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Financial Analysis

Section 8 of 8

Cash vs Profit

Why profit ≠ cash

Profit is calculated on an accruals basis — revenues are matched to the period in which they are earned, and expenses to the period in which they are incurred, regardless of when cash moves.

Cash reflects actual money received and paid in a period.

A business can be profitable but cash-poor, or cash-rich but low-profit.

Transactions that affect profit but not cash (in the same period)

TransactionEffect on profitEffect on cash/liquidity
Depreciation chargeReduces profit (expense)No cash outflow
Credit salesIncreases revenue and profitNo cash received yet
Credit purchasesIncreases cost of sales, reduces profitNo cash paid yet
Accrued expensesIncreases expenses, reduces profitNo cash paid yet
Prepaid expensesReduces expenses, increases profitCash already paid in a prior period

Transactions that affect cash but not profit (immediately)

TransactionEffect on cashEffect on profit
Buying inventory for cashReduces bank (liquidity falls)No effect until goods are sold
Repaying a loanReduces bankNo effect on profit
Capital expenditure (buying a non-current asset for cash)Reduces bankOnly the annual depreciation charge affects profit
Receiving a bank loanIncreases bankNo effect on profit

Implications

  • A profitable business can still face liquidity problems if it extends long credit periods to customers (cash tied up in trade receivables) or holds excessive inventory
  • A business experiencing rapid growth (overtrading) may see profits rise while cash flow deteriorates — inventory and receivables grow faster than cash is received
  • Depreciation reduces reported profit each year but the cash was paid when the asset was purchased — this is why profit and cash flows diverge over an asset's life
  • Investors and managers should use both the income statement (for profitability) and cash flow information (for liquidity) — neither alone gives a complete picture

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