Free Cash Flow: A Simple Indicator of a Company's Health

One of the best indicators of corporate health is theeven if a company reports positive earnings per
Free Cash Flow (FCF) of a company and, unlike someshare. Krispy Kreme is a recent example of this.
other indicators, it is relatively easy to understand.Manipulation of earnings is a frequent problem on Wall
Think of FCF as the deposit you put in a savingsStreet and FCF can help keep everyone more
account after paying your regular monthly bills. If thishonest.
deposit keeps increasing, you should feel pretty goodThis isn't to say that FCF, itself, is not without
about the state of your finances. On the other hand,problems. If a company refuses to replace aging
if your deposit starts shrinking or if you need to dipequipment, free cash flow can be overstated. Of
into your savings account just to tread water, youcourse, once the equipment is replaced, cash flow
know some serious financial problems may be lurkingmay take a violent dive. This, by itself, is a red flag
just around the corner.indicating potential danger.
Corporations operate in much the same manner. First,Some investors like to set up various ratios using
like a paycheck, they generate cash from operatingFCF. By dividing free cash flow per share by the
the business. This is called Operating Cash Flowcompany's current price per share, you'll get a "free
(OCF). From this, they subtract their Capitalcash flow yield." This is useful in comparing companies
Expenditures. Capital expenditures are expenses forin the same industry. The higher the yield, the more
capital equipment and other physical property, likefavorable the stock.
real estate. What's left over is their free cash flow.Other investors solve for the "price to free cash
The FCF can be used for several purposes, includingflow multiple." Here, you divide the share price by the
paying a dividend, buying back stock, lowering debt,free cash flow per share. This is somewhat similar to
or saving for future acquisitions. Without FCF, athe familiar P/E ratio and, like the P/E ratio, you are
company will find it hard to grow its business withoutlooking for lower numbers.
issuing new debt or diluting the stock. Except forIf you simply want to skip all this, go to MSN Money
start up corporations that will often show negativeon the internet and click on "Stocks.' From there, go
cash flow in their beginning years, free cash flow is ato "Statements" under "Financial Results." Then, go to
good indicator of a company's ability to both maintainthe "Cash Flow" statement. At the bottom of the
and increase its operations.page, you'll see that MSN has done a lot of this work
Remember, because cash flow analysis puts businessfor you.
activity on a "cash" basis, it can uncover problems