Module I· Cash Flow Statement ConstructionIntermediate
Question

Which items belong in investing cash flow?

Answer

Standard investing items:

  • Capex — purchases of PP&E, typically the largest line.
  • Proceeds from asset sales — sales of plant, real estate (against book value; the gain/loss runs through the income statement).
  • M&A acquisitions — cash paid net of the target's acquired cash position.
  • Divestitures — sales of business units / subsidiaries.
  • Purchases / sales of securities (marketable securities, equity stakes).
  • Loans made to / repaid by subsidiaries / joint ventures.

operating inventory purchases (that's OCF via Δ inventory) — a classic junior mistake.

Deep diveShow more details

The investing section is the first indicator of growth investment — at industrials capex should be >= D&A for replacement; at tech companies capex can be much lower than D&A because of the low PP&E base.