Ukuqonda ukubuyela kwi-Equity

Ukuqonda ukubuyela kwi-equity kunokukunceda ubukhulu beempahla

Unako ukunika amanye amaqela olawulo amabhodi amabini, enye iglue, kunye nebhola lomtya, kwaye baya kwakha ishishini elinenzuzo, elikhulayo. Amanye amaqela akakwazi ukuza kufuphi, nangona xa banampahla e-dollar angamawaka eebhiliyoni. Ukubuyela kwi-equity (ROE) ngumlinganiselo owodwa wendlela inkampani esebenzisa ngayo i-asethi yayo ukuvelisa ama-earnings, kwaye ukuqonda le xabiso kunokukunceda uhlolisise amasheya.

Indlela yokubala i-ROE

Unokubala i-ROE ngokuhlula ngeniso engenayo ngenani leencwadi. Inkampani ephilileyo inokuvelisa i-ROE kwi-13 ukuya kwi-15 yeepesenti. Njengawo onke amatalrikhi, ukuthelekisa iinkampani ngaphakathi kweshishini elifanayo kukunika umfanekiso ongcono.

Eminye imiphunga enokwenzeka

Nangona i-ROE inomlinganiselo obalulekileyo, ifikeleleke ngezinye iziphoso ezinokukunika umfanekiso wamanga. Akufanele uncike kwi-ROE yedwa.

Ngokomzekelo, inkampani inokuthi ithwale ityala elikhulu kangangokuba liphakamisa imali ngokuboleka kunokuba ikhuphe i-stock. Oku kuya kunciphisa ixabiso leencwadi. Ixabiso elincinane lencwadi lithetha ukuba ulwahlula ngenani elincinci ukwenzela ukuba i-ROE iza kuba phezulu. Ezinye iimeko zinokunciphisa ixabiso leencwadi, ezifana nokuthatha ukubhala phantsi, ukubuyiswa kwempahla, okanye nayiphi na enye ingxelo yokubamba ngesandla. Zonke ezi zinto ziza kuvelisa i-ROE ephezulu ngaphandle kokuphucula ngokwenene inzuzo.

Kwakhona kunokuba luncedo ngakumbi ukujonga i-ROE malunga nexesha leminyaka emihlanu edluleyo kunomnyaka owodwa.

Oku kuya kukunceda ukuba ulinganise phakathi naziphi na iinombolo ezingavumelekanga.

Ngenxa yokuba kufuneka ujonge umfanekiso opheleleyo, i-ROE iyithuluzi eluncedo xa kuziwa ekuchankeni iinkampani ngeenzuzo zokukhuphisana. Xa zonke ezinye izinto zilingana kakhulu, inkampani enokuthi iqhube igalelo elongezelelweyo kunye nefa layo iya kuba yintlulo-mali engcono ngexesha elide.

Ezinye iziGaba zokuVeza

Thatha ixesha kwaye ufunde ngokuqhubekayo ukuqonda izi ngcamango ezilandelayo kunye nempumelelo efanelekileyo.

• Iintlawulo ngeSabelo (i-EPS): Nguyiphi inxalenye yeenzuzo zenkampani ezinikezelwa kwingxenye yesitya sayo esifanayo?
• Ixabiso kwiRatio yokuFumana (i-PE): Le nyathelo isabelo samanje sabelo senkampani ngokubhekiselele kwi-share share share.
• Ukukhula koPhuhliso oluQulunyiwe (i-PEG): Le tricki ilinganisa intengo yesitokthi ehambelana nemali eyabelwe isabelo ngasinye kunye nokukhula okulindelekileyo kwenkampani.
• Ixabiso lokuthengisa (P / S): Lo mlinganiselo usebenza njengetriki ukwenzela ukuba ixabiso lempahla. Ukwahlula i-cap yenkampani yeevenkile ngemali yayo yonyaka kunyaka ophelileyo. Ungakwazi kwakhona ukufika kwintengo ekuthengiseni ngokuhlula intengo yesitoko nganye ngesabelo ngenzuzo yengeniso yenkampani nganye.
• Ixabiso lokuBhala (P / B): Ngamanye amaxesha kuthiwa ngamanani kwizinga lokulingana, umlinganiselo we-P / B uqhathanisa nenani lencwadi yesitokethi kwixabiso lentengiso yalo. Hlukanisa ixabiso lokuvala elikhoyo ngokubaluleka kwincwadi yesigxina yesigxina.
• Ulwahlulo lokuhlawula okuhlukileyo : Uninzi kangakanani kwindlela yokwahlula abagcini bempahla abafumanayo xa kuthelekiswa nomvuzo wenani elipheleleyo leenkampani?
• Ukuveliswa kweMali : Inxalenye yexabiso langoku labelo. Funda indlela yokubala.

• Ixabiso leNcwadi : Lona lixabiso lexabiso lexabiso lempahla yenkampani engaphantsi kwamatyala. Akubandakanyi impahla engabonakaliyo njengamalungelo abenzi.