The static tradeoff theory and pecking order theory are two influential models that seek to explain the capital structure decisions of firms, or the mix of debt and equity used to finance a company's operations. In this essay, we will explore the main assumptions and predictions of each model, and examine how they compare and contrast in terms of their ability to explain real-world observations.
The static tradeoff theory, also known as the traditional theory of capital structure, is based on the idea that firms aim to trade off the tax benefits of debt against the bankruptcy costs associated with excessive leverage. According to this model, companies choose a debt-to-equity ratio that maximizes the present value of their future profits, taking into account the tax advantages of debt and the increased risk of bankruptcy that comes with higher leverage.
One of the key predictions of the static tradeoff theory is that companies with higher profitability, or those that can generate more cash flow to service their debt, should have a higher debt-to-equity ratio. This is because these firms are better able to take advantage of the tax benefits of debt, and are also less likely to default on their obligations.
In contrast, the pecking order theory suggests that firms follow a "hierarchy of financing," with internal funds (retained earnings) being the preferred source of financing, followed by debt, and finally equity. According to this model, companies try to minimize the costs and risks associated with issuing new securities, and will only turn to external financing (such as debt or equity) when their internal funds are insufficient to meet their financing needs.
One of the main predictions of the pecking order theory is that companies with low levels of profitability or high levels of uncertainty should have a higher proportion of equity in their capital structure. This is because these firms may have difficulty accessing debt financing due to their higher risk profile, and may need to rely more heavily on equity to raise capital.
In terms of empirical support, both the static tradeoff theory and the pecking order theory have received some empirical support from studies examining real-world data. However, the static tradeoff theory has been more widely tested and has generally been found to provide a better explanation of capital structure decisions in a broad range of settings.
For example, a number of studies have found that firms with higher profitability tend to have higher levels of leverage, as predicted by the static tradeoff theory. On the other hand, the pecking order theory has been found to be less robust in explaining capital structure decisions, and has been criticized for its assumption that firms have perfect information about their financing needs and preferences.
In conclusion, the static tradeoff theory and the pecking order theory are two influential models that seek to explain the capital structure decisions of firms. While both models have received some empirical support, the static tradeoff theory has generally been found to provide a better explanation of real-world observations.