Skip to Main Content
It looks like you're using Internet Explorer 11 or older. This website works best with modern browsers such as the latest versions of Chrome, Firefox, Safari, and Edge. If you continue with this browser, you may see unexpected results.
InfoGuides | Pepperdine Libraries

BA 497: Business Policy, Strategy, and Ethics (Jean-Denis): Weighted Average Cost of Capital

these will help you find resources for you assignment

Weighted Average Cost of Capital

10 or 30 yr Treasury Rates:

  • Go to the "Yield" column and use either the 10 year or 30 year bonds.

Market Rate (change in the S&P 500):

Example: I want to obtain the change in the S&P 500 index during 2020.

  • Click either the link for the S&P 500 or U.S. Indices
  • Click Historical Prices
  • Select Jan 1, 2020 as the Start Date and Dec 31, 2020 as the End Date
  • Select Daily for frequency (I want closing prices for the end of the year)
  • Click Get Prices
  • Scroll to the bottom of the screen and click Download to Spreadsheet

Long-term Debt, Total Stockholder's Equity and Tax Rate:

Example: I need the total stockholder's equity, tax rate and long-term debt for Southwest Airlines.

  • Type in either southwest airlines or the ticker symbol (LUV) into the box
  • Click Go
  • Select Southwest Airlines
  • Click the link for Long-term debt. If the company has long-term debt, the total will be listed here.
  • Click the tab forCompany Financials
  • The default financial statement is the balance sheet. Total stockholder's equity will appear in the balance sheet.
  • From the Company Financials screen, click the link for Ratios. The Tax rate will appear on the ratios screen

Example: I need the bond rate for Southwest Airlines.

  • Click the link for Companies
  • Change Company Profile to Bond Screener with the pull-down menu
  • Type southwest airlines into the company name box
  • Click Search
  • Consult the Current Yield

Example: I need a 10-K/Annual reports for Amazon. The 10-K will reveal if your company has issued coupons or other debt instruments.

  • Type amazon into the box
  • Click Go
  • Click the link for Reports
  • Search the document for terms such as bonds, convertible notes, debentures, etc.

Please note: if you check the 10-K for bond yields, make sure that you are evaluating bonds that the company *issued* rather than *purchased*.

Beta

Rather than obtaining the data from sources such as Yahoo Finance or Bloomberg, students need to calculate the beta.