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WACC Calculator

Calculate the weighted average cost of capital using market-value weights, after-tax cost of debt, and CAPM-derived cost of equity. Free WACC calculator for DCF valuation, capital budgeting, and hurdle-rate analysis — with full formula breakdown and industry benchmarks.

Industry presets

Quick Answer — What is a WACC Calculator?

A WACC calculatorcomputes a company's weighted average cost of capital — the blended required return across all sources of financing. The formula is WACC = (E/V) × rE + (D/V) × rD × (1 − t), where E and D are the market values of equity and debt, V = E + D, rE is cost of equity, rD is cost of debt, and t is the corporate tax rate. WACC is the standard discount rate for DCF valuation of free cash flow to the firm.

What is the weighted average cost of capital?

WACC is the blended required rate of return across all sources of financing a company uses — primarily equity and debt, sometimes preferred stock. It represents the minimum annual return the company must generate on its invested capital to satisfy both shareholders and lenders.

Because each financing source has its own required return and tax treatment, WACC weights them by their market-value proportion in the capital structure. The result is a single discount rate that captures the company's average cost of capital after tax.

Discount rate in DCF

Used when discounting free cash flow to the firm (FCFF) to enterprise value

Hurdle rate

Projects earning below WACC destroy value; above WACC create value

ROIC benchmark

Companies with ROIC > WACC create value; ROIC < WACC destroys it

EVA input

Economic Value Added = NOPAT − (WACC × Invested Capital)

WACC formula

Two-component (equity + debt)

WACC = (E / V) × rE + (D / V) × rD × (1 − t)

Three-component (with preferred stock)

WACC = (E / V) × rE + (P / V) × rP + (D / V) × rD × (1 − t)
SymbolMeaningTypical source
EMarket value of equityShare price × diluted shares outstanding
DMarket value of debtBond market prices (book value for non-traded debt)
PMarket value of preferred stockPreferred share price × shares (if applicable)
VTotal capitalE + D + P
rECost of equityCAPM: Rf + β × ERP
rDCost of debtYTM on outstanding bonds or interest expense / avg debt
rPCost of preferredPreferred dividend / preferred share price
tMarginal corporate tax rateUS: 21% federal + state (avg ~25–27% combined)
Why cost of debt is multiplied by (1 − t): Interest payments are tax-deductible, so each dollar of interest saves t dollars in taxes. The effective after-tax cost of debt is rD × (1 − t). This is what “after-tax WACC” refers to — and it's the version used in standard DCF valuation.

Cost of equity calculator (CAPM method)

The most common method for estimating cost of equity is the Capital Asset Pricing Model (CAPM):

rE = Rf + β × (Rm − Rf) = Rf + β × ERP
InputMeaningTypical value
RfRisk-free rate10-year US Treasury yield (~4.3%)
βBetaStock's sensitivity to market returns (1.0 = market, >1 = riskier)
ERPEquity risk premiumHistorical ~5–6% (US); Damodaran's implied ERP ~5%

Example: Rf = 4.3%, β = 1.20, ERP = 5.0%

rE = 4.3% + 1.20 × 5.0% = 4.3% + 6.0% = 10.3%

Risk-free rate

Use the 10-year US Treasury yield at treasury.gov. Match maturity to cash flow horizon for long-duration models.

Beta

Yahoo Finance, Bloomberg, or Damodaran's industry averages at pages.stern.nyu.edu/~adamodar/ — more stable than single-company beta.

Equity risk premium

Damodaran's current implied ERP (updated monthly) or historical average 5–6% for the US market.

Cost of debt calculator (three methods)

Cost of debt should reflect what the company would pay to issue new debt today — not what it historically paid.

Method 1 — Yield to Maturity (YTM) on existing bonds

Most accurate

If the company has publicly traded bonds, use the YTM of its longest-maturity bond. Look it up on Bloomberg or FINRA TRACE. This reflects what the market charges the company for debt today.

Method 2 — Interest expense ÷ average total debt

Quick estimate

rD ≈ Interest Expense / Average Total Debt. Example: $200M interest expense on $4B average debt = 5% cost of debt. Fast but backward-looking — reflects historical borrowing cost, not current.

Method 3 — Synthetic rating (private / non-rated companies)

Private companies

Estimate credit rating from interest coverage ratio (EBIT ÷ interest expense), then add the typical spread for that rating over the risk-free rate. Damodaran publishes updated synthetic rating spreads quarterly.

Synthetic rating reference table

Interest coverage (EBIT / Interest)Approx. ratingSpread over Rf
> 8.5AAA0.60%
6.5 – 8.5AA0.80%
5.5 – 6.5A+1.00%
4.25 – 5.5A1.25%
3.0 – 4.25BBB1.60%
2.5 – 3.0BB3.50%
2.0 – 2.5B+4.50%
1.5 – 2.0B5.50%
< 1.5CCC or below8.00%+

Source: Damodaran (pages.stern.nyu.edu/~adamodar/). Updated quarterly.

