ANALYSIS OF ENTERPRISES’ EFFICIENCY AND MULTIPLIER INDICATORS IN THE FORMATION OF AN INVESTMENT PORTFOLIO

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Modern American Journals

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In forming an investment portfolio, examining the efficiency (ROA, ROE) and multiplier (P/B, P/S, P/E) indicators of each enterprise included in the portfolio is an integral part of fundamental analysis. In this article, using the example of five joint-stock companies two banks and three non-bank companies the efficiency and multiplier indicators are analyzed over a period of years. Based on this analysis, relevant conclusions are drawn, and an effective investment portfolio is formed using the obtained results.

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