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Constant currency

Growth recalculated using last year's exchange rates, so that currency moves do not distort the underlying performance of foreign operations.

A company earning half its revenue abroad can report a decline in dollars while every local market grew. Constant currency strips the translation effect, which is real for a dollar investor but says nothing about operating performance.

Translation is not the only currency exposure. Costs incurred in one currency against revenue in another create transaction exposure that constant-currency reporting does not address, and that shows up in gross-margin instead.

Example: Northwind Tools grows 8.0% as reported and 8.4% in constant currency, because a weaker euro cost 0.4 points on the $260M of European revenue.

Related: organic-growth, year-over-year, accumulated-other-comprehensive-income, segment-reporting, gross-margin

See it drawn

Original diagrams for the ideas on this page. Illustrative, not real market data.

Margin and leverageA small deposit controlling a much larger position, and the point at which losses trigger a margin call.Position you controlnotional value $100,000your margin deposit: $5,000$100,000 / $5,000 = 20:1 leverageYour deposit absorbs every dollar of loss$5,000$2,500$0Equity leftMARGIN CALLequity has fallen to $2,5000%1%2%2.5%3%4%5%How far the price moves against you
Margin and leverage. A $5,000 deposit can control a $100,000 position, which is 20:1 leverage. Because the loss is measured on the full $100,000, a 2.5% move against you halves the deposit and brings a margin call, and a 5% move uses all of it.

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