Unlevering Betas Model Template

Unlever betas from a debt-included calculation

Author: Rohan Arora
Rohan Arora
Rohan Arora
Investment Banking | Private Equity

Mr. Arora is an experienced private equity investment professional, with experience working across multiple markets. Rohan has a focus in particular on consumer and business services transactions and operational growth. Rohan has also worked at Evercore, where he also spent time in private equity advisory.

Rohan holds a BA (Hons., Scholar) in Economics and Management from Oxford University.

Reviewed By: Himanshu Singh
Himanshu Singh
Himanshu Singh
Investment Banking | Private Equity

Prior to joining UBS as an Investment Banker, Himanshu worked as an Investment Associate for Exin Capital Partners Limited, participating in all aspects of the investment process, including identifying new investment opportunities, detailed due diligence, financial modeling & LBO valuation and presenting investment recommendations internally.

Himanshu holds an MBA in Finance from the Indian Institute of Management and a Bachelor of Engineering from Netaji Subhas Institute of Technology.

Last Updated:September 15, 2022

Download WSO's free Unlevering Betas model template below!

This template allows you to unlever betas from a debt-included calculation.

The template is plug-and-play, and you can enter your own numbers or formulas to auto-populate output numbers. The template also includes other tabs for other elements of a financial model.

According to the WSO Dictionary,

"The unlevered beta is the beta of a company without taking its debt into account. Unlevering a beta removes the financial effects of leverage. This number provides a measure of how much systematic risk a firm's equity has when compared to the market."

A screenshot below gives you a sneak peek of the template.

Unlevering Betas Model Template

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Unlevering Betas Model Template.xlsx 1 MB 1 MB