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Fundamental Analysis & Valuation

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Fundamental Analysis & Valuation

Earnings Growth

The rate at which a company's profit increases from one period to the next.

Earnings Growth = (Current Period Earnings - Prior Period Earnings) / Prior Period Earnings x 100 %
Fundamental Analysis & Valuation

Earnings per Share

Net profit attributable to equity shareholders divided by the weighted average number of shares outstanding.

EPS = Profit Attributable to Equity Shareholders / Weighted Average Shares Outstanding
Fundamental Analysis & Valuation

Earnings Quality

The extent to which reported profit is backed by cash, is repeatable, and reflects the underlying business rather than accounting choices.

Test: cumulative operating cash flow tracks cumulative net profit over several years, with few exceptional items and stable accounting policies qualitative
Fundamental Analysis & Valuation

Earnings Yield

Earnings per share expressed as a percentage of the share price — the inverse of the price-to-earnings ratio.

Earnings Yield = Earnings per Share / Market Price per Share x 100 = 1 / P/E x 100 %
Fundamental Analysis & Valuation

EBITDA Margin

EBITDA as a percentage of revenue, measuring operating profitability before depreciation, interest and tax.

EBITDA Margin = EBITDA / Revenue x 100 %
Fundamental Analysis & Valuation

Economic Value Added

The profit a business earns above the full cost of the capital employed to produce it.

EVA = Net Operating Profit After Tax - (Invested Capital x Weighted Average Cost of Capital) ₹ crore
Fundamental Analysis & Valuation

Effective Tax Rate

The tax charge in the accounts expressed as a percentage of profit before tax.

Effective Tax Rate = Total Tax Expense / Profit Before Tax x 100 %
Fundamental Analysis & Valuation

Enterprise Value

The value of the whole business regardless of how it is financed, equal to market capitalisation plus net debt.

Enterprise Value = Market Capitalisation + Total Debt - Cash and Cash Equivalents + Non-Controlling Interests ₹ crore
Fundamental Analysis & Valuation

EV to EBITDA

Enterprise value divided by EBITDA, valuing the whole business against its operating cash generation before capital charges.

EV/EBITDA = Enterprise Value / EBITDA ratio (x, times)
Fundamental Analysis & Valuation

EV to Sales

Enterprise value divided by annual revenue, a capital-structure-neutral version of the price-to-sales ratio.

EV/Sales = Enterprise Value / Annual Revenue ratio (x, times)