Fundamental analysis

Net debt:
definition, formula and calculation

Net debt is one of the most direct indicators of a company's financial strength. It measures real indebtedness while accounting for available cash. Mastering this ratio is essential for analysing European small caps.

May 2026
8 min read
Beginner–Intermediate level

Definition of net debt

Net debt is the difference between a company's financial liabilities and its available cash. It answers a simple question: if the company used all its cash to repay its debt, what would the residual debt be?

Formula: Net debt = Financial liabilities (ST + LT) − Cash & equivalents

A positive result means the company carries net debt. A negative result means it holds more cash than debt — this is known as a net cash position.

A concrete example: a company with €5M of bank debt and €2M of cash has net debt of €3M. A company with €1M of debt and €4M of cash has net cash of €3M (net debt = −€3M).

Where to find the data and how to calculate it

The data you need is found in the balance sheet, published in the half-year and annual reports:

ItemLocation on the balance sheetInclude?
Long-term bank loansNon-current liabilitiesYes
Current portion of long-term loansCurrent liabilitiesYes
Bank overdraftsCurrent liabilitiesYes
Bonds and bond debtNon-current liabilitiesYes
Trade payablesCurrent liabilitiesNo (operating debt)
Cash and equivalentsCurrent assetsSubtract
Marketable securitiesCurrent assetsDepending on liquidity

Caution: trade payables and other operating liabilities (tax, payroll) are not part of net debt. These are operating liabilities tied to the business cycle, distinct from financial debt.

Net debt calculator

Interactive net debt calculator
6,500 k€
Net debt
1.6x
Net debt / EBITDA
9,500 k€
Gross debt
Moderate leverage — acceptable for most sectors.

The net debt / EBITDA ratio

On its own, the amount of net debt says little. What matters is its relationship to the company's ability to generate cash (EBITDA). The net debt / EBITDA ratio measures the number of years needed to repay net debt out of current EBITDA.

Net cash
0–1x
1–2x
2–3x
> 3x
Net debt / EBITDA ratioInterpretationScreener signal
< 0 (net cash)Excellent strength. Surplus cash.Strong +
0 to 1xVery healthy. Minimal debt.Positive
1x to 2xAcceptable. Watch the trend.Neutral
2x to 3xCaution. Repayment capacity is stretched.Watch
> 3xHigh financial risk (except in specific sectors).Negative signal

These thresholds are guides, not absolute rules. Some capital-intensive sectors (real estate, infrastructure, utilities) operate structurally with high ratios. For Euronext Growth small caps — mostly services, tech or light industrial companies — a ratio below 2x is preferable.

Why the trend matters

A net debt / EBITDA ratio of 2x is not the same signal depending on context:

Always analyse net debt over 3 to 5 financial years to detect the trend.

Net debt / EBITDA ratio calculated for 800+ small caps

Screener Small Caps factors debt into the Strength pillar. Filter Euronext Growth stocks by level of financial leverage.

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New to screening European small caps? See the European small-cap stock screener guide and the glossary.

Frequently asked questions

Net debt = Financial liabilities (ST + LT + bonds) − Cash and equivalents. Do not include operating liabilities (trade payables, tax, payroll). If the result is negative, the company is in a net cash position.
Gross debt = total financial borrowings. Net debt = gross debt − available cash. Net debt is the relevant measure because available cash could be used immediately to repay part of the debt.
0 to 1x = very healthy. 1x to 2x = acceptable. 2x to 3x = caution. Above 3x = high risk (except in capital-intensive sectors). For Euronext Growth small caps, stay below 2x.
Generally yes — the company has more cash than debt. But excess undeployed cash can also signal a lack of investment opportunities. Check whether the cash is being used (dividends, share buybacks, acquisitions).
On the balance sheet: financial liabilities under liabilities (current + non-current), cash under assets. For European small caps, this data appears in the half-year and annual reports filed with the national market regulator (e.g. the AMF in France).

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