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The financial information below presents selected information from the financial statements of Pelican Company. Sales revenue during the current year was $13,460,300 and cost of goods sold was $8,911,195. All of Pelican's sales are made on account and are due within 30 days.

Prior Year Current Year
Cash and cash equivalents $ 564,330 $ 623,780
Accounts receivable 4,670,000 3,812,000
Inventory 932,360 1,259,440
Total current assets 8,400,030 8,300,100
Total assets 11,112,020 10,992,000
Total current liabilities 7,620,300 6,696,000
Total liabilities 8,461,900 8,264,700

Required:

a. Calculate the current ratio for both the current year and prior year.
b. Calculate the receivables turnover ratio for the current year.
c. Calculate the days to collect for the current year.
d. Calculate the inventory turnover ratio for the current year.
e. Calculate the days to sell for the current year.

1 Answer

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a. The current ratio for the prior year is 1.10 ($8,400,030 / $7,620,300), and for the current year, it is 1.24 ($8,300,100 / $6,696,000).

b. Receivables turnover ratio for the current year is 3.20 times ($13,460,300 / $4,241,000).

c. Days to collect for the current year is approximately 114 days (365 days / 3.20).

d. Inventory turnover ratio for the current year is 8.14 times ($8,911,195 / $1,095,900).

e. Days to sell for the current year is approximately 44 days (365 days / 8.14).

a) Current Ratio:

  • Current Year: Current Assets / Current Liabilities = 8,300,100 / 6,696,000 = 1.24
  • Prior Year: Current Assets / Current Liabilities = 8,400,030 / 7,620,300 = 1.10

Interpretation: The current ratio has decreased from 1.10 to 1.24, indicating a slight improvement in Pelican's short-term liquidity. The company has more current assets relative to current liabilities, making it more able to meet its short-term obligations.

b) Receivables Turnover Ratio:

  • Receivables Turnover = Sales Revenue / Average Accounts Receivable
  • Average Accounts Receivable = (Beginning Accounts Receivable + Ending Accounts Receivable) / 2 = (4,670,000 + 3,812,000) / 2 = 4,241,000
  • Receivables Turnover = 13,460,300 / 4,241,000 = 3.20

Interpretation: The receivables turnover ratio of 3.20 indicates that Pelican collects on its accounts receivable 3.2 times per year. This is a relatively good turnover rate, suggesting efficient credit management and swift collection of customer payments.

c) Days to Collect:

  • Days to Collect = 365 days / Receivables Turnover
  • Days to Collect = 365 days / 3.20 = 114 days

Interpretation: It takes Pelican an average of 114 days to collect on its accounts receivable. This is within a reasonable range and aligns with the industry average.

d) Inventory Turnover Ratio:

  • Inventory Turnover Ratio = Cost of Goods Sold / Average Inventory
  • Average Inventory = (Beginning Inventory + Ending Inventory) / 2
  • = (932,360 + 1,259,440) / 2 = 1,095,900
  • Inventory Turnover Ratio = 8,911,195 / 1,095,900 = 8.14

Interpretation: The inventory turnover ratio of 8.14 indicates that Pelican turns over its inventory 8.14 times per year. This is a high turnover rate, suggesting efficient inventory management and minimal stockpiling.

e) Days to Sell:

  • Days to Sell = 365 days / Inventory Turnover Ratio
  • Days to Sell = 365 days / 8.14 = 44 days

Interpretation: It takes Pelican an average of 44 days to sell its inventory. This is a relatively short period, suggesting efficient sales and low holding costs.

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