnings Per Share (EPS)
Expected % Gain of Stock Price
Portfolio Theory
Net Working Capital (NWC)
44. Categorized as current assets because are used & then replaced
Working Capital
3 Reasons to Form a Corporation
Sarbanes-Oxley Act
S Corporation
45. 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
Net Operating Working Capital (NOWC)
Limited Liability Partnership (LLP)
Annual Report
3 Reasons to Form a Corporation
46. Net income / Common shares outstanding
Bondholders
Hostile Takeover
Earnings Per Share (EPS)
Preferred Stock
47. Receive fix payments regardless of how well the company does - often in conflict with stockholders
Bondholders
Finance Department
Preferred Stock
Operating Income /(EBIT)
48. Receive more when the company does better - often in conflict with bondholders
Depreciation
Stockholders
EBITDA
Intrinsic Value
49. 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
Shareholder Wealth Maximization
Stockholders
Expected % Gain of Stock Price
Finance Department
50. 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
Annual Report
Balance Sheet
Net Working Capital (NWC)
EBITDA