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Constant Leverage And Constant Cost Of Capital: A Common Knowledge Half-Truth

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Author Info
IGNACIO VÉLEZ–PAREJA
RAUF IBRAGIMOV ()
JOSEPH THAM ()

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Abstract

A typical approach for valuing finite cash flows is to assume that leverage is constant (usually as target leverage) and the cost of equity, Ke and the Weighted Average Cost of Capital, WACC are also assumed to be constant. For cash flows in perpetuity, and with the cost of debt, Kd as the discount rate for the tax shield, it is indeed the case that the Ke and WACC applied to the FCF are constant if the leverage is constant. However this does not hold true for finite cash flows. In this document we show that for finite cash flows, Ke and hence WACC depend on the discount rate that is used to value the tax shield, TS and as expected, Ke and WACC are not constant with Kd as the discount rate for the tax shield, even if the leverage is constant. We illustrate this situation with a simple example. We analyze five methods: DCF using APV, FCF and traditional and general formulation for WACC, present value of CFE plus debt and Capital Cash Flow, CCF.

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Article provided by UNIVERSIDAD ICESI in its journal ESTUDIOS GERENCIALES.

Volume (Year): (2008)
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Handle: RePEc:col:000129:005012

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  1. Robert A. Taggart & Jr., 1991. "Consistent valuation and Cost of Capital Expressions With Corporate and Personal Taxes," Financial Management, Financial Management Association, vol. 20(3), Fall.
  2. Joseph Tham & Ignacio Velez-Pareja, 2002. "An Embarrassment of Riches: Winning Ways to Value with the WACC," MEDICION EVALUACION DEL VALOR 001974, POLITÉCNICO GRANCOLOMBIANO. [Downloadable!]
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This page was last updated on 2009-12-6.


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