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What are the risks of having both high operating leverage and high financial

2012-11-02 09:55:27

rlp

In finance, the term leverage arises often. Both investors and companies employ

leverage to generate greater returns on their assets. However, using leverage

does not guarantee success, and the possibility of excessive losses is greatly

enhanced in highly leveraged positions. For companies, there are two types of

leverage that can be used: operating leverage and financial leverage.

Operating leverage relates to the result of different combinations of fixed

costs and variable costs. Specifically, the ratio of fixed and variable costs

that a company uses determines the amount of operating leverage employed. A

company with a greater ratio of fixed to variable costs is said to be using

more operating leverage. If a company's variable costs are higher than its

fixed costs, the company is said to be using less operating leverage. The way

that a business makes sales is also a factor in how much leverage it employs. A

firm with few sales and high margins is said to be highly leveraged. On the

other hand, a firm with a high volume of sales and lower margins is said to be

less leveraged.

Financial leverage arises when a firm decides to finance a majority of its

assets by taking on debt. Firms do this when they are unable to raise enough

capital by issuing shares in the market to meet their business needs. When a

firm takes on debt, it becomes a liability on which it must pay interest. A

company will only take on significant amounts of debt when it believes that

return on assets (ROA) will be higher than the interest on the loan.

A firm that operates with both high operating and financial leverage makes for

a risky investment. A high operating leverage means that a firm is making few

sales but with high margins. This can pose significant risks if a firm

incorrectly forecasts future sales. If a future sales forecast is slightly

higher than what actually occurs, this could lead to a huge difference between

actual and budgeted cash flow, which will greatly affect a firm's future

operating ability. The biggest risk that arises from high financial leverage

occurs when a company's ROA does not exceed the interest on the loan, which

greatly diminishes a company's return on equity and profitability.

To learn more, see Introduction To Fundamental Analysis, Understanding The

Subtleties Of ROA Vs. ROE and When Companies Borrow Money.