Capital Structure Theories

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Question

Under the trade-off theory, what value equation describes a levered firm?

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Answer

Levered value equals unlevered value plus tax shield minus distress costs.

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Question

Under trade-off theory, when is a firm's capital structure optimal?

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Answer

When marginal tax-shield benefit equals marginal distress cost.

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Question

If a firm issues debt only after exhausting retained earnings, which theory best explains the behavior?

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Answer

Pecking order theory.

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Question

Why is capital structure irrelevant in MM's no-tax world?

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Answer

Investors can create or undo leverage themselves via homemade leverage.

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