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Consider the following sets of financial statements and answer the questions tha

ID: 2715737 • Letter: C

Question

Consider the following sets of financial statements and answer the questions that follow:

a. Which firm is the most liquid? Why? (Justify your answer with at least two ratios).

b. Which firm is the most profitable? Why? (Justify your answer with at least two ratios).

c. Construct a Du Pont equation (use the extended, or modified version shown in the Week 1, chapters 2 & 3 lesson notes) for each firm and comment on the sources of each firm’s ROE as revealed by the equation.

Question 2: (Time Value of Money – Monthly Loan Payments) 5 points

Best Buy has a 65” 4K Ultra HD TV on sale for $1,999.99. If you could borrow that amount from First National Bank of St Louis at 4% for 1 year, what would be your monthly loan payments?

Question 3: (Time Value of Money – Present Value) 4 points

You have figured out that you will need $800,000 to finance your child’s college education when she turns 18, which will be 16 years from now, so you decide to invest in zero-coupon bonds, which will mature in 16 years and will pay off $800,000 at maturity. How much would you have to invest in zero-coupon bonds today to reach your goal, assuming the going rate on such bonds is currently 3.5% per year?

Question 4: (Risk & Return) 4 points

You hold a portfolio of stocks consisting of the following:

                   Stock                     Beta       Current Value

            Caterpillar                    0.6          $20,000

            CitiCorp                       0.8           $21,000

            Wendy’s                       1.0           $22,000

            Boeing…                      1.2          $27,000

                                                     Total:   $90,000

a. What is the beta of the portfolio?

b. You have decided to sell Boeing for $27,000 and to use the proceeds to buy $27,000 of Nike stock with a beta of 1.4. After the transaction is complete, what will be the new beta of the portfolio? (Disregard any commissions on the buy and sell transactions.)

Question 5: (Risk & Return) 3 points

a. Define the Capital Asset Pricing Model.

b. Explain what a stock's "beta" is.

c. If the risk-free rate is 1% and the expected rate of return on the stock market is 9%, what is the required rate of return per the CAPM for a stock that has a beta of 1.3?

Question 6: (Bond valuation) 8 points

a. Curley's Company's bonds have 10 years remaining to maturity. Interest is paid annually, the bonds have a $1,000 par value, and the coupon interest rate is 4%. The bonds have a yield to maturity (YTM) of 5%. Given these conditions, what should be the current price of these bonds?

b. Larry's Company's bonds have 8 years remaining to maturity. Interest is paid annually, the bonds have a $1,000 par value, and the coupon interest rate is 4%. The bonds have a current market price of $890. Given these conditions, what should be the yield to maturity (YTM) of these bonds?

Question 7: (Stock Valuation) 6 Points

a. Define the Efficient Markets Hypothesis.

b. Financial theorists generally define three forms of market efficiency: the weak-form, the semi-strong-form, and the strong-form. Explain these three forms.

FNANCIAL STATEMENTS, Tootsie Roin $000s) BALANCE SHEET, as of year-end 2014 NCOMESTATEMENT201 45.337 Admin and seling exp Other opeain ncome exp) Beluetax eamings 23,634 EPS (G0,3B0,000 shares) Average stock pice, 2014 Common stock (6030,000 shares) $41,157 Treasry stock and other Total bites and Eqy FNANCIAL STATEMENTS, Hershey's n $000s) BALANCE SHEET, as of year-end 2014 NCOMESTATEMENT201 Admin and seling exp mpa ment chaayes nterest income(expense] S1.805.3A!5 Beluetax eamings assets IAB LTES AND EQUITES EPS (220,870,000 shares) Average stock pice, 2014 ST & curent pution of LT Debt Common stock (220,870,000 shs)359,901

Explanation / Answer

Answer (1 a)

Tootsie Roll

Hershey’s

Cash & Marketable Securities

121855

1118508

Accounts receivable

45337

477912

Inventory

61856

659541

Prepaid Expenses

5581

178862

Deferred Taxes

5482

52511

Total Current Assets (A)

240111

2487334

Current Assets – Inventory – Prepaid Expenses – Deferred Taxes (C)

167192

1596420

Total Current Liabilities (B)

60121

1408022

Current Ratio = A/B

= 240111/60121

= 3.9938

= 2487334/1408022

= 1.7665

Quick Ratio = C/B

=167192/60121

= 2.7809

= 1596420/1408022

= 1.1338

From the above it can be seen that the current ratio and quick ratio of Tootsie Roll are higher compared those of Hershey’s indicating Tootsie Roll is more liquid. Most of the current assets of Tootsie Roll are invested in cash or near cash equivalents while around 30% is locked in inventory, prepaid expenses and deferred taxes which are not as liquid as other current assets. For Hershey’s these less liquid current assets constitute around 35% of total current assets contributing to the lower liquidity position.

