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Unformatted text preview: t − Cape x t − FC F t = OC F t − Cape x t − ΔNW C t Free cash flows are calculated AS IF the firm is UNLEVERED Financing is irrelevant for cash flow: CAPM: Assets with similar risk must offer similar return. E ( R a ) = E ( r f ) + E ( β a ) ×E [ MRP ] CAPM to find discount rate β e = β a + D E ( β a − β d ) ( 1 − τ ) com R nos betas Cost of Equity Arbitrage: Assets with the exact same future cash flows (payoffs) MUST sell for the exact same price today. MMI(Price): V L =V U MM2(Cost of Equity): R e = R a + D E ( R a − R d ) With no taxes, WACC is unaffected by capital structure. WACC = E V r e + D V r d ( 1 − τ ) As debt increases, the WACC remains constant (with no taxes) Re increases…BUT D/V larger and E/V smaller. EXACTLY OFFSET WACC with taxes: As debt increases, the WACC DECREASES Re increases…BUT D/V becomes larger and E/V becomes smaller. With taxes, the second effect is GREATER and thus WACC decreases V=FCF/WCC 1 + r ¿ T ¿ P + S = C + X ¿ options 1 + r ¿ T ¿ C − P = S − X ¿ rearanging...
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