New financial ratios based on the compositional data methodology

Fuente: arXiv
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Autores principales: Linares-Mustarós, Salvador, Farreras-Noguer, Maria Àngels, Arimany-Serrat, Núria, Coenders, Germà
Formato: Preprint
Publicado: 2022
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author Linares-Mustarós, Salvador
Farreras-Noguer, Maria Àngels
Arimany-Serrat, Núria
Coenders, Germà
author_facet Linares-Mustarós, Salvador
Farreras-Noguer, Maria Àngels
Arimany-Serrat, Núria
Coenders, Germà
contents Due to their type of mathematical construction, the use of standard financial ratios in studies analysing the financial health of a group of firms leads to a series of statistical problems that can invalidate the results obtained. These problems are originated by the asymmetry of financial ratios. The present article justifies the use of a new methodology using compositional data (CoDa) to analyse the financial statements of a sector, improving analyses using conventional ratios since the new methodology enables statistical techniques to be applied without encountering any serious drawbacks such as skewness and outliers, and without the results depending on the arbitrary choice as to which of the accounting figures is the numerator of the ratio and which is the denominator. An example with data of the wine sector is provided. The results show that when using CoDa, outliers and skewness are much reduced and results are invariant to numerator and denominator permutation.
format Preprint
id arxiv_https___arxiv_org_abs_2210_11138
institution arXiv
publishDate 2022
record_format arxiv
spellingShingle New financial ratios based on the compositional data methodology
Linares-Mustarós, Salvador
Farreras-Noguer, Maria Àngels
Arimany-Serrat, Núria
Coenders, Germà
Statistical Finance
Applications
Methodology
62P05, 91B99, 62F35, 62H99
Due to their type of mathematical construction, the use of standard financial ratios in studies analysing the financial health of a group of firms leads to a series of statistical problems that can invalidate the results obtained. These problems are originated by the asymmetry of financial ratios. The present article justifies the use of a new methodology using compositional data (CoDa) to analyse the financial statements of a sector, improving analyses using conventional ratios since the new methodology enables statistical techniques to be applied without encountering any serious drawbacks such as skewness and outliers, and without the results depending on the arbitrary choice as to which of the accounting figures is the numerator of the ratio and which is the denominator. An example with data of the wine sector is provided. The results show that when using CoDa, outliers and skewness are much reduced and results are invariant to numerator and denominator permutation.
title New financial ratios based on the compositional data methodology
topic Statistical Finance
Applications
Methodology
62P05, 91B99, 62F35, 62H99
url https://arxiv.org/abs/2210.11138