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PLEASE ANSWER PART A AND PART B – SCROLL DOWN TO SEE ENTIRE PROBLEM Part A-Funda

ID: 2740435 • Letter: P

Question

PLEASE ANSWER PART A AND PART B – SCROLL DOWN TO SEE ENTIRE PROBLEM

Part A-Fundamental Valuation: Company is Apple-Below are the dividends/dates Estimate a growth rate for your firm's Dividends per Share. Assume a 12.5% discount rate. Calculate an estimated value of a share of the stock using the constant-growth model also known as the Gordon growth model. Compare and contrast your valuation results with the current share price in the market. Respond to this question: What changes in the variables would be necessary in your valuation to best approximate the market valuation?

Date

Dividends

5/5/2016

0.57

2/4/2016

0.52

11/5/2015

0.52

8/6/2015

0.52

5/7/2015

0.52

2/5/2015

0.47

11/6/2014

0.47

8/7/2014

0.47

5/8/2014

0.47

2/6/2014

0.43571

11/6/2013

0.43571

8/8/2013

0.43571

5/9/2013

0.43571

2/7/2013

0.37857

11/7/2012

0.37857

8/9/2012

0.37857

11/21/1995

0.00429

8/16/1995

0.00429

5/26/1995

0.00429

2/13/1995

0.00429

11/18/1994

0.00429

8/15/1994

0.00429

5/27/1994

0.00429

2/7/1994

0.00429

11/19/1993

0.00429

8/16/1993

0.00429

5/28/1993

0.00429

2/12/1993

0.00429

11/30/1992

0.00429

8/17/1992

0.00429

6/1/1992

0.00429

2/14/1992

0.00429

11/18/1991

0.00429

8/19/1991

0.00429

5/20/1991

0.00429

2/15/1991

0.00429

11/16/1990

0.00429

8/20/1990

0.00393

5/21/1990

0.00393

2/16/1990

0.00393

11/17/1989

0.00393

8/21/1989

0.00357

5/22/1989

0.00357

2/17/1989

0.00357

11/21/1988

0.00357

8/15/1988

0.00286

5/16/1988

0.00286

2/12/1988

0.00286

11/17/1987

0.00286

8/10/1987

0.00214

5/11/1987

0.0021

Part B - Relative Valuation: Estimate a growth rate for your firm's Earnings per Share (EPS). Determine an applicable Price-Earnings (P/E) ratio for your firm in 5 years. Calculate an estimated value of a share of the stock in 5 years using the P/E ratio model.Respond to this question: Would you characterize your stock as undervalued or overvalued? Explain. Respond to this question: Based on your valuations in parts A and B, would you invest in this stock? Explain.

Growth Estimate

SHW

Industry

Sector

S&P 500

Price/Earnings

(avg for comparison

11.31

15.04

7.31

18.27

Next 5 Years (per annum)

9.23%

8.25%

16.05%

7.42%

Date

Dividends

5/5/2016

0.57

2/4/2016

0.52

11/5/2015

0.52

8/6/2015

0.52

5/7/2015

0.52

2/5/2015

0.47

11/6/2014

0.47

8/7/2014

0.47

5/8/2014

0.47

2/6/2014

0.43571

11/6/2013

0.43571

8/8/2013

0.43571

5/9/2013

0.43571

2/7/2013

0.37857

11/7/2012

0.37857

8/9/2012

0.37857

11/21/1995

0.00429

8/16/1995

0.00429

5/26/1995

0.00429

2/13/1995

0.00429

11/18/1994

0.00429

8/15/1994

0.00429

5/27/1994

0.00429

2/7/1994

0.00429

11/19/1993

0.00429

8/16/1993

0.00429

5/28/1993

0.00429

2/12/1993

0.00429

11/30/1992

0.00429

8/17/1992

0.00429

6/1/1992

0.00429

2/14/1992

0.00429

11/18/1991

0.00429

8/19/1991

0.00429

5/20/1991

0.00429

2/15/1991

0.00429

11/16/1990

0.00429

8/20/1990

0.00393

5/21/1990

0.00393

2/16/1990

0.00393

11/17/1989

0.00393

8/21/1989

0.00357

5/22/1989

0.00357

2/17/1989

0.00357

11/21/1988

0.00357

8/15/1988

0.00286

5/16/1988

0.00286

2/12/1988

0.00286

11/17/1987

0.00286

8/10/1987

0.00214

5/11/1987

0.0021

Explanation / Answer

A)

B) for SHW EPS in 5 years=11.15*(1.0923)^5=17.3374 (11.15 is eps for most recent year)

P/E shall converge to industry average of 15.04 in 5 years therefore the value after 5 years

=15.04 *17.3374

=260.75

Year 2015-16 2014-15 2013-14 2012-13 1995-2012 1990-1995 1989-90 1988-89 1987-88 growth rate 9.62% 10.64% 7.87% 15.09% 22.59% 0% 9.16% 9.16% 24.83% (=(.57/.52)-1) (=(.52/.47)-1) (=.47/.43571-1) (=.43571/0.37857-1) (=(0.37857/0.00429)^(1/22)-1) (0.00429/0.00429-1)) (0.00429/.00357-1)) (=0.00429/0.00393-1) (=(0.00357/0.00286)-1)
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