Academic Integrity: tutoring, explanations, and feedback — we don’t complete graded work or submit on a student’s behalf.

Lydex Company Comparative Income Statement and Reconciliation This Year 15,900,0

ID: 2475518 • Letter: L

Question

Lydex Company Comparative Income Statement and Reconciliation This Year 15,900,000 $ 13,980,000 Last Year Sales (all on account) Cost of goods sold 12,720,000 10,485,000 Gross margin Selling and administrative expenses 3,180,000 1,410,000 3,495,000 1,620,000 Net operating income Interest expense 1,770,000 370,000 1,875,000 310,000 Net income before taxes Income taxes (30%) 1,400,000 420,000 1,565,000 469,500 Net income Common dividends 980,000 400,000 1,095,500 547,750 580,000 1,540,000 547,750 992,250 Net income retained Beginning retained earnings Ending retained earnings $ 2,120,000 $ 1,540,000 To begin your assigment you gather the following financial data and ratios that are typical of companies in Lydex Company's industry: 2.3 Current ratio Acid-test ratio Average collection period Average sale period Return on assets Debt-to-equity ratio Times interest earned ratio Price-earnings ratio 32 days 60 days 97 % 65 5.7 10

Explanation / Answer

Times Interest Earned Ratio = Income before interest and taxes or EBIT / Interest Expenses

                                                                This year              Last Year

Net operating income (EBIT)       $1,770,000           $1,875,000

Interest Expenses                           $370,000              $310,000

Times Interest Earned Ratio       4.78                        6.05

Debt-to-equity ratio = Total Liabilities / Total equity

This yearLast Year

Total liabilities$7,750,000$6,160,000

Total equity$9,620,000$9,040,000

Debt equity ratio0.810.68

Gross margin percentage = (Gross margin / Sales revenue) * 100

                                                This year              last Year

Gross margin                     $3,180,000           $3,495,000

Sales revenue                   $15,900,000        $13,980,000

Gross margin                     20% or 0.2           25% or 0.25

Return on total assets = EBIT or Net Income / Average Assets

                                                This year              Last Year

EBIT                                       $1,770,000           $1,875,000

                Average asset:

                Beginning                            $15,200,000                        $13,110,000

                Closing                                  $17,370,000                        $15,200,000

                Average asset                   $16,285,000                        $14,155,000

               

                Return on total Asset     0.1086                                   0.1324

ROE = Annual Net income / Average stockholder’s Equity

                                                This year                              Last Year

Net Income                        $980,000                              1,095,500

Stockholder’s equity

Beginning                            $9,040,000                           $8,492,250

Closing                                  $9,620,000                           $9,040,000

Average                               $9,330,000                           $8,766,125

ROE                                        0.1050                                   0.1250

Financial leverage is the amount of debt that an entity uses to buy more assets. Leverage is employed to avoid using too much equity to fund operations. An excessive amount of financial leverage increases the risk of failure, since it becomes more difficult to repay debt.

This year              Last Year

Positive                                Positive

This Year

Last Year

a

4.78

6.05

b

0.81

0.68

c

20%

25%

d

0.1086

0.1324

e

0.105

0.125

f

Positive

Positive

This Year

Last Year

a

4.78

6.05

b

0.81

0.68

c

20%

25%

d

0.1086

0.1324

e

0.105

0.125

f

Positive

Positive