When you invest, your capital is at risk.


Breaking down the balance sheet with Full Financials

Whether you’re already a shareholder or potential investor, a company’s financials are the greatest source of truth behind their performance. With Stake Black you receive on-platform access to the last eight quarters of cash flow, income and balance sheet statements for all U.S. stocks and ETFs.

Even experienced investors can find reading financial statements to be a daunting task. Thankfully Stake Black’s easy-to-navigate Full Financials breaks down all the data into three easy statements on the platform.

The Balance Sheet

A balance sheet is a snapshot of a company's financial position at a specific point in time. It provides valuable insights into a company's assets, liabilities and equity.

One of the most important things to look at when analysing a balance sheet is a company's assets. They provide an indication of a company's liquidity, or its ability to meet its short-term financial obligations. Investors often look at the proportion of current assets which can be easily converted to cash within one year. The value of these assets is compared to current liabilities, which are debts due within one year. This measure is called the current ratio.

Income Statements

An income statement is a document that shows a company's revenues, expenses, and profit over a specified period of time, usually a quarter or a year. They’re also commonly known as Profit and Loss (P&L) statements.

This is relevant for investing because a company's revenue and profits are key factors in determining its value and potential for growth. The statement starts with the revenue numbers and then shows all costs that the company incurred to generate these revenues. Businesses need to account for matters such as the cost of goods sold, operating expenses and taxes. By subtracting all of the costs from revenue, we can determine a company's bottom line.

Cash Flow

A cash flow statement shows the inflow and outflow of cash, as well as cash equivalents, for a company over a specific period of time like a quarter or a year. It reveals a lot about a company's overall cash position, including how much cash it has generated from its operations, the amount used for investments, and what was distributed to shareholders.

Cash flow statements provide important information about a company's liquidity and financial flexibility. The document divides cash flow by its source into three main sections, which includes operating activities, investing activities and financing activities.

Now you know more about what Full Financials can reveal, why not give it a go on Stake Black? Activate a 30-day free trial for a limited time only and lift the curtain on the figures that matter.

The free trial promotion runs until 11:59 pm on 28 February 2023, promotion terms and conditions apply. If you use Stake Black, the Stake Black terms and conditions apply. Stocks used in images for demonstrative purposes only. This does not constitute financial advice.

Want more?

You know what to do

Insights, trends and company deep dives delivered straight to your inbox.

Stake logo
Over 7,000 5-star reviews
App Store logoGoogle Play logo

Subscribe to our free newsletters

By subscribing, you agree to our Privacy Policy.

Stake is the trading name of Hellostake Limited, a company registered in England and Wales (Company no. 11676409). Hellostake Limited is authorised and regulated by the UK Financial Conduct Authority under the Firm Reference Number 830771. Registered address: 85 Great Portland Street, London, W1W 7LT, United Kingdom.

When you invest, your capital is at risk.

The value of your investments can go down as well as up and you may receive back less than your original investment. Any advice is of a general nature only. As investments carry risk, before making any investment decision, please consider if it’s right for you and seek appropriate independent taxation and legal advice. The information on our website or our mobile application is not intended to be an inducement, offer or solicitation to anyone in any jurisdiction in which Stake is not regulated or able to market its services.

At Stake, we’re focused on giving you a better investing experience but we don’t take into account your personal objectives, circumstances or financial needs. Please view ourTerms & Conditions,Privacy PolicyandDisclaimers before deciding to use or invest on Stake. By using the Stake website or service in any way, you agree to our Privacy Policy and Terms & Conditions. All financial products involve risk and you should ensure you understand the risks involved as certain financial products may not be suitable to everyone. Past performance of any product described on this website is not a reliable indication of future performance

Copyright © 2024 Stake. All rights reserved.