Company's overall rating

How to Estimate a Company's Financial Position

The interpretation of all indicators is intended to give a succinct overview of the company's financial situation. The overall estimate depends on the goals of the analysts. The financial analyst can make an emphasis on different aspects of a company's economy in his analysis such as: profitability, growth or funding.

Thus, let's review the financial situation of our hypothetical company X and give the overall rating to it with a scale from 4-10 points. (The calculation of each of the indicators is given in the previous sections of our website.)

Company's X overall rating Year 2019 Rating
Profitability    
EBIT margin 16% 9
ROCE % 33,9% 9
Capital structure    
Equity ratio 66,7% 10
Gearing ratio 21,8% 10
Liquidity    
Quick ratio 1,6 9
The turnover of the working capital items    
Accounts payable turnover 51,1 days 7
Inventory turnover 243,3 days 7
Growth    
Growth in turnover 11,1% 9
Loan debt solvency 2,8 10

We have estimated every coefficient equally according to previously mentioned recommended values and, thus, our total score is an average value of the sum of all rates. We have got company’s X overall rating equal to 8,9 and this is an excellent result!

(9+9+10+10+9+7+7+9+10)/9 = 8,9

To assess the EBITDA margin (käyttökate) indicator, it is necessary to compare our obtained result (20%) both in changing dynamics (from year to year) of the enterprise itself and for the industry as a whole. You can find different key figures at Statistic Finland website.

You can estimate other figures in the same manner, for example, equity ratio or growth in turnover.


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