WACC Calculator
- Regular price
- $279.00
- Sale price
- $279.00
- Regular price
-
$0.00
The WACC Calculator is a purpose-built Excel model for calculating and documenting a company’s cost of capital with institutional-grade methodology.
It guides users through each assumption required to calculate WACC — including capital structure, cost of equity, and cost of debt — using clear inputs and transparent logic.
Designed for finance professionals, deal teams, and operators, the model prioritizes:
- Methodological rigor over shortcuts
- Clarity over black-box outputs
- Reusability across valuations, budgets, and long-range plans
This is not a one-off calculator. It is a repeatable framework for establishing a consistent discount rate across your financial models.
Flexible capital structure modeling
Model common equity, preferred equity, and debt with built-in tax treatment and adjustable weightings.
Beta benchmarking and relevering
Estimate beta using public comparables, then adjust for capital structure differences using standard relevering formulas taught in top finance programs.
Explicit risk assumption inputs
Clearly define the risk-free rate, market return, and company-specific risk to produce a defensible cost of equity.
Step-by-step calculation flow
The layout walks users through each assumption and calculation in sequence, reducing errors and improving auditability.
Reusable, standalone Excel model
Designed to plug into DCFs, capital budgeting models, and valuation analyses — or operate independently as a WACC reference.
Protected, operator-grade structure
Clean formatting, locked formulas, and logic built for real-world use, not classroom exercises.
Turn WACC Into a Repeatable, Defensible System
Calculating your company’s cost of capital should be simple, consistent, and defensible — but most models are messy, opaque, or built on outdated assumptions.
The WACC Calculator changes that by establishing a clean, transparent framework for setting capital structure, benchmarking beta, and defining risk assumptions — all aligned with valuation best practices and board-level expectations.
Every assumption is documented, every formula is visible, and every step follows institutional-grade methodology. The result is a single source of truth for WACC across valuation models, capital planning, and investment decisions.
Standardized Methodology
Built on the same core principles taught in top business schools and used by institutional investors. Every step — from unlevering beta to calculating after-tax cost of debt — follows a clean, proven framework used in real-world valuation and capital allocation.
Consistent Capital Structure Logic Across Models
No more mismatched assumptions across models. Equity, preferred, and debt weightings apply uniformly, keeping discount rates aligned across budgeting, valuation, and long-range planning.
Explicit, Defensible Assumptions
Risk-free rate, market return, tax rate, beta adjustments, and company-specific premiums are clearly documented and easy to defend — ideal for boards, auditors, and investment committees.
Reusable Across All Financial Models
Plugs directly into DCFs, hurdle-rate analysis, capital budgeting, and M&A models. One clean WACC framework that scales across every project and every decision.
From assumptions to a defensible cost of capital
Set Your Capital Structure
Enter your common equity, preferred equity, and debt balances — or use your target structure. Weightings update automatically and flow through every calculation.
Benchmark and Adjust Your Beta
Select publicly traded peers and their betas are gathered automictically. The template unleverages and releverages automatically based on your tax rate and leverage, giving you a defensible company-specific beta.
Finalize Your Assumptions & Get Your WACC
Set your risk-free rate, market return, tax rate, and any company-specific premiums. The model instantly calculates cost of equity, cost of debt, and blended WACC — ready for your DCFs, investment decisions, and board materials.
Key Features
Flexible Capital Structure Modeling
Handle common equity, preferred equity, and debt with adjustable weights. Supports both current and target capital structures.
Peer Beta Benchmarking
Input publicly traded peers and automatically unlever and relever betas to match your company’s tax rate and leverage profile.
Transparent Cost of Equity Calculations
Risk-free rate, market return, beta, and company-specific premiums are clearly documented. No hidden logic or black-box formulas.
After-Tax Cost of Debt Logic
Clean, defensible treatment of interest expense and tax rates to produce accurate, audit-ready cost of debt calculations.
Scenario-Ready Assumption Inputs
Quickly adjust your market, tax, or risk assumptions to evaluate impact on valuations, hurdle rates, and project returns.
Reusable Across All Financial Models
Drop the final WACC directly into DCFs, M&A models, capital budgeting tools, and long-range plans for consistent, enterprise-wide discount rates.
WACC Fails When Teams Can’t Agree on Inputs
In practice, WACC calculations break down not because the formulas are complex, but because teams struggle to agree on inputs, methodology, and application. Differences in capital structure treatment, beta adjustments, tax assumptions, and risk premiums quickly lead to conflicting discount rates and inconsistent valuation outcomes.
The WACC Calculator solves this by standardizing both inputs and calculations using sound academic principles and real-world valuation practices. By making every assumption explicit and applying a consistent framework, the model eliminates ambiguity, builds stakeholder consensus, and produces a defensible WACC that can be confidently used for valuation, capital allocation, and investment decisions.
The Problem
Most WACC models are stitched together from old spreadsheets, inconsistent assumptions, and outdated formulas. Teams spend hours gathering peer betas, arguing over leverage adjustments, and manually reconciling discount rates across valuation and planning models — often with no documentation or rationale behind key assumptions.
The Solution
The WACC Calculator standardizes the entire process. Capital structure, tax rates, beta adjustments, cost of equity, cost of debt — all automated, documented, and calculated using a clean, institutional framework. No more mismatched logic or guessing. Just a single, defendable WACC you can use across every model and every decision.
FAQs
Finance teams, controllers, FP&A analysts, CFOs, valuation professionals, and business owners who need a clean, defensible cost of capital for investment cases, budgeting, M&A models, or board materials.
The WACC Calculator runs natively in Microsoft Excel — no additional software is required.
To use the full functionality, you need:
- Excel for Windows or Mac
- Macros enabled (VBA)
- Ability to run local activation (no network transmission required)
If macros are disabled, the workbook opens in read-only mode until activated.
Licensing is simple. Each purchase covers one user, who may install the tool on up to two machines (typically a desktop and a laptop). When the file opens, your device is automatically recognized and activated. Activation happens locally on your machine — no data is transmitted.
You can add additional licenses at checkout, and larger teams can contact us anytime for enterprise licensing options.
If a machine isn’t licensed, the workbook opens in read-only mode until a valid license is added.
You receive the full WACC Calculator model, complete with capital structure logic, beta benchmarking, cost of equity and cost of debt calculations, and documentation to help you get started.
Yes. Any refinements to the WACC methodology or improvements to the model will be included as free updates to the file version you purchased.
You have full access to our Documentation resources, troubleshooting guides, and file re-downloads. If you need additional help, reach out — we’re here to make sure you get up and running quickly.
Model with confidence. Make decisions faster.
Build investment cases and valuations with a clean, defensible WACC you can trust — every project, every model, every time.