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  2. Exposure at default - Wikipedia

    en.wikipedia.org/wiki/Exposure_at_default

    Exposure at default or (EAD) is a parameter used in the calculation of economic capital or regulatory capital under Basel II for a banking institution. It can be defined as the gross exposure under a facility upon default of an obligor. [1] [2] Outside of Basel II, the concept is sometimes known as Credit Exposure (CE). It represents the ...

  3. Multiple factor models - Wikipedia

    en.wikipedia.org/wiki/Multiple_factor_models

    In Rosenberg's model the risk indices X consisted of industry weights and risk indices. Each asset would be given an exposure to one or more industries, e. g. based on breakdowns of the firms balance sheet or earning statement into industry segments. These industry exposures would sum to 1 for each asset.

  4. Balance sheet - Wikipedia

    en.wikipedia.org/wiki/Balance_sheet

    The difference between the assets and the liabilities is known as equity or the net assets or the net worth or capital of the company and according to the accounting equation, net worth must equal assets minus liabilities. [4] Another way to look at the balance sheet equation is that total assets equals liabilities plus owner's equity.

  5. Accounting equation - Wikipedia

    en.wikipedia.org/wiki/Accounting_equation

    Since the balance sheet is founded on the principles of the accounting equation, this equation can also be said to be responsible for estimating the net worth of an entire company. The fundamental components of the accounting equation include the calculation of both company holdings and company debts; thus, it allows owners to gauge the total ...

  6. Total return swap - Wikipedia

    en.wikipedia.org/wiki/Total_return_swap

    Lower cost borrowers, with large balance sheets, are natural payers. Less common, but related, are the partial return swap and the partial return reverse swap agreements, which usually involve 50% of the return, or some other specified amount. Reverse swaps involve the sale of the asset with the seller then buying the returns, usually on equities.

  7. DuPont analysis - Wikipedia

    en.wikipedia.org/wiki/DuPont_analysis

    DuPont analysis (also known as the DuPont identity, DuPont equation, DuPont framework, DuPont model, DuPont method or DuPont system) is a tool used in financial analysis, where return on equity (ROE) is separated into its component parts.

  8. MicroStrategy (MSTR) Q4 2024 Earnings Call Transcript - AOL

    www.aol.com/finance/microstrategy-mstr-q4-2024...

    This will lead to a large onetime cumulative effect net increase to the opening balance of our retained earnings of $12.75 billion in Q1 as our Bitcoin holdings will be revalued from the current ...

  9. Buffett indicator - Wikipedia

    en.wikipedia.org/wiki/Buffett_indicator

    A common modern formula for the US market, which is expressed as a percentage, is: [19] [4] B u f f e t t i n d i c a t o r = W i l s h i r e 5000 c a p i t a l i z a t i o n U S G D P × 100 {\displaystyle \operatorname {Buffett\ indicator} ={\frac {\operatorname {Wilshire\ 5000\ capitalization} }{\operatorname {US\ GDP} }}\times 100}