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CONCLUSION

By closely examining the underlying values reflected in the balance sheet, this chapter emphasizes the need for a critical, rather than a passive, ap­proach to financial statement analysis.

The discussions of return on equity, goodwill, and leveraged recapitalizations underscore the chapter’s domi­nant theme, the elusiveness of “true” value. Mere tinkering with the con­ventions of historical cost cannot bring accounting values into line with equity as economists define it and, more to the point, as financial analysts would ideally like it to be. Market capitalization probably represents a su­perior approach in many instances. Under certain circumstances, however, serious questions can be raised about the validity of a company’s stock price as a standard of value. In the final analysis, users of financial statements cannot retreat behind the numbers derived by any one method. They must instead exercise judgment to draw sound conclusions.

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Source: Fridson M., Alvarez F.. Financial Statement Analysis. John Wiley & Sons, Inc.,2002. — 413 p. 2002
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