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EV/Sales

EV/Sales

Enterprise value divided by revenue. The multiple of last resort for companies with no earnings yet, and a useful cross-check when margins are temporarily depressed or inflated.

When to use: Use for loss-making or early-stage companies, for turnarounds, and to compare companies within an industry where margins are similar. On its own it says nothing about profitability.

Calculator

Formula

EV/Sales=MarketCap+DebtCashRevenue\text{EV/Sales} = \frac{\text{MarketCap} + \text{Debt} - \text{Cash}}{\text{Revenue}}

Variables

SymbolNameDescriptionUnit
EVtoSalesEV/SalesEnterprise value to revenue multipleinteger
MarketCapMarket CapEquity market capitalization$
DebtTotal DebtInterest-bearing debt$
CashCash & EquivalentsCash and short-term investments$
RevenueRevenueTotal revenue for the period$

Real-Life Examples

Example 1: Mature Industrial

Market cap $5,000M, debt $2,000M, cash $500M, revenue $4,500M.

Given

MarketCap = $5,000,000,000.00Debt = $2,000,000,000.00Cash = $500,000,000.00Revenue = $4,500,000,000.00

Step-by-Step

1.Company-wide monetary amounts and share counts in the arithmetic below are in millions; per-share amounts are dollars. The Given inputs use full amounts.
2.EV = 5,000 + 2,000 − 500 = 6,500
3.EV/Sales = 6,500 / 4,500 = 1.44
Result:1.44

About 1.4x revenue, typical of a mature business with mid-teens operating margins. Whether that is cheap depends entirely on what margin the revenue earns.

Example 2: High-Margin Software

Market cap $12,000M, debt $1,000M, cash $3,000M, revenue $2,500M.

Given

MarketCap = $12,000,000,000.00Debt = $1,000,000,000.00Cash = $3,000,000,000.00Revenue = $2,500,000,000.00

Step-by-Step

1.Company-wide monetary amounts and share counts in the arithmetic below are in millions; per-share amounts are dollars. The Given inputs use full amounts.
2.EV = 12,000 + 1,000 − 3,000 = 10,000
3.EV/Sales = 10,000 / 2,500 = 4.00
Result:4.00

4x revenue is only reasonable because software margins are high: at a 50% EBIT margin this is 8x EBIT, the same multiple as the previous example on earnings.

Frequently Asked Questions

Revenue belongs to the whole business, funded by both debt and equity, so it should be compared with the value of the whole business. Price-to-sales uses market cap and is distorted by leverage.