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A family friend has asked your help in analyzing the operations of three anonymo

ID: 2471944 • Letter: A

Question

A family friend has asked your help in analyzing the operations of three anonymous companies operating in the same service sector industry. Supply the missing data in the table below: (Loss amounts should be indicated by a minus sign. Enter your ROI and Rate of Return Percentage answers to the nearest percentage (i.e., 0.12 should be entered as 12).

Company A

Company B

Company C

Sales

$340,000

$790,000

$550,000

Net Operating Income

$54,000

Average Operating Assets

$151,000

$147,000

Return on Investment

16 %

19%

Minimum required rate of return

Percentage

17%

15%

Dollar Amount

$54,000

Residual Income

$7,000

Company A

Company B

Company C

Sales

$340,000

$790,000

$550,000

Net Operating Income

$54,000

Average Operating Assets

$151,000

$147,000

Return on Investment

16 %

19%

Minimum required rate of return

Percentage

17%

15%

Dollar Amount

$54,000

Residual Income

$7,000

Explanation / Answer

Calculations are as follows:

Return on investment = Net operating income / Average operating Assets

Company A = .16 = operating income / 151000 =24160

Company B = .19 = 54000 / Average operating assets = 284211

Company C = 29050 / 147000 = 19.76%

Residual Income = net operating income - (Average operating assets * minimum rate of return)

Company A = 24160 -(151000 * .17) = -1510

Company B = 54000 - (284211 * 18.91% ) = 255.699

Company C = 7000 = operating income - (147000 * .15) = 29050

Dollar amount of minimum rate of return = Average operating assets * minimim rate of return

Company A =151000 * .17= 21420

Company B = 54000 = 284211 * Minimum rate of return = 18.91%

Company C = 147000 * .15 = 22050

Company A

Company B

Company C

Sales

$340,000

$790,000

$550,000

Net Operating Income

24160

$54,000

29050

Average Operating Assets

$151,000

284211

$147,000

Return on Investment

16 %

19%

19.76%

Minimum required rate of return

21420

53744

Percentage

17%

18.91

15%

Dollar Amount

21420

$54,000

53744

Residual Income

-1510

255.699

$7,000

Company A

Company B

Company C

Sales

$340,000

$790,000

$550,000

Net Operating Income

24160

$54,000

29050

Average Operating Assets

$151,000

284211

$147,000

Return on Investment

16 %

19%

19.76%

Minimum required rate of return

21420

22050

53744

Percentage

17%

18.91

15%

Dollar Amount

21420

$54,000

53744

Residual Income

-1510

255.699

$7,000

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