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{{WikiProject Finance}}
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==Screening tools==
==Screening tools==
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== Financial Statement analysis ==
== Financial Statement analysis ==
Was redirected here on or about 3 October 2006. Content was:


:'''Financial statement analysis'''
Was redirected here on or about 3 OCtober 2006. Content was:
----
'''Financial statement analysis'''


For an investor it is hard to understand the financial condition without financial statement. It is composed of four parts:Balance sheet, Income statement, statement of cash flow, statement of retained earning. The report is usually presented by annual and quarter year report. Financial statements in most of the countries are checked by independent audit firms. It shows the relation between the many ratios which provides the investor the information about the last year business profile, the share holders' right and deventure, summarize the line of product and cost.
:For an investor it is hard to understand the financial condition without financial statement. It is composed of four parts:Balance sheet, Income statement, statement of cash flow, statement of retained earning. The report is usually presented by annual and quarter year report. Financial statements in most of the countries are checked by independent audit firms. It shows the relation between the many ratios which provides the investor the information about the last year business profile, the share holders' right and deventure, summarize the line of product and cost.


The important ratios for the analysis are the followings:
:The important ratios for the analysis are the followings:


Current ratio=Current assets/Current liabilities;
:Current ratio=Current assets/Current liabilities;
:Current assets=Cash+Bank balance+Accounts receivable+Closing stock
:+Prepaid expenses+Notes receivable;
:Current liabilities=Account payable+Bank overdraft+Bill payable+Creditors+Other short term liabilities;
:Quick ratio/Acid test ratio=Quick assets/Quick liabilities;
:Quick liabilities=Current liabilities-Bank overdraft;
:Quick assets=Current assets- (Closing stock+Prepaid expenses);
:Debt-equality ratio=(Current liabilities+short term debt) /equity capital;
:Stock turn over ratio=Cost of goods sold/Average stock;
:Average stock=(opening stock+closing stock) /2;
:Gross profit ratio=Gross profit/Net sales * 100%;
:Net profit ratio=Net profit/Net sales *100%;


Current assets=Cash+Bank balance+Accounts receivable+Closing stock
+Prepaid expenses+Notes receivable;

Current liabilities=Account payable+Bank overdraft+Bill payable+Creditors+Other short term liabilities;

Quick ratio/Acid test ratio=Quick assets/Quick liabilities;

Quick liabilities=Current liabilities-Bank overdraft;

Quick assets=Current assets- (Closing stock+Prepaid expenses);

Debt-equality ratio=(Current liabilities+short term debt) /equity capital;

Stock turn over ratio=Cost of goods sold/Average stock;

Average stock=(opening stock+closing stock) /2;

Gross profit ratio=Gross profit/Net sales * 100%;

Net profit ratio=Net profit/Net sales *100%;
----
''[[User:Rich Farmbrough|Rich]] [[User talk:Rich Farmbrough|Farmbrough]]'', 10:32 [[15 December]] [[2006]] (GMT).
''[[User:Rich Farmbrough|Rich]] [[User talk:Rich Farmbrough|Farmbrough]]'', 10:32 [[15 December]] [[2006]] (GMT).


==Inclusion of Technical Analysis as Such?==

'''Inclusion of Technical Analysis as Such?'''
I find it a bit curious that technical analysis is included in such a substantial way in the article on "fundamental analysis." Perhaps that was not the intention, but the way the article is worded, it almost appears as though technical analysis is a variety of fundamental analysis. Obviously, this is not the case. Any thoughts on improving this, so that it is more apparent that the two are very distinct from one another?
I find it a bit curious that technical analysis is included in such a substantial way in the article on "fundamental analysis." Perhaps that was not the intention, but the way the article is worded, it almost appears as though technical analysis is a variety of fundamental analysis. Obviously, this is not the case. Any thoughts on improving this, so that it is more apparent that the two are very distinct from one another?
[[User:Jhain301|Jhain301]] 16:52, 10 August 2007 (UTC)
[[User:Jhain301|Jhain301]] 16:52, 10 August 2007 (UTC)

Revision as of 03:29, 12 September 2013

Screening tools

I think it would be useful to create a page describing stock screeners - i.e. their purpose and use, together with a list of the more popular ones out there. Does anyone know enough about this topic to get it started? Ronnotel 12:17, 28 October 2006 (UTC)[reply]

Financial Statement analysis

Was redirected here on or about 3 October 2006. Content was:

Financial statement analysis
For an investor it is hard to understand the financial condition without financial statement. It is composed of four parts:Balance sheet, Income statement, statement of cash flow, statement of retained earning. The report is usually presented by annual and quarter year report. Financial statements in most of the countries are checked by independent audit firms. It shows the relation between the many ratios which provides the investor the information about the last year business profile, the share holders' right and deventure, summarize the line of product and cost.
The important ratios for the analysis are the followings:
Current ratio=Current assets/Current liabilities;
Current assets=Cash+Bank balance+Accounts receivable+Closing stock
+Prepaid expenses+Notes receivable;
Current liabilities=Account payable+Bank overdraft+Bill payable+Creditors+Other short term liabilities;
Quick ratio/Acid test ratio=Quick assets/Quick liabilities;
Quick liabilities=Current liabilities-Bank overdraft;
Quick assets=Current assets- (Closing stock+Prepaid expenses);
Debt-equality ratio=(Current liabilities+short term debt) /equity capital;
Stock turn over ratio=Cost of goods sold/Average stock;
Average stock=(opening stock+closing stock) /2;
Gross profit ratio=Gross profit/Net sales * 100%;
Net profit ratio=Net profit/Net sales *100%;

Rich Farmbrough, 10:32 15 December 2006 (GMT).

Inclusion of Technical Analysis as Such?

I find it a bit curious that technical analysis is included in such a substantial way in the article on "fundamental analysis." Perhaps that was not the intention, but the way the article is worded, it almost appears as though technical analysis is a variety of fundamental analysis. Obviously, this is not the case. Any thoughts on improving this, so that it is more apparent that the two are very distinct from one another? Jhain301 16:52, 10 August 2007 (UTC)[reply]

In the Procedures section 2nd sentence: Shouldn't "..considered either 'fundamental' (they are facts) or 'technical' (they are investor sentiment) " be replaced by "..considered either 'technical' (they are facts) or 'fundamental' (they are investor sentiment) " —Preceding unsigned comment added by Tokkaebee (talkcontribs) 10:20, 26 October 2007 (UTC)[reply]

I would be interested in hearing opinions of Wikipedia users about usefulness of adding this external link to the article: iStockResearch. Using fundamental analysis, iStoskResearch provides intrinsic (or fair) value calculations to most actively-traded US and Canadian stocks. Personally, I find it very useful. The model is also highly praised by Value Investing For Dummies and by High-Powered Investing All-In-One For Dummies. —Preceding unsigned comment added by 62.122.208.187 (talk) 06:13, 30 November 2009 (UTC)[reply]

It shouldn't be there per WP:ELNO points 2, 4, 5, and 11. - MrOllie (talk) 13:40, 30 November 2009 (UTC)[reply]