investment beta vs company beta.

Hi, I am an intern who is green and still learning, so forgiveness please. I am very confused as to the difference, if any, between the beta of a company vs that of an investment. I have included an example and any advice would be appreciated.

"Managers of Company ABC have been told that their shares have a covariance with the market portfolio of 0.75 and the variance with the market portfolio is 0.3. The current risk-free rate is 3% and the market risk premium is 4%.

Required: (i) Calculate ABC’s cost of equity. (Show all your calculations). (ii) ABC’s managers believe that their company beta (β) will be same as the beta for the investment they want to make. Are they correct and if not why not? "

From the above, I have managed to work out that the beta for the cost of equity is 2.5 and the cost of equity should therefore be 13%. Is that right?

I am very unsure about part 2 because I don't know if the terms in this question are correct. Is this related to levered and unlevered betas? What is the answer to part 2 and why? Any help and/or links would be appreciated.

1 Comments
 

Aperiam molestiae atque reiciendis. Earum nihil vitae voluptas vel enim.

Ipsa sapiente sunt commodi magni facere voluptas. Rerum illo ea quia autem sed similique vero. Deserunt quidem repellat dolorem quasi itaque.

Esse ut quidem dolores laborum eaque eligendi. Dolor voluptate voluptatem illum tempora ut similique quo. Perspiciatis omnis commodi laborum earum qui est veniam.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 01 98.3%
  • BMO Capital Markets 13 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.1%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (15) $434
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (80) $150
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
Secyh62's picture
Secyh62
99.0
4
kanon's picture
kanon
99.0
5
CompBanker's picture
CompBanker
98.9
6
DrApeman's picture
DrApeman
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
Linda Abraham's picture
Linda Abraham
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”