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Credit rating

An agency's opinion on how likely a borrower is to repay. Investment grade above BBB−, high yield below it, and the agencies are paid by the issuer.

Updated 2026-09-05

A credit rating is an agency's opinion on how likely a borrower is to repay. Investment grade runs down to BBB−; anything below is high yield, which is the polite name for junk.

It feeds valuation through the cost of debt, because a lower rating means a higher borrowing cost, which raises the blended discount rate. The structural criticism is worth remembering: the agencies are paid by the issuers they rate, and that arrangement failed conspicuously in 2008.

See also

  • BondA loan to a company or government, repaid on a fixed schedule with interest. You are a creditor, not an owner, and you get paid before shareholders.
  • Cost of debtThe implied interest rate the company actually pays. Applied after the tax shield in the WACC, because interest is tax-deductible and equity dividends are not.
  • Total debtShort-term plus long-term borrowings, before any cash is netted off.

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Educational content, not investment advice. Angie explains how a valuation is built so you can judge it yourself. What you do with that is your call.

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