Reading: Practical Implementation
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1. Introduction
In this example, let us consider a constellation that is relevant for most firms:
- A firm wants to estimate the cost of capital to value a project.
- However, the shares of the firm are not publicly traded, so there is no way to directly estimate the necessary risk parameters to determine the cost of capital.
- What could the firm do?
Here is what the firm could do:
- Comparable firm: Look for a listed firm (or a group of listed firms) with a similar business model, for which we have the necessary data to estimate the systematic risk.
- Overall cost of capital: Estimate the overall cost of capital, \(k_A\), for the comparable firm:
- Cost of equity (\(k_E\)) using the Capital Asset Pricing Model (CAPM)
- Cost of debt using bond yields
- Debt and equity ratio using market data (market value of equity) and the book value of debt.
- The overall cost of capital \(k_A\) is driven by the operating business risk. If the comparable firm has a similar business model as the firm/project we want to value, it is fair to assume that the comparable's overall cost of capital is similar to that of the firm/project in question.
Consequently, assume that the resulting \(k_A\) from step 2 is the relevant \(k_A\) for the firm/project we want to value.
- Adjust \(k_A\) for the specific financing policy of the firm/project in question to obtain a firm/project specific WACC.
This is the general procedure to estimate the WACC of any firm.
Let us practice this with an example.