Nine low-leverage companies with exceptional value creation

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We are looking for non-financial companies that generate enough value to minimize their reliance on debt

In the economic value added approach, we use return on capital rather than return on equity to analyze companies. Essentially, the return on capital ignores the effect of leverage to provide a clearer picture on the business fundamentals.

The key idea is that you can always turn an efficient, low-leverage company into an extraordinary one by adding leverage, but you can’t make a poorly performing company great simply by increasing its leverage.long-term debt/NOPAT ratio under 3 – A higher ratio suggests higher indebtedness. NOPAT assesses a company’s operating profitability. This ratio focuses exclusively on long-term debt rather than total debt.

EVA-to-capital greater than 7 per cent – This metric evaluates how much value the company creates with its capital. Value is defined as NOPAT minus cost of capital.price-to-intrinsic-value ratio lower than 1.5. The intrinsic value is derived from a discounted cash flow model. The inputs are automatically selected by our algorithms. A ratio below 1 suggests that the stock is inexpensive.

Investors are advised to do further research before investing in any of the companies listed in the accompanying table.Be smart with your money. Get the latest investing insights delivered right to your inbox three times a week, with the Globe Investor newsletter. Study and track financial data on any traded entity: click to open the full quote page. Data updated as of

 

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