Free Cash Flow (FCF): The Number That’s Hard to Fake

Free Cash Flow (FCF): The Number That’s Hard to Fake | Veqtio

Free cash flow is the cash a company generates from operations minus the money
it must reinvest in equipment and infrastructure (capital expenditures).
It is the cash actually available to pay dividends, buy back shares,
repay debt, or make acquisitions.

FCF = Operating Cash Flow − Capital Expenditures
Example. A company produces $3.0B in operating cash
flow and spends $0.8B on capex. FCF = $2.2B. If its market cap is $44B,
the FCF yield is 5% — comparable to a bond coupon, but growing.

Why investors trust it

Reported earnings pass through many accounting choices — depreciation
schedules, revenue recognition, one-time items. Cash either arrived or it
didn’t. Persistent gaps between reported profit and FCF are a classic
red flag we check in every stock report.

Limitations

Heavy investment years depress FCF even at healthy companies, and asset-light
businesses look artificially strong. Always look at the trend over 3+ years,
not one quarter.

What is FCF yield?

FCF divided by market cap. It lets you compare a stock’s cash generation
to bond yields and to other stocks regardless of size.

Related terms: P/E Ratio (Price-to-Earnings) · Insider Transactions · Institutional Holdings (13F) · Stop-Loss


This glossary entry is part of Veqtio’s investing reference. Explore our AI-driven stock reports and the transparent Investment Log of every call we’ve made. Not financial advice — see the disclaimer.