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Understanding the Limitations of Financial Ratios

2015· article· en· W2342804551 sur OpenAlex

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Notice bibliographique

RevueAcademy of Accounting and Financial Studies journal · 2015
Typearticle
Langueen
DomaineBusiness, Management and Accounting
ThématiqueFinancial Reporting and Valuation Research
Établissements canadiensnon disponible
Organismes subventionnairesnon disponible
Mots-clésFinancial ratioBalance sheetFinancial analysisIncome statementAccounting managementFinancial statement analysisFinancial statementFinanceBenchmarkingAccountingBusinessStatement of changes in financial positionPosition (finance)Financial accountingProfitability indexEconomicsAccounting information systemAuditMarketing
DOInon disponible

Résumé

récupéré en direct d'OpenAlex

INTRODUCTIONFinancial ratios play an important role in the analysis of financial statements and accounting research. However, the use of financial ratios comes with its hazards. Both accounting academics and financial statements' users need to understand the problems and limitations in working with financial ratios. The purpose of this paper is to address these issues and to provide guidance on how to mitigate the problems surrounding financial ratios. Both accounting academics and financial statement users will find this study useful in their dealings with financial ratios.The study is organized as follows:1. Uses and benefits of financial ratios;2. Limitations of financial ratios;3. Dealing with the limitations of financial ratios; and4. Conclusion.USES AND BENEFITS OF FINANCIAL RATIOSFinancial ratios play an important role in financial reporting. A ratio expresses the mathematical relationship between one quantity and another, (Kieso et al. 2013, p. 245). A financial ratio consists of a numerator and a denominator, relating two financial amounts. The two financial amounts can be from the balance sheet (e.g. current ratio), or from the income statement (e.g. times interest earned), or from both the balance sheet and the income statement (e.g. return on total assets).Financial ratios help explain financial statements. For example, financial ratios assist in benchmarking a firm's performance with other firms in the same industry. Further, financial ratios help financial statement users in identifying problem areas with a company's operations, liquidity, debt position, or profitability. From this benchmarking and assessment of a firm's performance, financial ratios help in assessing the firm's overall risk (CICA, 1993). Prior research supports the use of financial ratios as a means to predict firms' performance, specifically stock returns and return on assets (e.g., Soliman, 2008; Nissim & Penman, 2001; Fairfield & Yohn, 2001).Financial ratios are frequently used in loan contracts between a firm (borrower) and a financial institution (lender) as a means to limit the firm's activities. A borrower has an incentive to engage in activities that benefit his or her self-interests at the expense of the firm's overall value, resulting in the lender inserting accounting numbers in the debt contract (i.e., debt covenant) to restrict the borrower's value-reducing activities (Watts & Zimmerman, 1986). For example, the loan contract may stipulate that the firm must maintain a current ratio of at least 2:1. In this manner, the firm is encouraged to effectively manage its current assets and current liabilities, for example, by collecting its accounts receivables on a timely basis.For financial statement users, financial ratios not only provide information about where a firm has been, but also provides guidance about where it is headed in the future. For example, negative trends in financial ratios over time could indicate a firm is in decline and provide insights into predicting corporate failure. The Canadian Institute of Chartered Accountants (CICA, 1993) in their Research Report titled Using Ratios and Graphics in Financial Reporting, summarizes these and additional benefits of financial ratio analysis (see Appendix !)*From an academic perspective, financial ratios play an important role in modeling. A variable of interest (dependent variable) is estimated in a linear regression model by key independent variables that are frequently financial ratios. Many bankruptcy prediction models utilize financial ratios (Altman & Hotchkiss, 2006).In summary, financial ratios provide important information about a firm's past performance, predicting a firm's future performance prospects, assessing management's decision-making, risk assessment, and are a critical tool employed in lending agreements to control a firm's activities. In addition, accounting academics use financial ratios in modeling the key variable of interest in their research studies. …

Récupéré en direct depuis OpenAlex et désinversé. Les résumés ne sont pas conservés dans cette base de données : les index inversés représentent 8,6 Go des 9,3 Go de texte de la base, et le serveur dispose de 13 Go libres.

Prédiction distillée sur la base complète

Imitation des enseignants

Ni prévalence calibrée, ni vérité terrain. Validation humaine à venir. Apprise à partir de 10 348 étiquettes directes de Codex et de 10 348 étiquettes directes de Gemma. Le mode candidate est l'union des têtes enseignantes seuillées; le consensus est leur intersection. Ces sorties portent le statut machine_predicted_unvalidated et ne sont ni des étiquettes humaines ni des étiquettes directes de modèles de pointe.

score de la tête « metaresearch » (Codex)0,004
score de la tête « metaresearch » (Gemma)0,016
Version: codex-gemma-dda1882f352aStatut de validation: machine_predicted_unvalidated
Catégories candidatesMétarecherche
Catégories consensuellesaucune
DomaineSignal candidat: aucune · Signal consensuel: aucune
Devis d'étudeSignal candidat: Théorique ou conceptuel · Signal consensuel: Théorique ou conceptuel
GenreSignal candidat: Empirique · Signal consensuel: Empirique
Score de désaccord entre enseignants0,110
Score d'incertitude au seuil0,993

Scores Codex et Gemma par catégorie

CatégorieCodexGemma
Métarecherche0,0040,016
Méta-épidémiologie (sens strict)0,0000,000
Méta-épidémiologie (sens large)0,0000,000
Bibliométrie0,0000,001
Études des sciences et des technologies0,0010,000
Communication savante0,0000,001
Science ouverte0,0000,000
Intégrité de la recherche0,0000,000
Charge utile insuffisante (le modèle a refusé de juger)0,0000,000

Scores machine (provisoires)

Les deux têtes enseignantes du modèle étudiant, lues sur ce travail. Un score ordonne la base pour la relecture; il n'affirme jamais une catégorie, et le statut de validation accompagne chaque rangée tel quel.

Scores de référence d'un modèle non mature (critères de maturité non atteints, 7 itérations). Un score ordonne; il n'affirme jamais une catégorie.

Tête enseignante Opus0,450
Tête enseignante GPT0,374
Écart entre enseignants0,077 · la distance entre les deux têtes enseignantes sur ce seul travail
Statut de validationscore_only:v0-immature-baseline · tel quel depuis la passe de notation : score_only signifie que le nombre peut ordonner les travaux, et qu'aucune étiquette de catégorie n'en découle