CHAPTER 2 FINANCIAL STATEMENTS, CASH FLOW, AND TAXES

[i].

BarnesÂ’ Brothers has the following data for the year ending 12/31/10: Net income = $600; Net operating profit after taxes (NOPAT) = $700; Total assets = $2,500; Short-term investments = $200; Stockholders’ equity = $1,800; Total debt = $700; and Total operating capital = $2,100. Barnes’ weighted average cost of capital is 10%. What is its economic value added (EVA)?

a.

$399.11

b.

$420.11

c.

$442.23

d.

$465.50

e.

$490.00

(Comp: 2.3,2.5) Income statement: net cash flow C K

[ii].

Edwards Electronics recently reported $11,250 of sales, $5,500 of operating costs other than depreciation, and $1,250 of depreciation. The company had no amortization charges, it had $3,500 of bonds that carry a 6.25% interest rate, and its federal-plus-state income tax rate was 35%. How much was its net cash flow?

a.

$3,284.75

b.

$3,457.63

c.

$3,639.61

d.

$3,831.17

e.

$4,032.81

(Comp: 2.3,2.7) Income statement:free cash flow C K

[iii].

Wells Water Systems recently reported $8,250 of sales, $4,500 of operating costs other than depreciation, and $950 of depreciation. The company had no amortization charges, it had $3,250 of outstanding bonds that carry a 6.75% interest rate, and its federal-plus-state income tax rate was 35%. In order to sustain its operations and thus generate sales and cash flows in the future, the firm was required to spend $750 to buy new fixed assets and to invest $250 in net operating working capital. How much free cash flow did Wells generate?

a.

$1,770.00

b.

$1,858.50

c.

$1,951.43

d.

$2,049.00

e.

$2,151.45

Hard:

(2.8) EVA C K

[iv].

HHH Inc. reported $12,500 of sales and $7,025 of operating costs (including depreciation). The company had $18,750 of investor-supplied operating assets (or capital), the weighted average cost of that capital (the WACC) was 9.5%, and the federal-plus-state income tax rate was 40%. What was HHH’s Economic Value Added (EVA), i.e., how much value did management add to stockholders’ wealth during the year?

a.

$1,357.13

b.

$1,428.56

c.

$1,503.75

d.

$1,578.94

e.

$1,657.88

(Comp: 2.3,2.7) Changes in net income and NCF C K

[v].

Last year, Michelson Manufacturing reported $10,250 of sales, $3,500 of operating costs other than depreciation, and $1,250 of depreciation. The company had no amortization charges, it had $3,500 of bonds outstanding that carry a 6.5% interest rate, and its federal-plus-state income tax rate was 35%. This year’s data are expected to remain unchanged except for one item, depreciation, which is expected to increase by $725. By how much will the depreciation change cause the firm’s net after-tax income and its net cash flow to change? Note that the company uses the same depreciation calculations for tax and stockholder reporting purposes.

a.

-$383.84; $206.68

b.

-$404.04; $217.56

c.

-$425.30; $229.01

d.

-$447.69; $241.06

e.

-$471.25; $253.75

[vi].

(Comp: 2.3,2.7) Income stmt: FCF vs. net income C K

Bartling Energy Systems recently reported $9,250 of sales, $5,750 of operating costs other than depreciation, and $700 of depreciation. The company had no amortization charges, it had $3,200 of outstanding bonds that carry a 5% interest rate, and its federal-plus-state income tax rate was 35%. In order to sustain its operations and thus generate sales and cash flows in the future, the firm was required to make $1,250 of capital expenditures on new fixed assets and to invest $300 in net operating working capital. By how much did the firm’s net income exceed its free cash flow?

a.

$673.27

b.

$708.70

c.

$746.00

d.

$783.30

e.

$822.47