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Calculate the WACC for Martin Industries given: A tax rate of 34%, the market re

ID: 2474963 • Letter: C

Question

Calculate the WACC for Martin Industries given:

A tax rate of 34%, the market return is 13.2% and the risk-free rate is 4.5%.

7,500 preferred stock shares selling at $88/share with a 6% dividend rate.

265,000 common shares outstanding selling for $76/share. The stock has a beta of 0.92 and will pay a dividend of $2.48 next year. The dividend is expected to grow by 4% per year indefinitely.

8,500 coupon bonds outstanding with a 7.1% coupon rate and 14 years to maturity. The quoted price is 102.6. Interest is paid semiannually.

Explanation / Answer

Answer:

Cost of Equity (As per CAPM Method) = Risk Free Return + Beta (Market Return - Risk Free Return)

= 4.5% + 0.92 (13.2% - 4.5%)

= 4.5% + 8.004%

= 12.50%

Cost of Preferred Stock = Preference Dividend / Net Proceeds x 100 = $6 / 88 x 100 = 6.82% (Assumed par value of share $100 each)

Cost of Debt after tax = [ Annual Coupon Interest (1 - Tax Rate) + (Redemption Value - Net Proceeds) / life ] / (Redemption Value + Net Proceeds)/2

= [ $7.1 (1 - 0.34) + ($100 - $102.6)/14 ] / ($100 + $102.60)/2

= ($4.686 - $0.1857) / $101.30

= 0.044425 or 4.44%

Caculation of WACC at Market Weight

Capital Structure

Market Value

Market Weight

Cost of Capital (%)

WACC

(Market Weight x Cost of Capital)

Common Stock (265,000*76)

$20,140,000

0.929

12.5

11.62

Preferred Stock (7,500*88)

$660,000

0.030

6.82

0.21

Debt (8,500*102.6)

$872,100

0.040

4.44

0.18

$21,672,100

12.00

WACC = 12%

Capital Structure

Market Value

Market Weight

Cost of Capital (%)

WACC

(Market Weight x Cost of Capital)

Common Stock (265,000*76)

$20,140,000

0.929

12.5

11.62

Preferred Stock (7,500*88)

$660,000

0.030

6.82

0.21

Debt (8,500*102.6)

$872,100

0.040

4.44

0.18

$21,672,100

12.00

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