THE INTERPRETATION OF FINANCIAL STATEMENTS (BY BENJAMIN GRAHAM)

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  • Опубліковано 28 лис 2024

КОМЕНТАРІ • 244

  • @TheSwedishInvestor
    @TheSwedishInvestor  5 років тому +55

    A playlist that will help you in mastering Benjamin Graham’s art of Value Investing: bit.ly/2Txvxgd

    • @craiggraham719
      @craiggraham719 5 років тому +3

      Hey, great video - But when I try to apply this to a particular company, I get lost in all their accounting jargon.
      Would you be able to make a video explaining how to interpret a companies Filing History?
      Because I just seem to be looking at 40 pages of jargon (Most of which probably isn't even relevant)

    • @nikiindzhiev5369
      @nikiindzhiev5369 3 роки тому +1

      Might I ask what is the yearly average return of your personal portfolio ?

    • @ilovenythismuchilovenewyor5801
      @ilovenythismuchilovenewyor5801 3 роки тому

      hey Swedish is this stuff you're teaching in this video and others for thee American stock market?? or is it the same for all markets

    • @gaming-fadi
      @gaming-fadi 2 роки тому

      This is really a great video buddy:) Like the way you use illustrations to explain ideas.

    • @henrys9244
      @henrys9244 Рік тому

      If the value of the dollar is waiving on the faith and confidence of the people then at what point is the dollar bubble going to pop? We might pretend one pigeon shit is equivalent to 1 dollar which is might just realistically be. The fédérale is running the biggest ponzi scheme ever does anybody look into the numbers? If you dont own real estate or commodities then the net value of any given investor or the GDP then you pretty much might say that figure is what you are worth in pigeon shit. But yea ofcourse lets keep going on and believe the dollar currency is really worth something.

  • @notactuallytaylor
    @notactuallytaylor 5 років тому +246

    Personally I’ve read all of Graham’s books and I must say you do a great job summarizing his books

    • @TheSwedishInvestor
      @TheSwedishInvestor  5 років тому +18

      Awesome to hear it, thank you! His greatest work is yet to come though, stay tuned ... 😁

    • @langa1533
      @langa1533 5 років тому +2

      True

    • @jesush9940
      @jesush9940 5 років тому +5

      Do you have a an additional resource on chapter 2? It's already difficult for me to fully understand the debit/credit concepts on the balance sheet example. Thanks!

    • @maryjanevillanueva3924
      @maryjanevillanueva3924 4 роки тому +1

      Hi do you happen to sell your old books copy? hardly find hardcopy of this book. Hope I could scout help from you. Thank you

    • @notactuallytaylor
      @notactuallytaylor 4 роки тому +2

      @@maryjanevillanueva3924 it seems to be on Amazon...

  • @quinnrsligo
    @quinnrsligo 4 роки тому +83

    8:59 Very interesting point. The more assets a company has, the more room for depreciation, which negatively effects net income. "It's the income statement that reveals the real value of assets, not their arbitrary figures in the balance sheet." - Benjamin Graham.

    • @timtimterex2506
      @timtimterex2506 3 роки тому +1

      Well, bear in mind that the book was written before cash flow statements, and Dep&Amo are not necessarily a loss of money.

    • @drek273
      @drek273 3 роки тому +2

      @@timtimterex2506 thats why i reccomend the book warren buffett and the interpretation of financial statements

    • @scrapthatwithmatt9520
      @scrapthatwithmatt9520 2 роки тому

      @@drek273 same 👍

    • @annaantwian2607
      @annaantwian2607 2 роки тому

      I'm miss Anna Antwain Origin from Ukraine Please I want you to assist me in investing a total amount of ( **** ) which I inherited from my late parents I lost my parents during this war going on over here in Ukraine, I am 22years old I am seeking for your assistance I have no business idea, I would like you to help me get this fund invested in your country while I will come to stay with you and continue my education in your country.

  • @annay9849
    @annay9849 4 роки тому +24

    Gosh, you are a genius! I don't know how you manage to summarise 500 pages into 5 slides but you do this brilliantly! I find myself saving nearly each one of your videos for future reference. Absolutely great job, thank you so much!

    • @abby7190
      @abby7190 4 роки тому +1

      Me too

    • @TheSwedishInvestor
      @TheSwedishInvestor  4 роки тому +2

      Anna Y I appreciate your comment a ton. Thank you for your support!

