The investment ratio refers to the proportion of the investor's stake in the business, which is usually expressed as a percentage. Calculating the investment ratio is a very important part of business operation and equity investor relations management.
1. Calculation method
The following information is required to calculate the investment ratio:
1.The number of shares held by an individual: refers to the number of shares held by investors in the enterprise.
2.Total share capital of an enterprise: refers to all the ** quantity issued by the enterprise, including the ** that has been circulated and the ** that has not been circulated**.
The formula for calculating the investment ratio is:
Investment ratio = number of shares held by an individual Total share capital of the enterprise.
For example, if the number of shares held by an individual is 1 million shares, and the total share capital of the enterprise is 10 million shares, then the investment ratio is:
Investment ratio = 1,000,000 shares 10,000,000 shares = 01
To convert to a percentage form, the investment ratio can be multiplied by 100 or the decimal point can be shifted two places to the right. In this example, the investment ratio is 10%.
Second, the role
1.An important factor that determines the role of shareholders in the enterprise: the higher the investment ratio, the greater the influence of shareholders in the company's business decisions.
2.Calculate the benefits enjoyed by shareholders: The investment ratio can be used to calculate the degree to which shareholders enjoy dividends, rights and responsibilities in the enterprise.
3.Assess the value of the enterprise: The higher the proportion of shares held by shareholders, the greater the impact on the market value of the company.
For example, suppose shareholder Zhang San holds 20% of the total share capital of a company, and the total share capital of the company is 10 million shares. Then Zhang San's investment ratio is:
Investment ratio = 20% 10 million shares 100% = 2 million shares.
This means that Zhang San holds 2 million shares in the company, accounting for 20% of the company's total share capital. Due to the high proportion of investment, Zhang San has a greater voice in the company's business decisions and can enjoy the corresponding benefits.
3. Precautions
1.Accurate calculation of investment ratio: Ensure that the role and power of shareholders in corporate decision-making can be accurately assessed.
2.Distinguish between investment ratio and investment quota: investment ratio refers to the proportion of shares held by investors to the total share capital of the enterprise, while investment quota refers to the amount of funds invested by investors in the enterprise.
3.Regularly update the investment ratio: As the shareholding structure of the enterprise changes, the investment ratio will also change, so it needs to be updated regularly.
For example, let's say that shareholder Li Si initially holds 15% of the total share capital of a company, and later the company conducts a round of financing and the share capital increases to 20 million shares. As a result of the increase in share capital, Li Si's shareholding was diluted to 10%. This means that investors should regularly update their investment ratio in the company and adjust it accordingly.
Summary:
The investment ratio is an important indicator of the investor's role and power in the business. Accurately calculating and evaluating investment ratios is critical to managing shareholder relationships and achieving investment returns. By calculating the investment ratio, investors can understand their position and interests in the company, and then participate in relevant decisions and enjoy the benefits brought by the company's development.