Cost of Equity

Cost of Capital

Turkish: Özkaynak Maliyeti

Short definition

The cost of equity is the return shareholders require for systematic risk. It is not an accounting cost; FCFE and dividends are discounted at this rate, not FCFF.

Detailed explanation

CAPM is the skeleton. Country risk sits in Rf (local bond) or as CRP in Ke — both together can double-count. Levered beta carries capital structure into Ke; at a target structure beta is relevered.

In Turkey the currency of Rf and ERP locks the currency of Ke. Do not mix a TL Ke with USD cash.

Why it matters for the CFO

The ROIC > WACC test is incomplete without Ke. Dividends and buybacks at ROE below Ke destroy value.

How it is calculated

Ke = Rf + β × ERP (+ CRP / büyüklük / spesifik prim; tek sayım)

Variables in the formula

  • Ke: Cost of equity
  • Rf: Risk-free rate
  • β: Equity beta (levered)
  • ERP: Equity risk premium

How to read it

Ke is Rf plus beta×ERP. More leverage lifts Ke; “cheap debt” makes equity dearer.

Numerical example

Rf 18%, β 1.10, ERP 5%, CRP 0 (Rf already local) → Ke = 18 + 1.10×5 = 23.5%.

Related calculators

Güven Sayılgan’s writing on this topic

Read these first

What to learn next

  1. Capital Asset Pricing Model (CAPM)
  2. Weighted Average Cost of Capital (WACC)
  3. Beta (β)
  4. Equity Risk Premium (ERP)
  5. Country Risk Premium (CRP)

Definitions are educational. They are not investment, credit or tax advice.