medium · Corporate Credit Analysis

A fictional utility, AquaPower, has $2,500M in debt and $500M in EBITDA. Its FOCF conversion from EBITDA is 30%.

How would its deleveraging capacity compare to a software firm with $1,750M in debt, $500M in EBITDA, and 85% FOCF conversion?

  1. They have equal capacity because their EBITDA is identical at $500M.
  2. The software firm has higher capacity; its FOCF/Debt is roughly 24% versus 6% for the utility.
  3. The utility has higher capacity because it can defer all its capex indefinitely.
  4. The utility has higher capacity because its debt/EBITDA is 5.0x while the software firm is 3.5x.

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