Fundamental Analysis

In: Business and Management

Submitted By tullido
Words 3996
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Autor: Eliseu Santandreu Profesor de EADA Coordinador del Área de Formación del Centre Metal·lúrgic
MAYO 2000


EL ANÁLISIS DE LA EMPRESA A TRAVÉS DE LOS RATIOS ................ 1. SITUACIÓN DE LIQUIDEZ, TESORERÍA Y DISPONIBILIDAD ................ 2. GRADO DE ENDEUDAMIENTO ....................................................... 3. RENTABILIDAD FINANCIERA Y ECONÓMICA....................................

4 5 7 9




Antes de entrar en el análisis de los ratios es conveniente, en primer lugar, entender lo que se pretende conocer. Los ratios, aún siguiendo la tradición de analizarlos en baterías o grupos homogéneos interrelacionados y que dan una información conexa, deben ser diseñados por cada empresa en la medida que aporten a la misma aquella información que le sea de mayor utilidad y, sobre todo, sea más eficiente tanto para medir la calidad de gestión como la posibilidad de planificación en la empresa. Para ello, proponemos unos ratios tradicionales que constituyen el eje fundamental para la toma de decisiones. Así mismo, son los que se utilizan en casi todas las encuestas, bases de datos e información a terceros por parte de las centrales de balances, y se presentan agrupados en familias homogéneas, que comprenden 6 grupos. En primer lugar, figura el título o familia de los ratios…...

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