Equity / Assets

Equity to assets

One of the 61 measures in Stock Scorer, under Resilience — Can the balance sheet absorb a bad year?

How it is worked out

Shareholders' equity ÷ total assets × 100

The share of everything the company owns that is owned outright rather than funded by somebody else. The rest is borrowed, owed to suppliers, or collected from customers in advance. Not measured where equity is negative, which leaves the ratio meaningless rather than merely low.

How to read it

the plainest reading of how much of the balance sheet is borrowed. Reads low for a bank whatever its condition, because deposits are liabilities

Which figures it needs

Computed from 2 figures taken from the filing:

• equity
• assets

The XBRL tags behind it

These are the element names looked for in a filing, in order. The first one a company reports is the one used, and the company page names which it was — so any figure here can be checked against the filing it came from.

• StockholdersEquity
• StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest
• EquityAttributableToOwnersOfParent
• Equity
• Assets

Whether it counts

This measure is not counted by default. It can be added to Resilience on the dashboard, and it then takes its share of that dimension.