Net Debt Calculator

Calculate net debt and leverage ratios to assess a company's financial health and capital structure. This calculator helps evaluate borrowing levels and financial risk.

Debt & Cash Data

Equity Data

Net Debt Results

Net Debt: $0.00
Debt-to-Equity Ratio: 0.00x
Net Debt to EBITDA: 0.00x

Leverage Analysis

Leverage Level: N/A
Financial Risk: N/A
Capital Structure: N/A

Business Insights

Liquidity Position: N/A
Creditworthiness: N/A
Investment Appeal: N/A

Understanding Net Debt

Net debt is a key financial metric that represents a company's total debt minus its cash and cash equivalents. It provides a more accurate picture of a company's actual debt burden and financial health.

What is Net Debt?

Definition

  • Total debt minus cash and equivalents
  • Actual borrowing burden
  • Key leverage indicator
  • Used in valuation models

Formula

  • Net Debt = Total Debt - Cash & Cash Equivalents
  • Can be positive or negative
  • Negative net debt = net cash position
  • Expressed in currency units

Leverage Ratios

Key Leverage Metrics

Measuring financial leverage

Debt-to-Equity Ratio:

  • Total Debt ÷ Total Equity
  • Measures financial leverage
  • Higher ratio = more leverage
  • Industry-specific benchmarks

Net Debt to EBITDA:

  • Net Debt ÷ EBITDA
  • Debt repayment capacity
  • Credit rating factor
  • Lending covenant metric

Interpreting Net Debt Levels

Net Debt Level Interpretation Advantages Risks
Negative Net Debt Net cash position Strong liquidity, low risk Underutilized capital
Low Net Debt Conservative leverage Financial stability Limited growth potential
Moderate Net Debt Balanced capital structure Optimal financing Interest rate risk
High Net Debt Aggressive leverage Higher returns on equity Financial distress risk

Net Debt in Valuation

Enterprise Value:

  • EV = Equity Value + Net Debt
  • Total value of the business
  • Independent of capital structure
  • Used in multiples valuation

Free Cash Flow Analysis:

  • FCFF vs FCFE considerations
  • Debt impact on cash flows
  • Leverage effects on valuation
  • Tax shield benefits

Industry Benchmarks

Debt-to-Equity Ratios:

  • Technology: 0.1-0.3x
  • Manufacturing: 0.4-0.8x
  • Utilities: 0.8-1.2x
  • Real Estate: 1.0-2.0x

Net Debt to EBITDA:

  • Investment Grade: <3.0x
  • BBB Rating: 3.0-4.0x
  • Junk Status: >4.0x
  • Distressed: >6.0x

Capital Structure Decisions

Optimal Leverage:

  • Trade-off theory
  • Tax benefits vs bankruptcy costs
  • Industry norms
  • Business cycle considerations

Pecking Order Theory:

  • Internal financing preferred
  • Debt before equity
  • Information asymmetry
  • Financing hierarchy

Net Debt and Cash Flow

Debt Service Coverage:

  • Interest coverage ratio
  • Debt repayment capacity
  • Cash flow adequacy
  • Covenant compliance

Working Capital Impact:

  • Cash position effects
  • Liquidity management
  • Investment opportunities
  • Risk management

Key Takeaways for Net Debt

  • Net debt represents total debt minus cash and cash equivalents
  • Negative net debt indicates a net cash position with strong liquidity
  • Debt-to-equity ratio measures financial leverage relative to equity
  • Net debt to EBITDA assesses debt repayment capacity
  • Leverage levels vary significantly by industry and business model
  • Net debt is used in enterprise valuation calculations
  • Capital structure decisions affect net debt and financial risk
  • Monitoring net debt helps assess financial health and investment risk

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