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P.S. 8.4% and 9.96% are INCORRECT O\'Connell & Co. expects its EBIT to be $81,00

ID: 2383291 • Letter: P

Question

P.S.

8.4% and 9.96% are INCORRECT

O'Connell & Co. expects its EBIT to be $81,000 every year forever. The firm can borrow at 8 percent. O'Connell currently has no debt, and its cost of equity is 12 percent and the tax rate is 35 percent. The company borrows $132,000 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)) Cost of equity What is the WACC? (Do not round intermediate calculations and round your final answer to 2 decimal places. (e.g., 32.16)) P.S. 8.4% and 9.96% are INCORREC

Explanation / Answer

Answer to Part I

Prior to repurchase of Equity

EBIT = 81,000

Firm does not has any debt and hence interest outflow = 0

Tax rate = 35%

Current cost of Equity = 12%

Cost of equity is defined as the minimum rate of return a company must generate in order to convince investors in invest in shares of the company at their current market price. In effect this is the rate of return on equity which is calculated by using the formula

ROE = EAT / Equity

In the current case

EAT = EBIT - Interest - Tax = 81,000 - 0 - 81,000*.35 = 81,000 - 28,350 = 52,650

Return on Equity ROE = EAT / Equity

0.12 = 52,650 / Equity

Equity of the firm = 52,650/0.12 = 438,750

After repurchase of Equity

Amount borrowed = 132,000 which is utilised to repurchase shares

Reconstituted Equity = 438,750 - 132,000 = 306,750

EBIT = 81,000 (As the firm assums that its EBIT will be this amount forever)

Cost of Borrowed Funds = 8%

Interest cost for the year = 132,000 * 8% = 10,560

EBT= EBIT - Interest = 81,000 - 10,560 = 70,440

EAT = EBT - Tax = 70,440 - 70,440 * 0.35 = 70,440 - 24,654 = 45,786

Cost of Equity after Recapitalization ROE = 45,786 / 306,750 = 0.1493 or 14.93%

Answer to Part II

Composition of Reconstituted Capital of the firm = 306,750 (Equity) + 132,000 (debt)

Total Capital of the firm C = 438,750

Weighted Average cost of capital WACC = (E/C)* ROE + (D/C) * Cost of Debt (1-Tax rate)

WACC = (306750/438750)* 0.1493 + (132000/438750)*0.08*(1-0.35)
= 0.69915*0.1493 + 0.3085*0.08*0.75 = 0.1045 + 0.01851 = 0.12301

Therefore, WACC of the Firm = 12.30%