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Phillips Equipment has 75,000 bonds outstanding that are selling at par. Bonds w

ID: 2773656 • Letter: P

Question

Phillips Equipment has 75,000 bonds outstanding that are selling at par. Bonds with similar characteristics are yielding 7.5 percent. The company also has 750,000 shares of 6 percent preferred stock and 2.5 million shares of common stock outstanding. The preferred stock sells for $64a share. The common stock has a beta of 1.21 and sells for $44 a share. The U.S. Treasury bill is yielding 2.3 percent and the return on the market is 11.2 percent. The corporate tax rate is 34 percent. What is the firm's weighted average cost of capital?

Explanation / Answer

Cost of debt Kd = YTM x (1-t)

                        = 7.5% x (1-0.34)

                        = 4.95%

Cost of preferred stock Kp = Annual dividend/ price

                                                = 100 x6%/64

                                                =9.375%

Cost of equity Ke = Rf +betax(Rm-Rf)

                             = 2.3% + 1.21 x(11.20%-2.3%)

                              = 13.069%

Weights:

Source

Price

Units

Price x units

Weight

Bond

1000

75000

75000000

0.3219

Preferred stock

64

750000

48000000

0.2060

Common stock

44

2500000

110000000

0.4721

233000000

WACC:

Source

Weights

Cost

Weight x cost

Bond

0.3219

4.950%

1.59%

Preferred stock

0.2060

9.375%

1.93%

Common stock

0.4721

13.069%

6.17%

9.69%

Hence, WACC is 9.69%

Source

Price

Units

Price x units

Weight

Bond

1000

75000

75000000

0.3219

Preferred stock

64

750000

48000000

0.2060

Common stock

44

2500000

110000000

0.4721

233000000