hard · Corporate Credit Analysis

A company has $100 million of annual EBITDA and $20 million of annual interest expense.

If interest rates rise such that the interest expense increases to $40 million, and EBITDA remains flat, how does the 'EBITDA / Interest' coverage ratio change in terms of credit risk assessment?

  1. The risk decreases because the higher interest expense creates a larger tax shield, increasing net income.
  2. The ratio drops from 5.0x to 2.5x, moving the company from a comfortable 'investment grade' buffer to a 'speculative grade' buffer.
  3. The risk remains the same because the total debt balance has not increased.
  4. The ratio remains 5.0x because coverage is always calculated using the 'Opening' interest rate of the debt.

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