ANDG (Andersen Group) WACC %:9.7% (As of Jun. 27, 2026) — Near Median


ANDG Andersen Group Inc ANDG
16 GF Score
Price $36.91
! 3 Warning Signs
View Full Analysis

What is Andersen Group WACC %?

Andersen Group ANDG +3.13% 16 WACC % is 9.7% as of Jun. 27, 2026, which is 4% above its 10-year median of 9.30. GuruFocus rates ANDG with a GF Score™ of 16/100. The stock has 3 warning signs investors should review. Among 97 Personal Services companies, Andersen Group ranks worse than 79.38% on this metric.

As of today (2026-06-27), Andersen Group's weighted average cost of capital is 9.7%%. Andersen Group's ROIC % is 10.85% (calculated using TTM income statement data). Andersen Group generates higher returns on investment than it costs the company to raise the capital needed for that investment. It is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases.

*Note: The beta of this company cannot be obtained because it has a price history shorter than 3 years. It will thus be set to 1 as default to calculate WACC.

For a comprehensive WACC calculation, please access the WACC Calculator.


Andersen Group  (NYSE:ANDG) WACC % Explanation

Because it costs money to raise capital. A firm that generates higher ROIC % than it costs the company to raise the capital needed for that investment is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases, whereas a firm that earns returns that do not match up to its cost of capital will destroy value as it grows.

As of today, Andersen Group's weighted average cost of capital is 9.7%%. Andersen Group's ROIC % is 10.85% (calculated using TTM income statement data). Andersen Group generates higher returns on investment than it costs the company to raise the capital needed for that investment. It is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases.

*Note: The beta of this company cannot be obtained because it has a price history shorter than 3 years. It will thus be set to 1 as default to calculate WACC.


Be Aware

1. GuruFocus uses book value of debt (D) to do the calculation. It is simplified by adding latest one-year quarterly average Short-Term Debt & Capital Lease Obligation and Long-Term Debt & Capital Lease Obligation together.
For companies that report quarterly, GuruFocus combines all of the most recent year's quarterly debt data from the beginning of the year to the year-end and calculates the average.
For companies that report semi-annually, GuruFocus combines all of the most recent year's semi-annual debt data from the start of the year to the year-end and calculates the average.
For companies that report annually, GuruFocus combines the beginning and ending annual debt data from the most recent year and then calculates the average.

2. The WACC formula discussed above does not include Preferred Stock. Please adjust if preferred stock is considered.

3. (Expected Return of the Market - Risk-Free Rate of Return) is also called market premium. GuruFocus requires market premium to be 6%.

4. GuruFocus uses the latest TTM Interest Expense divided by the latest one-year quarterly average debt to get the simplified cost of debt.


Related Terms

Andersen Group WACC % Historical Data

* Premium members only.

The historical data trend for Andersen Group's WACC % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Andersen Group WACC % Chart

Andersen Group Annual Data
Trend Dec23 Dec24 Dec25
WACC %
0.00 0.00 9.30

Andersen Group Quarterly Data
Dec23 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
WACC % Get a 7-Day Free Trial 0.00 0.27 8.84 9.30 9.40

ANDG vs FTDR, HRB, BFAM: WACC % Comparison

For the Personal Services subindustry, Andersen Group's WACC %, along with its competitors' market caps and WACC % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Andersen Group WACC % vs Personal Services Industry

For the Personal Services industry and Consumer Cyclical sector, Andersen Group's WACC % distribution charts can be found below:

* The bar in red indicates where Andersen Group's WACC % falls into.


ANDG
16GF Score
Andersen Group Inc ANDG
WACC % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Andersen Group WACC % Calculation

The weighted average cost of capital (WACC) is the rate that a company is expected to pay on average to all its security holders to finance its assets. The WACC is commonly referred to as the firm's cost of capital. Generally speaking, a company's assets are financed by debt and equity. WACC is the average of the costs of these sources of financing, each of which is weighted by its respective use in the given situation. By taking a weighted average, we can see how much interest the company has to pay for every dollar it finances.

WACC=E/(E + D)*Cost of Equity+D/(E + D)*Cost of Debt*(1 - Tax Rate)

1. Weights:
Generally speaking, a company's assets are financed by debt and equity. We need to calculate the weight of equity and the weight of debt.
The market value of equity (E) is also called "Market Cap". As of today, Andersen Group's market capitalization (E) is $4168.334 Mil.
The market value of debt is typically difficult to calculate, therefore, GuruFocus uses book value of debt (D) to do the calculation. It is simplified by adding the latest one-year quarterly average Short-Term Debt & Capital Lease Obligation and Long-Term Debt & Capital Lease Obligation together. As of Mar. 2026, Andersen Group's latest one-year quarterly average Book Value of Debt (D) is $368.307 Mil.
a) weight of equity = E / (E + D) = 4168.334 / (4168.334 + 368.307) = 0.9188
b) weight of debt = D / (E + D) = 368.307 / (4168.334 + 368.307) = 0.0812

