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Bond Yield vs Equity Valuation Simulator

Institutional equity discount rate & sector repricing workbench

Source: Axios Capital Markets
Axios Context: "Rise in yields takes some shine off stocks"

When risk-free Treasury yields rise, future equity corporate cash flows are discounted at a higher rate. Higher yields also make bonds relatively more attractive, exerting downward pressure on equity price-to-earnings (P/E) multiples.

Quick Presets:
10Y Treasury Yield
4.60%
Base: 4.35% (+25 bps)
Implied S&P 500 P/E
19.8x
Base Multiple: 21.5x
S&P 500 Valuation Shift
-7.9%
Capital Multiple Drag
Tech Sector Repricing
-10.4%
Duration Beta: 1.4x
Utilities / Dividend Repricing
-5.2%
Yield Comp Beta: 0.8x

Yield & Valuation Parameters

Adjust yield shift to observe real-time Gordon Growth and duration impact.

+25 bps
-150 bps 0 +150 bps
4.35%
2.00% 4.35% 6.50%
4.50%
3.00% 4.50% 6.00%
21.5x
15.0x 21.5x 28.0x

Equity Valuation vs 10Y Yield Sensitivity Curve

P/E contraction curve modeled across ±150 bps Treasury yield movements

Model Curve Current Scenario

Sector Repricing & Duration Breakdown

Based on cash-flow duration and dividend yield competition
Sector Duration Sensitivity Historical Multiple Adjusted Multiple Repricing Impact

1. Discount Rate Mechanism

The Cost of Equity \(k_e = Y_{10} + \text{ERP}\). As benchmark 10-year Treasury yields advance, investors demand an equivalent higher nominal return, driving down the present value of future corporate earnings.

2. The Growth vs Value Spread

High-growth tech companies have higher cash-flow duration (cash flows 10–20 years in the future), making them 1.4x more vulnerable to discount rate hikes than immediate cash-flow value sectors.

3. TINA ("There Is No Alternative") Fades

At 4.60% guaranteed risk-free return in Treasuries, dividend aristocrats (Utilities, Consumer Staples) face direct competition for conservative income-seeking capital.

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