Yintoni i-ROE?

Buyela kwiEquity

INDLELANgeSpanish: Buyela kwi-Equity, efumana isifinyezo sesiNgesi, "Buyisela Imali Yakho ” Isebenza njengesinye sezixhobo eziphambili ezisetyenziselwa uhlalutyo lwezoqoqosho lwenzuzo inkampani enayo.

Yintoni na?

I-ROE yiparameter enomsebenzi wokurekhoda intsebenzo ifunyenwe ngumnini zabelo kunye intlonipho kwingxowa-mali onayo i-invernt kuluntu oluthile. Ngale nto ndithetha ukuba i-ROE ilinganisa kunokwenzeka umthamo ukuba inkampani ekuthethwa ngayo inayo, ukuya umvuzo ngokwezoqoqosho ukuya abanini-nxaxheba bayasebenzisana kule nto.

Abanini zabelo banako hlalutya Ngokusebenzisa le parameter ukusebenza del inkunzi abayisebenzisileyo kutyalo-mali, ngale ndlela, jonga la ukusebenza ukugcina iimali zakho kolo bambiswano okanye uthathe umhlala phantsi ngaphambi kokuba inqanawa itshone.

Ungayibala njani i-ROE?

Buyisela kwi-equity okanye INDLELAIhambelana ngqo nepesenti efunyenwe ngokwahlulahlula i- inzala emveni kotsalo emva kweerhafu Entre Los eyakho imali.

Inzuzo emva kwetax

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Imali yakho

Le fomyula inokuqondwa njenge ukulinganisa yendlela inkampani ethile egcina ngayo isixa esithile semali ukwenza ingeniso efanelekileyo.

El INDLELA Inezicelo kumacandelo amaninzi, zonke iinkampani ezinkulu ziyayisebenzisa kwaye zisebenza ngokugqwesileyo ukuqinisekisa ukuba kukho isibonelelo semali emva kokutyala imali kwiprojekthi ethile.

Ba no kukwazi impembelelo izinto ezininzi ngexesha lika ukubala ngokwaneleyo le nzuzo, kodwa ezona zinto zibalulekileyo nezingashukumiyo zokubala sele zibonisiwe kuwe, zisebenzise njengeparameter engenakuphosakela ukuqinisekisa indawo ekuyo notyalomali lwakho.

Izicelo ezahlukeneyo ze-ROE

INDLELA

El INDLELA inokusetyenziswa ukusuka kwi- dos Iindlela ezahlukeneyo zokucinga umtyali mali, kunye naleyo ye- nkampani uya kufumana okufanayo.

I-ROE ngokombono womtyali mali

El INDLELA Njengomlinganiselo wenzuzo, iye yaba yenye yezona zinto zisetyenziselwa ukuvela okufanelekileyo nangokufanelekileyo kweenkampani. Kubanini zabelo kubaluleke ngakumbi ukuba i-ROE iphezulu kunokuba kukho inzuzo ephezulu ngokwemiqathango epheleleyo.

Ukusukela INDLELA sisalathi iluncedo, malunga nendlela inkampani ekuyo tyala imali ngayo ukulawula y kuvelisa inzuzo nekomkhulu elinalo idipozithi kuyo, ke ngoko, ngu Ipharamitha kubaluleke kakhulu oko kuya kufuneka kuthathelwe ingqalelo ngaphandle kwamathandabuzo, ukuba ufuna ukwenza ixesha eliphakathi nelide, ukukunika ukulandelela y isiqinisekiso kutyalo-mali lwakho.

I-ROE evela kumbono wenkampani

Isizathu Nqununu apho abaphathi bezemali be nkampani basebenzisa i INDLELA yile ye yazi icomo estas Ukuqesha las utyalo mali yamaqabane kunye nendlela yokwenza ngcono ngeniso. Ukongeza, amanani alungileyo kule parameter, abeke nayiphi na inkampani kwindawo sisihle phambi kwakhe iimarike zamazwe ngamazwe, okoko ngaphezulu phezulu yiba ngu INDLELA, dolophu Iya kuba yi inzuzo inkampani inokuba nayo, kuxhomekeke kubutyebi bayo obusetyenzisiweyo kwezemali.

