The cash flow statement

How to read the cash flow statement's three sections, operating, investing and financing, and why cash flow can reveal what earnings hide.

What it shows

The cash flow statement tracks real cash moving in and out of the company during a period. Unlike the income statement, it is not affected by when revenue is recognised or how assets are depreciated.

The three sections

Section Includes Healthy company
Operating Net income adjusted for non-cash items and changes in working capital Positive and growing, near or above net income
Investing Capital expenditure, acquisitions, buying and selling investments Usually negative: the company is investing
Financing Borrowing and repaying debt, buybacks, dividends, issuing shares Depends on stage; mature firms return cash

The most useful checks

  1. Operating cash flow versus net income. Over several years they should be similar. Profit consistently above cash flow is a warning sign.
  2. Free cash flow: operating cash flow minus capital expenditure.
  3. Stock-based compensation: added back in the operating section. Large amounts mean real dilution. See Earnings per share (EPS).
  4. Financing: is the company funding itself by issuing shares or taking on debt year after year?

Reading the pattern

Operating Investing Financing Usually means
+ - - Mature and self-funding; returning cash
+ - + Growing fast, borrowing or raising to invest more
- - + Early stage, depending on outside money. Check the runway
- + + Selling assets and borrowing to survive: a red flag

See also

Last updated September 30, 2026. Education only, not investment advice.