[Series 66] 4, Liquidity Leverage and Valuation Ratios

Podcast: Open Exam Prep · Ran Chen, EA, CFP®

Opublikowano: 2026-09-27

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: • How current and quick ratios evaluate short-term corporate liquidity. • Why excluding inventory provides a stricter measure of immediate short-term solvency. • How the debt-to-equity ratio measures corporate leverage and financial risk. • How price-to-earnings and price-to-book ratios evaluate relative stock valuation. • How to distinguish corporate balance sheet analysis from regulatory net capital rules. This episode is...