Oko kukuthi INDLELA ibeka inkampani kuhlobo lwentembeko yehlabathi, apho iinkampani ezinee-indices eziphezulu INDLELA, fumana abatyali mali abakhulu kwaye bathengise izabelo zabo ngcono amaxabiso mihla le, kwelinye icala ukuba le parameter iyancipha, i ukuzithemba ye abatyalo-mali, ikwamboziwe, ukuze inkampani yabelane ngexabiso layo, kwaye abatyali mali abahlawulele imali eninzi, balahlekelwe yimali. Ngesi sizathu, kubalulekile ukuba ugcine esi salathiso sihlale sinyuka kwaye similisele imigaqo-nkqubo yomsebenzi ehleleke ngakumbi kunye nemveliso.

I-SWR ikwasetyenziswa ngokubanzi ukuthelekisa inzuzo Phakathi kweenkampani ezikwicandelo elinye, kufanele kuqatshelwe ukuba ukuthelekiswa kweenkampani kumacandelo ahlukeneyo kungakhokelela kwiziphumo ezibi, kuba ukubuya kwemali eyinkunzi kuqoqosho kuhlala kwahluka ngokwexesha kunye nefom ngokuxhomekeke kwicandelo abakulo.

Ukwenza uhlalutyo olusisiseko lwenkampani, INDLELA yiparameter engenakuhoywa, ukunceda kwayo kudibanisa amacandelo amaninzi kunye neengcali, ukubaluleka kwe INDLELA Akuthandabuzeki okwangoku, ubukho bayo bucacile, kwikamva eliyimpumelelo uninzi lweenkampani zanamhlanje ezikhule ngokumangalisayo kwiminyaka embalwa, iimeko ezinje nge-Facebook, i-YouTube, i-Snapchat, phakathi kwabanye.

Xa sibala INDLELA yenkampani enikiweyo, eyona nto siyilinganisayo kukwazi koluntu ukuvelisa inzuzo kubanini zabelo.

I-ROE inika abanini zabelo isixhobo sokuhlalutya inzuzo bayifumene kwingxowa-mali abayityalileyo, ke ngoko baya kuvavanya ngezi ziphumo ukuba kububulumko ukuqhubeka notyalo-mali. Ukujonga ukuba inkampani iqhuba kakuhle, i-ROE kufuneka igqithe kwelona nqanaba lisezantsi lenzuzo elifunekayo lokugcina imali kwishishini elithile.

Ikwasebenza ukulinganisa ukusebenza koluntu lweshishini, Oko kukuthi, isixa senzuzo esiyinikayo kwizibonelelo ezityaliweyo. Umzekelo, inkampani ene-ROE ye-30%, ke ngoko ifumana i-euro ezingama-30 ezintsha zenzuzo, kwi-euro nganye eyi-100 etyalwe imali.

Isetyenziselwa ukulandela ukuvela kwenkampani kwaye, ukongeza, ivumela ukuthelekiswa kweenkcukacha-manani kwaye ibonise ukuba zisetyenziswa njani izixhobo zenkampani. Ephakamileyo i-ROE, iya kuyonyusa ngokuthe ngqo inzuzo enokubonelelwa yinkampani, ke ngoko, iya kuba nomtsalane ngakumbi kuye nawuphi na umtyali mali.

Ifomula yeDupont

UDonaldson Brown Kungenxa yoko le nto ngo-1912 uzibuze umbuzo onokuzibuza wona ngeli xesha: Ukuba i-ROE yenkampani inyuka isuka kwi-8% isiya kwi-12% ... kutheni yenzekile loo nto, kuba inyuse inzuzo nge-20% ukugcina umnatha kufanelekile rhoqo?

YINTONI INDLELA

Kungenxa yeso sizathu le nto uDonaldson ezimisele ukwaphula ifomula iye kwiikota ezintlanu ezahlukeneyo.

