DCF – WACC (Weighted Average Cost of Capital)

Articles

Cases

Calculating Unlevered Beta and Adjusting for a Private Company

As a financial analyst, you are tasked with estimating the appropriate beta for a private company that is being valued for an acquisition. Since the company is not publicly traded, you will derive its Levered Beta by first calculating the Unlevered Beta from a set of comparable public companies (peers) and then adjusting it to the private firm's target capital structure.

WACC: The Building Blocks

As a financial analyst, you're asked in an interview: "Walk me through how you'd calculate a company's WACC." Walk through the building blocks — the cost of equity via CAPM, the after-tax cost of debt, and the market-value weights — and show how they combine into the single discount rate used to value the firm.

WACC with Leverage

You're valuing a company and want to understand what would happen to its WACC if it took on significantly more debt. Using the Hamada equation, unlever the company's current beta, relever it at a proposed higher debt-to-equity ratio, and recompute WACC to see the net effect.

International WACC

You're valuing an emerging-market subsidiary using a DCF built around local-currency cash flow forecasts. Your standard domestic WACC model doesn't capture the extra risk of operating in that country, the mismatch between the currency of your cash flows and the currency your risk-free rate is quoted in, or the illiquidity of the underlying business. Walk through how to adjust WACC for the country risk premium, correct the currency mismatch, and layer in an illiquidity premium — then compute the fully adjusted cost of capital.