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