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RAK, Inc., has no debt outstanding and a total market value of $200,000. Earning

ID: 2711703 • Letter: R

Question

RAK, Inc., has no debt outstanding and a total market value of $200,000. Earnings before interest and taxes, EBIT, are projected to be $24,000 if economic conditions are normal. If there is strong expansion in the economy, then EBIT will be 15 percent higher. If there is a recession, then EBIT will be 30 percent lower. RAK is considering a $70,000 debt issue with an interest rate of 7 percent. The proceeds will be used to repurchase shares of stock. There are currently 8,000 shares outstanding. Ignore taxes for questions a and b. Assume the company has a market-to-book ratio of 1.0.

  

Calculate return on equity (ROE) under each of the three economic scenarios before any debt is issued. (Do not round intermediate calculations. Enter your answers as a percent rounded to 2 decimal places, e.g., 32.16.)

  

  

Calculate the percentage changes in ROE when the economy expands or enters a recession.(Negative amounts should be indicated by a minus sign. Do not round intermediate calculations. Enter your answers as a percent rounded to 2 decimal places, e.g., 32.16.)

  

  

Calculate the return on equity (ROE) under each of the three economic scenarios. (Do not round intermediate calculations. Enter your answers as a percent rounded to 2 decimal places, e.g., 32.16.)

  

  

Calculate the percentage changes in ROE when the economy expands or enters a recession.(Negative amounts should be indicated by a minus sign. Do not round intermediate calculations. Enter your answers as a percent rounded to 2 decimal places, e.g., 32.16.)

  

  

  

Calculate return on equity (ROE) under each of the three economic scenarios before any debt is issued. (Do not round intermediate calculations. Enter your answers as a percent rounded to 2 decimal places, e.g., 32.16.)

  

  

Calculate the percentage changes in ROE when the economy expands or enters a recession.(Negative amounts should be indicated by a minus sign. Do not round intermediate calculations. Enter your answers as a percent rounded to 2 decimal places, e.g., 32.16.)

  

  

Calculate the return on equity (ROE) under each of the three economic scenarios assuming the firm goes through with the recapitalization. (Do not round intermediate calculations. Enter your answers as a percent rounded to 2 decimal places, e.g., 32.16.)

  

  

Given the recapitalization, calculate the percentage changes in ROE when the economy expands or enters a recession. (Negative amounts should be indicated by a minus sign. Round your answers to 2 decimal places. (e.g., 32.16))

  

RAK, Inc., has no debt outstanding and a total market value of $200,000. Earnings before interest and taxes, EBIT, are projected to be $24,000 if economic conditions are normal. If there is strong expansion in the economy, then EBIT will be 15 percent higher. If there is a recession, then EBIT will be 30 percent lower. RAK is considering a $70,000 debt issue with an interest rate of 7 percent. The proceeds will be used to repurchase shares of stock. There are currently 8,000 shares outstanding. Ignore taxes for questions a and b. Assume the company has a market-to-book ratio of 1.0.

Explanation / Answer

a.1 Since the company has a market-to-book ratio of 1.0, the total equity of the firm is equal to the market value of equity. Using the equation for ROE:

        ROE = NI/$200,000

        The ROE for each state of the economy under the current capital structure and no taxes is:                        

Recession

Normal

Expansion

ROE

.084

.12

.138



a.2)

Recession

Normal

Expansion

ROE

.084

.12

.138

%DROE

–30

–––

+15

        The second row shows the percentage change in ROE from the normal economy.

B.1&B2.If the company undertakes the proposed recapitalization, the new equity value will be:

        Equity = $200,000 – 70,000

        Equity = $130,000   

        So, the ROE for each state of the economy is:

        ROE = NI/$130,000

Recession

normal

expansion

EBIT

16800

24,000

27600

Interest

3000

3000

3000

NI (EBIT-Interest)

13800

21000

24600

ROE

0.106154

0.161538

0.189230769

%Change ROE

-34.29%

-----------

17.14%

C1&c2 :If there are corporate taxes and the company maintains its current capital structure, the ROE is:

Recession

normal

expansion

EBIT

16800

24,000

27600

Taxes

10920

15600

17940

NI (EBIT-Taxes

16800

24000

27600

ROE

0.084

0.12

0.138

%Change ROE

-30.00%

-----------

15.00%

        Notice that the percentage change in ROE is the same as the percentage change in EPS. The percentage change in ROE is also the same with or without taxes.

C3 & C4)With Recapitalisation:

Recession

normal

expansion

EBIT

16800

24,000

27600

Interest

3000

3000

3000

EBT

13800

21000

24600

Taxes

8970

13650

15990

NI (EBIT-Interest)

13800

21000

24600

ROE

0.11

0.16

0.12

%Change ROE

-34.29%

-----------

17.14%

Recession

Normal

Expansion

ROE

.084

.12

.138