Nazi izinto ezintlanu ze-ROE ngokomgaqo weDupont

  1. [NI / EBT]: Ubudlelwane obusekwe phakathi kwengeniso kunye nenzuzo emva kokudibanisa irhafu. Inxulumene nomba wezemali.
  2. [EBT / EBIT]: Ubudlelwane phakathi kwenzuzo ngaphambili de irhafu kunye noncedo ngaphambili de umdla. Inxulumene nomthamo inkampani enetyala kuwo, kunye nomdla ohlawulwe ngawo.
  3. [I-EBIT / Intengiso] Lijongene nokuseka ubudlelwane Entre las yokuthengisa kunye isiphumo de las imisebenzi. Ukuseka imida yenzuzo yeshishini.
  4. [Iintengiso / iiasethi] yi inani lamaxesha okuthengisa kwenziwe i-asethi iyonke. Yintoni ehambelana nenqanaba lezentlalo elinenkampani. Ingcamango ethe kratya, kodwa ibiyimali ebuyayo, oko kukuthi, into oyityalileyo yafunyanwa ngexesha elithile.
  5. [Iiasethi / Ubulungisa]. Inxulumene ngqo ne inani lamaxesha Elo equity liqulathwe kwiiasethi. Inxulumene nenqanaba lamatyala kunye nokuphakamisa inkampani.

Ukucacisa ngakumbi, makhe sijonge umzekelo wokucinga. Masithi uJuan une- € 200.000. Ngezo € 200.000 uthenga ipropathi eyiqeshisa nge- € 20.000 emva kwerhafu. UJuan's ROE ke yi-10%.

UJuan ugqiba kwelokuba angene ematyaleni kunye nezinye izindlu ezibini zokuzirenta ngexabiso elifanayo. Ke ngoko, uya kuba sematyaleni nge-400.000 euro, ekufuneka ehlawule kuyo inzala ye-5%. Inzuzo iyonke iya kuba ngama-40.0000 [ingeniso engama-60.000 (amawaka angama-20.000 euros ngendlu eqeshiweyo) incinci I-20.000 euro ngomdla].

IJoe kaJuan ihambe ukusuka kwi-10% ukuya kwi-20%.

Ukuziphatha komzekelo: Kubalulekile ukuba unikele ingqalelo ematyaleni ukuze uhlalutye i-ROE.

Singagqiba ngokuthi i-ROE

Isebenza njengesixhobo semali kunye neparadesi yokuthelekisa oosomashishini kunye nabatyali mali, uqoqosho lwabo lubonakaliswa ngokuxhomekeke kwisixa se INDLELA ukuba ezi, ngokwandisa esi sixa, amathuba okuba inkampani ibonakale kwimarike yehlabathi iyanda, kuba bazibeka njengenkampani ethembekileyo, apho iimali zabatyali ikhululekile kwaye ikhuselekile, kunye umngcipheko omncinci.

El mncinci Umngcipheko yile nto abatyali mali bahlala beyifuna, ke INDLELA uthetha iinkampani, hayi intengiso okanye ukuthengisa, ukuba ayingombono weenkampani kwixa elizayo, apho uqikelelo luphambili kuqoqosho, ukuba awuzami ukuqikelela okuza kwenzeka kwimarike, uya kuhlala inyathelo buya kwabanye abatyali mali nakwiinkampani ezihlaziyiweyo.

Kuyanceda kakhulu ekukhuthazeni amaxabiso esitokhwe senkampani, ukuba INDLELA yenkampani iyanda, ikwonyusa ixabiso lentengiso lezabelo zayo ngokulinganayo.

Ngaphandle kwamathandabuzo yenye yeeparameter ezisebenzayo zokwazi into eluncedo oyisebenzeleyo kutyalo-mali lwakho, kunye nokuthelekisa iimeko zenkampani enye nenye, okanye ukwenza umfanekiso olungileyo nokuzithemba ukutsala abatyali mali, ngoku ukuba ufunde ukusebenzisa i-ROE, uthathe ithuba lokusetha ikhosi yeshishini lakho okanye ilungelo lotyalo-mali.

 


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  1. Uxanduva lwedatha: UMiguel Ángel Gatón
  2. Injongo yedatha: Ulawulo lwe-SPAM, ulawulo lwezimvo.
  3. Umthetho: Imvume yakho
  4. Unxibelelwano lwedatha: Idatha ayizukuhanjiswa kubantu besithathu ngaphandle koxanduva lomthetho.
  5. Ukugcinwa kweenkcukacha
  6. Amalungelo: Ngalo naliphi na ixesha unganciphisa, uphinde uphinde ucime ulwazi lwakho.