Weight of equity and weight of debt calculator

The weights in WACC represent how much of the company is financed by each source. Always use market values, not book values.

Weight of equity = E / V = Market Value of Equity / Total Capital

Weight of debt   = D / V = Market Value of Debt / Total Capital

V = E + D (+ P for preferred stock)

Example: Market cap = $50B, Debt = $20B

V = $50B + $20B = $70B

Weight of equity = $50B / $70B = 71.4%

Weight of debt   = $20B / $70B = 28.6%

Why market values, not book values: Book equity is historical cost — accumulated retained earnings. Market equity is what investors value the company at today, which is what they expect a return on. For debt, book and market values are usually similar for floating-rate or near-maturity bonds. For fixed-rate bonds far from maturity, the difference can be material.

How to calculate WACC — full worked example

Step-by-step walkthrough for Acme Corp (hypothetical mid-cap).

Company data

Share price$75.00
Diluted shares outstanding100 million
Market value of bonds$2 billion
10-year Treasury yield (Rf)4.3%
Equity beta (β)1.25
Equity risk premium (ERP)5.0%
Bond YTM (rD)6.5%
Marginal tax rate (t)21%
1

Market value of equity (E)

$75 × 100M shares = $7.5 billion

E = $7.5B

2

Market value of debt (D)

Given (bond market price)

D = $2.0B

3

Total capital (V) and weights

V = $7.5B + $2B = $9.5B E/V = 78.9% · D/V = 21.1%

V = $9.5B

4

Cost of equity via CAPM

rE = 4.3% + 1.25 × 5.0% = 4.3% + 6.25%

rE = 10.55%

5

After-tax cost of debt

6.5% × (1 − 0.21) = 6.5% × 0.79

After-tax rD = 5.135%

6

WACC

0.789 × 10.55% + 0.211 × 5.135% = 8.32% + 1.08%

WACC = 9.41%

Result: Acme Corp's WACC is approximately 9.41%. This is the discount rate for a DCF model of Acme's free cash flow to the firm, and the hurdle rate for evaluating new investments.

What is a good WACC? Industry benchmarks

There's no single “good” WACC — it depends on industry, capital structure, and risk. These benchmarks are aggregated from Damodaran's annual industry cost of capital data for US companies.

IndustryTypical WACC range
Utilities (regulated)3.5% – 5.5%
Real Estate (REITs)5.0% – 7.0%
Consumer Staples5.5% – 7.5%
Financial Services6.0% – 8.0%
Telecommunications6.5% – 8.5%
Industrials / Manufacturing7.0% – 9.0%
Healthcare (large cap)7.0% – 9.5%
Consumer Discretionary8.0% – 10.0%
Energy (oil & gas)8.0% – 10.5%
Technology (large cap)8.5% – 11.0%
Biotech / Pharma (small-mid)10.0% – 13.0%
Early-stage / Small-cap growth12.0% – 18.0%+

Source: Damodaran (NYU Stern). Updated annually. Benchmarks are for informational purposes — always calculate company-specific WACC for valuation.

WACC vs discount rate, IRR, and ROIC

These four metrics are frequently confused. Here's the clean separation:

MetricWhat it isWhen to use
WACCBlended cost of all capitalDiscount rate for firm-level DCF (FCFF); hurdle rate for corporate projects
Discount RateGeneral term — any rate used to present-value future cash flowsWACC is one specific discount rate; others include rE for FCFE
IRRThe discount rate at which NPV = 0Compare to WACC: IRR > WACC means the project creates value
ROICReturn on invested capital = NOPAT / Invested CapitalCompare to WACC: ROIC > WACC means the company creates value

Key rule: Use WACC to discount free cash flow to the firm (FCFF). Use cost of equity (rE) to discount free cash flow to equity (FCFE). Mixing these up is one of the most common valuation mistakes — it can overstate or understate enterprise value by 20%+.

Project decision: Accept projects where IRR > WACC, or where NPV > 0 using WACC as the discount rate.

Company value creation: ROIC > WACC → value creation. ROIC < WACC → value destruction, even if earnings are growing.

How to use WACC in DCF valuation

In a DCF model, WACC is the discount rate applied to free cash flow to the firm (FCFF) to compute enterprise value.

Enterprise Value = Σ FCFFₜ / (1 + WACC)ᵗ + Terminal Value / (1 + WACC)ⁿ

Equity Value      = Enterprise Value − Net Debt − Preferred Stock + Cash

Price per Share   = Equity Value / Diluted Shares Outstanding

Gordon Growth Model terminal value

TV = FCFF(n+1) / (WACC − g)

where g = perpetual growth rate (typically GDP growth, 2–3%)

A 1 percentage point change in WACC (e.g., 8% → 9%) typically moves terminal value — and therefore enterprise value — by 15–25%. This is why WACC accuracy matters so much in valuation. Small errors in beta or cost of debt compound significantly in the terminal value.

