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American Funds American Balanced Fund

NAS:AFMBXFinancial Services

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Ratio	FY2018	FY2019	FY2020	FY2021	FY2022	FY2023	Current · undated	Trend	YoY
Gross margin	6.2%	4.9%	5.2%	11.7%	5.7%	11.8%	—		—
Operating margin	2.0%	0.2%	0.5%	8.9%	3.0%	8.3%	8.3%		+0.0 pts
Net margin	6.5%	0.9%	0.5%	6.1%	3.2%	7.3%	7.3%		+0.0 pts
EBITDA margin	7.1%	5.0%	5.4%	11.2%	5.1%	10.4%	—		—
Return on equity	8.1%	1.0%	0.5%	11.0%	6.2%	11.9%	10.4%		−1.5 pts
Return on assets	6.7%	0.8%	0.4%	8.6%	4.8%	9.2%	9.2%		+0.0 pts
Return on capital employed	2.1%	0.2%	0.4%	13.8%	4.9%	11.5%	—		—
Debt / equity	0.0×	0.0×	0.0×	0.0×	0.0×	0.0×	0.0×		−12.5%
Debt / assets	0.0%	2.1%	1.6%	1.2%	1.7%	1.3%	—		—
Interest coverage	0.0×	0.0×	0.0×	0.0×	0.0×	0.0×	—		—
Current ratio	14.7×	8.6×	8.4×	6.8×	6.8×	6.8×	6.8×		+0.0%
Quick ratio	13.6×	7.5×	7.2×	6.0×	5.9×	6.4×	—		—
Cash ratio	11.1×	5.7×	4.7×	4.6×	1.3×	3.4×	3.4×		+0.0%
Asset turnover	1.0×	0.8×	0.8×	1.4×	1.5×	1.3×	—		—
Inventory turnover	24.7×	11.1×	9.4×	16.2×	16.5×	27.2×	—		—
Receivables turnover	42.8×	32.2×	18.9×	30.0×	34.0×	35.9×	—		—
Dividend payout	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	—		—

Margins, returns, leverage and liquidityUpdated 31 Jan 2024 ·

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Current snapshot ratios have no reporting date and are shown separately from fiscal periods.