medium · Investment Banking

A firm has $3,000.0 million Market Capitalization, $800.0 million Debt, $200.0 million Cash, and $50.0 million NCI.

If the company's EBITDA includes its share of income from a 25% stake in an unconsolidated JV, but the JV itself has $100.0 million of debt not on the parent's balance sheet, how might an analyst adjust the EV?

  1. Ignore the JV debt because it is 'off-balance sheet'.
  2. Subtract the proportional share of JV debt.
  3. Add the full $100.0 million of JV debt.
  4. Add the parent's proportional share of the JV debt ($25.0 million) to Enterprise Value.

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