The Balance Sheet
What it is
A snapshot of what a business owns (assets), what it owes (liabilities), and what's left for shareholders (equity) at a single point in time.
What to look for
- Current ratio = current assets / current liabilities. Above 1.5 is comfortable; below 1.0 raises a red flag.
- Debt-to-equity ratio. The right level depends on the industry, but a runaway D/E means the business is increasingly funded by lenders rather than owners.
- Goodwill as a share of total assets. High goodwill from acquisitions can mask weak underlying earnings.
How Cowry uses it
The Quality Framework's "Financial Strength" factor scores debt/equity and current ratio together: a fortress balance sheet is D/E ≤ 0.5 and current ratio ≥ 1.5.