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Finance · level 1

Cost of equity (CAPM)

Two multiplications and an addition. Beta scales the market premium, the risk-free rate sets the floor — this is the number that feeds every DCF you will build.

Worked example: Risk-free 2%, equity risk premium 7%, β = 0.7. Cost of equity?

rf2%
β × ERP4.9%
cost of equity6.9%

Step by step

  1. 1

    CAPM

    rₑ = rf + β × ERP

  2. 2

    Risk premium earned

    0.7 × 7% = 4.9%

  3. 3

    Add the risk-free rate

    2% + 4.9% = 6.9%

Risk-free 2%, equity risk premium 7%, β = 0.7. Cost of equity? = 6.9

The theory behind it

Intuition

Cost of equity = risk-free rate plus payment for the risk you cannot diversify away. Only beta risk is paid for.

Common pitfalls

  • ×Adding company-specific risk to beta risk twice.
  • ×Using a historical beta for a company whose leverage has changed.

In the interview

The equity leg of a WACC round.