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Financial Planning

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Category – Financial Planning

Financial planning is the process of creating a strategy to manage an individual’s or business's financial resources to achieve specific goals. In trading, financial planning involves setting investment objectives, assessing risk tolerance, and deciding on asset allocation. Traders use financial planning to map out long-term growth strategies, optimize tax efficiency, and ensure sufficient liquidity for trading activities. A well-executed plan helps manage volatility and navigate market fluctuations while working towards financial goals.

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BOOK VALUE

Book Value represents the net value of a company’s assets after deducting liabilities, providing insight into its intrinsic worth.

FREE CASH FLOW (FCF)

Free Cash Flow (FCF) represents cash remaining after operating and capital expenses, showing liquidity and growth potential.

CURRENT ASSETS

Current Assets are liquid resources convertible to cash within a year, crucial for short-term obligations and operations.

CURRENT LIABILITIES

Current Liabilities are obligations due within a year, showing short-term financial commitments and operational constraints.

DIVIDEND YIELD

Dividend Yield measures dividend returns as a percentage of market price, offering insight into income potential.

EARNINGS BEFORE INTEREST, TAXES, DEPRECIATION, AND AMORTIZATION (EBITDA)

Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) measures operating profitability excluding non-cash expenses.

INTEREST COVERAGE RATIO

Interest Coverage Ratio measures a company’s ability to cover interest expenses using EBIT, highlighting financial resilience.

OPERATING MARGIN

Operating Margin measures the percentage of a company’s revenue that remains as operating income after covering operating expenses, indicating core profitability.

QUICK RATIO

Quick Ratio measures a company’s ability to meet short-term liabilities using its most liquid assets, excluding inventory.

WORKING CAPITAL

Working Capital represents a company’s short-term liquidity, calculated as the difference between current assets and current liabilities, indicating its ability to meet short-term obligations.

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