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Altman Z-score

Fundamental metric explanation

Meaning

Altman Z-score is a model estimating bankruptcy risk from financial ratios.

Formula

Weighted combination of profitability, leverage, liquidity, solvency and activity ratios

Practical reading

Lower values usually mean higher financial stress risk.

Calculation detail

The original public-company formula is Z = 1.2A + 1.4B + 3.3C + 0.6D + 1.0E, where A is working capital/total assets, B retained earnings/total assets, C EBIT/total assets, D market value of equity/total liabilities and E sales/total assets.

What to check

Treat it as a screening signal rather than a bankruptcy forecast. A falling score deserves a review of debt, refinancing needs and operating cash flow.

Limits and caveats

Different Altman variants were designed for private companies, non-manufacturers and emerging markets; thresholds are not universal.

External references