hard · Investment Banking valuation-core

A company has a convertible bond that is in-the-money. How does this impact the WACC calculation?

  1. The bond is included in both the debt and equity weights simultaneously to reflect its hybrid nature
  2. The bond's value is added to the market value of equity, and its interest is excluded from the cost of debt
  3. The bond is excluded from WACC entirely, since convertible debt is not part of the firm's permanent capital structure
  4. The bond is treated purely as debt because it still legally requires interest payments up until conversion occurs

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