Iifomula kunye nezibalo zokuhlalutya iShidi leBhalansi

Utyalo-mali Isifundo 3 - Ukuhlalutya iShidi lokuBhalisa

Ufunde ukuhlalutya iphepha lokulinganisela ! Kwisigaba sesi-2 sale sifundo, siya kusebenza ngeemali zeemali ezindala zeenkampani ezinkulu zaseMerika. Ngaphambi kokungena kuloo nto, makhe sithathe isikhashana ukuhlaziya ezinye zeefomati zefomula nama-ratios ozifundileyo endleleni. Sebenzisa le khasi njengesikhokelo esilandelayo esilandelayo kwixesha elizayo. Kufuneka uyikhumbule ngokukhawuleza oku kunokwenzeka; zixhobo ezixabisekileyo kwibhokisi lakho leetyala lokutyalomali, ukuba lisetyenziswe ebomini bakho xa kunokwenzeka kwaye kulungile.

Iifomula & Izibalo zeSahluko seBhalance

Masiqhekeze ifomula nganye yesalathisi, umlinganiselo, okanye ukubala ibe ngamaqela amabini. Eyokuqala ihlanganisa ezo zibonisa amandla ombane kunye nokuthengwa kwemali, ngelixa okwesibini kusinikeza isingeniso ekusebenzeni kweenkampani ekusebenziseni isiseko sayo se-asethi ukwenzela ukuvelisa umvuzo. Khumbula ukuba ezininzi zezi-ratios zifuna ukusetyenziswa kweengxelo zengeniso ngokubambisana nekharityhulam.

I-balance sheet Sheet Calculation and Ratio Group I:

Uvavanyo lweNkxaso yeMali yeNkampani kunye noTywala:

I-Capital Capital: Iimpahla ezikhoyo ngoku - Iimfanelo ezikhoyo
I-Capital Capital ngeDola yeZentengiso: I- Capital Capital ÷ Intengiso yonke
Ulungelelwaniso lwangoku: IiAfa zangoku ÷ Amatyala akhoyo
I-Quick / Acid Test / I-Ratio yangoku: ii- Asset zangoku zithatha i-inventory (ebizwa ngokuba yi-Asset Quick) ÷ Amatyala ahlayo
Amatyala kwi-Equity Ratio : Amatyala amaninzi ÷ Amashishini angabalingani

Uhlu lokuBhalisa kunye neRatio Group II:

Iimvavanyo zoPhumelelo lweNkampani:

Ukufunyanwa kwemali: Ukuthengiswa kweNetyala yeNtengo ¹ ÷ Umyinge weNgeniso yeeNkcazo zeNyanga
Umyinge wama-Age weeNgeniso: Inani leentsuku kwixesha ÷ Kufunyenwe Ukubuyiswa
Inventory Ingeniso: Iindleko zeeMpahla zithengiswa ¹ ÷ Umlinganiselo wempahla yexesha lexesha
Inani leentsuku zokuVala ukuVeza: Inani leentsuku kwixesha eliqhelekileyo ÷ Inventory Incoverment

^{1.) Oku kuyafumaneka kwingxelo yengeniso, kungekhona ibhalansi.}

Enye yamaphepha e-balance sheet amathandayo, endikuthintele kule sifundo, kubandakanya ukuthatha ingeniso yomnatha kwisitatimenti sengeniso nokuziqhathanisa nempahla yezinto ezibonakalayo, ngokubhekiselele kwiminyaka emininzi yeminyaka ebandakanya ubuncinane omnye okanye ngaphezulu, ukwenzela ukuba ufumane ingcamango yempawu zezoqoqosho zoshishino. Oku akuyi kusebenza kwiimeko ezithile ezizodwa, njengotyalo-mali kwizabelo ze-oil majors, kuba iimvuzo zibophelelwe kwizinto eziphantsi okanye izinto eziphathekayo, njengegesi yendalo kunye neoli engcolileyo, edla ukufaka inkunzi yeshumi kunye neebhere iimarike ezihambelanayo neenkonzo ezikhoyo / izidingo / ukucoca / ukucoca ubudlelwane ngelo xesha. Nangona kunjalo, inokuthi ibe yindlela efanelekileyo yokujonga ngokubhekiselele kwizinto ezibonakalayo kwezoqoqosho zoshishino kwaye zibonise ingqamaniso yeenjini ukukhangela inzuzo yabanini. Emva kokuba uqonde indlela eyahlukileyo ngayo umphumo unokuba phakathi kweshishini elifanelekileyo kunye nezoshishino ezinkulu, ndicinga ukuba iya kuba enye yamatriki akho ozithandayo, nayo. Uza kufumana ufune ubunini kuphela kwezo shishini ezivelisa inani elininzi lokuhamba kwemali; Unako ukukuncwina kwizabelo ezikhulayo okanye ukwandisa ixabiso leencwadi kunokuba udinga ukuqhubela phambili, iindleko zentengo ezibuyiselwayo eziphantsi okanye ezingenasiphelo ezingabonakali ukuba zihlawule ngendlela ozilindelayo okanye othemba ngayo.

Isinyathelo sokugqibela ngaphambi kokuba sitshintshele kwishidi lesiliyibhile ibhalise ukujonga izinto ezingenakukuxelela ; ukukhawulelwa kunye nokusilela kufuneka uqaphele ukuba ungazami kwaye unqobe ngokugxininisa kakhulu kumatrikhi angenanto okanye anokulimaza, kwiinkampani ngokwazo.