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O’Connell & Co. expects its EBIT to be $95,000 every year forever. The firm can

ID: 2652052 • Letter: O

Question

O’Connell & Co. expects its EBIT to be $95,000 every year forever. The firm can borrow at 8 percent. O’Connell currently has no debt, and its cost of equity is 13 percent and the tax rate is 35 percent. The company borrows $133,000 and uses the proceeds to repurchase shares.

  

What is the cost of equity after recapitalization? (Do not round intermediate calculations and round your final answer to 2 decimal places. (e.g., 32.16))

  

  

What is the WACC? (Do not round intermediate calculations and round your final answer to 2 decimal places. (e.g., 32.16))

  

O’Connell & Co. expects its EBIT to be $95,000 every year forever. The firm can borrow at 8 percent. O’Connell currently has no debt, and its cost of equity is 13 percent and the tax rate is 35 percent. The company borrows $133,000 and uses the proceeds to repurchase shares.

Explanation / Answer

Answer

Answer No. 1

O’Connell & Co. expects its EBIT to be $95,000 every year forever. O’Connell currently has no debt, So there will not be interest and So EBT is $95,000 for perpetuity and So Earning after tax will be $ 61750 for perpetuity i.e. $ 95,000 * [1- 0.35 (tax rate) ].

Figures in $

Value of equity after repurchase

Particulars

Amount

Earning after tax for perpetuity

a

61750

Cost of equity

b

0.13

Value of the equity (a/b)

c

475000

Repurchase of share

d

133000

Value of equity after repurchase (c-d)

e

342000

Revised Earnings after borrowing

Figures in $

Particulars

Amount

EBIT for perpetuity

f

95000

Interest cost on borrowed amount

g

10640

( 133000 * 0.08)

EBT for perpetuity (f-g)

h

84360

Revised earning after tax for perpetuity (h*0.65)

i

54834

84360 * ( 1-0.35)

Cost of equity after recapitalization

Figures in $

Particulars

Amount

Revised earning after tax for perpetuity     

i

54834

Value of equity after repurchase

e

342000

Cost of equity after recapitalization (i/e)

0.1603

Answer : Cost of equity after recapitalization is 16.03%

Answer No. 2

WACC = Cost of equity * ( Value of the equity/ total value of firm) + Cost of debt ( 1-tax rate) ( Value of the debt/ total value of firm)

=16.03% * (342000/475000) + 8% (1 – 0.35) ( 133000/475000)

= 16.03% * (0.72) + 5.20%*( 0.28)

=11.54% + 1.456%

=12.996%

Answer : The WACC is 12.996%

Figures in $

Value of equity after repurchase

Particulars

Amount

Earning after tax for perpetuity

a

61750

Cost of equity

b

0.13

Value of the equity (a/b)

c

475000

Repurchase of share

d

133000

Value of equity after repurchase (c-d)

e

342000

Revised Earnings after borrowing

Figures in $

Particulars

Amount

EBIT for perpetuity

f

95000

Interest cost on borrowed amount

g

10640

( 133000 * 0.08)

EBT for perpetuity (f-g)

h

84360

Revised earning after tax for perpetuity (h*0.65)

i

54834

84360 * ( 1-0.35)

Cost of equity after recapitalization

Figures in $

Particulars

Amount

Revised earning after tax for perpetuity     

i

54834

Value of equity after repurchase

e

342000

Cost of equity after recapitalization (i/e)

0.1603