The original point of departure for this effort was William Beaver's now classic study.2 He presented empirical evidence that certain financial ratios, most notably cash flow/total debt, gave statistically significant signals well before actual business failure. The test design used here is, with minor differences, a replication of his original design, which employed pairs of matched failed and nonfailed firms of similar size and industry characteristics. In earlier writings, I presented a simple theoretical framework utilizing a stochastic rather than deterministic model which plausibly explained Beaver's result.3 The present study tests the predictive usefulness of a statistic derived from a binomial process with an absorbing state. The evidence indicates a substantial improvement over Beaver's ratios through at least four years before bankruptcy.4
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