Implied M&A Return on Equity Model

Calculate the breakeven RoE a target must deliver to justify the acquisition premium

TheInvestmentAnalyst.com
Implied RoE: - | Ke: - | Offer: - | Premium: - | Scenario: Base
Scenario
Base
Upside
Downside
Target Company
Price must be greater than 0
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RoE must be between -50% and 100%
Deal Parameters
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Premium must be between 0% and 50%
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Rate must be between 0% and 20%
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Beta must be between 0.01 and 5.00
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EMRP must be between 0% and 20%
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Horizon must be between 1 and 50 years
Reset to defaults
12.7%
Implied Return on Equity — the breakeven RoE the target must deliver post-acquisition
Base Case
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Implied RoE
Upside Case
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Implied RoE
Downside Case
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Implied RoE
Deal Economics
Offer Price
-
Offer Price Multiple
-
Cost of Equity (Ke)
-
Value Creation Spreads

A value creation spread measures how much a company's return on equity exceeds its cost of equity. A positive spread means the company is creating value for shareholders; a negative spread means it is destroying value. The gap between the implied and current spreads shows how much improvement the deal requires.

Current RoE
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Breakeven Uplift
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Implied RoE − Current RoE
Current Spread
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Current RoE − Ke
Implied Spread
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Implied RoE − Ke
Implied RoE — Two-Way Sensitivity

Rows: Cost of equity (Ke). Columns: Offer premium. Green = deal justified at current RoE. Red = target must improve. Click any cell to apply those inputs.

Peer Group RoE Comparison

Enter up to 5 peer companies and their 3-year average RoE.

Enter peer data above to see comparison.
Step-by-Step Formula Derivation
Model Proof Checks

These proofs verify internal consistency by back-solving the Implied RoE into the original equations.

Educational Use Only — Not Financial Advice

This interactive model is provided strictly for educational and illustrative purposes. It is designed to help users understand the mechanics of implied return on equity analysis in the context of mergers and acquisitions, and does not constitute investment advice, financial advice, or a recommendation to buy or sell any security. All outputs generated by this tool are based entirely on user-defined assumptions and should not be treated as an accurate reflection of any real transaction's economics or expected returns.

Metrics and projections produced by this tool — including implied return on equity, cost of equity, value creation spreads, and sensitivity analyses — should not be relied upon to make, or refrain from making, any investment or financial decision. This tool is not produced by, affiliated with, or endorsed by any regulated financial institution or investment adviser.

Users should conduct their own independent research and seek advice from a qualified financial professional before making any investment decision. Past financial performance is not a reliable indicator of future results. All projections are inherently speculative and highly sensitive to the assumptions used. Use of this tool is entirely at your own risk.

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Upside scenario2
Downside scenario3
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