    • @aleydrus8067
      @aleydrus8067 Рік тому

      Damn I must have gotten a summary of the book. Mines only 121 pages!

  • @peterescarment2907
    @peterescarment2907 2 роки тому +7

    I like this dude he doesn’t play around with the subject like all these other Chanel he gets straight to the point and explains it clearly learned a lot here than any other Chanel

  • @explodingrage7510
    @explodingrage7510 4 роки тому +11

    you are extremely smart for linking together multiple books. So that if a person watches one video, they will get curios and watch the other. I watched 10 videos in the past 3 days that way. GOod job!

    • @troyotapreuis6020
      @troyotapreuis6020 4 роки тому

      I’ve been trying to find info to learn this stuff properly for months. I’m willing to learn and put time in but I need the topics structured in a particular way for me to get better results. These videos help me learn the correct system and read the most useful books. This is perfect for me.......subscribed, thank you 🙏

  • @franckfrancois4378
    @franckfrancois4378 4 роки тому +15

    Huge fan of this page! Your videos are a must before making any investment book purchase. I just recently began my investment journey and there are so many books to sort through. Your videos help minimize the list. I’m grateful. Keep up the good work.

    • @TheSwedishInvestor
      @TheSwedishInvestor  4 роки тому +2

      Cheers Franck! Glad that you find the channel helpful :)

  • @BPzeropoint
    @BPzeropoint Рік тому +1

    Your explanation (and use of images) made understanding this subject so much easier. Thank you.

  • @rocking1313
    @rocking1313 3 роки тому +1

    Qualitative filters = investigative journalism on the company you want to invest in, Quantitative = No hanky pinky in financial statements. Nice job Swedish Investor!

  • @daughtaofthesoil3510
    @daughtaofthesoil3510 3 роки тому +7

    This just reaffirmed that I think in pictures. I struggle(d) with these ratios but watching your videos, completely made me understand these. (And I am really good at analysis). I don't even know how I made it out with a Finance degree lol! But I sure struggled (first option was Med....so...) Anyway. These are great. I am going to binge on all of them and will come out with a 'beware' sign. Game is on!

  • @joeysmit4644
    @joeysmit4644 2 роки тому +1

    my god, I swear this is the best youtube channel I've ever come across. Keep up the amazing work! :)

  • @timm450
    @timm450 4 роки тому +10

    This is one of those watch a few times videos.

  • @rafaelmalate7938
    @rafaelmalate7938 5 років тому +20

    Hope your channel grows to million subs, you deserve it you always do a goodjob in doing your vids :)

  • @sun1romitenex256
    @sun1romitenex256 2 роки тому +1

    This video explained balance sheet better than my university lecturer. Thanks!

  • @rhysmartins8936
    @rhysmartins8936 5 років тому +12

    Extremely intriguing as usual ! Thanks !

  • @quant-trader-010
    @quant-trader-010 3 роки тому +1

    For those who are confused about "-B" at 3:23, it means literally remove the letter "B" from "EBIT". Took me a while to figure that out...

  • @OurWorldofDanceSport
    @OurWorldofDanceSport 4 роки тому +2

    Investing is the online way I can keep on dancing and making money on the side. Thank you for this video, it helps a lot!

  • @drew9312
    @drew9312 Рік тому

    A fantastic summary. You are very talented at summarising complex areas in easy to understand terms. Thank you for creating and sharing this.

  • @subratadutta9374
    @subratadutta9374 5 років тому +10

    Hi Swedish Investor, I like your channel very much, as I am also interested about investing.
    You are excellent in summarising best books of this field. Keep it up.

    • @TheSwedishInvestor
      @TheSwedishInvestor  5 років тому +1

      Subrata Dutta thank you for these kind words! 👍 Glad if I can help, and perhaps inspire some too 😊

  • @karlisimo
    @karlisimo 4 роки тому +6

    I'm new to investing and learning a great deal from you. Thank you for your great work!

  • @marcelomorais6891
    @marcelomorais6891 4 роки тому

    The best video in the UA-cam which I have already seen about this book.

  • @thefuturemindset4810
    @thefuturemindset4810 3 роки тому +1

    What a great video with a lot of value! Our team absolutely loves watching your videos!

