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Kyle Corporation is comparing two different capital structures, an all-equity pl

ID: 2762887 • Letter: K

Question

Kyle Corporation is comparing two different capital structures, an all-equity plan (Plan I) and a levered plan (Plan II). Under Plan I, Kyle would have 750,000 shares of stock outstanding. Under Plan II, there would be 500,000 shares of stock outstanding and $8.50 million in debt outstanding. The interest rate on the debt is 8 percent, and there are no taxes.

Assume that EBIT is $2.3 million. Compute the EPS for both Plan I and Plan II

Assume that EBIT is $2.8 million. Compute the EPS for both Plan I and Plan II.

What is the break-even EBIT?

Requirement 1:

Assume that EBIT is $2.3 million. Compute the EPS for both Plan I and Plan II

Requirement 2:

Assume that EBIT is $2.8 million. Compute the EPS for both Plan I and Plan II.

Requirement 3:

What is the break-even EBIT?

Explanation / Answer

1

Calculation of EPS for both Plan I and Plan II, if EBIT is $2.3 Million

Plan I

Plan II

EBIT

$2,300,000.00

$          2,300,000.00

Less: Interest on Debt

$                -  

$            (680,000.00)

(8500000*8%)

EBT (A)

$2,300,000.00

$          1,620,000.00

Shares of stock outstanding (B)

750,000

500,000

EPS = A/B =

$             3.07

$                       3.24

2

Calculation of EPS for both Plan I and Plan II, if EBIT is $2.8 Million

Plan I

Plan II

EBIT

$2,800,000.00

$          2,800,000.00

Less: Interest on Debt

$                -  

$            (680,000.00)

(8500000*8%)

EBT (A)

$2,800,000.00

$          2,120,000.00

Shares of stock outstanding (B)

750,000

500,000

EPS = A/B =

$             3.73

$                       4.24

3

Calculation of Break Even EBIT:

(At Break Even EBIT, the EPS of both Plan Shall be equal)

Lets say Breakeven EBIT is X

Hence,

Plan I

Plan II

EBIT

X

X

Less: Interest on Debt

$                -  

$            (680,000.00)

(8500000*8%)

EBT (A)

X

X-680000

Shares of stock outstanding (B)

750,000

500,000

EPS = A/B =

X / 750000

(X-680000) / 500000

Hence ,

X / 750000 = (X-680000) / 500000

X / 1.5 = (X-680000)

X = 1.5 *(X-680000)

X = 1.5 X-1020000

0.5 X= 1020000

X = 2040000

Hence Break Even EBIT = $2,040,000

1

Calculation of EPS for both Plan I and Plan II, if EBIT is $2.3 Million

Plan I

Plan II

EBIT

$2,300,000.00

$          2,300,000.00

Less: Interest on Debt

$                -  

$            (680,000.00)

(8500000*8%)

EBT (A)

$2,300,000.00

$          1,620,000.00

Shares of stock outstanding (B)

750,000

500,000

EPS = A/B =

$             3.07

$                       3.24

2

Calculation of EPS for both Plan I and Plan II, if EBIT is $2.8 Million

Plan I

Plan II

EBIT

$2,800,000.00

$          2,800,000.00

Less: Interest on Debt

$                -  

$            (680,000.00)

(8500000*8%)

EBT (A)

$2,800,000.00

$          2,120,000.00

Shares of stock outstanding (B)

750,000

500,000

EPS = A/B =

$             3.73

$                       4.24

3

Calculation of Break Even EBIT:

(At Break Even EBIT, the EPS of both Plan Shall be equal)

Lets say Breakeven EBIT is X

Hence,

Plan I

Plan II

EBIT

X

X

Less: Interest on Debt

$                -  

$            (680,000.00)

(8500000*8%)

EBT (A)

X

X-680000

Shares of stock outstanding (B)

750,000

500,000

EPS = A/B =

X / 750000

(X-680000) / 500000

Hence ,

X / 750000 = (X-680000) / 500000

X / 1.5 = (X-680000)

X = 1.5 *(X-680000)

X = 1.5 X-1020000

0.5 X= 1020000

X = 2040000

Hence Break Even EBIT = $2,040,000