Leverage, competition and financial distress hazard: Implications for capital structure in the presence of agency costs

C-Tier
Journal: Economic Modeling
Year: 2022
Volume: 108
Issue: C

Authors (3)

Ugur, Mehmet (University of Greenwich) Solomon, Edna (not in RePEc) Zeynalov, Ayaz (not in RePEc)

Score contribution per author:

0.335 = (α=2.01 / 3 authors) × 0.5x C-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

Does leverage or product-market competition increase or decrease financial distress risk? The existing literature provides conflicting and largely a-theoretical answers. Drawing on agency theory, we hypothesize that leverage and competition are incentive-alignment mechanisms with non-monotonic and substitute effects on financial distress hazard. Using an unbalanced panel of 13,896 listed firms from 1992 to 2014 and a multi-level hazard model that takes account of frailty and endogeneity, we find that leverage or competition have a hazard-reducing effect when the discipline effect dominates the agency-cost effect. In contrast, they have a hazard-increasing effect when the agency-cost effect dominates the discipline effect. Furthermore, the level of leverage that minimizes financial distress risk is higher in less competitive industries. Finally, long-term debt is a stronger disciplining device compared to short-term debt; and the financial distress predictors widely used in the literature explain only a small fraction of the distress hazard after controlling for leverage and competition.

Technical Details

RePEc Handle
repec:eee:ecmode:v:108:y:2022:i:c:s0264999321003291
Journal Field
General
Author Count
3
Added to Database
2026-01-29