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Exercise 3 (9 pts) : Evaluating New Investments using Return on Investment (ROI)

ID: 2460534 • Letter: E

Question

Exercise 3 (9 pts): Evaluating New Investments using Return on Investment (ROI) and Residual Income.

Selected sales and operating data for three divisions of different structural engineering firms are given as follows:

Division A

Division B

Division C

Sales

12,000,000

14,000,000

25,000,000

Average operating assets

3,000,000

7,000,000

5,000,000

Net operating income

600,000

560,000

800,000

Minimum required rate of return

14%

10%

16%

Required:

Compute the Return on Investment ROI for each division using the formula stated in terms of margin and turnover. (3 pts)

Compute the residual income for each division. (3 pts)

Assume that each division is presented with an investment opportunity that would yield a 15% rate of return. (3 pts)

If performance is being measured by ROI, which division or divisions will probably accept the opportunity? Reject? Why? (1.5 pts)

If performance is being measured by residual income, which division or divisions will probably accept the opportunity? Reject? Why? (1.5 pts)

Division A

Division B

Division C

Sales

12,000,000

14,000,000

25,000,000

Average operating assets

3,000,000

7,000,000

5,000,000

Net operating income

600,000

560,000

800,000

Minimum required rate of return

14%

10%

16%

Explanation / Answer

Solution :

1.ROI

NET OPERATAING INCOME

X SALES

SALES

AVERAGE OPERATING ASSETS

DIVISION A

600000

X 12000000

12000000

3000000

        20.00

DIVISION B

560000

X 14000000

14000000

7000000

          8.00

DIVISION C

800000

X 25000000

25000000

5000000

        16.00

2. RESIDUAL INCOME

A

B

C

Average operating assets

3000000

7000000

5000000

Minimum required rate of return

14%

10.00%

16%

required return

420000

700000

800000

actual return

600000

560000

800000

residual income

180000

-140000

0

a.Decision based on 15% return on alternative

A

B

C

ROI

        20.00

          8.00

16

Alternative rate of return

        15.00

        15.00

        15.00

Decision (if ROI > rate of return on alternative then reject else accept

reject

Accept

reject

b.Decision based on residual income

A

B

C

Minimum required rate of return

14%

10%

16%

Alternative rate of return

15%

15%

15%

Decision (if Minimum required return > rate of return on alternative then reject else accept

accept

accept

reject

1.ROI

NET OPERATAING INCOME

X SALES

SALES

AVERAGE OPERATING ASSETS

DIVISION A

600000

X 12000000

12000000

3000000

        20.00

DIVISION B

560000

X 14000000

14000000

7000000

          8.00

DIVISION C

800000

X 25000000

25000000

5000000

        16.00

2. RESIDUAL INCOME

A

B

C

Average operating assets

3000000

7000000

5000000

Minimum required rate of return

14%

10.00%

16%

required return

420000

700000

800000

actual return

600000

560000

800000

residual income

180000

-140000

0

a.Decision based on 15% return on alternative

A

B

C

ROI

        20.00

          8.00

16

Alternative rate of return

        15.00

        15.00

        15.00

Decision (if ROI > rate of return on alternative then reject else accept

reject

Accept

reject

b.Decision based on residual income

A

B

C

Minimum required rate of return

14%

10%

16%

Alternative rate of return

15%

15%

15%

Decision (if Minimum required return > rate of return on alternative then reject else accept

accept

accept

reject