2. Cost of Equity:
GuruFocus uses Capital Asset Pricing Model (CAPM) to calculate the required rate of return. The formula is:
Cost of Equity = Risk-Free Rate of Return + Beta of Asset * (Expected Return of the Market - Risk-Free Rate of Return)
a) GuruFocus uses 10-Year Treasury Constant Maturity Rate as the risk-free rate. It is updated daily. The current risk-free rate is 4.376%. Please go to Economic Indicators page for more information. Please note that we use the 10-Year Treasury Constant Maturity Rate of the country/region where the company is headquartered. If the data for that country/region is not available, then we will use the 10-Year Treasury Constant Maturity Rate of the United States as default.
b) Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. Andersen Group's beta cannot be obtained because it has a price history shorter than 3 years. It will thus be set to 1 as default to calculate WACC.
c) (Expected Return of the Market - Risk-Free Rate of Return) is also called market premium. GuruFocus requires market premium to be 6%.
Cost of Equity = 4.376% + 1 * 6% = 10.376%

3. Cost of Debt:
GuruFocus uses latest TTM Interest Expense divided by the latest one-year quarterly average debt to get the simplified cost of debt.
As of Mar. 2026, Andersen Group's interest expense (positive number) was $7.527 Mil. Its total Book Value of Debt (D) is $368.307 Mil.
Cost of Debt = 7.527 / 368.307 = 2.0437%.

4. Multiply by one minus TTM Tax Rate:
GuruFocus uses the most recent TTM Tax Expense divided by the most recent TTM Pre-Tax Income to calculate the tax rate. The calculated TTM tax rate is limited to between 0% and 100%. If the calculated tax rate is higher than 100%, it is set to 100%. If the calculated tax rate is less than 0%, it is set to 0%.
The latest calculated TTM Tax Rate = 1.68 / -161.327 = -1.04%, which is less than 0%. Therefore it's set to 0%.

Andersen Group's Weighted Average Cost Of Capital (WACC) for Today is calculated as:

WACC=E / (E + D)*Cost of Equity+D / (E + D)*Cost of Debt*(1 - Tax Rate)
=0.9188*10.376%+0.0812*2.0437%*(1 - 0%)
=9.7%

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about WACC % →
What does a WACC % of 9.7% mean?
Andersen Group (ANDG) has a WACC % of 9.7% as of Jun. 27, 2026. The weighted average cost of capital (WACC) is the average rate a company pays to finance assets. View historical data on Andersen Group and its competitors. This is near median its historical median of 9.30. Over the past decade, Andersen Group's WACC % has ranged from 9.30 to 9.70. According to the industry distribution chart, Andersen Group ranks #77 out of 97 companies in the Personal Services industry, placing it in the top 79.4%.
Is Andersen Group's WACC % too high?
Andersen Group's current WACC % of 9.7% is near median its 10-year median of 9.30. Over the past 10 years, this metric has ranged from a low of 9.30 to a high of 9.70. The Personal Services industry median WACC % is 5.14. Andersen Group's value of 9.7% is 88.7% above this industry median. Based on the distribution chart, Andersen Group ranks #77 out of 97 companies in the Personal Services industry, which is in the bottom quartile relative to peers. Overall, Andersen Group has a GF Score™ of 16/100, reflecting its overall financial health beyond just this single metric.
How does Andersen Group's WACC % compare to FTDR and HRB?
According to the Personal Services industry distribution chart, Andersen Group ranks #77 out of 97 companies for WACC %. This places Andersen Group in the lower half of its industry. The industry median WACC % is 5.14. Andersen Group's value of 9.7% is 88.7% above this benchmark. Historically, Andersen Group's own WACC % has ranged from 9.30 to 9.70 over the past decade. While the company's 10-year median is 9.30 vs. the industry median of 5.14, Andersen Group has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good WACC % for a Personal Services company?
The median WACC % among Personal Services companies is 5.14, based on 97 companies in the industry. Companies in the top quartile (top 25%) have a WACC % significantly above this median, while those in the bottom quartile fall well below. However, WACC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Andersen Group's current WACC % of 9.7% is 88.7% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high WACC % mean?
A high WACC % can signal that a stock is expensive relative to its fundamentals. The weighted average cost of capital (WACC) is the average rate a company pays to finance assets. View historical data on Andersen Group and its competitors. For the Personal Services industry, the median WACC % is 5.14 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Andersen Group's current WACC % is 9.7%, which is near median its own 10-year median of 9.30. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Andersen Group stock overvalued right now?
Andersen Group (ANDG) has a current WACC % of 9.7%. The current WACC % is 9.7%, which is near median its 10-year median of 9.30 and 88.7% above the Personal Services industry median of 5.14. Andersen Group's overall GF Score™ is 16/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is WACC % calculated?
WACC % is calculated from a company's financial statements. For Andersen Group (ANDG), the current WACC % is 9.7% as of Jun. 27, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Andersen Group Business Description

Address 333 Bush Street, Suite 1700, San Francisco, CA, USA, 94104
Andersen Group Inc is a provider of independent tax, valuation, and financial advisory services to individuals and family offices, businesses, and institutional clients in the United States. It has strategically expanded its business to build an integrated platform of service offerings that enables the company to solve its clients' complex tax and financial challenges. The company's end-to-end services offerings include: Private Client Services, Business Tax Services, Alternative Investment Funds, and Valuation Services. The firm generates the key revenue from Private Client Services, which provide comprehensive tax and financial services for individuals and families, addressing complex client matters involving multigenerational wealth, charitable giving, and trust and estate planning.
16GF Score

Get the complete analysis for ANDG

WACC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$36.91
Price