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Stock Turnover Ratio

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Chapter Thirty-Five

Syllabus topic 3, "Revenue Statement Ratio: i) Gross Profit Ratio ii) Expenses Ratio iii) Operating Ratio iv) Net Profit Ratio v) Net Operating Profit Ratio vi) Stock Turnover Ratio"

Pages 92 to 93 of 162

In one line

The stock turnover ratio says how many times in the year the average stock was sold and replaced.

The formula

Stock turnover ratio = Cost of goods sold / Average stock

Expressed in times. And the same fact in days:

Stock holding period = 365 / Stock turnover ratio

ElementWhat it is
Cost of goods soldOpening stock + purchases + direct expenses, less closing stock. Equally, net sales less gross profit
Average stock(Opening stock + closing stock) / 2, where both are given

Where only the closing stock is given, use it and say so. Where the question gives sales but not cost of goods sold and no gross profit, sales may be used and the answer must say that it has been, since the ratio is then inflated by the margin.

Why cost of goods sold and not sales

Because the stock is carried at cost. Dividing a figure at selling price by a figure at cost mixes two bases and inflates the ratio by exactly the margin.

Rs
On cost of goods sold: 14,00,000 over 2,80,0005.00 times
On sales: 20,00,000 over 2,80,0007.14 times

The same company and two answers. The first is the ratio; the second is the ratio multiplied by 100 over 70, which is the reciprocal of the cost ratio.

Worked on Sunrise

Rs
Opening stock, 1 April 20262,60,000
Closing stock, 31 March 20273,00,000
Average stock2,80,000
Rs
Cost of goods sold14,00,000
Stock turnover ratio5.00 times
Stock holding period, 365 over 573 days

Sunrise sold and replaced its stock five times in the year, holding it for about seventy-three days on average.

Interpretation

Stock turnoverUsually means
High, relative to the tradeStock is moving fast; less money tied up; less risk of obsolescence. But check for stock-outs and lost sales
About the trade averageSatisfactory
LowMoney tied up in stock; risk of obsolescence, damage, and a fall in value. Or slow-moving lines that should be cleared

There is no universal standard and the trade decides. A baker turns stock over hundreds of times a year; a jeweller twice. Comparing Sunrise's 5 times with a number from another industry is worthless.

Compare with last year and with a competitor, and where a question gives you a falling turnover with a rising gross profit ratio, suspect the closing stock figure, because overvaluing the closing stock does both at once.

The pair that gives away an overvalued stock

If the closing stock is overvalued
Cost of goods soldUnderstated, since it is arrived at after deducting closing stock
Gross profit and gross profit ratioOverstated
Average stockOverstated
Stock turnover ratioUnderstated twice over, once in the numerator and once in the denominator
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