portfolios.tools

Balance Sheet Health Checker

Score financial strength in 4 ratios — current, D/E, equity, debt. Identify red flags instantly.

Balance Sheet Health Checker
Health Score

All inputs are zero. Enter balance sheet data to get a health score.

How It Works

The balance sheet health checker evaluates a company's financial stability using four fundamental ratios drawn directly from its balance sheet. You enter five numbers — current assets, current liabilities, total assets, total liabilities, and total equity — and the tool instantly computes the key solvency and liquidity metrics that investors, creditors, and analysts use to assess financial health.

The current ratio measures whether short-term assets can cover short-term obligations. Debt-to-equity gauges how much the company relies on borrowed money versus shareholder capital. The equity ratio shows the proportion of assets funded by owners. The debt ratio reveals what percentage of assets is backed by liabilities. Together, these four ratios paint a clear picture of balance sheet strength.

The Formula

current_ratio = current_assets / current_liabilities

debt_to_equity = total_liabilities / total_equity

equity_ratio = total_equity / total_assets

debt_ratio = total_liabilities / total_assets

score_cr: cr > 2.0 → 25, cr > 1.5 → 20, cr > 1.0 → 10, else → 0

score_dte: dte < 0.5 → 25, dte < 1.0 → 20, dte < 2.0 → 10, else → 0

score_er: er > 0.5 → 25, er > 0.4 → 20, er > 0.3 → 10, else → 0

score_dr: dr < 0.4 → 25, dr < 0.6 → 20, dr < 0.8 → 10, else → 0

health_score = score_cr + score_dte + score_er + score_dr

Each of the four ratios contributes up to 25 points to the total health score (0-100).

FAQ

What does the balance sheet health score mean?

Your balance sheet health score is a composite rating from 0 to 100 that measures financial stability. It combines four key ratios — current ratio, debt-to-equity, equity ratio, and debt ratio — each weighted equally at 25 points. Scores above 70 signal a strong balance sheet; scores below 40 indicate elevated risk.

How are the individual ratio scores calculated?

Each ratio is scored against established thresholds. For example, a current ratio above 2.0 earns 25 points, while below 1.0 earns 0. The equity ratio maxes out above 0.5 (25 points), and the debt ratio earns top marks below 0.4. The four scores are summed for the 0-100 health score.

What do the risk alerts mean?

A current ratio below 1.0 means short-term obligations exceed short-term assets — a liquidity risk. Debt-to-equity above 2.0 signals heavy leverage. Negative total equity is an insolvency red flag. Each triggered alert includes an actionable explanation.

Are my inputs saved for later?

Yes, the five balance sheet inputs (current assets, current liabilities, total assets, total liabilities, and total equity) are saved to your browser's localStorage. You can close the page and return later — your numbers will still be there. Computed ratios and scores are never persisted.

Where do I find these numbers for a real company?

For public companies, pull these numbers from the latest quarterly or annual report (10-Q or 10-K). Current assets and current liabilities are on the balance sheet under current items. Total assets, total liabilities, and shareholders' equity are typically the last three lines of the balance sheet.

Related Tools

More calculators coming soon: Altman Z-Score, Piotroski F-Score, bankruptcy risk models.

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