Reference · Reading Financial Statements course

The Ratio Cheat Sheet

Every formula taught across the twenty lessons, in one place — the plain-English meaning, and the real worked example from Safaricom PLC or Equity Group Holdings PLC. No invented numbers: everything below is reused from the lessons.

Before you use any of these

A ratio only means something next to another number: the same company last year, or another company in the same industry. Comparing a telco's debt-to-equity to a bank's, or a bank's net profit margin to a telco's, compares unlike things — see Lessons 6, 9, and 12.

Profitability & margins

Lessons 9–10 — how much of revenue or equity turns into profit
RatioFormulaMeaningWorked example
Net profit margin Profit for the year ÷ Total revenue How many shillings of profit survive out of every shilling of revenue. Safaricom FY2024: 42,658.4 ÷ 349,447.2 = 12.2%
FY2023: 52,482.8 ÷ 310,904.8 = 16.9% (a drop of 4.7 percentage points, not 4.7%)
Return on Equity (ROE) Profit for the year ÷ Total shareholders' equity How hard the owners' own money is working — profit per shilling of equity invested. Safaricom FY2024: 42,658.4 ÷ 335,747.9 = 12.7% (FY2023: 19.9%)
Equity Group FY2024: 43,826,758 ÷ 246,864,094 ≈ 17.8% (FY2023: ≈23.3%)

Liquidity & solvency

Lessons 8, 11–12 — can the company pay what it owes, soon and over the long run
RatioFormulaMeaningWorked example
Current ratio Current assets ÷ Current liabilities Can near-term assets cover bills due within a year? (a short-term question) Safaricom FY2024: 82,541.9 ÷ 167,822.1 = 0.49
FY2023: 72,435.5 ÷ 140,377.2 = 0.52
Below 1.0 isn't automatic distress — Safaricom's steady operating cash flow (107,923.6) covers the gap.
Debt-to-equity Total borrowings ÷ Total equity How much debt sits on the business relative to what owners put in. Safaricom FY2024: 108,147.1 ÷ 335,747.9 = 0.32 (FY2023: 0.33)
Total borrowings = non-current 63,093.2 + current 45,053.9
Debt-to-equity (bank proxy) Total liabilities ÷ Total equity Same idea, but banks have no separate "borrowings" line — deposits are the borrowed money, so total liabilities stands in. Equity Group FY2024: 1,557,758,334 ÷ 246,864,094 = 6.31
FY2023: 1,603,299,418 ÷ 218,135,102 = 7.35
~20x Safaricom's figure — reflects a different business model, not distress (Lesson 12).
Solvency cushion (bank) Total shareholders' funds ÷ Total assets What fraction of assets could shrink in value before equity is wiped out. Equity Group FY2024: 246,864,094 ÷ 1,804,624,428 ≈ 13.7%
Leverage / funding-by-liabilities Total liabilities ÷ Total assets What share of everything the company owns was funded by other people's money. Safaricom FY2024: 305,416.4 ÷ 641,164.3 ≈ 47.6%
Equity Group FY2024: 1,557,758,334 ÷ 1,804,624,428 ≈ 86.3%

Cash generation

Lesson 5 — what's left after keeping the business running
RatioFormulaMeaningWorked example
Free Cash Flow (FCF) Net cash from operating activities − Capital expenditure Real cash left over after paying for the equipment/assets needed just to keep running or growing. Safaricom FY2024: 107,923.6 − 97,628.6 = ≈10,295.0
Capex = property & equipment 66,636.1 + intangible assets 30,992.5. Thin FCF here reflects heavy Ethiopia reinvestment, not distress.

Bank-specific: the "gross profit" of a lender

Lesson 7 — the spread that funds a bank's whole business
RatioFormulaMeaningWorked example
Net Interest Income (NII) Total interest income − Total interest expense The gap between what a bank earns on loans and what it pays depositors/lenders — a bank's equivalent of gross profit. Equity Group FY2024: 170,285,001 − 61,575,230 = 108,709,771
FY2023: 155,992,438 − 51,190,823 = 104,801,615 (NII grew only ~3.7% even though headline profit grew faster, because non-interest income also contributes)

Per-share & market value

Lessons 15–17 — only relevant once the business itself checks out (Lesson 20)
RatioFormulaMeaningWorked example
Earnings Per Share (EPS) Profit for the year ÷ Number of shares outstanding Profit sliced per share — useful for tracking one company over time, not for comparing companies (share counts are arbitrary). Safaricom Basic EPS: FY2024 = KShs 1.6 (FY2023 also 1.6)
Equity Group Basic & diluted EPS: FY2024 = KShs 12.34 (FY2023: 11.12, +~11%)
Price-to-Earnings (P/E) Share price ÷ EPS How many years of current earnings you're paying for in the share price; only compare within the same industry. Safaricom: 35.95 ÷ 1.6 ≈ 22.5x (stale — mixes mid-2026 price with pre-split FY2024 EPS)
Equity Group: 86.75 ÷ 12.34 ≈ 7.0x (also stale — Q1 2026 EPS was already 4.86 vs 3.92 a year earlier)
Kenyan market rule of thumb: below ~10x often "low", above ~20x often "expensive" — varies by sector.
Dividend yield Dividend per share ÷ Current share price Cash return you get just for holding the share, independent of price appreciation. Safaricom: single payment 0.85 ÷ 35.95 = 2.4%; TTM ≈ 4.17%; full FY2025 ≈ 7.27% (payout ratio 83.68%)
Equity Group: 5.75 ÷ 86.75 ≈ 6.6% (FY2024 declared dividend, for reference, was 4.25)

The accounting equation (not a ratio, but the foundation)

Lesson 2 — every balance sheet must balance
RelationshipFormulaMeaningWorked example
Accounting equation Assets = Liabilities + Equity Everything a company owns was paid for either by borrowing (liabilities) or by owners' own money (equity). Safaricom FY2024 (KShs m): 305,416.4 + 335,747.9 = 641,164.3
Equity Group FY2024 (Shs'000): 1,557,758,334 + 246,864,094 ≈ 1,804,624,428

The red-flag checklist (Lesson 14)

Before trusting any ratio above, run the headline profit number through three questions: (1) does profit move the same direction as revenue? (2) does profit move the same direction as operating cash flow? (3) how much of profit before tax comes from non-cash, non-operating items (e.g. Safaricom's hyperinflationary monetary gain, 22,363.2 in FY2024, ~26% of profit before tax)? A red flag is a question, not a verdict.

The five-question order (Lesson 20)

1) Is profit real cash? 2) Does it survive the red-flag checklist? 3) How efficient is the business (margins, ROE)? 4) Is the balance sheet sound (liquidity, leverage)? 5) Only then — does the price make sense (P/E, dividend yield)? A cheap-looking P/E on a business that fails the earlier questions is not a bargain.

Source: Lessons 0001–0020, Reading Financial Statements course. Companies: Safaricom PLC (KShs millions, FY ends 31 March) and Equity Group Holdings PLC (Shs'000, FY ends 31 December).

Something unclear, or want a formula walked through again against a specific lesson's numbers? Ask your teacher — that's what these sessions are for.

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