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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. 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
Asset Valuation
Hostile Takeover
Shareholder Wealth Maximization
Marginal Investor
2. Usually considered a debt (fixed charge) by stockholders and equity by bondholders. A hybrid between convertible bonds and long-term leases
S Corporation
Preferred Stock
Net Operating Working Capital (NWOC)
Intrinsic Value
3. 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)
Formulas for Calculating Stockholders' Equity (SE)
Working Capital
Partnership
Expected % Gain of Stock Price
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
Net Working Capital (NWC)
True Valuation
Corporate Raider
Annual Report
5. 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
Depreciation
Book Value Per Share (BPS)
Behavioral Finance
3 Reasons to Form a Corporation
6. 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
Capital Markets
Negative FCF
Intrinsic Value
Sole Proprietorships
7. Debt securities that give the bondholder an option to exchange their bonds for shares of common stock
Important Business Trends
Convertible Bonds
Asset Funding
Hostile Takeover
8. The best way to structure portfolios or 'baskets' of stocks and bonds
Asset Funding
Net Operating Working Capital (NOWC)
Portfolio Theory
Sarbanes-Oxley Act
9. 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'
Portfolio Theory
Asset Valuation
Areas of Finance
Capital Markets
10. Total common equity / Common shares outstanding
Book Value Per Share (BPS)
Financial Management/Corporate Finance
Finance Department
Stock Valuation
11. Dividends paid to common shareholders / Common shares outstanding
Dividends Per Share (DPS)
Limited Liability Partnership (LLP)
Depreciation
Corporate Raider
12. What investors would expect if they had all of the information that existed about a company
Annual Report
Earnings Per Share (EPS)
True Valuation
Capital Markets
13. Success (0.5 x $2000) + Failure (0.50 x $0) = $1 - 000 (New Stock Price)
Intrinsic Value
Expected Stock $
Financial Management/Corporate Finance
Business Ethics
14. Earnings Before Interest - Taxes - Depreciation & Amoritization = Sales revenues - operating costs
EBITDA
3 Reasons to Form a Corporation
Business Ethics
Finance Department
15. Profit a company would generate if it had no debt and held only operating assets - = EBIT x (1-T)
Market Analysis
Formulas for Calculating Stockholders' Equity (SE)
Book Value Per Share (BPS)
Net Operating Profit After Taxes (NOPAT)
16. A company's attitude and conduct toward its employees - customers - community - and stockholders
Business Ethics
Convertible Bonds
Federal Reserve System
Asset Funding
17. 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
True Valuation
Limited Liability Corporation (LLC)
Finance Department
Corporate Raider
18. Current assets - (Current liabilities - Notes payables)
Behavioral Finance
Net Operating Working Capital (NOWC)
Stockholders' Equity
Sarbanes-Oxley Act
19. 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
Book Value Per Share (BPS)
Negative FCF
Financial Management/Corporate Finance
Areas of Finance
20. 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
Hostile Takeover
Corporation or C Corporation
Market Analysis
Sole Proprietorships
21. Current assets - (Current liabilities - Notes payable)
Net Operating Working Capital (NWOC)
Convertible Bonds
Business Ethics
Sole Proprietorships
22. The larger the expected cash flows - and the lower the perceived risk the higher the stock's price
Stock Valuation
Limited Liability Corporation (LLC)
Sole Proprietorships
Statement of Cash Flows
23. An individual who targets a corporation for takeover because it is undervalued
Finance Department
Statement of Stockholders' Equity
Working Capital
Corporate Raider
24. Financial Management - Capital Markets - & Investments
Statement of Stockholders' Equity
Limited Liability Partnership (LLP)
Income Statement
Areas of Finance
25. A non-cash charge similar to depreciation except that it is used to write off the costs of intangible assets over their useful life
Stock Market
Amoritization
Balance Sheet
Earnings Per Share (EPS)
26. Regulates banks and controls the supply of money
Federal Reserve System
Net Operating Working Capital (NWOC)
S Corporation
Depreciation
27. 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
Book Value Per Share (BPS)
Retained Earnings
True Valuation
28. Accomplished through a combination of current liabilities - long-term debt - and common equity
Asset Funding
Corporation or C Corporation
Financial Management/Corporate Finance
Income Statement
29. 1 for the IRS - the other for reporting to investors
EBITDA
Sets of Financial Statements
S Corporation
Net Operating Working Capital (NOWC)
30. SE = Paid-in Capital + Retained Earnings or SE = Total Assets - Total Liabilities
31. 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
Security Analysis
Retained Earnings
Finance Department
Market Analysis
32. 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
True Valuation
Net Operating Working Capital (NWOC)
Balance Sheet
Sarbanes-Oxley Act
33. Represents the amount that stockholders paid the company when shares were purchased and the amount or earnings the company has retained since its origination
34. The markets where interest rates - along with stock and bond prices are determined
Capital Markets
Working Capital
3 Reasons to Form a Corporation
Depreciation
35. 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
Perceived Valuation
Convertible Bonds
Finance Department
Partnership
36. Sales revenues - operating costs (including depreciation & amoritizaton)
Equilibrium
Operating Income /(EBIT)
Investments
Income Statement
37. 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
Earnings Per Share (EPS)
Sole Proprietorships
True Valuation
Negative FCF
38. Net income / Common shares outstanding
Corporation or C Corporation
Earnings Per Share (EPS)
Net Working Capital (NWC)
Income Statement
39. 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
Depreciation
Balance Sheet
Net Operating Working Capital (NWOC)
Equilibrium
40. 1) Increased globalization of business 2) Ever improving information technology 3) Corporate governance (the way top managers operate and interface with stockholders)
Stockholders
Important Business Trends
Statement of Cash Flows
Net Working Capital (NWC)
41. Situation in which the actual market price equals the intrinsic value so investors are indifferent between buying or selling a stock
Federal Reserve System
Equilibrium
Capital Markets
Portfolio Theory
42. 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
Sets of Financial Statements
Expected Stock Price Formula
Security Analysis
Expected % Gain of Stock Price
43. Focuses on decisions concerning stocks and bonds and includes a number of activities - 1) Security Analysis - 2) Portfolio Theory - & 3) Market Analysis
Bondholders
Important Business Trends
Investments
Behavioral Finance
44. Receive more when the company does better - often in conflict with bondholders
Stockholders
Expected % Gain of Stock Price
Asset Valuation
True Valuation
45. 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
Areas of Finance
Statement of Cash Flows
Amoritization
Equilibrium
46. Current assets - Current liabilities
Security Analysis
Corporation or C Corporation
Net Working Capital (NWC)
Sarbanes-Oxley Act
47. 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
48. Categorized as current assets because are used & then replaced
Stockholders
Stock Valuation
Statement of Stockholders' Equity
Working Capital
49. 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
Stock Market
Free Cash Flow (FCF)
Limited Liability Partnership (LLP)
Retained Earnings
50. Finding the proper values of individual securities
Security Analysis
Investments
Retained Earnings
Net Operating Profit After Taxes (NOPAT)