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Problem 9-18A Return on Investment (ROI) and Residual Income [LO9-1, LO9-2] “I k

ID: 2446037 • Letter: P

Question

Problem 9-18A Return on Investment (ROI) and Residual Income [LO9-1, LO9-2]

“I know headquarters wants us to add that new product line,” said Dell Havasi, manager of Billings Company’s Office Products Division. “But I want to see the numbers before I make any move. Our division’s return on investment (ROI) has led the company for three years, and I don’t want any letdown.”

     Billings Company is a decentralized wholesaler with five autonomous divisions. The divisions are evaluated on the basis of ROI, with year-end bonuses given to the divisional managers who have the highest ROIs. Operating results for the company’s Office Products Division for the most recent year are given below:



     The company had an overall return on investment (ROI) of 17.00% last year (considering all divisions). The Office Products Division has an opportunity to add a new product line that would require an additional investment in operating assets of $2,326,200. The cost and revenue characteristics of the new product line per year would be:


1. Compute the Office Products Division’s ROI for the most recent year; also compute the ROI as it would appear if the new product line is added. (Do not round intermediate calculations. Round your Turnover answers to 2 decimal places. Round your Margin and ROI percentage answers to 2 decimal places (i.e., 0.1234 should be entered as 12.34).)

Present New Line Total

Sales _______ ________ ______

New Operating Income _______ ________ ______

Operating Assets _______ ________ _______

Margin _______% ________% _______%

Turnover ________ ________ ________

ROI ________% _______% ________%

Suppose that the company’s minimum required rate of return on operating assets is 14.00% and that performance is evaluated using residual income.

Compute the Office Products Division’s residual income for the most recent year; also compute the residual income as it would appear if the new product line is added. (Enter your Minimum Required Rate as a whole percentage (i.e., 0.12 should be entered as 12).)

Present New Line Total

Operating Assets ________ ________ ______

Minimum required return ________% ________% ______%

Minimum net operating income _________ ________ _______

Actual net operating income _________ ________ _______

Minimum new operating income _________ ________ _______

Residual Income _________ ________ _______

“I know headquarters wants us to add that new product line,” said Dell Havasi, manager of Billings Company’s Office Products Division. “But I want to see the numbers before I make any move. Our division’s return on investment (ROI) has led the company for three years, and I don’t want any letdown.”

Explanation / Answer

Details

Details

Minimum Net Opearting Income

New Product profitability Details Amt $ Sales          9,300,000 Less Variable expense          6,045,000 Less Fixed Expense          2,557,400 Net Income              697,600 Additional operating asset          2,326,200 ans 1.

Details

Present New line Total Sales           21,600,000                        9,300,000                          30,900,000                                           -   Net Operating Income             1,967,400                            697,600                            2,665,000                                           -   Operating Assets             4,499,200                        2,326,200                            6,825,400 Margin % =net income/sales % 9.11% 7.50% 8.62% Turnover (asset) =sales/operating assets                        4.80                                   4.00                                       4.53 ROI % = Net income/operating assets 44% 30% 39% Ans 4

Details

Present New line Total Operating Assets             4,499,200                        2,326,200                            6,825,400 Minimum return required 14% 14% 14%

Minimum Net Opearting Income

             629,888                            325,668                                955,556 Actual Net operating income          1,967,400                            697,600                            2,665,000 Residual Income          1,337,512                            371,932                            1,709,444
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