Deck 16 – Corp Credit Analysis

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Question

If two issuers are identical except one has much stronger asset backing, which of the four Cs is better and why does it matter?

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Answer

Collateral; stronger assets improve expected recovery in default.

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Question

Why does high customer concentration weaken a firm's business model from a credit perspective?

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Answer

Revenue is less predictable and more vulnerable to disruption.

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Question

What does a falling ratio indicate about an issuer's ability to service debt?

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Answer

Interest coverage is weakening.

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Question

Why is a cyclical industry usually viewed as riskier than a utility in credit analysis?

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Answer

Cash flows are more vulnerable during economic downturns.

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