Answer (1-b)

Tootsie Roll

Hershey’s

Gross Profit         (A)

191486

3280848

Net Income         (B)

60849

820470

Total Revenue   (C)

543383

7146079

Total Assets   (D)

888409

5357488

Total Equity   (E)

680305

1616052

Gross Profit Margin (A/C)*100

35.2396%

45.91116%

Net Profit Margin   (B/C) * 100

11.1982%

11.4814%

Return on Assets (B/D) * 100

6.8492%

15.3145%

Return on Equity (B/E) * 100

8.9443%

50.7700%

Hershey’s is more profitable compared to Tootsie Roll on profitability front. The gross realisations of Hersheys are nearly 10% more than that of Tootsie Roll. Similarly, the return on assets of Hershey’s is nearly double that of Tootsie Roll indicating better capacity utilization. This coupled with better realizations has resulted in a higher return number of Hershey’s compared to Tootsie Roll.

Answer (1-c)

Tootsie Roll

Hershey’s

Net Income         (A)

60849

820470

Total Revenue   (B)

543383

7146079

Total Assets   (C)

888409

5357488

Total Equity   (D)

680305

1616052

Net Profit Margin   (B/C) * 100

11.1982%

11.4814%

Return on Assets (B/D) * 100

6.8492%

15.3145%

Return on Equity (B/E) * 100

8.944%

50.7700%

Total Asset Turnover (B/C)

0.6116

1.3338

Equity Multiplier (C/D)

1.3059

3.3151

Dupont Equation of Tootsie Roll

ROE = Profit margin * Total Asset Turnover * Equity Multiplier

         = (net income / total revenue) *(total revenue/total assets) * (total assets / equity)

         = 11.1982% * 0.6116 * 1.3059

         = 8.944%          

Dupont Equation of Hershey’s

ROE = Profit margin * Total Asset Turnover * Equity Multiplier

         = (net income / total revenue) *(total revenue/total assets) * (total assets / equity)

         = 11.4814% * 1.3338 * 3.3151

         = 50.77%

A look at the above equation shows that though the net profit margin of Hershey’s is marginally higher than that of Tootsie Roll, its return on equity is nearly 6.5 times due to the following factors

Answer (2)

Monthly instalment = $ 170.30

Loan Amount = $ 1999.99

Rate of interest = 4% pa   (assuming monthly compounding)

monthly interest rate = 4%/12 = 0.33333%

Effective interest rate = (1.0033333^12 - 1) * 100 = 4.07%

Let A be the monthly instalment which can be calculated as

$ 1999.99   = A * [(1-(1/(1+0.003333)^12)/0.003333]

$ 1999.99 = A * (1-1/1.040741128)/0.003333]

$ 1999.99 = A * (1-0.9608537)/0.003333

$ 1999.99 = A * (0.039146265/0.0033333)

$ 1999.99 = A * 11.743891

A = $ 1999.99 /11.743891

A = $ 170.30             

Answer (3)

Amount to be invested for a maturity value of $ 800000   = $ 461,364.73

Matuirty Value of Zero Coupon bonds = $ 800,000

Rate of return = 3.5%

Period of investment = 16 years

Amount to be invested now   = $ 800,000/(1+0.035)^16   = $ 800000/1.733986

                                                     = $ 461,364.7293 or $ 461,364.73 (rounded off)

Answer (4)

Stock

Amount invested

Weight

= Amount invested / Total investment

Caterpillar

20000

0.2222

Citicorp

21000

0.2333

Wendy’s

22000

0.2445

Boeing

27000

0.30

Total

90000

Beta of the Portfolio = Sum ( beta of stock * weight of stock in portfolio)

                                     = 0.6 * 0.2222 + 0.8 * 0.2333 + 1.0 * 0.2445 + 1.2 * 0.30

                                     = 0.13332 + 0.18664 + 0.2445 + 0.36

                                     = 0.92446 or 0.92 (rounded off)

b. If $ 27000 of Boeing is sold and $ 27000 worth stock of Nike with Beta 1.4 are bought, then after transaction beta of the portfolio will be

Beta of revised Portfolio   = 0.92 - 0.3 * 1.2 + 0.3 * 1.4

                                              = 0.92 – 0.36 + 0.42

                                              = 0.98

Answer (5-a)

Capital Asset Pricing Model is a relationship between risk and expected return which is used in pricing risky assets. The model can be depicted as

Expected Return = risk free rate + Beta * (market return – risk free rate)

The model is based on the premise investors need to be compensated for the time value of money and risk. The time value of money is derived from risk-free rate which compensates the investor for investing the money in the security. The second part of the equation represents risk and calculates the additional compensation needed by the investor to invest in this particular security instead of market.

Answer (5-b)

Beta is a measure of volatility of a security compared to market as a whole. Beta represents the portion of volatility of returns which cannot be reduced / diversified away by adding more securities to a portfolio. This is determined by a characteristic line fitted to set of points representing the returns of a security vis-à-vis that of market. The slope of this characteristic line represents beta and represents the systematic risk.

