DEBT TO EQUITY RATIO
Debt to Equity Ratio
The debt-to-equity ratio
is a financial ratio
indicating the relative
proportion of equity and
debt used to finance a
company's assets - which is
an indicator of the
financial leverage. It is
equal to total debt divided
by shareholders' equity. The
two components are often
taken
from the firm's
balance sheet. When used to
calculate a company's
financial leverage, the debt
usually includes only the
Long Term Debt (LTD).
This is a useful measure as
it helps the investor see the
way management has financed
operations. A high
debt/equity ratio generally
means that a company has
been aggressive in financing
its growth with debt. This
can result in volatile
earnings as a result of the
additional interest expense
as well as volatile cash
flow as principal payments
on debt come due.
If a lot of debt is used to
finance increased operations
(high debt to equity), the
company could potentially
generate more earnings per
share than it would have
without this outside
financing. If this were to
increase earnings by a
greater amount than the
interest on debt, then the
shareholders benefit as more
earnings are being spread
among the same amount of
stock. However, as stated
increased interest and the
need to repay the principal
on borrowed funds can far
outweigh the benefit.
The Formula is:
Debt to Equity = Total Liabilities / Stockholders' Equity
Example:
Amazon
In Millions
| PERIOD ENDING | 31-Dec-08 | 31-Dec-07 | 31-Dec-06 |
| Total Current Liabilities | 4,746 | 3,714 | 2,532 |
| Long Term Debt | 533 | 1,282 | 1,267 |
| Other Liabilities | 363 | 292 | 133 |
| Total Liabilities | 5,642 | 5,288 | 3,932 |
| Total Stockholder Equity | 2,672 | 1,197 | 431 |
| Debt to Equity Ratio | 2.1:1 | 4.4:1 | 9.1:1 |
| Long Term Debt to Equity | .2:1 | 1.1:1 | 2.9:1 |
| Long Term Debt to Equity - items | 533 / 2,672 | 1,282 / 1,197 | 1,267 / 431 |
I believe this is one of the
most important metrics to
measure and manage as you
create strategic plans.
The
Long-Term Debt To Total
Capitalization Ratio
has the same objective.
