Zero-Coupon Bond

A zero-coupon bond makes no periodic coupon payments and is typically bought at a discount, with return realized through accretion toward maturity value.

A zero-coupon bond is a bond that does not make periodic coupon payments. Instead, it is typically purchased below face value and pays face value at maturity if the issuer performs, so the investor’s return comes from the discount accreting toward the maturity payment.

Key Takeaways

  • Zero-coupon bonds concentrate cash flow at maturity rather than paying interest along the way.
  • They often have high interest-rate sensitivity because there are no interim coupons to return cash earlier.
  • Investors may owe tax on imputed or accrued interest before receiving cash, depending on jurisdiction and account type.
  • Treasury STRIPS are one major public-market example of zero-coupon securities created from eligible Treasury securities.

How Zero-Coupon Bonds Work

The simplified price of a zero-coupon bond is the present value of the maturity payment:

$$ P = \frac{F}{(1+r)^n} $$

Where P is price, F is face value due at maturity, r is the discount rate per period, and n is the number of periods. The formula assumes payment occurs as expected and does not address taxes, default, liquidity, or call features.

Worked Example: Discount and Accretion

Assume an eight-year zero-coupon bond has a $10,000 face value and the market requires a 4.5% annual yield, compounded annually. Its simplified price is:

$$ P = \frac{\$10{,}000}{(1.045)^8} = \$7{,}031.85 $$

The $2,968.15 difference between price and face value is not an immediate cash payment. It is the discount that can accrete toward face value over the bond’s remaining life if the required yield stays unchanged and the issuer performs.

After one year, the same bond would have seven years remaining. At the same 4.5% yield, its model price would be $7,348.28, an increase of $316.43. That increase equals 4.5% of the starting price, but the investor still receives no coupon cash during the year.

The required yield matters materially even when the maturity payment is unchanged:

Required annual yieldSimplified price today
3.5%$7,594.12
4.5%$7,031.85
5.5%$6,515.99

These are valuation estimates, not guaranteed sale prices or returns. Credit deterioration, liquidity, taxes, transaction costs, compounding conventions, and changes in required yield can produce a different outcome. Taxable accrued interest may also differ from the simple market-value accretion shown here; investors should use issuer tax documents and qualified tax guidance for their circumstances.

Zero-Coupon Bond vs. Coupon Bond

FeatureZero-Coupon BondCoupon Bond
Periodic interestNoneScheduled coupon payments.
Cash-flow timingOne maturity paymentCoupons plus principal repayment.
Reinvestment riskLower for interim coupons because there are no couponsCoupon payments must be reinvested.
Price sensitivityOften higher for same maturity and credit qualityUsually lower because cash returns earlier.
Tax timingMay create imputed or phantom incomeOften tied more directly to cash coupon income.

Why Zero-Coupon Bonds Matter

Zero-coupon bonds can help match a known future cash need because the maturity payment is concentrated on a specified date, subject to issuer performance. They are also useful in fixed-income analytics because they isolate discounting without interim coupon reinvestment.

The tradeoff is risk concentration. Long-maturity zeros can be very sensitive to yield changes. Corporate or municipal zero-coupon bonds also carry issuer credit and liquidity risk. This page is educational and is not investment, tax, or legal advice.

Common Mistakes

  • Assuming no coupon means no taxable income. Some zero-coupon bonds can create taxable imputed interest before cash is received.
  • Treating the maturity payment as guaranteed for non-Treasury issuers.
  • Ignoring duration and price volatility before maturity.
  • Comparing a zero-coupon bond with a coupon bond using face value alone.
  • Forgetting that liquidity can be limited in some zero-coupon issues.

Public Source Checks

FAQs

How does a zero-coupon bond make money?

The investor buys it below face value and, if the issuer pays as promised, receives face value at maturity. The difference is the economic return before taxes, inflation, and transaction costs.

Do zero-coupon bonds have reinvestment risk?

They avoid reinvestment risk on interim coupon payments because there are no coupons, but they still have maturity reinvestment risk and price risk before maturity.

Are zero-coupon bonds tax-free?

Not necessarily. Tax treatment depends on issuer, account type, jurisdiction, and instrument terms. Some investors may owe tax on imputed interest before receiving cash.
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