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FUNDAMENTALS OF CORPORATE FINANCE 2th ed berk demarzo

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Brief ContentsCHAPTER 1 Corporate Finance and the Financial Manager 2 CHAPTER 2 Introduction to Financial Statement Analysis 23 CHAPTER 3 Time Value of Money: An Introduction 62 CHAPTER

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Corporate Finance

S E C O N D E D I T I O N

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Jarrad Harford UNIVERSITY OF WASHINGTON

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The Capital Budgeting Decision: Economic

Analysis of Investment Projects

Financial Services and Financial Institutions:

Value Creation in Theory and Practice

Financial Management for Public, Health,

and Not-for-Profit Organizations

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and for being there —J B.

To Kaui, Pono, Koa, and Kai for all the love and laughter —P D.

To Katrina, Evan, and Cole for your love and support —J H.

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Editorial Project Manager: Melissa Pellerano Executive Development Editor: Rebecca Ferris-Caruso Managing Editor: Nancy Fenton

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Library of Congress Cataloging-in-Publication Data

10 9 8 7 6 5 4 3 2 1

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Brief Contents

CHAPTER 1 Corporate Finance and the Financial Manager 2

CHAPTER 2 Introduction to Financial Statement Analysis 23

CHAPTER 3 Time Value of Money: An Introduction 62

CHAPTER 4 Time Value of Money: Valuing Cash Flow Streams 83

CHAPTER 5 Interest Rates 117

CHAPTER 6 Bonds 144

CHAPTER 7 Stock Valuation 182

CHAPTER 8 Investment Decision Rules 210

CHAPTER 9 Fundamentals of Capital Budgeting 247

CHAPTER 10 Stock Valuation: A Second Look 282

CHAPTER 11 Risk and Return in Capital Markets 316

CHAPTER 12 Systematic Risk and the Equity Risk Premium 345

CHAPTER 13 The Cost of Capital 381

CHAPTER 14 Raising Equity Capital 410

CHAPTER 15 Debt Financing 438

CHAPTER 16 Capital Structure 460

CHAPTER 17 Payout Policy 498

CHAPTER 18 Financial Modeling and Pro Forma Analysis 534

CHAPTER 19 Working Capital Management 564

CHAPTER 20 Short-Term Financial Planning 591

CHAPTER 21 Option Applications and Corporate Finance 622

CHAPTER 22 Mergers and Acquisitions 648

CHAPTER 23 International Corporate Finance 679

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1.2 The Four Types of Firms 4

Sole Proprietorships 5

Partnerships 5

Limited Liability Companies 6

Corporations 6

Tax Implications for Corporate Entities 7

1.3 The Financial Manager 9

Q Corporate Taxation Around the World 9

Making Investment Decisions 10

Making Financing Decisions 10

Managing Short-Term Cash Needs 10

The Goal of the Financial Manager 11

1.4 The Financial Manager’s Place in the

Corporation 11 The Corporate Management Team 11

Ethics and Incentives in Corporations 12

1.5 The Stock Market 14

The Largest Stock Markets 14

Primary Versus Secondary Markets 14

Physical Stock Markets 15

Over-the-Counter Stock Markets 15

Q NYSE, AMEX, DJIA, S&P 500: Awash in

Listing Standards 16

Other Financial Markets 17

1.6 Financial Institutions 17

The Financial Cycle 17

Types of Financial Institutions 18

Role of Financial Institutions 18

Q International Financial Reporting Standards 26

2.2 The Balance Sheet 26 Assets 27

Liabilities 28 Stockholders’ Equity 28 2.3 Balance Sheet Analysis 30 Market-to-Book Ratio 30 Debt-Equity Ratio 30 Enterprise Value 31 Other Balance Sheet Information 32 2.4 The Income Statement 33 Earnings Calculations 33 2.5 Income Statement Analysis 35 Profitability Ratios 35 Asset Efficiency 36 Working Capital Ratios 36 EBITDA 37

Leverage Ratios 37 Investment Returns 37 The DuPont Identity 38 Valuation Ratios 39

Q COMMON MISTAKE Mismatched Ratios

40

2.6 The Statement of Cash Flows 42 Operating Activity 42

Investment Activity 44 Financing Activity 44 2.7 Other Financial Statement Information 45 Management Discussion and Analysis 45 Statement of Stockholders’ Equity 46 Notes to the Financial Statements 46 2.8 Financial Reporting in Practice 46 Enron 46

The Sarbanes-Oxley Act 47

Q Practitioner INTERVIEW WITH

Sue Frieden, Ernst & Young 48 The Financial Statements: A Useful Starting Point 49

Summary 49 Q Critical Thinking 52 Q Problems 52 Q Data Case 58

PART 1

Detailed Contents

viii

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Interest Rates and Valuing

Role of the Financial Manager 64

Quantifying Costs and Benefits 64

Q When Competitive Market Prices Are Not

Available 66

3.2 Market Prices and the Valuation Principle 66

The Valuation Principle 67

Why There Can Be Only One Competitive Price

for a Good 67

Q Your Personal Financial Decisions 68

3.3 The Time Value of Money and Interest Rates

68 The Time Value of Money 69

The Interest Rate: Converting Cash Across Time

70 Timelines 72

3.4 Valuing Cash Flows at Different Points in Time

73 Rule 1: Comparing and Combining Values 73

Q COMMON MISTAKE Summing Cash Flows

CHAPTER 4 Time Value of Money: Valuing Cash

Flow Streams 83

Q INTERVIEW WITH Gregory Goin, McFee

Financial Group 84 4.1 Valuing a Stream of Cash Flows 85

Applying the Rules of Valuing Cash Flows to a

Cash Flow Stream 85

Q Using a Financial Calculator: Solving for

Present and Future Values of Cash Flow

4.2 Perpetuities 89

Perpetuities 89

Q Historical Examples of Perpetuities 91

Q COMMON MISTAKE Discounting One Too

4.3 Annuities 92 Present Value of an Annuity 92 Future Value of an Annuity 95 4.4 Growing Cash Flows 96 Growing Perpetuity 96 Growing Annuity 98 4.5 Solving for Variables Other Than Present Value

or Future Value 99 Solving for the Cash Flows 100 Rate of Return 102

Solving for the Number of Periods 104

Summary 106 Q Critical Thinking 108 Q Problems 108 Q Data Case 113

CHAPTER 4 APPENDIX Using a Financial

Calculator 114 Specifying Decimal Places 114 Toggling Between the Beginning and End of a Period 114

Set the Number of Periods per Year 114 General TVM Buttons 114

Solving for the Future Value of an Annuity (Example 4.5) 115

Solving for the Rate of Return 115

CHAPTER 5 Interest Rates 117

Q INTERVIEW WITH Jason Moore, Bradford

& Marzec, LLC 118 5.1 Interest Rate Quotes and Adjustments 119 The Effective Annual Rate 119

Adjusting the Discount Rate to Different Time Periods 120

Annual Percentage Rates 121

Q COMMON MISTAKE Using the EAR

5.2 Application: Discount Rates and Loans 124 Computing Loan Payments 124

Computing the Outstanding Loan Balance 126 5.3 The Determinants of Interest Rates 127 Inflation and Real Versus Nominal Rates 127 Investment and Interest Rate Policy 128

Q How Is Inflation Actually Calculated? 130

The Yield Curve and Discount Rates 130

Q Practitioner INTERVIEW WITH Frederic S.

