Embedded Option

AdvancedBonds & Fixed Income2 min read

Quick Definition

An option feature built into a bond that gives either the issuer or the bondholder certain rights, affecting the bond's pricing and risk profile.

What Is Embedded Option?

An embedded option is an inseparable option component built into a bond's structure that gives either the issuer or the bondholder specific rights beyond the standard coupon and principal payments. The most common embedded options include call options (issuer's right to redeem early), put options (bondholder's right to sell back early), conversion options (bondholder's right to convert to stock), and extension options (issuer's right to extend maturity). Embedded options significantly affect bond pricing and risk characteristics. Callable bonds trade at lower prices (higher yields) because the call option benefits the issuer at the bondholder's expense. Putable bonds trade at higher prices (lower yields) because the put option benefits the bondholder. The option-adjusted spread (OAS) is used to value bonds with embedded options by stripping out the option value to compare bonds on an equal basis. Embedded options also affect duration — callable bonds have lower effective duration than comparable non-callable bonds because the call caps price appreciation.

Embedded Option Example

  • 1A callable bond's embedded call option is worth 50bp — the bond yields 5.5% vs 5.0% for an identical non-callable bond
  • 2A convertible bond has an embedded equity call option — if the stock rises above the conversion price, the option becomes valuable