  • @nikhilchoudhary4467
    @nikhilchoudhary4467 4 роки тому +1

    Great video explaining things in simple language

  • @AdamT10586
    @AdamT10586 2 місяці тому

    Thank you the video! Have you ever considered doing a video that covers your stock selection process covering both the quantitative and qaulitative aspects? I found the fifth point very interesting.

  • @aaroacademy
    @aaroacademy 2 роки тому

    Very impressive explanation.

  • @easytiger266
    @easytiger266 3 роки тому +1

    Saying "Assets = Liabilities" near the 5 minute mark confused the hell out of me. Its more direct to say "Asset = Liabilities + Owner's Equity"
    Regardless, thank you for all of your videos. They've saved me so much time and broadened my knowledge. Still got way more to learn. SUBSCRIBED!!!

  • @SandipanSarkar-c8v
    @SandipanSarkar-c8v Місяць тому

    Finished watching

  • @juanfernandez3633
    @juanfernandez3633 Рік тому +2

    I was not such a big fan of this book. I still own it and it is still on my shelf. I liked the rapid interpretation of financial statements by marry Buffett better. Felt like it taught the subject a lot easier and better.
    On that note, I also do not like or pay much attention to intangible assets unless the company is a massively well known company with a massive MOAT. Outside of that, I could care less about it. I try to find the meat and potatoes which is the actual stuff that matters. Good review though.

  • @mathanvettivelu
    @mathanvettivelu 4 роки тому +2

    Thank you for providing these great summaries! The visual representations are very helpful to focus. Keep up the great work!

  • @xoioi
    @xoioi 4 роки тому +2

    Your videos are very educational. Great job!

    • @azeezatmotunrayo1339
      @azeezatmotunrayo1339 2 роки тому

      Thanks. Really love your step by step explanation.
      Kindly share.links to the books

  • @maraudinmuradin7659
    @maraudinmuradin7659 4 роки тому

    How is this channel not more than a million subscribers?

    • @theswedishinvestor32
      @theswedishinvestor32 3 роки тому

      Becarful and vigilant reply on WhatsApp only ;;;;;+;;;;1;;;;;7;;;;6;;;;2;;;;2;;;4;;;;8;;;;2;;;;3;;;;;2;;;;;0"";??

  • @thomasjackofhearts
    @thomasjackofhearts 5 років тому +2

    Nice one SI. Am enjoying your videos a lot. very helpful.

  • @Velvet_Torpedo
    @Velvet_Torpedo Рік тому

    loved the intro! 😆 another fantastic video!

  • @burjoradaiton6619
    @burjoradaiton6619 4 роки тому +1

    This is the most intresting video , loved it !!!!

  • @marxenbrothers
    @marxenbrothers 4 роки тому +4

    Wonderfully funny and informative video!!! Love it.
    (Just one thing: Please revise the P/B part.)

  • @hakank.560
    @hakank.560 4 роки тому +51

    Imagine you are me. Having an academic in accounting and finance. Studying for CPA exam to get my title and still suck at this😂😂

    • @prasadramasamy904
      @prasadramasamy904 4 роки тому +2

      same here hahahahaha

    • @KISHORE_666
      @KISHORE_666 3 роки тому

      Hello bro😅 that's funny

    • @KISHORE_666
      @KISHORE_666 3 роки тому

      Where are you from bro?

    • @joeblack1490
      @joeblack1490 3 роки тому

      Lol this comment is funny but true memorizing ratios isn't something I mastered neither.

    • @KISHORE_666
      @KISHORE_666 3 роки тому

      @@joeblack1490 where are you from?

  • @quicksilver0311
    @quicksilver0311 3 роки тому

    Can you also do a video on how you pick a particular stock and what things you looked for using a hybrid of all these approaches that you learnt? That would be a great learning for most of us I think - finding our own way to do this.

  • @vibetrading
    @vibetrading 5 років тому +2

    Great book on balance sheet. Master it.

  • @odownhills
    @odownhills 4 роки тому +1

    Great video!

  • @JoeDoe1
    @JoeDoe1 2 роки тому

    Thank you.

  • @anuradhapittie3408
    @anuradhapittie3408 4 роки тому

    Thanks for video and link to more

  • @FearlessDreams
    @FearlessDreams 4 роки тому

    The black magic of balance sheets and income statements.

