Skip to main content
Education only. ClearMoneySchool does not provide individualized investment, tax, or legal advice. Why we don't give advice →
S&P 5007000.00+0.50%NASDAQ 10025,000+0.50%DOW45,000+0.50%RUSSELL 20002400.00+0.50%VIX15.00+0.50%GOLD$3500.00+0.50%SILVER$40.00+0.50%BITCOIN$100,000+0.50%
Live · 60s
8 indices tracked · Quotes may be delayed up to 15 minutes
← Investing
Term 286 of 1419
▤1 min read▶Two voices★Investing

Cost of equity.

The return shareholders expect for putting money into a company, and the rate a business has to beat to be worth their capital.
Listen · two voices
Cost of equity
0:00 / 0:00

In plain English

Cost of equity is the return investors require to hold a company's stock rather than something safer. Unlike interest on debt, nobody sends a bill for it, so it has to be estimated. The most common approach starts with a risk-free rate, adds a market risk premium, and scales that premium by how much the stock moves with the market. The result feeds discount rates, hurdle rates, and valuation models. Different estimation methods produce different answers for the same company, so it is a considered estimate rather than a fact.

Most useful ages
25 to 65

01Why it matters

It sets the bar a company has to clear before growth actually creates value for shareholders rather than just making the business bigger.

02The math, step by step

Suppose the risk-free rate is 4 percent, the market risk premium is 5 percent, and a stock moves 1.2 times as much as the market. 4 percent plus 1.2 times 5 percent gives an estimated cost of equity of 10 percent. These are teaching figures, not current market inputs.

Illustrative example. The amounts here are hypothetical, chosen to show how the math works, not real quoted rates or figures.

03What this is NOT

Do not confuse with Dividend yield

Dividend yield is the cash a company actually pays divided by the share price. Cost of equity is the total return shareholders require, dividends and price appreciation together. A company that pays no dividend still has a cost of equity.

04Receipts

Every figure on this page is sourced to a primary document. Tap to open the original.

Found a mistake?
We log every correction on our public errata page.
Report it →
The Decoderby ClearMoneySchool

Plain-English answers from our glossary. Receipts included. Never advice.

Educational tool. Answers come only from ClearMoneySchool's published glossary and are not advice. Why we never give advice

Last updated August 23, 2026 · Drafted with AI assistance, not yet reviewed by a person