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Financial Ratios / Corporate

Free Cash Flow

Operating cash flow minus capital expenditures

What is Free Cash Flow?

Free Cash Flow (FCF) is the cash a business generates after funding all operating expenses and capital expenditures required to maintain or expand its asset base. It is the truest measure of a company's financial health: the cash available to pay dividends, repurchase shares, repay debt, or make acquisitions. Earnings (EPS) can be manipulated through accounting choices; cash is harder to fake. A company can report positive earnings while consuming cash (negative FCF), and vice versa. FCF yield (FCF / Market Cap) is increasingly used by investors as an alternative to earnings yield for valuation purposes.

Formula

FCF = Operating Cash Flow − Capital Expenditures

FCF Yield = FCF / Market Capitalisation × 100%

Operating Cash Flow = from the Cash Flow Statement

CapEx = Purchases of Property, Plant & Equipment (negative number in CF statement)

Calculator

How to Use

  1. 1
    Find operating cash flow: From the cash flow statement: "Net cash from operating activities."
  2. 2
    Find capital expenditures: Under investing activities: "Purchases of PP&E" or similar. Use the absolute value.
  3. 3
    Subtract CapEx from OCF: FCF = OCF − CapEx. Use TTM (last 12 months) for the most current view.
  4. 4
    Assess FCF quality: Consistent, growing FCF with FCF > Net Income (high cash conversion) signals quality. Divergence warrants investigation.

Worked Example

Example: Technology company

OCF (TTM)

$25B

CapEx

$3B

FCF = $25B − $3B = $22B. If market cap is $300B, FCF yield = 22/300 = 7.3%. The company generates 7.3 cents in free cash per dollar of market value annually, a meaningful yield that supports buybacks, dividends, or acquisitions. Compare to the 10yr Treasury at 4.5% for an equity risk premium of ~2.8pp.

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