Ukubuyiselwa kweMali yokuHlulwa kweMali-mali

Umlinganiselo wokubuyela kwixabiso lexabiso lexabiso libizwa ngokuba yi-return return on investment ratio (ROI), isilinganisi sokuzuza esivavanya ukusebenza kwishishini okanye utyalo-mali, okanye ukubuya okuvela kwishishini okanye utyalo-mali, ngokuhlula inzuzo enenzuzo ngokufanelekileyo, kunye Isiphumo sichazwe njengomlinganiselo okanye ipesenteji.

Buyela kutyalo-mali, okanye i-ROI, lixesha eliqhelekileyo. Kukho iindlela ezininzi zokumisela i-RO, kodwa indlela eqhelekileyo esetyenziswa ngayo ukwahlula inzuzo ngenani lempahla.

Isizathu sokuthi umlinganiselo wokubuyela kwi-asethi ubizwa ngokuba yi-return for investment investment ratio kuba "utyalo-mali" kubhekisela kutyalo-mali lwenkampani kwiimpahla zayo.

I-ROA / ROI inokubonwa njengenzuzo yokubuyisela , ukuvumela umnini-shishini ukubala ukuba indlela esebenzayo ngayo inkampani isebenzisa isiseko sabo se-asset ukuvelisa ukuthengisa. Ixabiso lilonke liquka zonke izinto ezikhoyo njengemali, ukuthengwa, kunye neengxelo ezifunyenweyo ukongeza kwii- asethi ezizimeleyo ezifana nezityalo kunye nezixhobo.

I-ROA / RO iyimetrikhi ethandwa kakhulu ngenxa yobume bayo kunye nokulula. Okubalulekileyo, ingasetyenziselwa njengendlela yokulinganisa inzuzo yentlawulo-mali, kulula ukubala nokutolika, kwaye iyakwenza isicelo kwiintlobo ezahlukeneyo zotyalo-mali. Okokuthi, ukuba utyalo-mali awunayo i-ROI enhle, okanye ukuba umnini-zimali okanye umnini-shishini unamanye amathuba atholakalayo nge-ROI ephezulu, ngoko ke le mixabiso ye-ROI inokuyifundisa ukuba yiyiphi inxaxheba ekhethekileyo kutyalo-mali.

Ukubala ukubuyela kwii-asethi / ukubuyela kwi-Ratio

Ukubala kulandelayo:

Ukubuyela kwii-Assets / Ukubuyela kwi-Investment = Imali yeNzuzo ( iNzuzo inzuzo ) / Iimpahla ezipheleleyo = ______%

apho iNgeniso yeNgeniso ivela kwingxelo yengeniso kunye neeNkcitho zeeNkcitho zivela kwi- balance sheet .

Ukuchazwa kweNtlawulo yeeMpahla / Ukubuyiselwa kweMali yokuTyala

Ukuze uguqule umlinganiselo wokubuyisela kwi-Asset, ufuna idatha efanisayo njengendlela yokuhamba (i-series series) okanye idatha yoshishino.

Umnini-shishini unokukhangela ukubuyela kweenkampani kwi-assets kwixesha kunye nakwidatha yoshishino ukuze ubone ukuba ukubuyela kweenkampani kwi-asethi yomlinganiselo kubani. Umgangatho ophezulu wokubuyisela kwixabiso lempahla , ngokuthe xaxa inkampani isebenzisa isiseko sayo se- asethi ukuze kuveliswe ukuthengisa.

Ngokomzekelo, masithi uJoe utyalile i-$ 1000 ekuqaleni kwakhe, ukulungiswa kweKhompyutha ye-Super Super. Unomthengi we shishini nge $ 1200. I-ROI yile nzuzo yakhe okanye i-$ 200 ehlukaniswe ngokutshala imali yakhe yokuqala, i-$ 1000, kwi-ROI ye-20%. UJoe naye utyalomali i-$ 1000 kwi-Sales's New Computer Sales, kwaye umthengi ukhangele ukuhlawula i-$ 1,800. I-ROI yile ngeniso ye-$ 800 eyahlula ngotyalo-mali lwama-$ 1000, okanye i-40%. Kulo mzekeliso, ukuthengiswa kweentengiso ze-Computer entsha kweSam kubonakala kukuhamba ngokuhlakanipha -20% ngokumalunga no-40%.

Oko oku kungakuxeleli, kwaye enye ye-short-coming of the ROI ratio lixesha elibandakanyekayo. Le tetric ingasetyenziswa ngokubambisana neNqanaba lokuPhumela, eliqwalasela ixesha lexesha. Omnye unokubandakanya iNani leNtengiso ye-Net (i-NPV), eyenza ukungafani kwexabiso lemali ngokuhamba kwesikhathi ngenxa yokunyuka kwamaxabiso, ukwenzela ukubala kwi-ROI. Ukusetyenziswa kwe-NPV xa kubalwa izinga lokubuyisela libizwa ngokuba yi-Real Rate of Return.

Umlinganiselo wokubuyiselwa kwee- asethi ungenye yezinto eziphambili zeDupont Model ekubaleni ukubuya kwi-Equity .