Investment in associates - how it is included in EV and Equity Value

Hi everyone, 

I am very confused on how the treatment for investment in associates is done in the calculation of EV and equity value

From my understanding:
It is excluded from the calculation of EV and should be included in the calculation of equity value. 

So when we have the EV of a firm and need to find its Equity Value, do we need to add the investment in associates? 

Thank you very much 

4 Comments
 

Yes, you add equity investments in the EV to equity value bridge. Equity investments are considered non-operating assets, so they are excluded in EV (value of core assets to all investors) but included in equity value (value of all assets to equity investors). 

You can also think of it from a multiples perspective. Income from JVs & associates is below EBIT on the income statement in the non-operating section, so it's included in equity value metrics like net income but not EV metrics like EBIT, EBITDA, and sales. Therefore it should be included in equity value and excluded from EV.

 

Analyst 1 in IB - Cov:

Yes, you add equity investments in the EV to equity value bridge. Equity investments are considered non-operating assets, so they are excluded in EV (value of core assets to all investors) but included in equity value (value of all assets to equity investors). 



You can also think of it from a multiples perspective. Income from JVs & associates is below EBIT on the income statement in the non-operating section, so it's included in equity value metrics like net income but not EV metrics like EBIT, EBITDA, and sales. Therefore it should be included in equity value and excluded from EV.


But you need to look at the ebitda or net income build to see if those earnings are included in ebitda

 

Yes good point, in some cases companies may classify or adjust differently, but earnings from equity investments are most commonly below the line. This was just a simplification to explain why it makes for an apples-to-apples comparison 

 

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