17. Sector-appropriate Gearing

Measure how much of the return was driven by a private equity deal having more (or less) leverage than the typical public or family-held peer.

 

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Key Concept: Gearing measures how much debt amplifies equity gains and losses or how much cash on a company’s balance sheet dampens equity gains and losses. The framework allows analysts to measure how much extra gearing occurs due to a company has a capital structure that is different from the typical sector peer. 


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