Mishkin, Columbia University 132

Q COMMON MISTAKE Using the Annuity

The Yield Curve and the Economy 133

PART 2

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5.4 The Opportunity Cost of Capital 136

Q Interest Rates, Discount Rates, and the Cost

6.2 Zero-Coupon Bonds 147

Zero-Coupon Bond Cash Flows 148

Yield to Maturity of a Zero-Coupon Bond 148

Risk-Free Interest Rates 149

6.3 Coupon Bonds 151

Coupon Bond Cash Flows 151

Q The U.S Treasury Market 152

Yield to Maturity of a Coupon Bond 152

Q Finding Bond Prices on the Web 154

Coupon Bond Price Quotes 155

6.4 Why Bond Prices Change 156

Interest Rate Changes and Bond Prices 156

Time and Bond Prices 158

Interest Rate Risk and Bond Prices 160

Q Clean and Dirty Prices for Coupon Bonds

162

Bond Prices in Practice 163

6.5 Corporate Bonds 164

Credit Risk 164

Q Practitioner INTERVIEW WITH Lisa Black,

Teachers Insurance and Annuity Association 165

Corporate Bond Yields 166

Bond Ratings 166

Corporate Yield Curves 166

Q The Credit Crisis and Bond Yields 168

Summary 170

Q Critical Thinking 171 Q Problems 172

Q Data Case 175

CHAPTER 6 APPENDIX A Solving for the Yield

to Maturity of a Bond Using a Financial Calculator 177

CHAPTER 6 APPENDIX B The Yield Curve

and the Law of One Price 178

CHAPTER 7 Stock Valuation 182

Q INTERVIEW WITH Christopher Ellis-Ferrara,

AllianceBernstein 183 7.1 Stock Basics 184

Stock Market Reporting: Stock Quotes 184

Common Stock 185 Preferred Stock 186 7.2 The Mechanics of Stock Trades 187 7.3 The Dividend-Discount Model 188

A One-Year Investor 188 Dividend Yields, Capital Gains, and Total Returns 189

A Multiyear Investor 190 Dividend-Discount Model Equation 191 7.4 Estimating Dividends in the Dividend-Discount Model 192

Constant Dividend Growth 192 Dividends Versus Investment and Growth 193 Changing Growth Rates 195

Q COMMON MISTAKE Forgetting to “Grow”

Value Drivers and the Dividend-Discount Model 198

7.5 Limitations of the Dividend-Discount Model 198

Uncertain Dividend Forecasts 198 Non-Dividend-Paying Stocks 199 7.6 Share Repurchases and the Total Payout Model 200

7.7 Putting It All Together 201

Summary 202

Q Critical Thinking 204 Q Problems 204

PART 2 INTEGRATIVE CASE 207

CHAPTER 8 Investment Decision Rules 210

Q INTERVIEW WITH Scott Ladner, Parsons

Brinckerhoff 211 8.1 The NPV Decision Rule 212 Net Present Value 212 The NPV Decision Rule 213 8.2 Using the NPV Rule 214 Organizing the Cash Flows and Computing the NPV 214

The NPV Profile 215 Measuring Sensitivity with IRR 216 Alternative Rules Versus the NPV Rule 216 8.3 Alternative Decision Rules 216

Q USING EXCEL Computing NPV and IRR 217

The Payback Rule 218 The Internal Rate of Return Rule 219

Q COMMON MISTAKE IRR Versus the IRR Rule

223

PART 3

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Modified Internal Rate of Return 223

Q Why Do Rules Other Than the NPV Rule

Persist? 224

8.4 Choosing Between Projects 226

Differences in Scale 227

Q Practitioner INTERVIEW WITH

Dick Grannis, QUALCOMM 230 Timing of the Cash Flows 231

8.5 Evaluating Projects with Different Lives 232

Important Considerations When Using the

Equivalent Annual Annuity 234 8.6 Choosing Among Projects When Resources Are

Limited 235 Evaluating Projects with Different Resource

Requirements 235 8.7 Putting It All Together 238

9.2 Forecasting Incremental Earnings 250

Operating Expenses Versus Capital Expenditures

250 Incremental Revenue and Cost Estimates 251

Taxes 252

Incremental Earnings Forecast 252

9.3 Determining Incremental Free Cash Flow 254

Converting from Earnings to Free Cash Flow

255 Calculating Free Cash Flow Directly 258

Calculating the NPV 259

9.4 Other Effects on Incremental Free Cash Flows

260 Opportunity Costs 260

Q COMMON MISTAKE The Opportunity Cost

Q Practitioner INTERVIEW WITH

David Holland, Sports and Entertainment Solutions 268

Scenario Analysis 269 9.6 Real Options in Capital Budgeting 270 Option to Delay 270

Option to Expand 270 Option to Abandon 270

Q INTERVIEW WITH David Mandell, William

Blair & Company 283 10.1 The Discounted Free Cash Flow Model 284 Valuing the Enterprise 284

Implementing the Model 285 Connection to Capital Budgeting 286 10.2 Valuation Based on Comparable Firms 288 Valuation Multiples 288

Limitations of Multiples 293 Comparison with Discounted Cash Flow Methods 294

Stock Valuation Techniques: The Final Word 294

Q Practitioner INTERVIEW WITH

Marilyn Fedak, AllianceBernstein 295 10.3 Information, Competition, and Stock Prices 296

Information in Stock Prices 296 Competition and Efficient Markets 298

Forms of Market Efficiency 298

Lessons for Investors and Corporate Managers 300

The Efficient Markets Hypothesis Versus No Arbitrage 301

10.4 Individual Biases and Trading 302 Excessive Trading and Overconfidence 302 Hanging On to Losers and the Disposition Effect 302

Investor Attention, Mood, and Experience 303

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Risk and Return 315

CHAPTER 11 Risk and Return in Capital Markets

316

Q INTERVIEW WITH Sunita S Mohanty,

Absolute Return for Kids 317 11.1 A First Look at Risk and Return 318

11.2 Historical Risks and Returns of Stocks 320

Computing Historical Returns 321

Average Annual Returns 323

Q Arithmetic Average Returns Versus

Compound Annual Returns 325

The Variance and Volatility of Returns 326

Q COMMON MISTAKE Mistakes When

Q USING EXCEL Computing the Standard

The Normal Distribution 329

11.3 The Historical Tradeoff Between Risk and

Return 331 The Returns of Large Portfolios 331

The Returns of Individual Stocks 332

11.4 Common Versus Independent Risk 332

Theft Versus Earthquake Insurance: An Example

332 Types of Risk 333

11.5 Diversification in Stock Portfolios 334

Unsystematic Versus Systematic Risk 334

Diversifiable Risk and the Risk Premium 337

The Importance of Systematic Risk 337

Q COMMON MISTAKE A Fallacy of Long-Run

Summary 339

Q Critical Thinking 341 Q Problems 342

CHAPTER 12 Systematic Risk and the Equity Risk

Q INTERVIEW WITH Alexander Morgan,

Pantheon Ventures 346 12.1 The Expected Return of a Portfolio 347

Portfolio Weights 347

Portfolio Returns 347

Expected Portfolio Return 349

12.2 The Volatility of a Portfolio 350

Diversifying Risks 350

Measuring Stocks’ Co-movement: Correlation

352

Q USING EXCEL Calculating the Correlation

Computing a Portfolio’s Variance and Standard Deviation 354

The Volatility of a Large Portfolio 356

Q NOBEL PRIZE Harry Markowitz 357

12.3 Measuring Systematic Risk 358 Role of the Market Portfolio 358 Stock Market Indexes as the Market Portfolio 359

Market Risk and Beta 359

Q Index Funds 360

Q COMMON MISTAKE Mixing Standard

Estimating Beta from Historical Returns 363

Q USING EXCEL Calculating a Stock’s Beta

Q NOBEL PRIZE William Sharpe

The Security Market Line 368 The CAPM and Portfolios 370 Summary of the Capital Asset Pricing Model 371

The Big Picture 371

Summary 372

Q Critical Thinking 373 Q Problems 373

CHAPTER 12 APPENDIX Alternative Models

of Systematic Risk 378

CHAPTER 13 The Cost of Capital 381

Q INTERVIEW WITH John Drum, KPMG LLP

382 13.1 A First Look at the Weighted Average Cost of Capital 383

The Firm’s Capital Structure 383 Opportunity Cost and the Overall Cost of Capital 384

Weighted Averages and the Overall Cost of Capital 384

Weighted Average Cost of Capital Calculations 384

13.2 The Firm’s Costs of Debt and Equity Capital 386

Cost of Debt Capital 386

Q COMMON MISTAKE Using the Coupon Rate

PART 4

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Cost of Preferred Stock Capital 388