Answer (5-c)

Risk-free rate rf = 1%

Expected return on stock market rm = 9%

Beta of stock = 1.3

Expected return of stock = rf + beta * (rm – rf)

Expected return of stock = 1% + 1.3 * (9% -1%)

                                             = 11.4%

Answer (6-a)

Price of the Bond = $ 922.78

Par Value = $1000

Coupon Rate = 4% per annum

Coupon amount =$ 1000 * 4% = $ 40

Time to maturity = 10 years

Yield to maturity (YTM) = 5% or 0.05

Price of the bond = $ 40 * [(1-(1/(1+0.05)^10))/0.05] + $ 1000/(1+0.05)^10

                                 = $ 40 * [(1-(1/1.6288946))/0.05] + $ 1000/1.6288946

                                 = $ 40 * [(1-0.6139132)/0.05] + $ 1000 * 0.6139132

                                 = $ 40 * (0.3860867/0.05) + $ 1000 * 0.6139132

                                 = $ 40 * 7.7217349 + $ 1000 * 0.6139132

                                 = $ 308.8694 + $ 613.9132

                                 = $ 922.7826 or $ 922.78 (rounded off)

Answer (6-b)

YTM = 5.76%

Time remaining to maturity = 8 years

Par Value = $ 1000

Coupon rate = 4%

Annual Coupon amount = $ 40

Current market price = $ 890

Let r be the ytm of the bond, then

890 = $ 40 * [(1-(1/(1+r)^8))/r] + $ 1000/(1+r)^8

890 - $ 40 * [(1-(1/(1+r)^8))/r] - $ 1000/(1+r)^8 = 0

Let r = 5%, then LHS of equation will be

= 890 - $ 40 * [(1-(1/(1+0.05)^8))/0.05] - $ 1000/(1+0.05)^8

= 890 - 40 * [(1-(1/1.477455))/0.05] - 1000/1.477455

= 890 - 40 * (1-0.676839)/0.05 – 1000 * 0.676839

= 890 – 40 * (0.323161/0.05) – 1000 * 0.676839

= 890 – 40 * 6.463213 – 1000 * 0.676839

= -45.3679

Let r= 6%, then LHS of equation will be

= 890 - $ 40 * [(1-(1/(1+0.06)^8))/0.06] - $ 1000/(1+0.06)^8

= 890 - 40 * [(1-(1/1.593848))/0.06] - 1000/1.593848

= 890 - 40 * (1-0.627412)/0.06 – 1000 * 0.627412

= 890 – 40 * (0.372588/0.06) – 1000 * 0.627412

= 890 – 40 * 6.209794 – 1000 * 0.627412

= 14.19588

r =0.05 + (-45.3679 * (0.05-.06))/(14.19588-(-45.3679))

r = 0.05 + 0.453679/59.56378

r = 0.05 + 0.007617

r = 0.057617   or 5.76% (rounded off)

Answer (7-a)

Efficient Markets Hypothesis states that the asset prices fully reflect all available information. That is it is impossible to beat the market consistently as the stocks trade at their fair value. The fair value continuously reflects all available information about that stock and hence it is impossible to beat the market expectations consistently.

Answer (7-b)

weak-form efficiency

In this form, future prices cannot be predicted by analysis of past price trends. Excess returns cannot be earned continuously by using investment strategies based on historical share prices or other historical data. This means technical analysis will not be effective under this form of efficiency, though fundamental analysis may produce higher returns than market in the short run but cannot be sustained for long. Share prices exhibit no serial dependencies, meaning that there are no "patterns" to asset prices. This implies that future price movements are determined entirely by information not contained in the price series. Hence, prices must follow a random walk.

Semi-strong-form efficiency

Under this premise, it is implied that share prices adjust to publicly available new information very rapidly and in an unbiased fashion, such that no excess returns can be earned by trading on that information. Hence both technical and fundamental analyses cannot reliably produce excess returns.

Strong-form efficiency

Under this form, share prices reflect all information, public and private, and no one can earn excess returns. However, If there are legal barriers to private information becoming public which is the norm in real world as with insider trading laws, strong-form efficiency is impossible, except in the case where the laws are universally ignored.

  

Tootsie Roll

Hershey’s

Cash & Marketable Securities

121855

1118508

Accounts receivable

45337

477912

Inventory

61856

659541

Prepaid Expenses

5581

178862

Deferred Taxes

5482

52511

Total Current Assets (A)

240111

2487334

Current Assets – Inventory – Prepaid Expenses – Deferred Taxes (C)

167192

1596420

Total Current Liabilities (B)

60121

1408022

Current Ratio = A/B

= 240111/60121

= 3.9938

= 2487334/1408022

= 1.7665

Quick Ratio = C/B

=167192/60121

= 2.7809

= 1596420/1408022

= 1.1338