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Unlevered Beta Calculator

Remove financial use from beta

Instructions

1

Enter βL, D, E

Use market values for debt and equity.

2

Enter tax rate

Use marginal corporate tax rate.

3

Calculate

We remove the effect of use from beta.

Formula

βU = βL ÷ [1 + (1 − T) × (D/E)]

Common Questions

What if equity is zero?

βU is undefined; equity must be positive to compute D/E.

How to re-lever beta?

βL = βU × [1 + (1 − T) × (D/E)].