Cost of Common Stock Capital 388

13.3 A Second Look at the Weighted Average Cost

of Capital 390 WACC Equation 391

Weighted Average Cost of Capital in Practice

391 Methods in Practice 392

13.4 Using the WACC to Value a Project 394

Key Assumptions 394

WACC Method Application: Extending the Life of

a DuPont Facility 395 Summary of the WACC Method 396

13.5 Project-Based Costs of Capital 396

Cost of Capital for a New Acquisition 397

Divisional Costs of Capital 397

Q Practitioner INTERVIEW WITH

Shelagh Glaser, Intel 398 13.6 When Raising External Capital Is Costly 399

CHAPTER 14 Raising Equity Capital 410

Q INTERVIEW WITH Sandra Pfeiler, Goldman

Sachs 411 14.1 Equity Financing for Private Companies 412

Sources of Funding 412

Securities and Valuation 414

Exiting an Investment in a Private Company 416

14.2 Taking Your Firm Public: The Initial Public

Offering 416 Advantages and Disadvantages of Going Public

416 Primary and Secondary IPO Offerings 417

Other IPO Types 422

Q Google’s IPO 425

14.3 IPO Puzzles 425

Underpriced IPOs 425

“Hot” and “Cold” IPO Markets 427

Q 2008–2009: A Very Cold IPO Market 427

High Cost of Issuing an IPO 428

Poor Post-IPO Long-Run Stock Performance

429

14.4 Raising Additional Capital: The Seasoned Equity Offering 429

SEO Process 429 SEO Price Reaction 431 SEO Costs 432

Summary 433

Q Critical Thinking 434 Q Problems 434

CHAPTER 15 Debt Financing 438

Q INTERVIEW WITH Eric Hassberger, Strategic

Hotels & Resorts 439 15.1 Corporate Debt 440 Private Debt 440

Q Debt Financing at Hertz: Bank Loans 440

Q Debt Financing at Hertz: Private Placements 441

Public Debt 441

Q Debt Financing at Hertz: Public Debt 443

15.2 Bond Covenants 445 Types of Covenants 445 Advantages of Covenants 445 Application: Hertz’s Covenants 446 15.3 Repayment Provisions 446 Call Provisions 446 Sinking Funds 449 Convertible Provisions 449

Summary 452

Q Critical Thinking 453 Q Problems 453

CHAPTER 15 APPENDIX Using a Financial

Calculator to Calculate Yield to Call 455

PART 5 INTEGRATIVE CASE 456

Capital Structure and Payout

CHAPTER 16 Capital Structure 460

Q INTERVIEW WITH Christopher Cvijic,

Morgan Stanley 461 16.1 Capital Structure Choices 462 Capital Structure Choices Across Industries 462

Capital Structure Choices Within Industries 462 16.2 Capital Structure in Perfect Capital Markets 464

Application: Financing a New Business 465 Leverage and Firm Value 466

PART 6 PART 5

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The Effect of Leverage on Risk and Return 467

Homemade Leverage 469

Leverage and the Cost of Capital 469

Q COMMON MISTAKE Capital Structure

MM and the Real World 472

Q NOBEL PRIZE Franco Modigliani and Merton

16.3 Debt and Taxes 473

The Interest Tax Deduction and Firm Value 473

Value of the Interest Tax Shield 474

The Interest Tax Shield with Permanent Debt

476 Leverage and the WACC with Taxes 477

Debt and Taxes: The Bottom Line 477

16.4 The Costs of Bankruptcy and Financial Distress

479 Direct Costs of Bankruptcy 479

Q Bankruptcy Can Be Expensive 479

Indirect Costs of Financial Distress 479

16.5 Optimal Capital Structure: The Tradeoff Theory

480 Differences Across Firms 481

Optimal Leverage 481

16.6 Additional Consequences of Leverage: Agency

Costs and Information 482 Agency Costs 483

Q Airlines Use Financial Distress to Their

Advantage 483

Q Financial Distress and Rolling the Dice,

Literally 484

Debt and Information 485

16.7 Capital Structure: Putting It All Together 487

Summary 488

Q Critical Thinking 490 Q Problems 490

CHAPTER 16 APPENDIX The Bankruptcy Code

497

CHAPTER 17 Payout Policy 498

Q INTERVIEW WITH Nitin Garg, Intuit 499

17.1 Cash Distributions to Shareholders 500

Dividends 501

Share Repurchases 502

17.2 Dividends Versus Share Repurchases in a

Perfect Capital Market 503 Alternative Policy 1: Pay a Dividend with Excess

Cash 504 Alternative Policy 2: Share Repurchase (No

Dividend) 504

Q COMMON MISTAKE Repurchases

Alternative Policy 3: High Dividend (Equity Issue) 506

Modigliani-Miller and Dividend Policy Irrelevance 507

Q COMMON MISTAKE The Bird in the Hand

Dividend Policy with Perfect Capital Markets 508 17.3 The Tax Disadvantage of Dividends 509 Taxes on Dividends and Capital Gains 509 Optimal Dividend Policy with Taxes 509 Tax Differences Across Investors 512 17.4 Payout Versus Retention of Cash 514 Retaining Cash with Perfect Capital Markets 514

Retaining Cash with Imperfect Capital Markets 515

17.5 Signaling with Payout Policy 518 Dividend Smoothing 518 Dividend Signaling 519

Q Royal & SunAlliance’s Dividend Cut 520

Signaling and Share Repurchases 520

Q Practitioner INTERVIEW WITH

John Connors, Microsoft (Retired) 521 17.6 Stock Dividends, Splits, and Spin-Offs 522 Stock Dividends and Splits 522

Q Berkshire Hathaway’s A and B Shares 523

Spin-Offs 523 17.7 Advice for the Financial Manager 524

Analyze the Impact of Potential Business Plans 536

Plan for Future Funding Needs 536 18.2 Forecasting Financial Statements: The Percent

of Sales Method 537

PART 7

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Percent of Sales Method 537

Pro Forma Income Statement 538

Pro Forma Balance Sheet 539

Q COMMON MISTAKE Confusing

Stockholders’ Equity with Retained

Making the Balance Sheet Balance: Net New

Financing 540 Choosing a Forecast Target 542

18.3 Forecasting a Planned Expansion 542

KMS Designs’ Expansion: Financing Needs 543

KMS Designs’ Expansion: Pro Forma Income

Statement 544

Q COMMON MISTAKE Treating Forecasts

Forecasting the Balance Sheet 546

18.4 Growth and Firm Value 547

Sustainable Growth Rate and External Financing

548 18.5 Valuing the Expansion 551

Forecasting Free Cash Flows 551

Q COMMON MISTAKE Confusing Total

KMS Designs’ Expansion: Effect on Firm Value

553 Optimal Timing and the Option to Delay 556

Summary 557

Q Critical Thinking 558 Q Problems 558

CHAPTER 18 APPENDIX The Balance Sheet

and Statement of Cash Flows 562

CHAPTER 19 Working Capital Management

564

Q INTERVIEW WITH Waleed Husain, Comcast

565 19.1 Overview of Working Capital 566

The Cash Cycle 566

Working Capital Needs by Industry 568

Firm Value and Working Capital 569

19.2 Trade Credit 570

Trade Credit Terms 571

Trade Credit and Market Frictions 571

Q COMMON MISTAKE Using APR Instead

of EAR to Compute the Cost of Trade

Stretching Accounts Payable 579 19.5 Inventory Management 580 Benefits of Holding Inventory 580 Costs of Holding Inventory 581

Q Inventory Management Adds to the Bottom Line at Gap 581

19.6 Cash Management 582 Motivation for Holding Cash 582 Alternative Investments 582

Q Cash Balances 584

Summary 584

Q Critical Thinking 586 Q Problems 586

Q Data Case 589

CHAPTER 20 Short-Term Financial Planning 591

Q INTERVIEW WITH Teresa Wendt,

Lockheed Martin 592 20.1 Forecasting Short-Term Financing Needs 593 Application: Springfield Snowboards, Inc 593 Negative Cash Flow Shocks 594

Positive Cash Flow Shocks 594 Seasonalities 595

The Cash Budget 596 20.2 The Matching Principle 598 Permanent Working Capital 598 Temporary Working Capital 598 Permanent Versus Temporary Working Capital 598

Financing Policy Choices 599 20.3 Short-Term Financing with Bank Loans 601 Single, End-of-Period Payment Loan 601 Line of Credit 601

Bridge Loan 602 Common Loan Stipulations and Fees 602 20.4 Short-Term Financing with Commercial Paper 604

Q Short-Term Financing and the Financial Crisis of the Fall of 2008 604

20.5 Short-Term Financing with Secured Financing 606

Accounts Receivable as Collateral 606

Q A Seventeenth-Century Financing Solution 606

Inventory as Collateral 607 20.6 Putting It All Together: Creating a Short-Term Financial Plan 609

Summary 610

Q Critical Thinking 611 Q Problems 612

PART 7 INTEGRATIVE CASE 616

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Stock Option Quotations 625

Options on Other Financial Securities 627

Q Options Are for More Than Just Stocks 627

21.2 Option Payoffs at Expiration 627

The Long Position in an Option Contract 628

The Short Position in an Option Contract 629

Profits for Holding an Option to Expiration 631

Returns for Holding an Option to Expiration 633

21.3 Factors Affecting Option Prices 634

Strike Price and Stock Price 634

Option Prices and the Exercise Date 634

Option Prices and the Risk-Free Rate 635

Option Prices and Volatility 635

21.4 The Black-Scholes Option Pricing Formula

636 21.5 Put-Call Parity 638

CHAPTER 22 Mergers and Acquisitions 648

Q INTERVIEW WITH Kyle Finegan,

Croft & Bender LLC 649 22.1 Background and Historical Trends 650

Managerial Motives to Merge 658

22.4 The Takeover Process 659 Valuation 659

The Offer 660 Merger “Arbitrage” 662 Tax and Accounting Issues 663 Board and Shareholder Approval 664 22.5 Takeover Defenses 665

