Unlevered BETA - Effective Tax Rate or Corporate Tax Rate

Quick Question! When having the comparables, to calculate the unlevered beta, should I use the effective Tax Rate or the Corporate Tax Rate? In the calculation i am also using there D/E ratio from Bloomberg as well as their effective tax rate. Let me know your comments

4 Comments
 

I would stick to marginal if it was me. When you think about all of the tricks a firm can play with reported income and restated earnings it is always more useful to be on the side of caution. This is only one small part of your analysis so any inaccuracies you introduce you should be accounting for with your qualitative assessment anyway.

It helps to calculate D/E yourself, Bloomberg will not always be correct and you will regret it in the 11th hour.

 

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