Economic Value Added (EVA)fundamental

Economic Value Added (EVA) is a measure of a company's economic profit, calculated as after-tax operating profit minus the cost of capital tied up in the business.

Meaning

Economic Value Added (EVA) is a metric that tries to quantify the value a company creates beyond its required return to investors. In simple terms, it compares after-tax operating performance to the opportunity cost of the capital used.

Calculation

The standard formula is EVA = NOPAT − (WACC × Invested Capital).

This framework emphasizes whether operating earnings cover the cost of the capital employed to generate them.

How it is used

Analysts and managers may compare EVA across periods or against peers to assess value creation beyond accounting profits. EVA can complement other profitability metrics, such as return on invested capital (ROIC), by highlighting the gap between operating performance and the capital cost embedded in the business.

Limitations

EVA relies on adjustments to accounting figures (for example, to capitalize or amortize certain items), and estimates of WACC and invested capital can vary. As a result, EVA is one of several tools used to judge value creation rather than a single definitive measure.

Example Usage

If after-tax operating profit is $5 million and invested capital is $40 million with a WACC of 10%, EVA = 5 − (0.10 × 40) = $1 million.

Related Terms

NOPAT · Weighted Average Cost of Capital (WACC) · Invested Capital · Return on Invested Capital (ROIC) · Residual Income · Economic Profit · Capital Allocation