Interest Coverage vs Fixed Charge Ratio (FCCR), Explained

The question

Explain the difference between interest coverage and the fixed charge coverage ratio. Why can a company look safe on one and tight on the other?

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The answer

Interest coverage is EBITDA divided by cash interest expense; the fixed charge coverage ratio subtracts capex from EBITDA and divides that by cash interest plus mandatory debt amortization, sometimes including cash taxes.

So interest coverage only asks whether EBITDA covers the interest bill, while the fixed charge coverage ratio asks whether cash flow after essential reinvestment covers everything the company is obligated to pay: interest, scheduled principal, and the maintenance capex it cannot skip.

A company can look safe on interest coverage if its interest burden is manageable, but still look tight on fixed charge coverage when mandatory amortization is heavy or maintenance capex is high. That is why lenders covenant on the fixed charge coverage ratio as the stricter test: a business can easily cover interest yet still face a liquidity squeeze from the other required outflows.

Sources & uses

Sources
Term Loan B400
Senior notes250
Sponsor equity370
Total sources1,020
Uses
Purchase of equity900
Refinance existing debt100
Financing & advisory fees20
Total uses1,020
Illustrative figures

Also asked as

  • Define total leverage, net leverage, and first-lien leverage. Why might a deal be quoted at a lower multiple in headlines than a naive total-debt-over-EBITDA calculation would suggest?
  • A company has $90M EBITDA, $20M cash, $200M TLB, and $150M senior notes. Compute total leverage and net leverage.
  • What is the practical difference between a maintenance covenant and an incurrence covenant, and which is more common in a cov-lite term loan B?
  • A capital structure has 3.5x first-lien leverage and 6.5x total leverage. What does the 3.0x gap tell you about the risk profile of the first-lien tranche, and how would you expect that tranche to be priced relative to the subordinated debt?
  • A company's GAAP EBITDA is $80M but its credit-agreement EBITDA with add-backs is $105M, against $500M of debt. Compute leverage both ways and explain why a credit investor should care about the difference.
  • A maintenance covenant caps net leverage at 5.5x. The company is currently at 4.8x with $110M EBITDA and net debt of $528M. How much can EBITDA fall (holding debt constant) before the covenant is breached? Express the answer both in dollars and as a percentage decline.
  • A subordinated note is a cash/PIK toggle currently paying cash. EBITDA is expected to fall 20% next year due to a demand shock. Explain, with the mechanics, how flipping the note to full PIK would affect interest coverage versus total leverage in opposite directions, and whether you'd recommend the company do it.
  • Year 1: EBITDA $100M, net debt $550M (5.5x). The covenant steps down from 6.0x to 5.25x in year 2. Base case: EBITDA grows 6% and $35M of debt is paid down. Compute year 2 leverage under the base case, then under a downside where EBITDA instead falls 10% and debt paydown slows to $10M. Does the covenant hold in the downside?
  • Explain what a cross-default provision is and why it means credit stats for one tranche can't always be analyzed in isolation from the rest of the capital structure.

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Leveraged loans and high yield: structure and pricing

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