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Current and Market Asset Valuation Guide

The document outlines financial calculations for a company, including the determination of current assets, cash flow to stockholders, operating cash flow (OCF), and net capital spending. It provides detailed income statements and balance sheets, revealing key figures such as net income, total assets, and liabilities. Additionally, it highlights the impact of depreciation and interest on cash flow and net income.

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0% found this document useful (0 votes)
15 views3 pages

Current and Market Asset Valuation Guide

The document outlines financial calculations for a company, including the determination of current assets, cash flow to stockholders, operating cash flow (OCF), and net capital spending. It provides detailed income statements and balance sheets, revealing key figures such as net income, total assets, and liabilities. Additionally, it highlights the impact of depreciation and interest on cash flow and net income.

Uploaded by

khanhhangg179
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© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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5. To find the book value of current assets, we use: NWC = CA – CL.

Rearranging to solve for


current assets, we get:

CA = NWC + CL = $380,000 + 1,100,000 = $1,480,000

The market value of current assets and fixed assets is given, so:

Book value CA = $1,480,000 Market value CA = $1,600,000


Book value NFA = $3,700,000 Market value NFA = $4,900,000
Book value assets = $5,180,000 Market value assets = $6,500,000

12. Cash flow to stockholders = Dividends paid – Net new equity


Cash flow to stockholders = Dividends paid – [(Commonend + APISend) – (Commonbeg + APISbeg)]
Cash flow to stockholders = $490,000 – [($815,000 + 5,500,000) – ($740,000 + 5,200,000)]
Cash flow to stockholders = $115,000

Note, APIS is the additional paid-in surplus.

14. To find the OCF, we first calculate net income.

Income Statement
Sales $196,000
Costs 104,000
Other expenses 6,800
Depreciation 9,100
EBIT $76,100
Interest 14,800
Taxable income $61,300
Taxes 21,455
Net income $39,845

Dividends $10,400
Additions to RE $29,445

a. OCF = EBIT + Depreciation – Taxes = $76,100 + 9,100 – 21,455 = $63,745

b. CFC = Interest – Net new LTD = $14,800 – (–7,300) = $22,100

Note that the net new long-term debt is negative because the company repaid part of its long-
term debt.

c. CFS = Dividends – Net new equity = $10,400 – 5,700 = $4,700

d. We know that CFA = CFC + CFS, so:

CFA = $22,100 + 4,700 = $26,800

CFA is also equal to OCF – Net capital spending – Change in NWC. We already know OCF.
Net capital spending is equal to:
Net capital spending = Increase in NFA + Depreciation = $27,000 + 9,100 = $36,100

Now we can use:

CFA = OCF – Net capital spending – Change in NWC


$26,800 = $63,745 – 36,100 – Change in NWC

Solving for the change in NWC gives $845, meaning the company increased its NWC by
$845.

15. The solution to this question works the income statement backwards. Starting at the bottom:

Net income = Dividends + Addition to ret. earnings = $1,500 + 5,100 = $6,600

Now, looking at the income statement:

EBT – EBT × Tax rate = Net income

Recognize that EBT × Tax rate is simply the calculation for taxes. Solving this for EBT yields:

EBT = NI / (1– tax rate) = $6,600 / (1 – 0.35) = $10,154

Now you can calculate:

EBIT = EBT + Interest = $10,154 + 4,500 = $14,654

The last step is to use:

EBIT = Sales – Costs – Depreciation


$14,654 = $41,000 – 19,500 – Depreciation

Solving for depreciation, we find that depreciation = $6,846

16. The balance sheet for the company looks like this:

Balance Sheet
Cash $195,000 Accounts payable $405,000
Accounts receivable 137,000 Notes payable 160,000
Inventory 264,000 Current liabilities $565,000
Current assets $596,000 Long-term debt 1,195,300
Total liabilities $1,760,300
Tangible net fixed assets 2,800,000
Intangible net fixed assets 780,000 Common stock ??
Accumulated ret. earnings 1,934,000
Total assets $4,176,000 Total liab. & owners’ equity $4,176,000

Total liabilities and owners’ equity is:

TL & OE = CL + LTD + Common stock + Retained earnings

Solving for this equation for equity gives us:


Common stock = $4,176,000 – 1,934,000 – 1,760,300 = $481,700

19. Income Statement


Sales $730,000
COGS 580,000
A&S expenses 105,000
Depreciation 135,000
EBIT –$90,000
Interest 75,000
Taxable income –$165,000
Taxes (35%) 0
a. Net income –$165,000

b. OCF = EBIT + Depreciation – Taxes = –$90,000 + 135,000 – 0 = $45,000

c. Net income was negative because of the tax deductibility of depreciation and interest
expense. However, the actual cash flow from operations was positive because depreciation is
a non-cash expense and interest is a financing expense, not an operating expense.

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