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Fundamental Analysis

EV/EBITDA

Enterprise value relative to operating earnings

What is EV/EBITDA?

EV/EBITDA compares a company's total enterprise value (market cap plus net debt) to its earnings before interest, taxes, depreciation, and amortisation. Unlike P/E, EV/EBITDA is capital-structure-neutral: it treats debt-financed and equity-financed companies equally, making it ideal for comparing companies across different leverage profiles. It is the most common multiple used in leveraged buyout (LBO) analysis and M&A due diligence. Lower values may suggest undervaluation; higher values reflect premium growth expectations or pricing power. Typical ranges vary widely by industry: media and cable companies have historically traded at high multiples due to predictable subscription revenues.

Formula

EV/EBITDA = Enterprise Value / EBITDA

Enterprise Value = Market Cap + Total Debt − Cash & Equivalents

EBITDA = Operating Income + D&A

Calculator

How to Use

  1. 1
    Calculate EV: Market cap + total debt (short + long term) − cash and cash equivalents.
  2. 2
    Calculate EBITDA: Operating income (EBIT) + depreciation + amortisation from the cash flow statement.
  3. 3
    Divide: EV ÷ EBITDA. A result of 12× means you pay 12 years of EBITDA for the whole enterprise.
  4. 4
    Compare: Median S&P 500 EV/EBITDA is roughly 12-15×. Software trades 20-40×; utilities 10-12×.

Worked Example

Example: Industrial company

Market Cap

$5B

Net Debt

$1B

EBITDA

$600M

EV = $5B + $1B = $6B. EV/EBITDA = 6,000 / 600 = 10×. This is in line with typical industrial sector multiples, suggesting fair value at current earnings. A sector peer at 7× may be cheaper on this metric, warranting further investigation.

Auto-fill EBITDA and debt from EDGAR

Beat Index members can auto-fill inputs directly from live SEC EDGAR filings.

Figures from the most recent annual filing (10-K / 20-F), sourced directly from SEC EDGAR.