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Paul Sabin organized Sabin Electronics 10 years ago to produce and sell several

ID: 2575749 • Letter: P

Question

Paul Sabin organized Sabin Electronics 10 years ago to produce and sell several electronic devices on which he had secured patents. Although the company has been fairly profitable, it is now experiencing a severe cash shortage. For this reason, it is requesting a $580,000 long-term loan from Gulfport State Bank, $140,000 of which will be used to bolster the Cash account and $440,000 of which will be used to modernize equipment. The company’s financial statements for the two most recent years follow:

     During the past year, the company introduced several new product lines and raised the selling prices on a number of old product lines in order to improve its profit margin. The company also hired a new sales manager, who has expanded sales into several new territories. Sales terms are 2/10, n/30. All sales are on account.

To assist in approaching the bank about the loan, Paul has asked you to compute the following ratios for both this year and last year:


          


            


            

The average collection period. (The accounts receivable at the beginning of last year totaled $330,000.) (Round your intermediate calculations and final answers to 1 decimal place. Use 365 days in a year.)


            


            


            

The total asset turnover. (The total assets at the beginning of last year were $2,660,000.) (Round your answers to 2 decimal places.)


            


            


          


          

Present the balance sheet in common-size format. (Round your percentage answers to 1 decimal place (i.e., 0.1234 should be entered as 12.3).)


            

Present the income statement in common-size format down through net income. (Round your percentage answers to 1 decimal place (i.e., 0.1234 should be entered as 12.3).)

please explain and show how you got the solutions. thanks!

Paul Sabin organized Sabin Electronics 10 years ago to produce and sell several electronic devices on which he had secured patents. Although the company has been fairly profitable, it is now experiencing a severe cash shortage. For this reason, it is requesting a $580,000 long-term loan from Gulfport State Bank, $140,000 of which will be used to bolster the Cash account and $440,000 of which will be used to modernize equipment. The company’s financial statements for the two most recent years follow:

Explanation / Answer

Ratio Analysis

Common size Balance Sheet

current year

last year

Sabin Electronics

working capital

total of current assets- total of current liabilities

892,000

831000

Comparative Balance Sheet

total of current assets

1,732,000

1341000

This Year

Last Year

total of current liabilities

840,000

510000

  Assets

  

  Current assets:

In value

%

In value

%

current ratio

total of current assets/total of current liabilities

2.061904762

2.6294118

     Cash

100,000

2.86%

230000

8.24%

total of current assets

1732000

1341000

     Marketable securities

0

0.00%

26000

0.93%

total of current liabilities

840000

510000

     Accounts receivable, net

581,000

16.64%

380000

13.62%

     Inventory

1,025,000

29.36%

675000

24.18%

Acid test ratio

quick assets/current liabilities

0.810714286

1.2470588

     Prepaid expenses

26,000

0.74%

30000

1.07%

Quick Assets = current assets- inventory-prepaid expenses

681,000

636000

  

total of current liabilities

840000

510000

  Total current assets

1,732,000

49.60%

1341000

48.05%

  Plant and equipment, net

1,759,600

50.40%

1450000

51.95%

Average collection perion

365/ sales/average accounts receivables

32.48

28.23

  

sales

5,400,000

4590000

  Total assets

3,491,600

100%

2791000

100.00%

average accounsts receivables =(opening +closing)/2

480500

355000

  

  Liabilities and Stockholders Equity

  

Average sales period

365/(cogs/average inventory)

76.13780025

62.298159

  Liabilities:

  

COGS

3,955,000

3530000

     Current liabilities

840,000

24.06%

510000

18.27%

average inventory =(opening +clsoing)/2

825000

602500

     Bonds payable, 12%

650,000

18.62%

650000

23.29%

  

Operating cycle

average collection period+average sales period)

108.62

90.53

  Total liabilities

1,490,000

42.67%

1160000

41.56%

Average collection perion

32.48

28.23

  

Average sales period

76.13780025

62.298159

  Stockholders' equity:

  

     Common stock, $15 par

930,000

26.64%

930000

33.32%

total asset turnover

sales/(average total assets)

1.719033521

1.6840947

     Retained earnings

1,071,600

30.69%

701000

25.12%

sales

5,400,000

4590000

  

average total assets =(opening +closing)/2

3141300

2725500

  Total stockholders’ equity

2,001,600

57.33%

1631000

58.44%

  

DEBT TO EQUITY RATIO

TOTAL OF LIABILITIES/TOTAL OF EQUITY

0.744404476

0.7112201

  Total liabilities and equity

3,491,600

100%

2791000

100.00%

TOTAL OF LIABILITIES

1,490,000

1160000

TOTAL OF EQUITY

2,001,600

1631000

TIMES INTEREST EARNED

EBIT/INTERES

9.948717949

6.3589744

EBIT

776,000

496000

INTEREST

78000

78000

EQUITY MULTIPLIER

AVERAGE TOTAL ASSETS/TOTAL OF EQUITY

1.569394484

1.6710607

average total assets =(opening +closing)/2

3141300

2725500

TOTAL OF EQUITY

2,001,600

1631000

Common size income statement

Comparative Income Statement and Reconciliation

This Year

Last Year

  Sales

5,400,000

100%

4590000

100.00%

  Cost of goods sold

3,955,000

73.24%

3530000

76.91%

  

