Formulas by Sector – Energy – (High)

Question: What ratio formulas are used to evaluate publicly traded companies in the Energy sector for investing in the companies stock?

To evaluate publicly traded companies in the Energy sector for investing in their stock, some of the key ratio formulas used are:

Debt-to-EBITDA Ratio

Debt-to-EBITDA = Total Debt / EBITDA The debt-to-EBITDA ratio measures a company’s ability to pay off its debt using its earnings before interest, taxes, depreciation, and amortization (EBITDA). It is commonly used by credit agencies to determine the probability of defaulting on issued debt. A ratio over 3 can be alarming, but this varies by industry.

Interest Coverage Ratio

Interest Coverage Ratio = EBIT / Interest Expense The interest coverage ratio is used to determine a firm’s ability to pay interest on outstanding debt. It is calculated as earnings before interest and taxes (EBIT) divided by interest expense. A ratio below 1 indicates the company is not generating sufficient operating income to service its debt.

Debt-to-Capital Ratio

Debt-to-Capital = Total Debt / (Total Debt + Shareholders’ Equity) The debt-to-capital ratio measures the proportion of a company’s capital that comes from debt versus equity. It indicates how highly leveraged a company is. A lower ratio is preferred as it suggests lower financial risk.

Debt-to-Equity (D/E) Ratio

D/E Ratio = Total Liabilities / Shareholders’ Equity The debt-to-equity ratio compares a company’s total liabilities to its shareholders’ equity. It provides insight into how much debt a company is using to finance its assets relative to the amount of equity financing. A lower D/E ratio is generally preferred. These ratios help analyze the capital structure, financial leverage, and debt servicing ability of energy companies. Comparing them to industry peers and historical trends provides valuable perspective when considering investing in an energy stock.

Question: Write html code for formulas an calculate debt to ebitda ratio, interest coverage ratio, debt to capital ratio, debt to equity ratio.

Ratio Formulas and Calculations

Debt-to-EBITDA Ratio

Debt-to-EBITDA = Total Debt / EBITDA

Enter Total Debt:

Enter EBITDA:

Interest Coverage Ratio

Interest Coverage Ratio = EBIT / Interest Expense

Enter EBIT:

Enter Interest Expense:

Debt-to-Capital Ratio

Debt-to-Capital = Total Debt / (Total Debt + Shareholders’ Equity)

Enter Total Debt:

Enter Shareholders’ Equity:

Debt-to-Equity (D/E) Ratio

D/E Ratio = Total Liabilities / Shareholders’ Equity

Enter Total Liabilities:

Enter Shareholders’ Equity: