J Int Financ Manage Account. 2019;00:1–27. | 1 wileyonlinelibrary.com/journal/jifm
DOI: 10.1111/jifm.12109
ORIGINAL ARTICLE
After Modigliani, Miller, and Hamada: A new way
to estimate cost of capital
Roland Clère
*
© 2019 John Wiley & Sons Ltd, 9600 Garsington Road, Oxford OX4 2DQ, UK and 350 Main Street, Malden, MA 02148, USA.
*Roland Clère is an appraiser and financial consultant, and a member of the SFEV (Société française des évaluateurs, the
French Association of Appraisers).
BM&A, Paris, France
Correspondence
Roland Clère, BM&A, Paris, France.
Email: r.clere@bma-paris.com
Abstract
In this article, we discuss the impact of financial debt on
shareholder value using a new approach that aims: (a) to ex-
plain the effect that leverage from debt has on a stock’s sys-
tematic risk, or what we shall call here “the systematic cost
of leverage,” and (b) to account for default risk in the cost of
equity, or what we shall call here “the cost of default.” Our
assessment of systematic risk is based on a stochastic ap-
proach that is materially different from the one proposed by
Hamada: the risk premium remunerates the investor for the
probability of equity (expressed as market value) generating
a return below that of the risk‐free rate. Furthermore, the
approach we use to account for default risk is derived from
reduced‐form models, but in this case, (a) we use real prob-
abilities of default and not risk‐neutral probabilities, and (b)
we extend the approach to stocks.
KEYWORDS
adjusted present value, APV, cost of default, cost of equity, cost of
leverage, credit risk, credit spread, debt leverage, default premium, default
risk, default spread, levered beta, Modigliani and Miller, Pablo Fernandez,
reduced‐form model, Robert Hamada, Shareholder value, systematic risk,
tax shield