CapBudgWS
Equity Analysis of a Project
INPUT SHEET: USER ENTERS ALL BOLD NUMBERS
INITIAL INVESTMENT
CASHFLOW DETAILS
DISCOUNT RATE
Initial Investment=
Revenues in
year 1=
Approach(1:Direct;2:CAPM
)=
Opportunity cost (if any)=
Var. Expenses as % of Rev=
1. Discount rate =
Lifetime of the investment
Fixed expenses in year 1=
2a. Beta
Salvage Value at end of project
=
Tax rate on net income=
b. Riskless rate=
Deprec. method(1:St.line;2:DD
B)=
If you do not have the breakdown of fixed and variable
c. Market risk premium =
Tax Credit (if any )=
expenses, input the entire expense as a % of revenues.
d. Debt Ratio =
Other invest.(non-depreciable)
=
e. Cost of Borrowing =
Discount rate used=
WORKING CAPITAL
Initial Investment in Work. Cap
=
Working Capital as % of Rev=
Salvageable fraction at end=
GROWTH RATES
1
2
3
4
5
6
7
8
9
10
Revenues
Do not enter
10.00%
10.00%
10.00%
10.00%
0.00%
0.00%
0.00%
0.00%
0.00%
Fixed Expenses
Do not enter
Default: The fixed expense growth rate is set equal to the growth rate in revenues by default.
YEAR
0
1
2
3
4
5
6
7
8
9
10
INITIAL INVESTMENT
Investment
- Tax Credit
Net Investment
+ Working Cap
+ Opp. Cost
+ Other invest.
Initial Investme
nt
SALVAGE VALUE
Equipment
Working Capital
OPERATING CASHFLOWS
Lifetime Index
Revenues
-Var. Expenses
- Fixed Expenses
EBITDA
- Depreciation
EBIT
-Tax
EBIT(1-t)
+ Depreciation
- ∂ Work. Cap
NATCF
Discount Factor
Discounted CF
Investment Measures
NPV =
IRR =
ROC =
BOOK VALUE & DEPRECIATION
Book Value (beginning)
Depreciation
BV(ending)