Debt & Yield Curvesintermediate

Bond Pricing

A bond's price is the present value of its future cash flows, namely the coupon stream and the face value at maturity. The most common shortcut uses a single yield to maturity yy to discount every cash flow. The theoretically correct method discounts each cash flow at the zero rate matching its date. Bond prices move inversely to yields, and the sensitivity is summarised by duration and convexity.

Why it matters

A bond is a stack of dated IOUs. The borrower owes a coupon every six months and the principal at maturity. Pricing turns all those promises into today's dollars by dividing each one by a compounded discount factor. Higher yields shrink every future dollar more aggressively, so the price falls. A 5-year 5% bond worth A$100 at par jumps to A$103.92 if yields fall 100 bp, and slides to A$96.23 if yields rise 100 bp. The slope of that line is duration.

Formulas

YTM-based bond price (annual coupons)
P=โˆ‘t=1nC(1+y)t+FV(1+y)nP = \sum_{t=1}^{n} \frac{C}{(1+y)^t} + \frac{FV}{(1+y)^n}
CC is the annual coupon in dollars, yy is the yield to maturity, nn is years to maturity. Hull (2022) eq. 4.6.
Zero-rate based bond price (theoretical)
P=โˆ‘t=1nC(1+rt)t+FV(1+rn)nP = \sum_{t=1}^{n} \frac{C}{(1 + r_t)^t} + \frac{FV}{(1 + r_n)^n}
Each cash flow uses the zero rate matching its date. This is the no-arbitrage price.
Modified duration price sensitivity
ฮ”PPโ‰ˆโˆ’Dmodร—ฮ”y\frac{\Delta P}{P} \approx -D_{\text{mod}} \times \Delta y
Modified duration DmodD_{\text{mod}} measures the percentage price change for a $1\%$ yield change. Convexity provides the second-order correction.

Worked examples

Scenario

3-year bond, face value A$100, $5\%$ annual coupon, YTM y=4%y = 4\%. Compute the price.

Solution

P = 5/1.04 + 5/1.04^2 + 105/1.04^3 = 4.8077 + 4.6228 + 93.3503 = \text{A\}102.78$. Coupon >> yield, so this is a premium bond trading above par.

Scenario

Same bond. If the YTM rises from $4\%$ to $5\%$, find the new price and verify it equals par.

Solution

At y=5%y = 5\% each cash flow discounts at $1.05$. P = 5/1.05 + 5/1.05^2 + 105/1.05^3 = 4.7619 + 4.5351 + 90.7029 = \text{A\}100.00$. When coupon equals yield, the bond trades at par. A 100 bp rate rise dropped the price by A$2.78, an approximate modified duration of $2.78/102.78/0.01 = 2.71$ years.

Common mistakes

  • โœ—Bond prices and yields move together. They move inversely by construction. Higher discount rates shrink the present value of every future cash flow. A 100 bp yield rise on a 10-year bond can erase 8 to 10\% of price.
  • โœ—YTM is the return you actually earn. YTM is the return only if you hold to maturity and reinvest every coupon at the same yield. Realised return differs whenever reinvestment rates change or the bond is sold before maturity. Horizon return analysis is the appropriate metric for most investors.
  • โœ—All coupon bonds with the same maturity have the same price. Price depends on the coupon rate as well as YTM and maturity. Two 10-year bonds, one at a $3\%$ coupon and one at a $7\%$ coupon, trade at very different prices because their cash flow profiles differ even if their YTMs are equal.

Revision bullets

  • โ€ขPrice equals present value of all future cash flows
  • โ€ขPrice and yield move inversely by construction
  • โ€ขCoupon >> yield gives a premium bond
  • โ€ขCoupon << yield gives a discount bond
  • โ€ขCoupon == yield gives a par bond
  • โ€ขDuration measures price sensitivity to yield changes

Quick check

When market yields rise, bond prices

A 4-year bond with a $6\%$ annual coupon trades at par. What is its YTM?

Connected topics

In learning paths

Sources

  1. Hull (2022), ยง4.4
    Hull, John C. Options, Futures, and Other Derivatives. 11th ed. Pearson, 2022. ISBN 978-0-13-693997-9.
    Covers bond pricing with both YTM and zero-rate discounting, plus duration and convexity for price sensitivity.
  2. Fabozzi (2021), Ch. 4
    Fabozzi, Frank J. Bond Markets, Analysis, and Strategies. 10th ed. MIT Press, 2021. ISBN 978-0-262-04627-3.
    Comprehensive textbook treatment of bond pricing, YTM, premium and discount bonds, and total return analysis.
  3. Australian Office of Financial Management. Treasury Bonds. AOFM, accessed 2026.
    Official issuer overview of Australian Government Treasury Bonds, including coupon structure and pricing convention.
  4. U.S. Department of the Treasury. Treasury Notes and Bonds. TreasuryDirect, accessed 2026.
    Description of US Treasury Notes and Bonds, coupon mechanics, and the price/yield auction process.
  5. Tuckman and Serrat (2022)
    Tuckman, Bruce and Angel Serrat. Fixed Income Securities: Tools for Today's Markets. 4th ed. Wiley, 2022. ISBN 978-1-119-83555-0.
    Advanced reference on coupon bond pricing, replication with zeros, and the relationship between YTM and the spot curve.
How to cite this page
Dr. Phil's Quant Lab. (2026). Bond Pricing. Derivatives Atlas. https://phucnguyenvan.com/concept/bond-pricing