Unlevering Betas - Excel Model Template

Description
Calculating the unlevered beta of a company allows for a specific systematic analysis of the contribution that a company's equity accounts to its risk profile. To do this, the financial leverage of the company needs to be removed from the beta calculations.

This template allows the user to breakdown what can be a complicated process into a user-friendly spreadsheet with multiple tabs and formulas that allow for the input of the raw data and conclusions to be drawn from the outputs.

The template tabs include:

Forecast Drivers
Balance Sheet
Income Statement
Statement of Cashflows
FCF Statement
APV Valuation
Sensitivity
Reasonability check
Retained Earnings Schedule
Revenue Schedule
Revenue Sensitivity
Fixed Asset Schedule
Income Taxes
Regional Data for Income Taxes
NOL Scheduled Levered
NOL Schedule Unlevered
Acquisition Schedule

This template can play an important role in helping a company assess risk and can help simplify a potentially hard to follow process.

If you have any questions or queries with the model, don’t hesitate to get in touch either by starting a discussion below or you are able to contact us directly through private message via our Eloquens author channel.

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