Formula Exam 1
1. Net Working Capital
Net Working Capital = Total Current Assets - Total Current Liabilities
2. Market Value Added (MVA)
MVA = (P₀ × Shares Outstanding) - Book Value of Common Equity
3. Economic Value Added (EVA)
EVA = EBIT(1 - T) - [Total Capital - (A/P + Accruals)] × WACC
4. Net Cash Flow
Net Cash Flow = Net Income + Depreciation
5. Operating Cash Flow
Operating Cash Flow = EBIT(1 - T) + Depreciation
6. Free Cash Flow
Free Cash Flow = EBIT(1 - T) + Depreciation - (Change in Net FA + Depreciation) - Change in CA + Change in A/P + Accruals
7. NOPAT
NOPAT = EBIT(1 - T)
---
8. Current Ratio
Current Ratio = Current Assets / Current Liabilities
9. Quick Ratio (Acid Test Ratio)
Quick Ratio = (Current Assets - Inventories) / Current Liabilities
10. Inventory Turnover
Inventory Turnover = Sales / Inventories
11. Days Sales Outstanding (DSO)
DSO = Receivables / (Annual Sales / 365)
---
12. Fixed Assets Turnover
Fixed Assets Turnover = Sales / Net Fixed Assets
13. Total Assets Turnover
Total Assets Turnover = Sales / Total Assets
14. Debt to Total Capital Ratio
Debt to Total Capital Ratio = Total Debt / (Total Debt + Equity)
15. Total Liabilities to Assets Ratio
Total Liabilities to Assets Ratio = Total Liabilities / Total Assets
16. Debt to Equity Ratio
Debt to Equity Ratio = Total Debt / Equity
17. Times Interest Earned (TIE)
TIE = EBIT / Interest Charges
18. EBITDA Coverage
EBITDA Coverage = (EBITDA + Lease Payments) / (Interest + Principal Payments + Lease Payments)
---
19. Operating Margin
Operating Margin = EBIT / Sales
20. Profit Margin
Profit Margin = Net Income / Sales
21. Return on Total Assets (ROA)
ROA = Net Income / Total Assets
22. Return on Common Equity (ROE)
ROE = Net Income / Common Equity
23. Return on Invested Capital (ROIC)
ROIC = EBIT(1 - T) / Total Invested Capital
---
24. Basic Earning Power (BEP)
BEP = EBIT / Total Assets
25. Price/Earnings Ratio (P/E)
P/E = Price per Share / Earnings per Share
26. Price/Cash Flow
Price/Cash Flow = Price per Share / Cash Flow per Share
27. Book Value per Share
Book Value per Share = Common Equity / Shares Outstanding
28. Market/Book Ratio (M/B)
Market/Book Ratio = Market Price per Share / Book Value per Share
---
29. ROE Formula Using ROA and Equity Multiplier
ROE = ROA × Equity Multiplier
30. ROA Formula Using Profit Margin and Total Assets Turnover
ROA = Profit Margin × Total Assets Turnover
---