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Microlesson · 5-min read

Introduction to Leverages: Business Risk and Financial Risk

## Introduction to Leverages

The word leverage means influence or power. In financial analysis it represents the influence of one financial variable over another related variable — a magnifying effect. These variables include costs, output, sales revenue, EBIT and EPS.

### Link to the objective of financial management

  • The objective of financial management is to maximise wealth, where wealth = market value.
  • Value is directly related to the company's performance and inversely related to investors' expectations.
  • Investors' expectations depend on the risk of the company.
  • Therefore, to maximise value, a company must manage its risk.

### Two types of risk

RiskMeaningSource
Business RiskRisk associated with the firm's operations — uncertainty about future operating income (EBIT); i.e., how well can operating income be predicted?Nature of operations / fixed operating costs
Financial RiskAdditional risk placed on shareholders because of the use of debt — the extra risk a shareholder bears when the firm uses debt alongside equityUse of debt (fixed financial cost)

A firm that issues more debt carries higher financial risk than a firm financed mostly or entirely by equity.

This chapter examines the factors that influence business and financial risk through the study of leverages.

⚠️ Common exam mistakes

  • Confusing business risk (operating, EBIT uncertainty) with financial risk (arising from debt).
  • Thinking value rises automatically with performance — it is also inversely affected by investor expectations/risk.
  • Assuming an all-equity firm has no risk; it still bears business risk, just not financial risk.
Reference:
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