Seven common WACC calculation mistakes

1. Using book values instead of market values

Book equity reflects historical accounting, not current required return. Always use market cap for E and market value of bonds for D.

2. Mixing cash flow types

Using WACC to discount FCFE, or cost of equity to discount FCFF. Match discount rate to cash flow: WACC → FCFF. rE → FCFE.

3. Using effective tax rate instead of marginal rate

WACC requires the marginal corporate tax rate — the rate on the next dollar of income, not the effective rate that reflects past deductions.

4. Ignoring preferred stock when material

If preferred stock is more than ~5% of capital structure, omitting it understates WACC. Use the three-component formula.

5. Using historical beta on volatile companies

Single-stock 5-year betas can be unstable. Use industry-average beta (Damodaran's data) for mid/small caps, or un-lever / re-lever beta if capital structure has changed.

6. Using coupon rate instead of YTM as cost of debt

The coupon is what the bond was issued at. Cost of debt should reflect what the company would pay today — use YTM on current bonds.

7. Double-counting country or size premiums

Be explicit about where each premium enters the calculation. Don't add a country risk premium to both cost of equity and cost of debt, or layer size premiums twice.

WACC calculator — frequently asked questions

What is WACC?

WACC (Weighted Average Cost of Capital) is the average required rate of return a company must earn to satisfy its investors — both shareholders and lenders — weighted by the market-value proportion of equity and debt. It is the standard discount rate in DCF valuation of the firm and the hurdle rate for capital budgeting decisions.

How do I calculate WACC?

Use the formula WACC = (E/V) × rE + (D/V) × rD × (1 − t). Find the market value of equity (market cap), market value of debt, cost of equity (typically via CAPM), cost of debt (bond YTM), and marginal tax rate. If preferred stock is material, add (P/V) × rP as a third term.

When should I use WACC?

Use WACC as the discount rate in DCF valuation when cash flows are free cash flow to the firm (FCFF, pre-interest). Use it as the hurdle rate for capital budgeting (accept projects where IRR > WACC), and as the benchmark for ROIC (companies with ROIC > WACC create value).

What is a good WACC?

A good WACC depends on industry and risk. US utilities typically run 3.5–5.5%; consumer staples 5.5–7.5%; large-cap tech 8.5–11%; biotech 10–13%+. What matters is whether WACC is lower than ROIC (indicating value creation) and whether it accurately reflects the company's risk and capital structure.

WACC vs discount rate — what's the difference?

Discount rate is a general term for any rate used to present-value future cash flows. WACC is one specific discount rate — appropriate for free cash flow to the firm (FCFF). Other discount rates include cost of equity for FCFE, and project-specific rates for capital budgeting.

What tax rate should I use in WACC?

Use the marginal corporate tax rate — the rate on the next dollar of income. In the US, this is typically 21% federal plus state (averaging 25–27% combined). Do not use the effective tax rate, which reflects past deductions and is not forward-looking.

How is WACC used in DCF valuation?

WACC is the discount rate applied to FCFF to calculate enterprise value: EV = Σ FCFFt / (1 + WACC)t + TV / (1 + WACC)n. Subtract net debt and preferred stock to get equity value. A 1 percentage point change in WACC typically moves DCF value by 15–25%.

Can I use book values in the WACC calculation?

No — at least not for equity. Always use market cap for equity value. For debt, market value is preferred, but book value is an acceptable proxy for debt close to maturity, floating-rate debt, or bank loans.

What are common WACC calculation mistakes?

Using book values instead of market values; mixing FCFF with cost of equity; using effective instead of marginal tax rate; ignoring preferred stock; using coupon instead of YTM for cost of debt; relying on unstable single-company beta; and double-counting country or size premiums.

Is this WACC calculator free?

Yes. No sign-up, no email, no usage limit. Free to use for any valuation, capital budgeting, or hurdle-rate analysis.

How do I calculate cost of equity for WACC?

The standard method is CAPM: rE = Rf + β × ERP. Use the 10-year Treasury yield for risk-free rate, industry-average beta for stability, and 5–6% for the US equity risk premium. Damodaran's ERP estimates (updated monthly) are a reliable source.

Does the calculator include preferred stock?

Yes. Toggle 'Add preferred stock' to enable the three-component formula: WACC = (E/V) × rE + (P/V) × rP + (D/V) × rD × (1 − t). For most companies with minimal preferred stock, the two-component formula is sufficient.

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Enter your market values, cost of equity, and cost of debt above. Use the CAPM tab to estimate your cost of equity, or the Cost of Debt tab to back out rD from financials. Results update instantly with a full formula breakdown.

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For educational and informational purposes only. WACC calculations depend on estimates (beta, equity risk premium, forward tax rate) that reasonable analysts can disagree on. Verify inputs against authoritative sources (Damodaran, Bloomberg, SEC 10-K filings) before using WACC in valuation or capital budgeting decisions.