medium · Private Credit & Debt underwriting-credit-analysis

If a borrower has an EBITDA of $20 million and a $100 million loan with a 5% PIK rate, and EBITDA grows at exactly 5% per annum, what happens to the leverage ratio over time?

  1. The leverage ratio decreases because EBITDA growth compounds faster than PIK interest.
  2. The leverage ratio remains constant only if the borrower pays the PIK portion in cash.
  3. The leverage ratio increases because the debt is growing.
  4. The leverage ratio remains constant at 5.0x.

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