Poison Pills 665 Staggered Boards 666 White Knights 667 Golden Parachutes 667 Recapitalization 667 Other Defensive Strategies 667 Regulatory Approval 668

Q Weyerhaeuser’s Hostile Bid for Willamette Industries 668

22.6 Who Gets the Value Added from a Takeover? 669

The Free Rider Problem 669 Toeholds 670

The Leveraged Buyout 670

Q The Leveraged Buyout of RJR-Nabisco by

The Freezeout Merger 673 Competition 673

Summary 674 Q Critical Thinking 676 Q Problems 676

CHAPTER 23 International Corporate Finance

679

Q INTERVIEW WITH Rob Harvey, Cisco

Systems 680 23.1 Foreign Exchange 681 The Foreign Exchange Market 682 Exchange Rates 683

23.2 Exchange Rate Risk 683 Exchange Rate Fluctuations 684 Hedging with Forward Contracts 686 Cash-and-Carry and the Pricing of Currency Forwards 687

Hedging Exchange Rate Risk with Options 691 23.3 Internationally Integrated Capital Markets 692

Q COMMON MISTAKE Forgetting to Flip

23.4 Valuation of Foreign Currency Cash Flows 694

Application: Ityesi, Inc 695

PART 8

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The Law of One Price as a Robustness Check

697

23.5 Valuation and International Taxation 698

A Single Foreign Project with Immediate

CHAPTERS ON THE WEB

These Web Chapters are on MyFinanceLab at www.myfinancelab.com

WEB CHAPTER 1 LeasingWEB CHAPTER 2 Insurance and Risk

ManagementWEB CHAPTER 3 Corporate Governance

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Jonathan Berk is the A.P Giannini Professor

of Finance at the Graduate School of Business,Stanford University, and is a Research Associate at theNational Bureau of Economic Research Prior toStanford, he was the Sylvan Coleman Professor ofFinance at the Haas School of Business at theUniversity of California, Berkeley, where he taught theintroductory Corporate Finance course Before earn-ing his PhD from Yale University, he worked as anassociate at Goldman Sachs, where his education infinance really began His research has won a number

of awards including the TIAA-CREF Paul A.Samuelson Award, the Smith Breeden Prize, Best

Paper of the Year in The Review of Financial Studies,

and the FAME Research Prize His paper “A Critique ofSize-Related Anomalies” was selected as one of the

two best papers ever published in The Review of

Financial Studies In recognition of his influence on the practice of finance, he has

received the Bernstein-Fabozzi/Jacobs Levy Award, the Graham and Dodd Award of

Excellence, and the Roger F Murray Prize He served as an Associate Editor of the Journal

of Finance for eight years and is currently an Advisory Editor at the journal Born in

Johannesburg, South Africa, Professor Berk is married, has two daughters, and is an avidskier and biker

Peter DeMarzois the Mizuho Financial Group Professor of Finance and SeniorAssociate Dean for Academic Affairs at Stanford Graduate School of Business He is also

a Research Associate at the National Bureau of Economic Research He currently teachesMBA and PhD courses in Corporate Finance and Financial Modeling Prior to Stanford,

he taught at the Haas School of Business and the Kellogg Graduate School ofManagement, and he was a National Fellow at the Hoover Institution Professor DeMarzoreceived the Sloan Teaching Excellence Award at Stanford in 2004 and 2006 and the Earl

F Cheit Outstanding Teaching Award at the University of California, Berkeley, in 1998

Professor DeMarzo has served as an Associate Editor for The Review of Financial Studies,

Financial Management, and the B.E Journals in Economic Analysis and Policy, as well

as a Director of the American Finance Association He is currently President of theWestern Finance Association Professor DeMarzo has received numerous awards for hisresearch including the Western Finance Association Corporate Finance Award and the

Barclays Global Investors/Michael Brennan Best Paper Award from The Review of

Financial Studies Professor DeMarzo was born in Whitestone, New York, is married, and

has three sons He and his family enjoy hiking, biking, and skiing

xviii

About the Authors

Jonathan Berk, Peter DeMarzo, and Jarrad Harford

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Jarrad Harfordis the Marion B Ingersoll Professor of Finance at the University ofWashington Prior to Washington, Professor Harford taught at the Lundquist College ofBusiness at the University of Oregon He received his PhD in Finance with a minor inOrganizations and Markets from the University of Rochester Professor Harford hastaught the core undergraduate finance course, Business Finance, for over thirteen years,

as well as an elective in Mergers and Acquisitions, and “Finance for Non-financialExecutives” in the executive education program He has won numerous awards for histeaching, including the UW Finance Professor of the Year (2010), Interfraternity CouncilExcellence in Teaching Award (2007 and 2008), ISMBA Excellence in Teaching Award(2006), and the Wells Fargo Faculty Award for Undergraduate Teaching (2005) He is alsothe Faculty Director of the UW Business School Undergraduate Honors Program

Professor Harford serves as an Associate Editor for The Journal of Financial Economics,

Journal of Financial and Quantitative Analysis, and Journal of Corporate Finance.

Professor Harford was born in State College, Pennsylvania, is married, and has two sons

He and his family enjoy traveling, hiking, and skiing

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Bridging Theory

and Practice

xx

EXAMPLE 7.1 Stock Prices and Returns

Problem

Suppose you expect Longs Drug Stores to pay an annual dividend of $0.56 per share in the coming year and to trade for $45.50 per share at the end of the year If investments with equivalent risk to Longs’ stock have an expected return of 6.80%, what is the most you would pay today for Longs’ stock? What dividend yield and capital gain rate would you expect at this price?

Solution Plan

We can use Eq 7.1 to solve for the beginning price we would pay now given our expectations about dividends and future price and the return we need to expect to earn to

be willing to invest We can then use Eq 7.2 to calculate the dividend yield and capital gain rate.

Execute

Using Eq 7.1, we have

Referring to Eq 7.2, we see that at this price, Longs’ dividend yield is The expected capital gain is for a capital gain rate of

Evaluate

At a price of $43.13, Longs’ expected total return is which is equal to its equity cost of capital (the return being paid by investments with equivalent risk to Longs’) This amount is than 6.8% and we would rather invest elsewhere.

1.30% + 5.50% = 6.80%, 2.37/43.13 = 5.50%.

a Lottery Prize Annuity

Problem

You are the lucky winner of the $30 million state lottery You can take your prize money either as (a) 30 ments of $1 million per year (starting today), or (b) $15 million paid today If the interest rate is 8%, which option should you take?

pay-Solution Plan

Option (a) provides $30 million in prize money but paid over time To evaluate it correctly, we must convert

it to a present value Here is the timeline:

Because the first payment starts today, the last payment will occur in 29 years (for a total of 30 payments) 2

The $1 million at date 0 is already stated in present value terms, but we need to compute the present value

of the remaining payments Fortunately, this case looks like a 29-year annuity of $1 million per year, so we can use the annuity formula.

Summing Cash Flows Across Time

COMMON MISTAKE

Once you stand the time value of money, our first rule may seem straightforward However, it is very com- mon, especially for those who have not studied finance, to violate this rule, simply treating all cash flows as comparable regardless of when they are received One example is in sports con- tracts In 2007, Alex Rodriguez and the New York Yankees were negotiating what was repeatedly referred to as a “$275 million” contract The

under-$275 million comes from simply adding up all

the payments Rodriguez would receive over the ten years of the contract and an addi- tional ten years of deferred payments— treating dollars received in 20 years the same as dollars received today The same thing occurred when David Beckham signed

a “$250 million” contract with the LA Galaxy soccer team.

Study Aids with a Practical Focus

To be successful, students need to master the core

concepts and learn to identify and solve problems

that today’s practitioners face.

Q TheValuation Principleis presented as the

foundation of all financial decision making: The

central idea is that a firm should take projects or

make investments that increase the value of the

firm The tools of finance determine the impact of

a project or investment on the firm’s value by

comparing the costs and benefits in equivalent

terms The Valuation Principle is first introduced

in Chapter 3, revisited in the part openers, and

integrated throughout the text.

