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L.5 · BEGINNER · 2 MIN

Leverage Ratios: How Much Debt Is Too Much?

Leverage ratios measure how much debt a company uses and whether it can handle that burden. Debt amplifies returns when things go well and accelerates collapse when they do not.

Quiz · 5 questions ↓

Apple's debt-to-equity, live

AAPL — Debt/Equity. Open AAPL on the Ledge to see current values.

Three ways to measure a company's debt

RatioFormulaWhat It Means
Debt/EquityTotal Debt / EquityHow much borrowed vs owned capital
Net LeverageNet Debt / EBITDAYears of earnings needed to repay debt
Interest CoverageEBIT / Interest ExpenseHow easily earnings cover debt payments

The net-leverage formula

Net Leverage = Net Debt / EBITDA

Typical debt levels vary by sector

Compare a utility's debt to a tech company's

Compare Debt/Equity for a utility company vs a tech company. Utilities typically use much more leverage.

How much debt is too much? It depends on cash flow

There is no universal right amount of debt. The question is whether the business generates enough stable cash flow to service it comfortably across economic cycles.

Same leverage, different risk: why the business matters

Net debt / EBITDA of 4.5x. For a regulated electric utility vs. a cyclical homebuilder — which case is more concerning?
Check your understanding

Sit with the ideas.

A company has $10B of total debt, $2B of cash, and $4B of annual EBITDA. What is its net leverage ratio?

Why:
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