The Intelligent Investor
Investing
Assess a company’s performance

Assess a company’s performance

from The Intelligent Investor by Benjamin Graham

How to Apply This

  1. Consider profitability.
    Look at overall profits and the rate of return on invested capital.
  2. Assess stability.
    Find the maximum decline in the per-share earnings over the last decade. This indicates what happens in a bad year.
  3. Calculate growth.
    Look at revenues and profits growth and then compare them with the assets/debt multiplier.
  4. Investigate the financial position.
    Compare the financial position with some of its direct competitors to see how the company performs in the industry.
  5. Check dividend yield and consistency.
    Make sure they have paid out regular and consistent dividends in the past.
  6. Assess the price.
    Look at the price history to understand what other traders do and how the market reacts to changes in the industry or company. Compare the price-earnings ratio with its competitors to gauge the fairness of the current price.

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