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DuPONT ANALYSIS A firm has been experiencing low profitability in recent years.

ID: 2791741 • Letter: D

Question

DuPONT ANALYSIS

A firm has been experiencing low profitability in recent years. Perform an analysis of the firm's financial position using the DuPont equation. The firm has no lease payments but has a $3 million sinking fund payment on its debt. The most recent industry average ratios and the firm's financial statements are as follows:

aCalculation is based on a 365-day year.

Calculate the following ratios. Do not round intermediate steps. Round your answers to two decimal places.

Construct a DuPont equation for the firm and the industry. Do not round intermediate steps. Round your answers to two decimal places.

Industry Average Ratios Current ratio 4.00x Fixed assets turnover 6.29x Debt-to-capital ratio 18.43% Total assets turnover 3.17x Times interest earned 13.60x Profit margin 12.40% EBITDA coverage 13.82x Return on total assets 37.29% Inventory turnover 9.04x Return on common equity 52.74% Days sales outstandinga 29 days Return on invested capital 47.13%

Explanation / Answer

Ratios of Firm and industry

Dupont analysis

ROE= Net income/ Average shareholders fund

In three elemsnts apporach we divide and mutiply the whole equation with sales and total assets

ROE= Net income/ Average shareholders fund*Total sales/ Total sales* Average total assets/ Average total assets

=Net income/ Total sales* Total sales/Average total asset*Average total asset /Average shareholders fund(equity multiplier)

For industry

52.74=12.40*3.17*x

52.74=39.30x

X=52.74/39.30=1.34= equity multiplier

For firm

ROE=Net income/ sales*sales / Average total asse*Equity multiplier

66.76=14*3.33

66.76=46.62x

X=66.76/46.62=1.43

Table of Dupont analysis

Note: I have taken inventory, asset and capital as average s an assumption since there is only one year.

(ends)

Ratios Formuale Firm Industry Average Current ratio Total current asset/ Total current liablities 2.99 4.00x Debt to total capital Short term debt+ long term debt/(Toatal debt+ total equity 28.8% 18.43% Times interest earned EBDITA/Total interest expense 21.58 13.60x EBITDA coverage Ebdita/interst - debt or loan 4.507 13.82x Inventory turnover cogs/ average inventory 6.06 9.04x Days sales outstanding 365/ no of days of inventory 60.24 29days Fixed assets turnover sales/Avearge fixed asset 11.43 6.29x Total assets turnover sales/Avearage total fixed asset 3.33 3.17x Profit margin Net Income/ sales 14% 12.40% Return on total assets Net income/ Total assets 48% 37.29% Return on common equity Net income/ Averagecommo equity 66.76% 52.74% Return on invested capital Net income/Avaege total capital investested 48% 47.13%
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