Module II· Cost of Equity & CAPMIntermediate
Question

How do you calculate the cost of equity for a private company with no market beta?

Answer

Six steps:

  • Identify a peer group — 8–12 public comps with a similar business model.
  • Pull each peer's levered beta from Bloomberg (5Y weekly, adjusted).
  • Unlever each beta with Hamada (peer-specific D/E).
  • Take the median or mean of the asset betas.
  • Relever to the target capital structure (target D/E from the industry average).
  • Plug into CAPM, plus a size premium and illiquidity premium if applicable.

typically a 3–5% spread over public comps because of illiquidity and size.