BalanceCheat
ENDE

Help / Assets & financing

Equity & distributions

Reconcile share capital, retained earnings, profit and distributions.

Available modeling methods

Method / inputBehavior
Distribution methodsAmount or a percentage of positive net income.
Capital movementsSupported equity contributions and buybacks change financing cash flow and equity.

Book equity is a derived balance

Opening equity and the modeled movements determine closing equity. Profit increases retained earnings; dividends reduce equity and cash but are not an expense in EBITDA or EBIT. The distribution method’s amount and percentage assumptions are retained when switching methods.

Book value versus equity valuation

The Balance Sheet’s equity is not the equity value produced by valuation. DCF and comparable valuations bridge enterprise value to equity using cash, debt and other claims. Shares outstanding belong to that valuation bridge, not to an automatic market capitalization in the accounting model.

Compare a distribution

Enter a distribution amount in a selected forecast year, or use a payout rate. Check financing cash flow and closing equity, including any funding requirement. What-If also supports a discrete dividend transaction.

Open in the financial model ↗

Documents the current implemented behavior. Example assumptions are not market data.