Q Guided Problem Solutions (GPS)are Examples

that accompany every important concept using a

consistent problem-solving methodology that

breaks the solution process into three steps:

Plan, Execute, and Evaluate This approach aids

student comprehension, enhances their ability to

model the solution process when tackling

prob-lems on their own, and demonstrates the

impor-tance of interpreting the mathematical solution.

Q Personal Finance GPSExamples showcase the

use of financial analysis in everyday life by

set-ting problems in scenarios such as purchasing

a new car or house, and saving for retirement.

Q Common Mistakeboxes alert students to

frequently made mistakes stemming from

misunderstanding core concepts and

calcula-tions—in the classroom and in the field.

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Applications That Reflect

Real Practice

xxi

“As a Senior Strategic Analyst in Intel Corporation’s Data Center Group, I strive to uphold the company’s finance charter by being ‘a full partner in business

decisions to maximize shareholder value,’” says Nicole Wickswat, a 2006 graduate of the University of

Oregon’s Business Honors Program with a degree in finance “I work on a team with engineers and

marketing people, helping them develop products for data center and cloud computer environments that

are competitive, financially feasible, and provide the required return.”

Nicole analyzes the potential financial impact of her group’s business decisions, evaluating the return

to Intel on current and proposed products and making recommendations to management on whether they

continue to add value “A good investment decision should be aligned with the strategic objectives of the

business,” she says “We want the benefits to outweigh the associated costs, and we also take into

account product launch timing and a project’s incremental financial value Then we take a comprehensive

view of the decision on the company as a whole, assessing the impact a decision would have on other

products and/or groups.”

Intel uses present value calculations within all business groups to compare the present values of

costs and benefits that happen at different points in time This gives management a consistent metric to

compare different investments and projects, set priorities, and make tradeoffs where necessary to

allocate funds to the optimal investments The analysis continues throughout the product life cycle “We

assess the competitive landscape and determine whether the cost of adding or removing specific product

features will benefit us in terms of increased market segment share, volume, and/or average selling

price We also look at whether adding the product feature negatively affects other groups or products and,

if so, incorporate that into the analysis.”

Nicole’s analysis helps the Data Center Group establish product cost targets that are aligned with

long-term profitability goals “These cost targets play a key role in product development decisions

because they put pressure on engineers to design with profitability in mind and encourage us to get the

most value out of the product line.”

INTERVIEW WITH Nicole Wickswat

Intel Corporation

University of Oregon, 2006

“A good investment decision should be aligned with the strategic objectives

of the business.”

Shelagh Glaser is the Finance Director for Intel’s Mobility Group, which provides

solutions for the mobile computing market Prior to that she was

Group Controller for Sales & Marketing and co-Group Controller

for Digital Enterprise Group.

QUESTION: Does Intel set the discount rate at the corporate or

project level?

ANSWER : We typically set the discount rate at the corporate level As

a company, Intel makes a broad set of products that sell into

sim-ilar markets, so one hurdle rate makes sense for our core

busi-ness To justify an investment, every project has to earn or exceed

that level of return for our shareholders.

We may use a different discount rate for mergers and acquisitions.

For example, recently we’ve done more software acquisitions That conductors and has different risk factors, so we take those con- siderations into account to set the hurdle rate.

QUESTION: How does Intel compute the cost of capital for new

investment opportunities?

ANSWER : We reexamine our weighted average cost of capital

(WACC) each year to see that we have the right inputs and if any have changed: What is the current market risk premium? Are we

INTERVIEW WITH Shelagh Glaser

The Credit Crisis and Bond Yields

The financial crisis that engulfed the world’s economies in 2008 originated as a credit crisis that

first emerged in August 2007 At that time, problems in the

mort-gage market had led to the bankruptcy of several large mortmort-gage

lenders The default of these firms, and the downgrading of

many of the bonds backed by mortgages these firms had made,

caused many investors to reassess the risk of other bonds in

attempted to move into safer U.S Treasury securities, the prices

of corporate bonds fell and so their credit spreads rose relative

to Treasuries, as shown in Figure 6.7 Panel A of the figure shows

the yield spreads for long-term corporate bonds, where we can see that spreads of even the highest-rated Aaa bonds increased dramatically, from a typical level of 0.5% to over 2% by the fall

of 2008 Panel B shows a similar pattern for the rate banks had

to pay on short-term loans compared to the yields of short-term Treasury bills This increase in borrowing costs made it more costly for firms to raise the capital needed for new investment,

2009 was viewed by many as an important first step in ing the ongoing impact of the financial crisis on the rest of the economy.

mitigat-Applications That Reflect Real Practice

Fundamentals of Corporate Finance features actual companies and practitioners in the field.

Q Chapter-Opening Interviewswith recent college graduates now working in the field of finance underscore the relevance of these concepts to students who are encountering them for the first time.

Q Practitioner Interviewsfrom notable sionals featured in many chapters highlight leaders in the field and address the effects of the financial crisis.

profes-Q General Interestboxes highlight timely material from financial publications that shed light on business problems and real-company practices.

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Teaching Every Student

to Think Finance

Specifying Decimal Places

Make sure you have plenty of decimal places displayed!

DISP 4

HP-10BII

Chapter 4 APPENDIX Using a Financial Calculator

TI BAII Plus Professional

Toggling Between the Beginning and End of a Period

You should always make sure that your calculator is in end-of-period mode.

2010

74,889

58,413 16,476

5,492 10,984

306 10,678

6,480 12,961

306 12,655 4,429

8,226

Calculation

74,889 1.18 78% of Sales Lines 3 4 7.333% of Sales Lines 5 6 Remains the same Lines 7 8 35% of Line 9 Lines 9 10

Year Income Statement ($000s) Sales

Costs Except Depreciation

USING EXCEL

Computing NPV and IRR

Here we discuss how to use Microsoft Excel to solve for NPV and IRR We also identify some pitfalls to avoid when using Excel.

NPV Function: Leaving Out Date 0

Excel’s NPV function has the format NPV (rate, value1, value2, ),where “rate” is the interest rate per

period used to discount the cash flows, and “value1”, “value2”, etc., are the cash flows (or ranges of cash

flows) The NPV function computes the present value of the cash flows assuming the first cash flow occurs

at date 1 Therefore, if a project’s first cash flow occurs at date 0, we cannot use the NPV function by itself

to compute the NPV We can use the NPV function to compute the present value of the cash flows from date 1 onward, and then we must add the date 0 cash flow to that result to calculate the NPV The screen- shot below shows the difference The first NPV calculation (outlined in blue) is correct: we used the NPV ring at time 0 since it is already in present value The second calculation (outlined in green) is incorrect:

we used the NPV function for all of the cash flows, but the function assumed that the first cash flow occurs

in period 1 instead of immediately.

NPV Function: Ignoring Blank Cells

Another pitfall with the NPV function is that cash flows that are left blank are treated differently from cash

flows that are equal to zero If the cash flow is left blank, both the cash flow and the period are ignored.

For example, the second set of cash flows below is equivalent to the first—we have simply left the cash flow for date 2 blank instead of entering a “0.” However, the NPV function ignores the blank cell at date 2 and assumes the cash flow is 10 at date 1 and 110 at date 2, which is clearly not what is intended and

Simplified Presentation

of Mathematics

Because one of the hardest parts of learning finance

for non-majors is mastering the jargon, math, and

non-standardized notation, Fundamentals of

Corporate Finance systematically uses:

Q Notation Boxes.Each chapter begins with a

Notation box that defines the variables and the

acronyms used in the chapter and serves as a

“legend” for students’ reference.

Q Numbered and Labeled Equations.The first

time a full equation is given in notation form it is

numbered Key equations are titled and revisited

in the summary and in end papers.

Q Timelines.Introduced in Chapter 3, timelines are

emphasized as the important first step in solving

every problem that involves cash flow.

Q Financial Calculatorinstructions, including a

box in Chapter 4 on solving for future and present

values, and appendices to Chapters 4, 6, and 15

with keystrokes for HP-10BII and TI BAII Plus

Professional, highlight this problem-solving tool.

Q Spreadsheet Tables.Select tables are available

on MyFinanceLab as Excel files, enabling

stu-dents to change inputs and manipulate the

underlying calculations.

Q Using Excelboxes describe Excel techniques

and include screenshots to serve as a guide for

students using this technology.

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$38,000 a year that she anticipates will grow at 3% per year Natasha hopes to retire at age

65 and has just begun to think about the future.

Natasha has $75,000 that she recently inherited from her aunt She invested this money in ten-year Treasury bonds She is considering whether she should further her education and would use her inheritance to pay for it.

