Ratio Analysis

    Every financial ratio an analyst reaches for, with its definition, its formula on one clearly labelled line, what a good number looks like, and a worked example from an Indian company.

    Ratio analysis turns three financial statements into a handful of numbers you can compare across years and across companies. No single ratio settles anything. Each one answers a narrow question, and the skill is knowing which question it answers, which industries it works for, and which distortions make it lie. That is what each page in this section covers, in the same order every time: definition, formula, how to read it, an Indian example, and the caution.

    Size and Price Metrics

    What the market is charging for the company, and what you actually get for that price.

    Market Capitalisation(Market Cap)

    Market capitalisation is the total market value of all of a company's shares. It is the money you would need to buy 100 percent of the company at today's share price.

    Market Cap = Share Price × Number of Shares

    Benchmark: A size gauge, not a valuation verdict

    Definition, formula, example

    Enterprise Value(EV)

    Enterprise value is the true cost of acquiring the whole business. It adds the debt you would inherit to the market cap and subtracts the cash you would gain.

    EV = Market Cap + Total Debt − Cash and Cash Equivalents

    Benchmark: Low, zero, or negative EV is a prompt to investigate, not a buy signal

    Definition, formula, example

    Earnings Per Share(EPS)

    Earnings per share is the slice of net profit that belongs to each share. It is the building block for the PE and PEG ratios.

    EPS = Net Profit ÷ Number of Shares

    Benchmark: Track the growth over 1, 3, and 5 years rather than the level

    Definition, formula, example

    PE Ratio(Price to Earnings Ratio)

    The PE ratio tells you how many years of current earnings you are paying for a share. It is the most used, and most misused, valuation ratio.

    PE = Share Price ÷ EPS

    Benchmark: Judge against the company's own history and its profit growth, not a fixed number

    Definition, formula, example

    Price to Book Ratio(P/B Ratio)

    The price to book ratio compares the share price with the book value per share, the accounting net worth that backs each share.

    Book Value per Share = (Share Capital + Reserves) ÷ Number of Shares

    +1 more formula on the page

    Benchmark: Useful for banks and asset-heavy industries, meaningless for IT and brand-led businesses

    Definition, formula, example

    PEG Ratio(Price/Earnings to Growth Ratio)

    The PEG ratio adjusts the PE ratio for profit growth. It asks whether the multiple you are paying is justified by how fast earnings are growing.

    PEG = PE ÷ Profit Growth Rate (%)

    Benchmark: Around or below 1 is fair, above 1 signals expensive

    Definition, formula, example

    Price to Cash Flow Ratio(P/CF Ratio)

    The price to cash flow ratio compares the share price with operating cash flow per share. It uses money actually received instead of booked profit.

    P/CF = Share Price ÷ Operating Cash Flow per Share

    Benchmark: Judge it against peers and against what you get for the multiple

    Definition, formula, example

    Profitability and Return Ratios

    How much profit the business keeps from each rupee of sales, and how hard it makes its capital work.

    Leverage and Liquidity Ratios

    Whether the company can carry its debt through a bad year and pay its short-term bills on time.

    Efficiency Ratios

    How quickly assets turn into sales and how quickly sales turn back into cash.

    Cash Flow Checks

    The tests that separate booked profit from money that actually arrived.

    Banking Ratios

    Banks are analysed with a different ratio set. Debt to equity, cash cycle, and asset turnover do not apply.

    CASA Ratio(Current Account and Savings Account Ratio)

    The CASA ratio is the share of a bank's total deposits that sits in current and savings accounts, the cheapest money a bank can raise.

    CASA (%) = (Current Account + Savings Account Deposits) ÷ Total Deposits × 100

    Benchmark: Higher is better; always read it together with cost of funds

    Definition, formula, example

    Cost of Funds(Cost of Liabilities)

    Cost of funds is the blended average interest a bank pays across every kind of deposit and borrowing it uses to fund its loans.

    Cost of Funds (%) = Total Interest Paid ÷ Average Interest-Bearing Liabilities × 100

    Benchmark: Lower is better; it is the check on a flattering CASA ratio

    Definition, formula, example

    Net NPA Ratio(Net Non-Performing Assets)

    Net NPA is the percentage of a bank's loans, after provisions, that are not coming back. It measures the one skill a bank cannot do without: judging who will repay.

    Net NPA (%) = (Gross NPAs − Provisions) ÷ Net Advances × 100

    Benchmark: Lower is better; focus on net NPA, not gross

    Definition, formula, example

    Advances Growth(Loan Growth)

    Advances growth is the year-on-year increase in the loans a bank has disbursed. Since banks earn interest on loans, faster loan growth means faster earnings growth.

    Advances Growth (%) = (Advances This Year − Advances Last Year) ÷ Advances Last Year × 100

    Benchmark: Read it with NPAs and capital adequacy; growth alone is not the achievement

    Definition, formula, example

    Capital Adequacy Ratio(CAR)

    The capital adequacy ratio measures how much capital a bank holds against its risk-weighted loans, which decides how much further lending it can support.

    CAR (%) = (Tier 1 Capital + Tier 2 Capital) ÷ Risk-Weighted Assets × 100

    Benchmark: 17% and above is very good; around 12% or below is a danger sign

    Definition, formula, example

    Net Interest Margin(NIM)

    Net interest margin is the interest a bank earns minus the interest it pays, as a percentage of the funds it holds, after allowing for money it could not lend out.

    Net Interest Income = Interest Earned − Interest Paid

    +1 more formula on the page

    Benchmark: Higher is better; distinguish it from the simple spread

    Definition, formula, example

    Return on Assets (Banks)(ROA)

    Return on assets measures a bank's net profit against its total assets, which for a bank means the loans it has given out.

    ROA (%) = Net Profit ÷ Average Total Assets × 100

    Benchmark: 1% is the minimum; around 2% is very good

    Definition, formula, example

    Common-Size Analysis (Banks)(Line items per ₹100 of interest income)

    Common-size analysis restates every line of a bank's profit and loss as a percentage of interest income, and every funding source as a share of the balance sheet, so banks of any size can be compared line by line.

    Line Item (%) = Line Item ÷ Interest Income × 100

    +1 more formula on the page

    Benchmark: Provisions and interest expense per ₹100 of interest income are the lines that separate banks

    Definition, formula, example

    Go deeper

    This section is the reference. For the reasoning behind each family of ratios, read the Financial Statement Analysis topics in Foundations. To compute them yourself from raw statements, use the Learn-by-Doing module.

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