Valuation

Enterprise Value (EV)

Total value of a company including debt and excluding cash.

Definition

Enterprise value represents the theoretical takeover price of a company. It equals market capitalization plus total debt minus cash and equivalents. EV is less commonly used for banks due to the unique nature of bank balance sheets where deposits are both a source of funding and a liability.

Formula

EV = Market Cap + Total Debt - Cash & Equivalents

Why It Matters

For non-bank financials like insurance companies or asset managers, EV-based multiples can provide a more complete valuation picture than P/E alone since they account for capital structure differences.

Related Terms

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