When a horizontal analysis is performed and a zero or negative amount is reported in the base year

When a horizontal analysis is performed and a zero or negative amount is reported in the base year, then

a. no percentage change can be computed.
b. the percent change will be negative.
c. the accountant has made a mistake.
d. the percentage change will be 100% or greater.

The correct answer and explanation is :

Correct Answer:

a. no percentage change can be computed.

Explanation:

Horizontal analysis, also known as trend analysis, is a financial analysis technique that compares financial statement data across multiple periods to identify trends and changes over time. The process typically involves calculating the percentage change from a base year to a comparison year using the following formula:

[
\text{Percentage Change} = \left( \frac{\text{Current Year Value} – \text{Base Year Value}}{\text{Base Year Value}} \right) \times 100
]

However, when the base year value is zero or negative, this formula becomes problematic for the following reasons:

  1. Division by Zero Issue
  • If the base year value is zero, the denominator in the percentage change formula becomes zero. In mathematics, division by zero is undefined, meaning no valid percentage change can be computed.
  1. Negative Base Year Values
  • If the base year value is negative, the percentage change formula results in misleading or non-meaningful results. For example, if the base year shows a loss (negative value) and the current year reports a positive amount, the percentage change calculation may suggest an unrealistic or infinite increase, making the analysis unreliable.
  1. Accounting Principles and Interpretation
  • When a company reports a zero or negative value in a base year, analysts typically look at absolute changes rather than percentage changes. They may analyze trends qualitatively instead of mathematically computing percentages.

Thus, the correct answer is option (a): no percentage change can be computed, because attempting to calculate a percentage change with a zero or negative base year value leads to undefined or misleading results.

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