The income return on an investment, expressed as a percentage. For stocks, this is dividend yield; for bonds, it is the coupon rate relative to the current price.
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Yield
FIRE PlanningFundamental Analysis
Related terms
80C Deduction
Section 80C of the Income Tax Act allows deductions up to Rs 1.5 lakh per year for investments in ELSS mutual funds, PPF, EPF, NPS, and other specified instruments.
Book Value
The net asset value of a company, calculated as total assets minus intangible assets and liabilities, divided by number of outstanding shares.
CAGR
Compound Annual Growth Rate. The annualized rate of return that smooths out volatility, showing how an investment would have grown if it grew at a steady rate.
Corpus
The total accumulated amount of money in an investment portfolio or fund. In FIRE planning, the target corpus is the amount needed to sustain retirement expenses.
Debt-to-Equity Ratio
A leverage ratio calculated by dividing total debt by shareholders' equity. A lower ratio indicates less reliance on borrowed funds. Generally, below 1 is considered healthy.
Dividend Yield
Annual dividend per share divided by the current share price, expressed as a percentage. A high yield may indicate value but could also signal a falling stock price.