Close this search box.

CP042: Financial Analysis & Modeling concepts – 101



In the 42nd session of Chandoo.org podcast, Let’s talk about money. We are going to learn about various concepts that are vital for doing financial analysis and building models.

Introduction to financial analysis & modeling concepts - CP042 - Chandoo.org podcast

What is in this session?

In this podcast,

  • Quick announcement about Awesome August
  • 5 key finance concepts
    • Time value of money
    • Compound interest
    • Risk free rate of return
    • Net Present Value – NPV
    • Internal Rate of Return – IRR
  • Case study – Uber vs. Your car
  • Conclusions

Listen to this session

Click here to download the MP3 file.

Resources to learn about financial analysis & modeling

Uber vs. Your car – Analysis model

Please click here to download the Uber vs. Your car analysis workbook.

Finance concepts:

Case studies:

Advanced concepts:

Recommended courses:

Transcript of this session:

Download this podcast transcript [PDF]

According to you, What are key concepts for financial analysis?

I shared my opinion and explained 5 concepts in the podcast. Now its your turn.

Tell me what are the key concepts to master if someone needs to learn about financial analysis & modeling? Please share your thoughts and inputs in the comments section.


Share this tip with your colleagues

Excel and Power BI tips - Chandoo.org Newsletter

Get FREE Excel + Power BI Tips

Simple, fun and useful emails, once per week.

Learn & be awesome.

Welcome to Chandoo.org

Thank you so much for visiting. My aim is to make you awesome in Excel & Power BI. I do this by sharing videos, tips, examples and downloads on this website. There are more than 1,000 pages with all things Excel, Power BI, Dashboards & VBA here. Go ahead and spend few minutes to be AWESOME.

Read my storyFREE Excel tips book

Overall I learned a lot and I thought you did a great job of explaining how to do things. This will definitely elevate my reporting in the future.
Rebekah S
Reporting Analyst
Excel formula list - 100+ examples and howto guide for you

From simple to complex, there is a formula for every occasion. Check out the list now.

Calendars, invoices, trackers and much more. All free, fun and fantastic.

Advanced Pivot Table tricks

Power Query, Data model, DAX, Filters, Slicers, Conditional formats and beautiful charts. It's all here.

Still on fence about Power BI? In this getting started guide, learn what is Power BI, how to get it and how to create your first report from scratch.

One Response to “CP042: Financial Analysis & Modeling concepts – 101”

  1. Doug Gabbard says:

    I encourage my clients to focus on NPV rather than IRR. After all, IRR is simply the discount rate that makes NPV equal to zero. If I tell you that a certain investment will provide an IRR of six percent, you will probably ask me if that is a good return. My answer will be that it's a good investment if your cost of capital (expected return on an investment of equal risk) is less than six percent. Of course, if you knew your cost of capital, you would simply use that as your discount rate in an NPV analysis.

Leave a Reply