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    Debt / EBITDA (Leverage Ratio)

    Debt / EBITDA tells you how leveraged a company is — think of it as 'how many years of earnings to pay off all debt?' Lower is safer; LBOs often start at 5–7x.

    Definition

    Debt / EBITDA (also called the leverage ratio) measures how many years of operating earnings it would take to pay off all outstanding debt, assuming EBITDA is used entirely for repayment. It is the single most important credit metric in leveraged finance and M&A.

    Formula

    Leverage = Total Debt / EBITDA
    D/E

    Debt / EBITDA

    How many years of earnings to pay off all debt?

    Total Debt

    $600M

    /

    EBITDA

    $100M

    =

    Leverage

    6.0x

    <3x
    3-5x
    5-7x
    7x+
    6.0x
    Investment GradeModerateLeveragedHighly Leveraged

    At 6.0x, this company is firmly in leveraged territory. It would take 6 years of EBITDA to pay off all debt, assuming no CapEx or taxes. Typical of post-LBO capital structures.

    IC

    Interest Coverage Ratio

    Can the company afford its interest payments?

    EBIT

    $120M

    /

    Interest Expense

    $30M

    =

    Coverage

    4.0x

    Danger
    Tight
    Comfortable
    Strong
    4.0x

    At 4.0x, the company earns 4x its interest obligations. Comfortable, but a sharp EBIT decline of 75%+ would put interest payments at risk. Below 1.5x is where lenders start to worry.

    L

    Leverage Spectrum

    Where different company types sit on the leverage scale

    0x2x4x6x8x10x+x
    Tech / SaaS1-2x

    Google, Microsoft

    Industrial2-4x

    GE, Honeywell

    LBO Target5-7x

    Post-buyout PE deals

    Distressed8x+

    Restructuring candidates

    Leverage tolerance depends on cash flow stability. Tech companies with recurring revenue can carry less debt because investors value growth. LBOs load debt because the PE firm plans to pay it down from stable operating cash flows.

    How Bankers Use Debt / EBITDA

    In leveraged finance, Debt / EBITDA drives how much debt a company can take on in an LBO. Banks typically cap total leverage at 5–7x EBITDA depending on industry, cash flow stability, and market conditions. Senior secured debt might be 3–4x, with subordinated debt bringing total leverage to 5–7x. The higher the leverage, the higher the equity return potential — but also the higher the risk.

    Investment Grade vs. Leveraged Credits

    Investment-grade companies typically maintain Debt / EBITDA below 2.0–3.0x. Leveraged buyouts start at 5.0–7.0x and the sponsor targets deleveraging to 3.0–4.0x over the hold period through EBITDA growth and debt paydown. Understanding these benchmarks helps you assess whether a company's leverage is appropriate for its credit profile.

    Net Debt vs. Gross Debt

    Gross debt includes all borrowings. Net debt subtracts cash on the balance sheet: Net Debt = Total Debt - Cash. Some analysts prefer Net Debt / EBITDA because cash can be used to repay debt immediately. However, lenders often focus on gross debt because cash may be trapped in foreign subsidiaries or needed for operations.

    Worked Example — With Real Numbers

    A company has $2B of total debt and $400M of EBITDA. Debt / EBITDA = 5.0x. If it has $200M of cash, Net Debt / EBITDA = ($2B - $200M) / $400M = 4.5x. If EBITDA grows to $500M and $300M of debt is repaid, the ratio falls to $1.7B / $500M = 3.4x — demonstrating the deleveraging story.

    Key Takeaways

    1

    Debt / EBITDA is the most important leverage metric in LBOs and leveraged finance

    2

    Investment-grade companies are typically below 3.0x; LBOs start at 5.0–7.0x

    3

    Deleveraging — reducing this ratio over time — is central to PE value creation

    4

    Always clarify whether you mean gross debt or net debt when discussing leverage

    Common Mistakes in Interviews

    Not specifying gross vs. net debt when quoting leverage ratios

    Using trailing EBITDA when the model requires forward/pro forma EBITDA (especially in LBOs)

    Ignoring that off-balance-sheet liabilities like operating leases may affect true leverage

    How Interviewers Test This

    In LBO interviews, be ready to discuss entry leverage (e.g., 6.0x), what drives deleveraging (EBITDA growth + debt paydown), and target exit leverage. Know typical senior vs. total leverage splits for your industry.

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