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ACT5725 The following table provides summary data for Applied Materials Inc. and

ID: 2577407 • Letter: A

Question

ACT5725

The following table provides summary data for Applied Materials Inc. and its competitors, KLA Tencor Corporation and Lam Research Corporation.

(in millions)


a. Compute the price to net income ratio for both KLA Tencor Corporation and Lam Research Corporation.

Round answers to two decimal places, when applicable.

b. Use KLA Tencor Corporation and Lam Research Corporation as comparables, along with the price to net income ratios from part a, and then estimate for Applied Materials Inc. its equity intrinsic value and its equity intrinsic value per share.

Round equity intrinsic value to the nearest million.

Round equity intrinsic value per share to two decimal places.

(in millions)

Applied Materials KLA Tencor Lam Research Company assumed value - $9,790 $11,529 Equity assumed value - $8,987 $13,244 NOPAT $1,444 $440 $674 Net income $1,377 $421 $711 Net nonoperating obligations (assets) $(1,369) $803 $(1,715) Common shares outstanding 1,160.0 157.9 158.5

Explanation / Answer

KLA Tencor

Lam Research

Net Income per share

$               2.67

$            4.49

Price per Share

$             62.00

$          72.74

Price to net income ratio

                23.25

             16.22

Comparables

For Applied Materials Inc.

KLA Tencor

Lam Research

Net Income per share

$               1.24

$            1.24

Price to net income ratio

                23.25

             16.22

Equity Intrinsic Value per share

$             28.95

$          20.19

Equity Intrinsic Value

$    33,579.00

$ 23,414.73

KLA Tencor

Lam Research

Net Income per share

$               2.67

$            4.49

Price per Share

$             62.00

$          72.74

Price to net income ratio

                23.25

             16.22

Comparables

For Applied Materials Inc.

KLA Tencor

Lam Research

Net Income per share

$               1.24

$            1.24

Price to net income ratio

                23.25

             16.22

Equity Intrinsic Value per share

$             28.95

$          20.19

Equity Intrinsic Value

$    33,579.00

$ 23,414.73

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