Data Feed: Economic Book Value Calculation
The data used to calculate Economic Book Value, our measure of the no-growth value of a stock. Updated daily.
See the General Information page for details on coverage, data file structure, delivery information, and sample real-time, point-in-time backtest and historical data files.
Datapoints
Name
Description
Datapoint
NOPAT (Net Operating Profit After Tax)
NOPAT (Net Operating Profit After Tax)
NOPAT
/ WACC (Weighted Average Cost of Capital)*
WACC (Weighted Average Cost of Capital)
WACC
+ Excess Cash
The amount of cash on hand over and above what is needed in the current year to fund the operations of the business for the foreseeable future.
EXCESS_CASH
+ Net Assets from Discontinued Operations
Net Assets from Discontinued Operations
ASSETS_DISCONTINUED_NET
+ Fair Value of Unconsolidated Subsidiary Assets (non-operating)
Fair Value of Unconsolidated Subsidiary Assets (non-operating)
ASSETS_FIXED_UNCONSOLIDATED_ADJUSTED
+ Net Deferred Tax Liability
Net Deferred Tax Liability
DEFERRED_TAX_NET_ADJUSTED
+ Net Deferred Compensation Assets
Net Deferred Compensation Assets
ASSETS_DEFERRED_COMPENSATION_NET
- Fair Value of Total Debt
Short-Term Debt and Long-Term Debt adjusted to fair value.
DEBT_ADJUSTED
- Fair Value of Preferred Capital
Dollar value of the preferred capital adjusted for fair value of preferred stock.
STOCK_PREFERRED_ADJUSTED
- Fair Value of Minority Interests
Carrying value of minority interests adjusted to fair value.
INTEREST_MINORITY_ADJUSTED
- Value of Outstanding ESO After-Tax*
The after-tax fair market value of ESOs net of assumed options cancelled.
ESO_TRANCHE_VALUE_AFTER_TAX
+ Pensions Net Funded Status
Funded status of pension plans.
PENSION_FUNDED_STATUS_ADJUSTED
= Economic Book Value (EBV)*
Economic book value measures the no-growth value of the company based on the current Net Operating Profit After Tax (NOPAT) of the business.
BOOK_VALUE_ECONOMIC
*Indicates the datapoint is affected by stock price.