She has investigated a couple of options and is asking for your help as a financial planning intern to determine the financial consequences associated with each option.

Natasha has already been accepted to two programs and could start either one soon.

One alternative that Natasha is considering is attaining a certification in network design This certification would automatically promote her to a Tier 3 field service repre- sentative in her company The base salary for a Tier 3 representative is $10,000 more than the salary of a Tier 2 representative, and she anticipates that this salary differential will grow at a rate of 3% a year for as long as she keeps working The certification program requires the completion of 20 Web-based courses and a score of 80% or better on an exam

at the end of the course work She has learned that the average amount of time necessary

to finish the program is one year The total cost of the program is $5,000, due when she

4.1 Valuing a Stream of Cash Flows

The present value of a cash flow stream is:

4.2 Perpetuities

A perpetuity is a stream of equal cash flows C paid every

period, forever The present value of a perpetuity is:

(4.4)

PV 1C in perpetuity2 = C r

consol, p 89 perpetuity, p 89

MyFinanceLab Study Plan 4.2

4.3 Annuities

An annuity is a stream of equal cash flows C paid every

period for N periods The present value of an annuity is:

(4.5) The future value of an annuity at the end of the annuity

Q End-of-chapter problems written personally

by Jonathan Berk, Peter DeMarzo, and Jarrad Harfordoffer instructors the opportunity to assign first-rate materials to students for home- work and practice with the confidence that the problems are consistent with the chapter con- tent All end-of-chapter problems are available in MyFinanceLab, the fully integrated homework and tutorial system Both the problems and solu- tions, which were also written by the authors, have been class-tested and accuracy checked to ensure quality Excel icons indicate the availabil- ity of instructor solutions and student templates

in the Textbook Resources tab of MyFinanceLab.

End-of-Chapter Materials Reinforce Learning

Testing understanding of central concepts is crucial to learning finance.

Q MyFinanceLab Chapter Summary presents the key points and conclusions from each chapter, provides a list of key terms with page numbers, and indicates online practice opportunities.

Q Data Casespresent in-depth scenarios in a business setting with questions designed to guide students’ analysis Many questions involve the use of Internet resources.

Q Integrative Casesoccur at the end of most parts and present a capstone extended problem for each part with a scenario and data for students to analyze based on that subset of chapters.

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Finance professors are united by their commitment to shaping future generations

of financial professionals as well as instilling financial awareness and skills in non-majors

Our goal with Fundamentals of Corporate Finance is to provide an accessible

presenta-tion for both finance and non-finance majors We know from experience that countlessundergraduate students have felt that corporate finance is challenging It is tempting to

make finance seem accessible by de-emphasizing the core principles and instead

concen-trating on the results In our over 45 years of combined teaching experience, we havefound that emphasizing the core concepts in finance—which are clear and intuitive atheart—is what makes the subject matter accessible What makes the subject challenging

is that it is often difficult for a novice to distinguish between these core ideas and otherintuitively appealing approaches that, if used in financial decision making, will lead toincorrect decisions

The 2007–2009 financial crisis was fueled in part by many practitioners’ poor sion making when they did not understand—or chose to ignore—the core concepts thatunderlie finance and the pedagogy in this book With this point in mind, we presentfinance as one unified whole based on two simple, powerful ideas: (1) valuation drivesdecision making—the firm should take projects for which the value of the benefitsexceeds the value of the costs, and (2) in a competitive market, market prices (rather thanindividual preferences) determine values We combine these two ideas with what we call

deci-the Valuation Principle, and from it we establish all of deci-the key ideas in corporate finance

New to This Edition

In general terms, in our work on the second edition we took great care to update all textdiscussions and figures, tables, and facts to reflect key developments in the field and toprovide the clearest presentation possible Specific highlights include the following:

Q Reorganized Flow of Topics in Chapters 3 and 4.Mastering the tools for discountingcash flows is central to students’ success in the introductory course As always,mastery comes with practice and by approaching complex topics in manageableunits We begin our step-by-step look at the time value of money in Chapter 3, whichprovides intuition for time value concepts, introduces the Valuation Principle, andpresents rules for valuing cash flows Chapter 4 addresses cash flow valuation formulti-period investments

Q New Two-Pronged Approach to Stock Valuation. Immediately following bondvaluation, Chapter 7 opens with key background coverage of stock quotes and themechanics of stock trades and then presents the dividend-discount model We delaythe discussion of the discounted cash flow model until after we have covered capitalbudgeting In Chapter 10, we introduce the discounted cash flow model by building

on concepts already developed in the capital budgeting chapters Chapter 10 alsodiscusses market efficiency and includes a new discussion of investor behavior

Q New and Updated Interviews.A number of new and updated practitioner and recentgraduate interviews support the book’s practical perspective and incorporate timely

Preface

xxiv

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viewpoints related to the recent financial crisis Our popular interviews with level practitioners incorporate an “inside” perspective on the financial crisis of2007–2009 and include new interviews with Frederic S Mishkin, former FederalReserve Board governor; David Holland, Senior Vice President and Treasurer ofCisco; and Shelagh Glaser, Director for Intel’s Mobility Group.

high-Q Expanded Special Topics Section.The new mergers and acquisitions chapter looks atthe overall market for takeovers, motivations for pursuing acquisitions, and thetypical process Additional chapters now available online—leasing, insurance andrisk management, and corporate governance—allow professors to choose favoritetopics

Q New Problems and MyFinanceLab Upgrade. We added 100 new problems to theSecond Edition, once again personally writing and solving each one In addition,every single problem is available in MyFinanceLab, the groundbreaking homeworkand tutorial system that accompanies the book The system recognizes typicalmistakes and provides immediate feedback, allowing the student to learninstantaneously from the mistake

Emphasis on Valuation

As painful as the financial crisis was, there is a silver lining: with the increasing focus onfinance in the news, today’s undergraduate students arrive in the classroom with an inter-est in finance We strive to use that natural interest and motivation to overcome their fear

of the subject and communicate time-tested core principles Again, we take what hasworked in the classroom and apply it to the text: By providing examples involving famil-iar companies such as Starbucks and Apple, making consistent use of real-world data, anddemonstrating personal finance applications of core concepts, we strive to keep both non-finance and finance majors engaged

By learning to apply the Valuation Principle, students develop the skills to make thetypes of comparisons—among loan options, investments, projects, and so on—that turnthem into knowledgeable, confident financial consumers and managers When studentssee how to apply finance to their personal lives and future careers, they grasp that finance

is more than abstract, mathematically based concepts

Table of Contents Overview

Fundamentals of Corporate Finance offers coverage of the major topical areas for

introductory-level undergraduate courses Our focus is on financial decision makingrelated to the corporation’s choice of which investments to make or how to raise the cap-ital required to fund an investment We designed the book with the need for flexibility andwith consideration of time pressures throughout the semester in mind

Part 1: Introduction

Ch 1: Corporate Finance and the Financial Manager

Ch 2: Introduction to Financial Statement Analysis

Part 2: Interest Rates and Valuing Cash Flows

Ch 3: Time Value of Money: An Introduction

Ch 4: Time Value of Money: Valuing Cash Flow Streams

xxv

Introduces the Valuation Principle and time value of money techniques for single-period investments

Trang 27

Ch 5: Interest Rates

Ch 6: Bonds

Ch 7: Stock Valuation

Part 3: Valuation and the Firm

Ch 8: Investment Decision Rules

Ch 9: Fundamentals of Capital Budgeting

Ch 10: Stock Valuation: A Second Look

Part 4: Risk and Return

Ch 11: Risk and Return in Capital Markets

Ch 12: Systematic Risk and the Equity Risk Premium

Ch 13: The Cost of Capital

Part 5: Long-Term Financing

Ch 14: Raising Equity Capital

Ch 18: Financial Modeling and Pro Forma Analysis

Ch 19: Working Capital Management

Ch 20: Short-Term Financial Planning

Part 8: Special Topics

Ch 21: Option Applications and Corporate Finance

Ch 22: Mergers and Acquisitions

Ch 23: International Corporate Finance

Presents how interest rates are quoted and compounding for all frequencies

New chapter introduces stocks and presents the dividend discount model

as an application of the time value of money

Introduces the NPV rule as the “golden rule” against which we evaluate other investment decision rules

Provides a clear focus on the distinction between earnings and free cash flow Builds on capital budgeting material by valuing the ownership claim to the firm’s free cash flows and addresses market efficiency and behavioral finance

