Module II· Cost of Equity & CAPMIntermediate
Question

Why take the 10-year government bond as Rf, not the 30-year?

Answer

Arguments for the 10Y:

  • Market standard in IB.
  • The 10Y matches the typical forecast period plus the terminal-value weighting.
  • The most liquid point on the government-bond curve. Arguments for the 30Y (theoretically cleaner): matching the cash-flow duration of a perpetual going-concern valuation. But: the 30Y contains a term-premium component (a liquidity premium for the long maturity), which strictly speaking should not be part of Rf.
Deep diveShow more details

The 10Y is nearly universal; the 30Y only in infrastructure / concession valuations with long cash-flow profiles.