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Abstract

The price-to-earnings (P/E) ratio is a key financial metric used to assess a firm's value by comparing its stock price to earnings. However, the P/E ratio becomes ineffective for firms with losses (Joos & Plesko, 2005). In such cases, the price-to-sales (P/S) ratio is an alternative valuation metric. However, while the P/S ratio helps compare firms with similar business models, financial leverage can distort the interpretation of the P/S ratio, potentially misleading investors. This study offers practical guidance for accounting and finance professionals on enhancing the utility of the P/S ratio by considering leverage effects. Using 147,951 firm-year observations from 2000 to 2022, we demonstrate when and how leverage significantly affects the explanatory power of sales-based valuation metrics. We also assess the usefulness of the enterprise value-to-sales (EV/S) ratio as a partial adjustment for leverage. Our findings suggest that the practical application of the P/S ratio requires careful consideration of firms’ capital structures. This paper contributes to practice by refining the interpretation of commonly used metrics in the context of loss-making and highly leveraged firms.

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