Learn how the down-market capture ratio evaluates investment manager performance in declining markets with formulas and examples to guide your financial decisions.

Discover how to calculate and understand key income statement ratios to evaluate company performance, including gross margin, ...

Financial ratios are tools used to assess the relative strength of companies by performing simple calculations on items on income statements, balance sheets and cash flow statements. Ratios measure ...

Learn how to calculate, interpret, and analyse the debt-to-equity (D/E) ratio to assess a company's financial health, ...

The Treynor ratio is a tool in portfolio analysis that helps investors assess how well a portfolio compensates them for taking on market risk, also known as systematic risk. This portfolio ratio shows ...

Liquidity ratios are key financial ratios used by internal and external analysts to gauge a company's liquidity, which represents its capacity to pay its existing short-term liabilities if it needs to ...

Please use the following link to access all recently updated reports, including side-by-side comparison reports and individual company updates:Each quarter, we assess changes to BDC expense and return ...

Financial ratios are used almost universally by companies of all sizes to provide numerical information on the profitability, health and direction of the business. Financial ratios provide useful ...

Ratio analysis assesses company performance using financial ratios. ITW improved profit margins and FCF through strategic alignment. ITW's stock outperformed S&P 500 over a decade, showing strategic ...

Today, I cover AAII’s strategy that focuses on firms with a low price-to-sales ratio relative to their historical average. Because revenue-based measures like the price-to-sales ratio are used less ...