Key ratios used in analytical procedures 5 / 5

Key ratios used in analytical procedures

The financial ratios used by the auditor will fall into 3 general categories:

Profitability/Return

Gross Margin
Net Margin
ROCE

Liquidity/Efficiency

Receivables/Payables/Inventory Days
Current Ratio
Quick Ratio

Gearing

Financial Gearing
Operational Gearing

ROCE

Profit Before Interest and Tax                
_______________________________________________________
Total Assets – Current Liabilities (Capital Employed)

ROE

Profit after tax – preference dividends
_______________________________________
Equity shareholders funds

Gross Margin

Gross profit
______________
Revenue

Operating Margin

Profit before interest and tax
________________________________
Revenue

Current Ratio

Current Assets
_________________
Current Liabilities

Quick Ratio

Current Assets – Inventories
_____________________________
Current Liabilities

Inventory Days

Closing (or average) Inventory 
__________________________________       x 365
                     COS

Receivable Days

Trade Receivables 
______________________   x 365
 Credit Sales

Payable Days

Trade Payables                  
____________________    x 365
 Credit Purchases

Gearing

Debt
______________
 Debt + Equity

OR

Debt
_______
Equity

Interest Cover

Profit before Interest and Tax (PBIT)
___________________________________
Interest payable

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