Essential Financial Ratios for Evaluating a Share (Excel)

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  • Create Date September 14, 2026
  • Last Updated September 14, 2026

Essential Financial Ratios for Evaluating a Share (Excel)

Before you buy a share on the Lusaka Securities Exchange (or any exchange), a handful of financial ratios tell you far more than the share price alone. This free workbook calculates the essential ones automatically from a company's financial statements and market data — no formulas to build yourself.

What's inside:

  • A full single-company ratio calculator covering valuation (P/E, P/B, Dividend Yield), profitability (margins, ROE, ROA), liquidity (Current and Quick Ratio) and leverage (Debt-to-Equity, Interest Coverage)
  • Automatic colour-coded flags giving you a rule-of-thumb read on each ratio
  • A "Compare Shares" tab to place up to three companies side by side when shortlisting
  • A full Ratio Guide explaining what each number means, with notes specific to how LuSE's smaller, dividend-focused market changes the read on some of them

Once you've shortlisted a share, book a consultation with our Investment Advisory team, or explore Bonds, Treasury Bills and Unit Trusts in the Act section of our Financial Resource Hub if you're weighing shares against other instruments.

This tool is provided free for general financial education and does not constitute personalised investment advice.