  • @jrome9813
    @jrome9813 3 роки тому

    Ty. I'm learning a lot from your channel. This video helps so much.

  • @diggleboy
    @diggleboy 5 років тому +5

    Great analysis and summary of Ben Graham's financial statement analysis methodology.
    Liked! Subbed!

    • @TheSwedishInvestor
      @TheSwedishInvestor  5 років тому

      Wonderful! 🙌😁

    • @annaantwian2607
      @annaantwian2607 2 роки тому

      I'm miss Anna Antwain Origin from Ukraine Please I want you to assist me in investing a total amount of ( **** ) which I inherited from my late parents I lost my parents during this war going on over here in Ukraine, I am 22years old I am seeking for your assistance I have no business idea, I would like you to help me get this fund invested in your country while I will come to stay with you and continue my education in your country.

  • @corneliusschmitt3629
    @corneliusschmitt3629 4 роки тому

    Thanks for Uploading! Can't wait to read it!

  • @BenjaminOrthodox
    @BenjaminOrthodox 3 роки тому +1

    4:26 I didn’t expect that.

  • @MrEaglenator
    @MrEaglenator 4 роки тому +4

    this is why I always take intangible assets off my analysis.

  • @mr.himalayan6258
    @mr.himalayan6258 4 роки тому +1

    What a great way of EXPLAINATION, step by step in boxes.
    Can u please also make video on
    EDUCATION OF A VALUE INVESTOR by GUY SPIER [ no one had explained it clearly, could you explaine it in easy way like this ]
    Thanks

  • @Mx199D
    @Mx199D 4 роки тому +3

    1:18 Wouldn't that be zero companies? A company jingle is an internally generated asset that can no longer be recognised on the balance sheet under US GAAP. The book was probably written before this change in accounting standards though.

  • @TheDaily_Hassan
    @TheDaily_Hassan Рік тому

    Great work. Really appreciated the knowledge! 👏🏼

  • @GanpatiRam
    @GanpatiRam 2 роки тому

    Thank you brother

  • @jackiel5651
    @jackiel5651 5 років тому +1

    Thanks for your work, you’re videos are awesome and interesting!

  • @bitzator
    @bitzator 5 років тому +2

    thanks sir you are doing a great job,,

  • @neclion2507
    @neclion2507 4 роки тому +1

    Simply amazing!!!!

  • @Ryan-ip7li
    @Ryan-ip7li 4 роки тому +1

    Great videos man, now I never have to read again! Kidding, but great job!

  • @hectormayoral443
    @hectormayoral443 4 роки тому

    Why is a 5% net margin for a health tech firm bad and for a distribution firm good? What variables of a firm does one use to decide whether a high low net margin or a high net margin is good or bad?
    How can one assess whether the P/B Ratio is good or not? How you refer to in the video, Mr. Swedish Investor, sir, a money bank may have a low P/B Ratio while a consulting firm has a high P/B , what decides if either is good or bad? What elements of the firm's industry decide whether it's good to have low or high P/B and do you have any guidelines for reasonable p/b ratios for industries?

  • @agnesakne4409
    @agnesakne4409 3 роки тому

    Thank you

  • @funnyperson4016
    @funnyperson4016 5 місяців тому

    Would like a series of questions that if I could answer would be suggestive of a good quality business if there is a resource somewhere.

  • @enricoloco8560
    @enricoloco8560 Рік тому

    This is gold. Thx a lot

  • @florencechang8845
    @florencechang8845 2 роки тому

    Thanks

  • @luisbarahona3773
    @luisbarahona3773 3 роки тому

    Golden!

  • @ganesanls8723
    @ganesanls8723 2 роки тому

    Wonderful

  • @abogadojimenezjose
    @abogadojimenezjose 5 років тому +1

    GREAT VIDEOS!

    • @TheSwedishInvestor
      @TheSwedishInvestor  5 років тому

      Great to hear that you enjoyed it José Francisco Jimenez 🙌

  • @funnyperson4016
    @funnyperson4016 5 місяців тому

    Is there any good book for qualitative analysis?

  • @merteraltinoz
    @merteraltinoz 3 роки тому

    As far as i know, book value should be equal to shareholder's equity or the difference between assets and liabilities. Your definition of p/b ratio ignores the debt of the company as it only has assets as the book value.

