Resources

Resources

Key terms, clearly explained

A reference guide to the financial concepts behind every CapUCalc model — built for investors, advisors, and anyone new to multi-class capital structures.

Showing all 20 terms

TermDefinition
BEV / Enterprise ValueA level value representing operations, calculated as invested capital less cash.
Book ValueAn accounting-based indication of cost less depreciation, or assets less liabilities.
Capitalization RateA rate of return used to determine value from consistent cash flows. Equals discount rate minus perpetual growth rate.
Cash FlowNet amount of cash in and out of an investment. Can be EBITDA less capex, NOI, or funds from operations depending on industry.
Comps / Guideline CompaniesCompanies chosen for similar risk, returns, and growth profiles, used to determine market multiples or discount rates.
Cost ApproachA valuation approach measuring value based on the cost to reconstruct or replace an asset with one of like utility.
DebtMoney borrowed to finance an investment, senior in preference to equity. Includes loans, credit lines, and redeemable preferred stock.
Discounted Cash Flow (DCF)An income approach method discounting multiple years of cash flow plus a terminal value to arrive at present value.
Dividend Discount ModelA valuation model in which cash flow is divided by a capitalization rate (e.g., Gordon Growth Model).
EarningsNet income available to equity holders after payments to debt, preferred stockholders, and minority interests.
EBITDAEarnings before interest, taxes, depreciation and amortization. A common proxy for operating cash flow.
EquityValue of assets less liabilities. Can include common stock, warrants, options, and certain preferred stock.
Income ApproachA valuation approach measuring value by discounting future economic benefits including cash flows and terminal value.
Invested Capital (IC)Debt plus market value of preferred stock, minority interests, and common equity.
Market ApproachA valuation approach applying market multiples from comparable companies or transactions.
Market MultiplesRatios of value to revenue, earnings, or cash flow derived from comparable public companies or transactions.
Market Value of EquityStock price times shares outstanding. Represents the P (price) in the P/E ratio.
ReturnProfit on an investment. Can include cash, equity, or PIK (payment in kind).
Terminal / Exit ValueAnticipated value at the end of a DCF model’s projected period, calculated by market multiples or other models.
Value (Financial)The present value of all future cash flows.

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