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Merrill Lynch Limited has the following information and a tax rate of 30 percent

ID: 2713774 • Letter: M

Question

Merrill Lynch Limited has the following information and a tax rate of 30 percent. .

Debt

2,000, 6 percent coupon bonds outstanding, $1,000 par value, 12 years to maturity, selling for 95 percent of par, the bonds make semiannual payments

Common stock

250,000 shares outstanding, selling for $55 per share; the beta is 1.20

Preferred stock

12,000 shares of 6 percent preferred stock outstanding, currently selling for $110 per share

Market

6 percent market risk premium and 4 percent risk-free rate

Determine the company’s WACC by computing the following:

(a) Total Market Value for the company

(b) After-tax Cost of Debt.

(c) Cost of Common Stock

(d) Cost of Preferred Stock

(e) WACC

Show all workings

Debt

2,000, 6 percent coupon bonds outstanding, $1,000 par value, 12 years to maturity, selling for 95 percent of par, the bonds make semiannual payments

Common stock

250,000 shares outstanding, selling for $55 per share; the beta is 1.20

Preferred stock

12,000 shares of 6 percent preferred stock outstanding, currently selling for $110 per share

Market

6 percent market risk premium and 4 percent risk-free rate

Explanation / Answer

a) total market value of company = market value of debt + market value of equity + market value of prefered equity

= 950*2000 + 250000* 55 + 12000*110

= 16870000

b) After tax cost of debt

  K =Nx2         
BOND PRICE= [(Semi-annual Coupon)/(1 + YTM/2)^k]     +   Par value/(1 + YTM/2)^(Nx2)
                   k=1

                    K= 12x2          
950= [(6*1000/(100*2))/(1 + YTM/200)^k]     +   1000/(1 + YTM/200)^12x2
                   k=1

YTM = 6.61%

After tax cost of debt = YTM*(1 - tax rate) = 6.61*(1 - 0.3) = 4.627%

c ) Cost of Common Stock

expected return = risk-free rate + beta * (market risk premium)

= 4 + 1.2* 6 = 11.2%

(d) Cost of Preferred Stock = Prefered perpetual payment / price = 6/110 = 5.45%

e)

WACC

=

E

×

re

+

D

×

(1 t)

×

rd

+

P

×

rp

(E+D+P)

(E+D+P)

(E+D+P)

Where:

E

=

Market value of equity

D

=

Market value of debt

P

=

Market value of preferred stock

re

=

Cost of equity

rd

=

Cost of debt

rp

=

Cost of preferred stock

t

=

Marginal tax rate

Wacc = 4.627* 950*2000/16870000 + 11.2*250000* 55/16870000 + 5.45*12000*110/16870000

= 10.0765%

  

WACC

=

E

×

re

+

D

×

(1 t)

×

rd

+

P

×

rp

(E+D+P)

(E+D+P)

(E+D+P)