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Balance Sheet

Last updatedUpdated: by Jakub Žovák · 1 min read

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created 04.01.2025, 14:12
modified 06.09.2026, 10:02
published Empty
topics Corporate Finance, Financial Statements, Balance Sheet
authors Jakub
ai-assisted No

The term balance sheet refers to a financial statement that reports a company’s assets, liabilities, and shareholder equity at a specific point in time. Balance sheets provide the basis for computing rates of return for investors and evaluating a company’s capital structure.
In short, the balance sheet is a financial statement that provides a snapshot of what a company owns and owes, as well as the amount invested by shareholders.

Warren Buffett: I spend ‘more time looking at balance sheets’ than income statements:
Buffet stated he looks more into a balance sheet rather than income statement since the balance sheet is harder to manipulate.

# Structure

The balance sheet adheres to the following accounting equation, with assets on one side, and liabilities plus shareholder equity on the other, balance out:

$$ \textit{Assets} = \textit{Liabilities} + \textit{Shareholders' Equity} $$


This formula is intuitive. That’s because a company has to pay for all the things it owns (Assets) by either borrowing money (taking on Liabilities) or taking it from investors (issuing Shareholder Equity).