  Gross margin

1,445,000

26.76%

1060000

23.09%

  Selling and administrative expenses

669,000

12.39%

564000

12.29%

  

  Net operating income

776,000

14.37%

496000

10.81%

  Interest expense

78,000

1.44%

78000

1.70%

  

  Net income before taxes

698,000

12.93%

418000

9.11%

  Income taxes (30%)

209,400

3.88%

125400

2.73%

  

  Net income

488,600

9.05%

292600

6.37%

  Common dividends

118,000

2.19%

97,000   

  

  Net income retained

370,600

6.86%

195600

4.26%

  Beginning retained earnings

701,000

505,400   

  

  Ending retained earnings

1,071,600

701,000

Ratio Analysis

Common size Balance Sheet

current year

last year

Sabin Electronics

working capital

total of current assets- total of current liabilities

892,000

831000

Comparative Balance Sheet

total of current assets

1,732,000

1341000

This Year

Last Year

total of current liabilities

840,000

510000

  Assets

  

  Current assets:

In value

%

In value

%

current ratio

total of current assets/total of current liabilities

2.061904762

2.6294118

     Cash

100,000

2.86%

230000

8.24%

total of current assets

1732000

1341000

     Marketable securities

0

0.00%

26000

0.93%

total of current liabilities

840000

510000

     Accounts receivable, net

581,000

16.64%

380000

13.62%

     Inventory

1,025,000

29.36%

675000

24.18%

Acid test ratio

quick assets/current liabilities

0.810714286

1.2470588

     Prepaid expenses

26,000

0.74%

30000

1.07%

Quick Assets = current assets- inventory-prepaid expenses

681,000

636000

  

total of current liabilities

840000

510000

  Total current assets

1,732,000

49.60%

1341000

48.05%

  Plant and equipment, net

1,759,600

50.40%

1450000

51.95%

Average collection perion

365/ sales/average accounts receivables

32.48

28.23

  

sales

5,400,000

4590000

  Total assets

3,491,600

100%

2791000

100.00%

average accounsts receivables =(opening +closing)/2

480500

355000

  

  Liabilities and Stockholders Equity

  

Average sales period

365/(cogs/average inventory)

76.13780025

62.298159

  Liabilities:

  

COGS

3,955,000

3530000

     Current liabilities

840,000

24.06%

510000

18.27%

average inventory =(opening +clsoing)/2

825000

602500

     Bonds payable, 12%

650,000

18.62%

650000

23.29%

  

Operating cycle

average collection period+average sales period)

108.62

90.53

  Total liabilities

1,490,000

42.67%

1160000

41.56%

Average collection perion

32.48

28.23

  

Average sales period

76.13780025

62.298159

  Stockholders' equity:

  

     Common stock, $15 par

930,000

26.64%

930000

33.32%

total asset turnover

sales/(average total assets)

1.719033521

1.6840947

     Retained earnings

1,071,600

30.69%

701000

25.12%

sales

5,400,000

4590000

  

average total assets =(opening +closing)/2

3141300

2725500

  Total stockholders’ equity

2,001,600

57.33%

1631000

58.44%

  

DEBT TO EQUITY RATIO

TOTAL OF LIABILITIES/TOTAL OF EQUITY

0.744404476

0.7112201

  Total liabilities and equity

3,491,600

100%

2791000

100.00%

TOTAL OF LIABILITIES

1,490,000

1160000

TOTAL OF EQUITY

2,001,600

1631000

TIMES INTEREST EARNED

EBIT/INTERES

9.948717949

6.3589744

EBIT

776,000

496000

INTEREST

78000

78000

EQUITY MULTIPLIER

AVERAGE TOTAL ASSETS/TOTAL OF EQUITY

1.569394484

1.6710607

average total assets =(opening +closing)/2

3141300

2725500

TOTAL OF EQUITY

2,001,600

1631000

Common size income statement

Comparative Income Statement and Reconciliation

This Year

Last Year

  Sales

5,400,000

100%

4590000

100.00%

  Cost of goods sold

3,955,000

73.24%

3530000

76.91%

  

  Gross margin

1,445,000

26.76%

1060000

23.09%

  Selling and administrative expenses

669,000

12.39%

564000

12.29%

  

  Net operating income

776,000

14.37%

496000

10.81%

  Interest expense

78,000

1.44%

78000

1.70%

  

  Net income before taxes

698,000

12.93%

418000

9.11%

  Income taxes (30%)

209,400

3.88%

125400

2.73%

  

  Net income

488,600

9.05%

292600

6.37%

  Common dividends

118,000

2.19%

97,000   

  

  Net income retained

370,600

6.86%

195600

4.26%

  Beginning retained earnings

701,000

505,400   

  

  Ending retained earnings

1,071,600

701,000