Enterprise value
The one-line check every multiple depends on
1 min preview · 2026-09-25
Executive summary
Enterprise value is what a buyer of the whole business would pay: the equity, plus the debts the buyer inherits, minus the cash the buyer receives. This explainer states the formula, re-derives the provider's published figure for thirteen large US listings at the 24 September 2026 close, and walks through the components the one-line formula leaves out.
12 of the 13 agree with the provider's own published enterprise value within 5%. AT&T disagrees by +5.6%, a gap of about $18bn that is roughly its operating lease liability: a definitional choice, visible on the balance sheet and reconciled here rather than left as a discrepancy.
The set spans sizes deliberately, from lululemon at about $11.3bn to NVIDIA above $5,423bn, so the check reads the same at every scale; lululemon and NVIDIA are covered in companion IWP reports, IWP's guidance tracker on lululemon among them, which states its capitalisation on a different, disclosed basis (close times filed shares) from the provider field used here.
- Enterprise value is market capitalisation plus total debt less cash. Every input is published, and the arithmetic is one line on any company's quarterly balance sheet.
- It matters most where debt is largest: Verizon's computed enterprise value is 1.98x its market capitalisation and AT&T's 1.85x.
- 12 of 13 companies tested match the data provider's own arithmetic within 5%.
- A wrong enterprise value silently corrupts every multiple built on it: EV/EBITDA, EV/sales and net debt to EBITDA inherit the error in proportion, and the result looks like an expensive company rather than a data fault.
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- The formula, and why each term is there
- The series, charted
- Checking the number your data provider gives you
- What the one-line formula leaves out
- What breaks downstream
- Applying the check