Calculates and uses the firm’s overall costs of capital with the WACC method These chapters begin with perfect markets and then show how frictions, including agency costs and asymmetric information, can influence financial policy

Makes the critical distinction between sustainable and value-increasing growth in determining the firm’s value

Opportunities for course customization with online-only chapter offerings

New chapter looks at the overall market for M&A and considers the motivations for and the typical process

of a transaction

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Video clips available in MyFinanceLab profile well-known firms such as Boeing and Intelthrough interviews and analysis The videos focus on core topical areas such as capitalbudgeting and risk and return

Solutions Manual

The printed Solutions Manual provides students with detailed, accuracy-verified solutions

to the problems in the book The solutions, like the problems, were written by the authorsthemselves Spreadsheet solutions in Excel®, which allow the student to see the effect ofchanges in the input variables on the outcome, are also available to instructors for desig-nated problems at the Instructor Resource Center (www.pearsonhighered.com/irc) and onthe Instructor’s Resource CD-ROM

PowerPoint Presentations

The PowerPoint Presentation, authored by Janet Payne and William Chittenden of TexasState University, is available in lecture form and includes art and tables from the book andadditional examples The PowerPoint presentation includes all tables and figures, exam-ples, key terms, and spreadsheet tables from the textbook All PowerPoint presentationsare included on the Instructor’s Resource CD-ROM and are also available for downloadfrom the Instructor Resource Center at www.pearsonhighered.com/irc

Test Item File

The Test Item File, edited by Janet Payne and William Chittenden of Texas StateUniversity, provides a wealth of accuracy-verified testing material Each chapter offers awide variety of true/false, short answer, and multiple-choice questions contributed bySalil Sarkar of the University of Texas at Arlington, Karan Bhanot of the University ofTexas at San Antonio, and instructional designer David Stuart Questions are verified bydifficulty level and skill type, and correlated to the chapter topics Numerical problemsinclude step-by-step solutions

Every question in the Test Item File is available in TestGen® software for bothWindows®and Macintosh®computers This easy-to-use testing software is a valuable testpreparation tool that allows professors to view, edit, and add questions Both the Test ItemFile and the TestGen computerized test bank are included on the Instructor’s Resource CD-ROM, are available for download from the Instructor Resource Center at

www.pearsonhighered.com/irc, and all questions can be assigned via MyFinanceLab

Instructor’s Manual

The Instructor’s Manual was written by Mary R Brown of the University ofIllinois–Chicago, and contains annotated chapter outlines, lecture launchers and ques-tions for further class discussion It also contains the solutions to the Data Cases and part-ending case problems, as well as answers to the chapter-ending Critical Thinkingquestions in the book As an additional resource to guide instructors with students who

Trang 29

are planning to take the CFA exam, CFA learning outcomes met in each chapter are listed.

A section also details how the end-of-chapter problems map to the accreditation standardsset by the Association to Advance Collegiate Schools of Business (AACSB), so that instruc-tors can track students’ mastery of the AACSB standards The Instructor’s Manual isincluded on the Instructor’s Resource CD-ROM and is also available for download asMicrosoft® Word files or as Adobe® PDF files from the Instructor Resource Center at

www.pearsonhighered.com/irc

Instructor’s Resource CD-ROM

The Instructor’s Resource CD-ROM offers the complete set of instructor supplements for

Fundamentals of Corporate Finance, Second Edition, including Microsoft® Word andAdobe®PDF files of the Instructor’s Manual, Solutions Manual, and Microsoft®Word files

of the Test Item Files; complete PowerPoint®presentations; selected Excel®spreadsheetsolutions; and the TestGen®Computerized Test Bank

Acknowledgments

Given the scope of this project, identifying the many people who made it happen is a tallorder This textbook was the product of the expertise and hard work of many talented col-leagues We are especially gratified with the work of those who developed the array ofprint supplements that accompany the book: Janet Payne and William Chittenden for thequestion writing on the Test Item File and PowerPoint presentations; Mary R Brown, forthe Instructor’s Manual; Julie Dahlquist, for the Study Guide; James Linck, for serving asadvisor for the videos; and our MyFinanceLab content development team, includingCarlos Bazan, Shannon Donovan, Michael J Woodworth, Christopher Kelly, Jody Lotz,and Michael P Griffin We’re also deeply appreciative of Marlene Bellamy’s work conduct-ing the lively interviews with recent graduates that open each chapter and Susan White’scontributions to the part-ending cases

Creating a truly error-free text is a challenge we could not have lived up to withoutour team of expert error checkers Anand Goel, Robert James, and Timothy Sullivan eachsubjected the text and problem solutions to their exacting standards We are indebted toour team of Research Assistants—Nathan Walcott, Jared Stanfield, Miguel Palacios, RobSchonlau, Alex Paulsen, and Jonathan Kalodimos—for their adept support throughoutthe writing process

At Prentice Hall, we would like to single out Donna Battista, for her continued ership and market insight; Tessa O’Brien, for her unparalleled commitment to the proj-ect; Rebecca Ferris-Caruso, for her critical eye and uncanny ability to juggle the writing,reviewing, and editing process without missing a beat; and our production team, NancyFreihofer and Gillian Hall, for expertly managing the transformation of our Word filesinto a beautiful bound book We are truly thankful for the indispensable help provided bythese and other professionals, including: Elisa Adams, Alison Eusden, Miguel Leonarte,Kerri McQueen, Melissa Pellerano, Nicole Sackin, and Susan Schoenberg

lead-We are indebted to our colleagues for the time and expertise invested as manuscriptreviewers, class testers, and focus group participants We list all of these contributors onthe following pages, but want to single out one group, our First Edition editorial board,

for special notice: Tom Berry, DePaul University; Elizabeth Booth, Michigan State

University; Julie Dahlquist, the University of Texas–San Antonio; Michặl Dewally, Marquette University; Robert M Donchez, the University of Colorado–Boulder; Belinda

Mucklow, the University of Wisconsin–Madison; Coleen Pantalone, Northeastern

University; and Susan White, the University of Maryland We strived to incorporate every

contributor’s input and are truly grateful for each comment and suggestion The book hasbenefited enormously from this input

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Pankaj Agrrawal, University of Maine

Daniel Ahern, California State University–Chico

Paul Asabere, Temple University

Ajeyo Banerjee, University of Colorado–Denver

Tom Berry, DePaul University

Karan Bhanot, University of Texas–San Antonio

Rafiqul Bhuyan, California State University–San

Bernardino

Eugene Bland, Texas A&M University–Corpus Christi

Matej Blasko, University of Georgia

Elizabeth Booth, Michigan State University

Mary Brown, University of Illinois–Chicago

Bill Brunsen, Eastern New Mexico University

David G Cazier, Brigham Young University–Provo

Leo Chan, Delaware State University

Cindy Chen, California State University–Long Beach

Haiyu Chen, Youngstown State University

James F Cotter, Wake Forest University

Vicentiu Covrig, California State

University–Northridge

Julie Dahlquist, University of Texas–San Antonio

Pieter de Jong, University of Texas–Arlington

Andrea L DeMaskey, Villanova University

Xiaohui Deng, California State University–Fresno

Michặl Dewally, Marquette University

Robert M Donchez, University of Colorado Boulder

Gang Dong, Rutgers University

Dean Drenk, Montana State University

Robert Dubil, University of Utah

Hsing Fang, California State University–Los Angeles

David O Fricke, University of North

Carolina–Pembroke

Scott Fung, California State University–East Bay

Sharon Garrison, University of Arizona

Rakesh Gupta, Central Queensland University

Joseph D Haley, St Cloud State University

Thomas Hall, Christopher Newport University

Karen L Hamilton, Georgia Southern University

Mahfuzul Haque, Indiana State University

Edward C Howell, Northwood University

Ping Hsiao, San Francisco State University

Xiaoqing Hu, University of Illinois at Chicago

Pankaj Jain, University of Memphis

Robert James, Babson College

Susan Ji, Baruch College, City University of New York

Domingo Joaquin, Illinois State University

Fred R Kaen, University of New Hampshire

Terrill Keasler, Appalachian State University

Howard Keen, Temple University

Brett A King, University of North Alabama

Daniel Klein, Bowling Green State University Gregory Kuhlemeyer, Carroll University Rose Neng Lai, University of Macau Keith Lam, University of Macau Reinhold P Lamb, University of North Florida Douglas Lamdin, University of Maryland–Baltimore

County

Mark J Laplante, University of Georgia Sie Ting Lau, Nanyang Technological University Richard LeCompte, Wichita State University Adam Y.C Lei, Midwestern State University Qian Li, Midwestern State University Wei Liu, Texas A&M University Hugh Marble III, University of Vermont James Milanese, University of North Carolina at

