Series 79: Appendix C

Taken from our Series 79 Top-off Online Guide

Appendix C

List of Equations

Chapter 2: Analysis and Evaluation of Data

assets = liabilities + shareholders’ equity

outstanding shares = issued shares – Treasury shares

working capital = current assets – current liabilities

net debt = short-term debt + long-term debt – cash and cash equivalents

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CCC = days inventory outstanding + days sales outstanding – days payable outstanding

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CCC = days inventory outstanding + days sales outstanding – days payable outstanding

FCFF = EBIT (earnings before interest and taxes) x (1 – tax rate) + noncash charges (such as depreciation and amortization) – capital expenditures – increases in working capital*

* Add any decreases in working capital

FCFF = net income + noncash charges (such as depreciation and amortization) + interest x (1 – tax rate) – capital expenditures – increases in working capital *

* Add any decreases in working capital

free cash flow to the firm = cash flow from operations + interest payments x (1 – tax rate) – capital expenditures

FCFE = net income + noncash charges (such as depreciation and amortization) – capital expenditures – changes in working capital* + increases in net borrowing**

* Add any decreases in working capital

** Subtract any decreases in net borrowing

FCFE = FCFF – interest expense x (1 – tax rate) + increases in net borrowing*

* Subtract any decreases in net borrowing

FCFE = cash flow from operations – capital expenditures + increases in net borrowing*

* Subtract any decreases in net borrowing

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EBITDA = operating income + depreciation + amortization
or
EBITDA = net income + interest + taxes + depreciation + amortization
or
EBITDA = revenues – expenses + interest + taxes + d

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