Foundations track

Foundations · Phase 5

Reading a cash flow statement

Operating, investing, financing — and why profitable companies go bust.

In plain English

This statement answers one question: where did the money actually go? It has three sections. Operating: cash from running the business. Investing: cash spent on or received from long-term assets. Financing: cash from lenders and owners, or paid back to them. Add the three and you get the change in the bank balance.

The advanced view

The indirect method starts from net income and strips out every non-cash and non-operating item: depreciation is added back because it never moved money, and changes in working capital are subtracted or added because they represent cash trapped in or released from the operating cycle. Reading it backwards is the standard test for whether earnings quality is deteriorating.

Depreciation is added back because it was subtracted on the income statement without any money leaving. The cash left years earlier when the asset was bought — and that purchase appears in investing, not operating. Adding it back is bookkeeping housekeeping, not a favour to the company.

Working capital changes hit cash directly. If receivables rise, you sold more than you collected: cash falls. If inventory rises, you bought more than you sold: cash falls. If payables rise, you are paying suppliers later: cash rises. Growth almost always eats cash for this reason — which is why fast-growing profitable companies still need financing.

Operating cash, the short way

Operating cash flow = Net income + Depreciation − Increase in working capital
Free cash flow = Operating cash flow − Capital expenditure

Essential vocabulary

Capex
Capital expenditure — cash spent buying long-lived assets. Sits in investing, never in the income statement.
Free cash flow
Cash left after running the business and keeping the assets going. What owners and lenders can actually be paid from.
Operating cash flow
Cash generated by the core business, before buying assets or dealing with lenders.
Non-cash expense
A cost recorded on the income statement with no money moving — depreciation is the main one.

Common pitfalls

  • ×Ignoring capex because it is 'below' operating cash flow. A capital-hungry business needs it just to stand still.
  • ×Cheering strong operating cash that came entirely from stretching suppliers — that trick works once.
  • ×Reading a single year. Cash flow is lumpy; look at three.

Why it works

Cash cannot be recognised early, deferred, or estimated. That is why the cash flow statement is the honesty check on the other two: judgement calls made in the income statement eventually show up here as a gap between profit and cash, and gaps that keep widening are the classic warning sign.

How it is used — profitable and broke

Step 1 of 6

  1. 1Net income 30, depreciation 20 → 50 before working capital.

Deeper

Deeper: free cash flow, and which one you mean

There are two free cash flows and confusing them is a classic interview trip. Free cash flow to the firm (FCFF) = EBIT × (1 − t) + D&A − capex − ΔNWC. It is pre-financing and is discounted at WACC to give enterprise value. Free cash flow to equity (FCFE) = FCFF − after-tax interest + net borrowing, discounted at the cost of equity to give equity value directly.

Growth consumes cash through working capital and capex. That is why a fast-growing profitable company borrows: the cash arrives after the costs. Conversely, a shrinking business releases working capital, so declining companies often look cash-generative right up to the point of collapse.

Must know cold

  • Operating cash flow = net income + non-cash charges − increase in working capital.
  • FCFF = EBIT(1 − t) + D&A − capex − ΔNWC; discount at WACC.
  • FCFE = FCFF − interest(1 − t) + net new debt; discount at cost of equity.
  • Cash conversion cycle = DSO + DIO − DPO, in days.

Exercises

Try each one on paper before revealing the worked solution.

Exercise 1

EBIT 90, tax 25%, D&A 30, capex 40, working capital up 15. What is FCFF?

Exercise 2

DSO 60, DIO 75, DPO 45, revenue 730 a year. How much cash is tied up in the cycle?

References

  • Berk, J. and DeMarzo, P. (2023) Corporate Finance. 6th Global Edition, Pearson, Harlow.
  • Penman, S. H. (2013). Financial Statement Analysis and Security Valuation. 5th Edition, McGraw-Hill, New York.

Statistics glossary for this phase

The terms an interviewer expects you to use precisely — with the pitfall attached to each.

Growth rate (CAGR)

The constant annual rate that links a start value to an end value.

In finance

How every market and revenue projection is stated in a case.

Pitfall

×Averaging yearly growth rates arithmetically instead of compounding: +50% then −50% is −13% a year, not 0%.

Discount rate

Rate that converts future cash to today's value; compensation for time and risk.

In finance

Small changes swing a DCF more than most operating assumptions.

Pitfall

×Mismatching the rate to the cash flow: WACC for firm cash flows, cost of equity for equity cash flows.

Order of magnitude

The nearest power of ten of a quantity.

In finance

In market sizing, being right to a factor of two beats being precise and wrong.

Pitfall

×Losing a factor of 1,000 between thousands, millions and billions late in the arithmetic.

Practise this

The drills and cases where this phase turns into arithmetic you do out loud.