  • @ankushraj5382
    @ankushraj5382 4 роки тому

    Your channel is awesome.....Thanks lot

  • @hunghueitiong7749
    @hunghueitiong7749 5 років тому +1

    Very good and informative video for investor, thank you!

    • @TheSwedishInvestor
      @TheSwedishInvestor  5 років тому +1

      Hung Huei Tiong, that is great to hear. Thank you for your support! 🙌

    • @hunghueitiong7749
      @hunghueitiong7749 5 років тому +1

      @@TheSwedishInvestor I have been investing in Share Market for 19 years, yet still find your video very informative. It is your hardwork, indeed.

    • @TheSwedishInvestor
      @TheSwedishInvestor  5 років тому

      You've been there for longer than I have! Glad that I'm able to deliver some value, even to someone with that kind of experience 👌

  • @gordongordon98
    @gordongordon98 3 роки тому

    Great video. 🦦

  • @veereshsv
    @veereshsv 5 років тому +1

    It's worth subscribing this. Keep up good work

  • @joshuagaa7009
    @joshuagaa7009 3 роки тому

    can you make a vid about methods on analyzing the qualitative characteristics of companies?

  • @maalikserebryakov
    @maalikserebryakov Рік тому

    This focus on the analysis of a company’s balance sheets, operations and competitive value as the method of determining the future value is the wrong approach to take, it’s much better to analyse the market price curve and try to figure out some sort of mathematical property that will let your predict the future.

  • @baba10ye
    @baba10ye 5 місяців тому

    Which version of the book is this? There is two versions on Amazon

  • @dipak3530
    @dipak3530 4 роки тому

    Thanks sir

  • @jeanpaulcardenas692
    @jeanpaulcardenas692 4 роки тому +5

    hey I think there's a contradiction in the explanation. You say p/b (price-to-book value) can be calculated by dividing market cap by the total assets but then you say that the book value of a company is equal to shareholder's equity (assets - liabilities). if the latter is true then p/b should be calculated by market cap/equity, right? let me know if I got something wrong.

  • @dipanjalinagpal6237
    @dipanjalinagpal6237 4 роки тому

    gr8 job thanks

  • @gibsonjonny3861
    @gibsonjonny3861 3 роки тому

    This is great

  • @némecislaninfadelbarrio
    @némecislaninfadelbarrio Рік тому

    Do you have this in PDF?

  • @griffinwillig433
    @griffinwillig433 2 роки тому

    Can you go through these strategies with a P&L statement?

  • @blaisekasongo1775
    @blaisekasongo1775 9 місяців тому

    Great!!

  • @CathyWang-z3v
    @CathyWang-z3v Рік тому

    Can you teach where to find annual report as well?

  • @realestalex2728
    @realestalex2728 4 роки тому +1

    I come from the security analysis video after struggling to understand the book by myself, then I have to put the Intelligent Investor video on queue after also failing to undestand the book fully and I also have to put the Common Stock and Uncommon Profits on the whatchlist after the mention on the video. This journey keeps getting larger and larger ain´t it, welp, guess I better get to work right?

    • @TheSwedishInvestor
      @TheSwedishInvestor  4 роки тому +1

      Haha, I love it Gengarin! 😂

    • @annaantwian2607
      @annaantwian2607 2 роки тому

      I'm miss Anna Antwain Origin from Ukraine Please I want you to assist me in investing a total amount of ( **** ) which I inherited from my late parents I lost my parents during this war going on over here in Ukraine, I am 22years old I am seeking for your assistance I have no business idea, I would like you to help me get this fund invested in your country while I will come to stay with you and continue my education in your country.

  • @kgbagent8289
    @kgbagent8289 Рік тому +1

    According to take away 3 we should take a company in consideration which have more revenue than assets ,But it shows that it requires less capital to generate more revenue, eg see's candy 🍬🍬

  • @siggiAg86
    @siggiAg86 5 років тому

    Great video and a great book!

  • @pfuiteufel1385
    @pfuiteufel1385 5 місяців тому

    I know, I'm five years late :D
    But doesn't the book value per share measure equity/number of shares instead of the general value of assets overall? I'm a bit confused. Kind regards^^

  • @scarfacecapital.
    @scarfacecapital. Рік тому

    Price to book is price / shareholders equity

  • @hectormayoral443
    @hectormayoral443 4 роки тому +2

    I'm new to this. From an accounting perspective, shouldn't the Current Ratio ALWAYS be 1 because assets = liabilities?

