EBITDA

Earnings before interest, taxes, depreciation, and amortization—a proxy for operating cash generation.

Fundamental Analysis

Definition

EBITDA strips out financing decisions, tax regimes, and non-cash depreciation to approximate cash-generating power. It is widely used in valuation (EV/EBITDA multiples), leveraged buyout analysis, and debt covenant calculations. Critics argue it ignores real costs of capital expenditures and can overstate profitability for asset-heavy businesses.

functions Formula

EBITDA = Net Income + Interest + Taxes + Depreciation + Amortization

lightbulb Example

Net income is $8M, interest $2M, taxes $3M, D&A $7M. EBITDA = $20M. At an EV/EBITDA multiple of 10x, the implied enterprise value is $200M.

verified_user Key Points

  • Most common metric in M&A and LBO valuation
  • Eliminates capital structure and tax jurisdiction differences
  • Does not account for capital expenditure requirements
  • Adjusted EBITDA removes one-time items

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