Info

  • Determine a stocks intrinsic value based on it’s intrinsic factors

Company filings

  • Public companies are required to file regular reports with the Securities and Exchange Commission (SEC)
    • Form 10-K (Annual Report)
    • Form 10-Q (Quarterly Report)
    • Form 8-K (current events report)

Income Statement

  • Shows revenue, expenses and profit

Balance Sheet

  • Shows assets, liabilities and shareholders’ equity

Shareholder’s Equity

  • is a “company’s net worth”, calculated as total assets - total liabilities, representing the amount that would be distributed to the shareholders if the company were to be liquidated

Liabilities

  • Company’s financial obligations and debts owed to others
  • e.g. loans, mortgages, and unpaid bills
  • Three types
    • Current liabilities
      • short-term obligations (settled within 1 year)
      • e.g. accounts payable
    • Non-current liabilities
      • financial obligations due after one year
      • e.g. long-term loans, mortgages
    • Contingent liabilities
      • potential obligations that depend on the outcome of a future event
      • e.g. pending lawsuit

Warning

liabilities is not the same as expenses

  • expenses are the costs of running the business

Statement of Cash Flow

  • Shows cash from operations, cash from investing and cash rom financing

Financial Ratios

Key Financial Ratios to look out for

Profitability

  • Gross profit margin
  • Operating profit margin
  • Net profit margin
  • Return on assets (ROA)
  • Return on equity (ROE)

Liquidity

A higher ratio suggests that the company has enough liquidity to cover its near-term liabilities

  • Current ratio
  • Quick Ratio

Solvency

Measure a company’s ability to meet its long-term debt obligations. Lower ratios means that company is more financially stable.

  • Debt-to-assets ratio
  • Interest coverage ratio

Efficiency

Measures how effectively a company manages its assets to generate sales.

  • Asset turnover ratio
  • inventory turnover ratio

Valuation

  • P/E
  • Price-to-book (P/B) ratio
  • Price-to-Sales (P/S) ratio
  • Dividend yield