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Financial Ratios Analysis

Calculate the core liquidity, gearing and profitability ratios from your balance sheet and profit and loss account — current ratio, quick ratio, margins, ROE, ROA and asset turnover.

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Dane zweryfikowane · lipiec 2026

What is a healthy current ratio?

A ratio around 1.5-2.0 is often considered healthy, though the right level varies by sector — businesses with fast inventory turnover (retail) can operate safely with a lower ratio than manufacturers.

Źródło: ACCA Financial Management (FM) and Financial Reporting (FR) syllabuses, ratio analysis; CIMA — Financial ratio analysis topic guide. · zaktualizowano 2026

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Wszystko o Financial Ratios Analysis

📋Prezentacja+

Pulls together the standard ratio toolkit used to assess a company's health: liquidity ratios (current ratio, quick ratio) test whether short-term liabilities are covered by short-term assets; gearing and debt-to-equity test how reliant the company is on debt; and profitability ratios (gross, operating and net margin, return on equity and assets) show how efficiently the business converts revenue and capital into profit.

💡 Dobre praktyki

  • A current ratio well above 2 isn't automatically good — it can mean cash or inventory is tied up unproductively rather than reinvested.
  • Compare margins across at least 2-3 years, not a single period — a one-off gain or cost can distort a single year's ratio.
  • Return on equity can look strong purely because of high gearing (leverage) — always check it alongside the gearing ratio, not in isolation.

🔢 Konkretny przykład

£200,000 current assets, £50,000 inventory, £100,000 current liabilities: current ratio of 2.0 and quick ratio of 1.5, both comfortably above the conventional 1.0 threshold.

📖Instrukcja użycia+

Jak korzystać z tego kalkulatora

  1. 1

    Enter current assets, inventory and current liabilities for the liquidity ratios.

  2. 2

    Enter total debt, total equity and total assets for gearing and return ratios.

  3. 3

    Enter revenue, gross profit, operating profit and net profit for the margin ratios.

  4. 4

    Review each ratio against your sector's typical range — a single ratio in isolation rarely tells the whole story.

📚Słowniczek+
Quick ratio (acid test)
Current assets minus inventory, divided by current liabilities — a stricter liquidity test than the current ratio because inventory can be slow or difficult to convert to cash.
Gearing ratio
Total debt divided by total equity (or total debt plus equity, depending on convention) — a measure of how much of the company's financing comes from debt versus shareholders.
ℹ️Źródła i aktualizacje+
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Ostatnia aktualizacja danych

7 lipca 2026

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Źródła i odniesienia

ACCA Financial Management (FM) and Financial Reporting (FR) syllabuses, ratio analysis; CIMA — Financial ratio analysis topic guide.

Dane tego kalkulatora są regularnie aktualizowane zgodnie z najnowszymi oficjalnymi stawkami. W razie wątpliwości sprawdź oficjalne źródła wymienione powyżej.

FAQ — Financial Ratios Analysis

What is a healthy current ratio?+

A ratio around 1.5-2.0 is often considered healthy, though the right level varies by sector — businesses with fast inventory turnover (retail) can operate safely with a lower ratio than manufacturers.

Why calculate both ROE and ROA?+

Return on equity shows the return to shareholders specifically, while return on assets shows how efficiently all capital (debt and equity) generates profit — a gap between the two usually reflects the effect of leverage.

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