Economic Value Added (EVA) / Residual Income Method


  • Measures a company’s value based on excess earnings above its cost of capital.

Procedures to Conduct Economic Value Added (EVA) / Residual Income Method

Economic Value Added (EVA) and the Residual Income Method are frameworks used to assess the value created by a company beyond its cost of capital. Here’s a step-by-step guide to implementing these measures:

Step 1: Calculate Net Operating Profit After Taxes (NOPAT)

  • Start with the operating income of the company.
  • Subtract taxes applicable on the operating income to derive NOPAT.
  • Formula: NOPAT = Operating Income × (1 - Tax Rate)

Step 2: Determine the Total Capital Employed

  • Identify the total assets of the business.
  • Subtract current liabilities to compute capital employed.
  • Formula: Total Capital Employed = Total Assets - Current Liabilities

Step 3: Calculate the Cost of Capital

  • Obtain a weighted average cost of capital (WACC), which reflects the average rate of return required by all of the company’s investors.
  • This rate is essential to determine the threshold for value creation.

Step 4: Compute EVA

  • EVA is calculated by subtracting the cost of capital from NOPAT.
  • Formula: EVA = NOPAT - (Total Capital Employed × Cost of Capital)

Step 5: Analyze and Interpret the Results

  • A positive EVA indicates that the company is generating value above its cost of capital.
  • A negative EVA suggests that the company is not covering its cost of capital and is therefore destroying value.
  • Use these insights for decision-making and performance evaluation.

Step 6: Regular Monitoring and Reporting

  • Implement a system for regular calculation of EVA to track performance over time.
  • Share results with stakeholders to highlight financial performance and strategic direction.