    • @TheSwedishInvestor
      @TheSwedishInvestor  4 роки тому +3

      No worries Hactor Mayoral, great to hear that you are getting started! You are correct that assets = liabilities at all times, but there's a difference between long-term liabilities and assets and short-term ones. The current ratio is calculated by taking current assets (short-term ones)/current liabilities (short-term ones). The wording could be kind of confusing, but "current" means "short-term" here. Meaning assets and liabilities that are expected that they can/will be repaid in a year or less. So a company with more short-term assets will have a higher current ratio and the company with more short-term liabilities will have a lower one. Hope this helps.

    • @hectormayoral443
      @hectormayoral443 4 роки тому

      Awesome! Thanks Mr. Swedish Investor!

  • @learningchannel8316
    @learningchannel8316 4 роки тому

    which book is better this or the one with "warren buffett and the interpretation of financial statements"?

  • @laur4184
    @laur4184 3 роки тому

    What exactly is the book value? You said it's either the Sum of Assets OR the Sum of Liabilities. I'm a bit confused. Thanks!

  • @l4k
    @l4k 4 роки тому

    do intangible depreciate?

  • @ganesanls8723
    @ganesanls8723 3 роки тому

    Awesome

  • @craiggraham719
    @craiggraham719 4 роки тому +1

    Would you be able to do a more in-depth video about the P/B Ratio. Google says a fair number is between 1 and 3, but whenever I assess different companies I'm getting numbers from 10 right up to 95.

    • @akilansundaram2181
      @akilansundaram2181 3 роки тому

      I am not sure if you are still interested but using a discounted cash flow approach would be better for making investment decisions.
      As far as book value is concerned, P/B's are typically lower for banking stocks, metal stocks, etc. While it is higher for high-growth companies, IT stocks, etc. So, a fair number would be dependent on the industry and the company's peers. A ratio below 1 is extremely undervalued provided the figures are stated honestly in the balance sheets and the business is profitable.

  • @kaushalshukla7774
    @kaushalshukla7774 5 років тому +4

    This type video take very long time to make...
    How much time you given to make this single video..
    Thanks for your making

    • @TheSwedishInvestor
      @TheSwedishInvestor  5 років тому +3

      Thank you Kaushal Shukla 👍 Regarding time spent for making one of these videos ... there's quite a learning curve, but it can still take everything between 60 hours (The Black Swan) and down to about 25 hours (Bed of Procrustes, my most recent one)

  • @PhilippPogosov
    @PhilippPogosov 5 років тому +1

    Thanks!

  • @mhoque8436
    @mhoque8436 5 років тому +16

    Hi. I like your video’s and subscribed your channel. Could you please make a review of book “Security Analysis” by Benjamin Graham? Thanks.

    • @TheSwedishInvestor
      @TheSwedishInvestor  5 років тому +6

      Wonderful to hear M Hoque! Glad that you like it! Security Analysis will come, be sure to stay tuned for it! 👌

  • @FahadFahad-uf6ns
    @FahadFahad-uf6ns 3 роки тому

    What is the normal standard returns yield on 1 lac or 2 lac investment?

  • @seasameseed9005
    @seasameseed9005 3 роки тому

    at 10:00 how do I know if all the assets is bloated or not if I want to calculate the book vaule?

  • @thefinancetrigger6013
    @thefinancetrigger6013 4 роки тому

    Great video Swedish investor, thanks for your amazing video =)

  • @Value_Pilgrim
    @Value_Pilgrim 3 роки тому +6

    *I WANT A VIDEO ON CASH FLOW ANALYSIS!!*
    *AND I WANT IT NOW!!!!*

  • @ericguo8209
    @ericguo8209 5 років тому +6

    Your P/B ratio definition is wrong! Please revise!

  • @heinrichwiedemann3646
    @heinrichwiedemann3646 5 років тому

    Forgive me if I'm wrong but current ratio should be low indicating that the company is able repay its debts in a timely fashion...

    • @frankle246
      @frankle246 5 років тому +1

      You might be confused this current ratio to debt/equity ratio. The current ratio, the higher than 1 is the better. The other ratio is the opposite.