➢ `Fundamental Analysis: Formulas, Equations, and Valuation ...
➢ `Fundamental Analysis: Formulas, Equations, and Valuation
To Calculate…….Use Formula…….
➢ Number of Shares for Conversion= Par Value / Conversion Price
➢ Inflation-Adjusted (real) return = Total Return minus the CPI (Consumer Price Index)
➢ After-Tax Return = Total return - the marginal tax bracket
➢ Alpha (Risk-Free rate given) = Actual return – (beta x market return)
➢ Alpha (Risk Free Rate Given) = (Actual return – RF) – (beta x [market return - RF])
➢ Sharpe Ratio Actual Return – RF / Standard Deviation
➢ Earnings Per Share (EPS) = Earnings Number of Shares Outstanding ➢ Dividend (Current) Yield = Annual Dividend per common share /
Market Value per common share
➢ Dividend Payout Ratio = Annual Dividends per common share / EPS
➢ Book Value Per Share =
(Tangible Assets – Liabilities) – Par Value of Preferred /
shares of common stock outstanding
➢ Debt-to-Equity Ratio = Long-term debt / Equity
➢ Acid Test Ratio = (Current Assets – Inventory) /
Current Liabilities
➢ Current Ratio = Current Assets / Current Liabilities
➢ Balance Sheet Equation = Assets = liabilities + owners’ equity; or Assets – liabilities = owners’ equity
➢ Price-to-Earnings = current market price of common share / EPS
➢ EPS = Current market price of common stock / PE Ratio
➢ Price to Book (Book Value) = Current market price of common stock /Book Value
didnt want to overwhelm you all but this is my last one for the weekend. Enjoy!
$Nokia Oyj(NOK.US$ $Boeing(BA.US$ $Tencent Music(TME.US$ $Riot Platforms(RIOT.US$ $Marathon Digital(MARA.US$ $Zynga(ZNGA.US$
To Calculate…….Use Formula…….
➢ Number of Shares for Conversion= Par Value / Conversion Price
➢ Inflation-Adjusted (real) return = Total Return minus the CPI (Consumer Price Index)
➢ After-Tax Return = Total return - the marginal tax bracket
➢ Alpha (Risk-Free rate given) = Actual return – (beta x market return)
➢ Alpha (Risk Free Rate Given) = (Actual return – RF) – (beta x [market return - RF])
➢ Sharpe Ratio Actual Return – RF / Standard Deviation
➢ Earnings Per Share (EPS) = Earnings Number of Shares Outstanding ➢ Dividend (Current) Yield = Annual Dividend per common share /
Market Value per common share
➢ Dividend Payout Ratio = Annual Dividends per common share / EPS
➢ Book Value Per Share =
(Tangible Assets – Liabilities) – Par Value of Preferred /
shares of common stock outstanding
➢ Debt-to-Equity Ratio = Long-term debt / Equity
➢ Acid Test Ratio = (Current Assets – Inventory) /
Current Liabilities
➢ Current Ratio = Current Assets / Current Liabilities
➢ Balance Sheet Equation = Assets = liabilities + owners’ equity; or Assets – liabilities = owners’ equity
➢ Price-to-Earnings = current market price of common share / EPS
➢ EPS = Current market price of common stock / PE Ratio
➢ Price to Book (Book Value) = Current market price of common stock /Book Value
didnt want to overwhelm you all but this is my last one for the weekend. Enjoy!
$Nokia Oyj(NOK.US$ $Boeing(BA.US$ $Tencent Music(TME.US$ $Riot Platforms(RIOT.US$ $Marathon Digital(MARA.US$ $Zynga(ZNGA.US$
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