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Alpha Corporation and Beta Corporation are identical in every way except their capital structures. Alpha Corporation, an all-equity firm, has 15,000 shares of stock outstanding, currently worth $30 per share. Beta Corporation uses leverage in its capital structure. The market value of Beta’s debt is $65,000, and its cost of debt is 9 percent. Each firm is expected to have earnings before interest of $75,000 in perpetuity. Neither firm pays taxes. Assume that every investor can borrow at 9 percent per year. What is the value of Alpha Corporation? What is the Value of Beta Corporation? What is the value of Beta's equity? How much will it cost to purchase 20 % of each company? Assuming each firm meets earnings estimates, what will the dollar return be to each with 20% equity ownership over the next year?

User CNeo
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Final answer:

The values of Alpha Corporation and Beta Corporation are both $450,000. The value of Beta's equity is $385,000. Owning 20% of Alpha would cost $90,000 and return $15,000 after one year, while owning 20% of Beta would cost $77,000 and return $13,830.

Step-by-step explanation:

The value of Alpha Corporation with an all-equity structure and 15,000 shares at $30 each is $450,000 (15,000 shares * $30 per share). The value of Beta Corporation, which includes both equity and debt, can be determined using the Modigliani-Miller Proposition I without taxes, which states that leveraged and unleveraged firms should have the same value if there are no taxes. Since the firms are identical except for the capital structure, the value of Beta Corporation is also $450,000.

To find the value of Beta's equity, we subtract the value of Beta's debt ($65,000) from Beta's total firm value ($450,000), obtaining an equity value of $385,000. If we want to purchase 20% of each company's equity, it would cost 20% of $450,000 for Alpha, which is $90,000, and 20% of $385,000 for Beta, which equals $77,000. Assuming each firm meets its earnings before interest of $75,000, the dollar return with 20% equity ownership over the next year for Alpha would be 20% of $75,000, a total of $15,000. For Beta, the earnings after interest payments (9% of $65,000 debt) would be $75,000 - $5,850 (interest), or $69,150. Therefore, 20% of Beta's after-interest earnings would be $13,830.

User Benka
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