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Wigglesworth Inc. has an expected EBIT of 85,000 in perpetuity and a tax rate of 40%. The firm has $149,000 in outstanding debt with and interest rate of 6.75%. It's unlevered cost of capital is 10.2% (Assume there is no cost of financial distress).

a) What is the value of the unlevered firm?
b) What is the value of the levered firm?
c) What is the value of the levered equity?
d) What is the cost of the levered equity? (2 points) e) What is weighted average cost of capital?

1 Answer

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Final answer:

a) The unlevered firm value is $102,941.18.

b) The levered firm value is $251,941.18.

c) The cost of the levered equity is 15.18%.

d) The weighted average cost of capital is 9.72%.

Step-by-step explanation:

a. The value of the unlevered firm (also known as the enterprise value) can be calculated using the formula:

Unlevered Firm Value = EBIT * (1 - Tax Rate) / Unlevered Cost of Capital

Plugging in the given values, the calculation becomes:

Unlevered Firm Value = 85,000 * (1 - 0.4) / 0.102 = $102,941.18

b. The value of the levered firm can be calculated by adding the value of the debt to the unlevered firm value:

Levered Firm Value = Unlevered Firm Value + Debt = $102,941.18 + $149,000 = $251,941.18

The value of the levered equity can be found by subtracting the value of the debt from the levered firm value:

Levered Equity Value = Levered Firm Value - Debt = $251,941.18 - $149,000 = $102,941.18

c. The cost of the levered equity can be calculated using the formula:

Cost of Levered Equity = Unlevered Cost of Capital + ((Debt / Levered Equity) * (Unlevered Cost of Capital - Interest Rate))

Plugging in the given values, the calculation becomes:

Cost of Levered Equity = 0.102 + (($149,000 / $102,941.18) * (0.102 - 0.0675)) = 0.102 + (1.4451 * 0.0345) = 0.102 + 0.0498 = 0.1518 (or 15.18%)

d. The weighted average cost of capital (WACC) can be calculated as the weighted average of the cost of debt and the cost of levered equity:

WACC = ((Debt / Levered Firm Value) * Cost of Debt) + ((Levered Equity / Levered Firm Value) * Cost of Levered Equity)

Plugging in the given values, the calculation becomes:

WACC = (($149,000 / $251,941.18) * 0.0675) + (($102,941.18 / $251,941.18) * 0.1518) = 0.0315 + 0.0657 = 0.0972 (or 9.72%)

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