Greensboro

Sunil K Mohanty, University of St Thomas Ted Moorman, Northern Illinois University James Morris, University of Colorado–Denver Belinda Mucklow, University of Wisconsin–Madison Rick Nelson, University of Minnesota

Tom C Nelson, University of Colorado–Boulder Anthony C Ng, Hong Kong Polytechnic University Coleen Pantalone, Northeastern University Daniel Park, Azusa Pacific University Janet Payne, Texas State University Lynn Pi, Hong Kong University of Science and

Technology

J Michael Pinegar, Brigham Young University Annette Poulsen, University of Georgia Eric Powers, University of South Carolina Rose M Prasad, Central Michigan University Shoba Premkumar, Iowa State University Mark K Pyles, College of Charleston A.A.B Resing, Hogeschool Van Amsterdam Greg Richey, California State University, San

Bernardino

David L Robbins, University of New Mexico Andrew Samwick, Dartmouth College Salil K Sarkar, University of Texas–Arlington Oliver Schnusenberg, University of North Florida Kenneth Scislaw, University of Alabama–Huntsville Roger Severns, Minnesota State University–Mankato Tatyana Sokolyk, University of Wyoming

Andrew C Spieler, Hofstra University Timothy G Sullivan, Bentley College Janikan Supanvanij, St Cloud State University Oranee Tawatnuntachai, Pennsylvania State

University–Harrisburg

Robert Terpstra, University of Macau Thomas Thomson, University of Texas–San Antonio Olaf J Thorp, Babson College

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Emery Trahan, Northeastern University

Joe Ueng, University of St Thomas

Mo Vaziri, California State University–San

Bernardino

Premal P Vora, Pennsylvania State

University–Harrisburg

Hefei Wang, University of Illinois–Chicago

Gwendolyn Webb, Baruch College

Paul M Weinstock, Ohio State University

Susan White, University of Maryland

Annie Wong, Western Connecticut State University

Zhong-gou Zhou, California State

University–Northridge

Kermit C Zieg, Jr., Florida Institute of Technology

Focus Group Participants

Anne-Marie Anderson, Lehigh University

Sung Bae, Bowling Green State University

H Kent Baker, American University

Steven Beach, Radford University

Rafiqul Bhuyan, California State University–San

Bernardino

Deanne Butchey, Florida International University

Leo Chan, Delaware State University

George Chang, Grand Valley State University

Haiwei Chen, California State University–San

Bernardino

Haiyu Chen, Youngstown State University

Massimiliano De Santis, Dartmouth College

Jocelyn Evans, College of Charleston

Kathleen Fuller, University of Mississippi

Xavier Garza Gomez, University of Houston–Victoria

William Gentry, Williams College

Axel Grossmann, Radford University

Pankaj Jain, University of Memphis

Zhenhu Jin, Valparaiso University

Steve Johnson, University of Northern Iowa

Steven Jones, Samford University

Yong-Cheol Kim, University of Wisconsin–Milwaukee

Robert Kiss, Eastern Michigan University

Ann Marie Klingenhagen, DePaul University

Thomas J Krissek, Northeastern Illinois University

Olivier Maisondieu Laforge, University of

Nebraska–Omaha

Douglas Lamdin, University of Maryland–Baltimore

County

D Scott Lee, Texas A&M University

Stanley A Martin, University of Colorado–Boulder

Jamshid Mehran, Indiana University, South Bend

Sunil Mohanty, University of St Thomas

Karyn L Neuhauser, State University of New

University–Harrisburg

Benedict Udemgba, Alcorn State University Rahul Verma, University of Houston–Downtown Angelo P Vignola, Loyola University–Chicago Premal Vora, Pennsylvania State

University–Harrisburg

Eric Wehrly, Seattle University Yan A Xie, University of Michigan–Dearborn Fang Zhao, Siena College

Sophie Zong, California State University–Stanislaus

Class Testers

Tom Berry, DePaul University Eugene Bland, Texas A&M University–Corpus Christi Charles Blaylock, Murray State University

Mary Brown, University of Illinois–Chicago Bill Brunsen, Eastern New Mexico University Sarah Bryant Bower, Shippensburg University of

Pennsylvania

Alva Wright Butcher, University of Puget Sound David G Cazier, Brigham Young University–Provo Asim G Celik, University of Nevada–Reno

Michặl Dewally, Marquette University Richard Gaddis, Oklahoma Wesleyan University TeWhan Hahn, Auburn University–Montgomery Matthew Hood, University of Southern Mississippi Zhenhu Jin, Valparaiso University

Travis Jones, Florida Gulf Coast University Francis E Laatsch, Bowling Green State University Diane Lander, Saint Michael’s College

Vance Lesseig, Texas State University Frances Maloy, University of Washington Jamshid Mehran, Indiana University–South Bend Belinda Mucklow, University of Wisconsin–Madison Kuo-Chung Tseng, California State University–Fresno Kermit C Zieg, Jr., Florida Institute of Technology

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Valuation Principle Connection.What is corporate finance? No matter

what your role in a corporation, an understanding of why and how financial decisions

are made is essential The focus of this book is how to make optimal corporate

financial decisions In this part of the book, we lay the foundation for our study of

corporate finance In Chapter 1, we begin by introducing the corporation and related

business forms We then examine the role of financial managers and outside investors

in decision making for the firm To make optimal decisions, a decision maker needs

information As a result, in Chapter 2 we review and analyze an important source of

information for corporate decision making—the firm’s accounting statements These

chapters will introduce us to the role and objective of the financial manager and some

of the information the financial manager uses in applying the Valuation Principle to

make optimal decisions Then, in the next section of the book, we will introduce and

begin applying the Valuation Principle

1

1PART

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Corporate Finance and the Financial Manager

Q Grasp the importance of financial information in both your personal and business lives

Q Understand the important features of the four main types of firms and see why the advantages of the corporate form have led it to dominate economic activity

Q Explain the goal of the financial manager and the reasoning behind that goal, as well as understand the three main types of decisions a financial manager makes

1

Q Know how a corporation is managed and controlled, the financial manager’s place in it, and some of the ethical issues financial managers face

Q Understand the importance of financial markets, such as stock markets, to a corporation and the financial manager’s role as liaison to those markets

Q Recognize the role that financial institutions play in the financial cycle of the economy

2

LEARNING OBJECTIVES

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Leslie Tillquist, who received a B.S in Business Administration in Finance and Marketing from the University of Colorado, Boulder in 2007, wasn’t sure

what she wanted to do after graduation “I enjoyed marketing’s focus on understanding human motivations

and interactions, but I realized that finance provides a real-world understanding and skill set that leads to

incredibly diverse career paths,” she explains “It is hard to make credible decisions in business or

non-profit organizations without financially supporting and defending them Understanding financial techniques

allows individuals in all careers to pursue opportunities and solve problems in business situations.”

She joined the Denver office of PA Consulting Group, Inc., an international consulting firm based in

London with offices in more than 35 countries “I wanted a high-energy, project-based environment where

I could interact with the decision makers in a rapidly changing industry and also have the opportunity to

work abroad,” she says Her finance degree gave her that opportunity within PA Consulting’s Global Energy

Practice “Within seven months, I have joined in projects for international banks, government, and a

Fortune 500 company Work has taken me across the United States as well as to England and South

Africa.” Her responsibilities include performing financial analysis and energy research that support client

business analysis and the resulting strategic recommendations For example, she uses different metrics

to value assets, contracts, and companies, and creates company financial statements used in acquiring

financing and evaluating opportunities.

Leslie encourages students not to be intimidated by the rigor of finance courses “They give you

essential fundamentals for business analysis in whatever area interests you, as well as the work ethic for

further on-the-job learning,” she says “Although it is sometimes hard to appreciate at the time, finance

classes provide the tools you need to resolve complex financial problems—whether your career is in

finance or not.” She adds that she was very hesitant to study and work in finance “I could not be more

grateful for the opportunities available to me because I stuck with it The work pays off immensely when

I can communicate ideas eloquently and thoughtfully in business discussions.”

This bookfocuses on how people in corporations make financial decisions Despite its name, much

of what we discuss in corporate finance applies to the financial decisions made within any organization,

including not-for-profit entities such as charities and universities In this chapter, we introduce the four

main types of firms We stress corporations, however, because they represent 85% of U.S business

revenue We also highlight the financial manager’s critical role inside any business enterprise What

products to launch, how to pay to develop those products, what profits to keep and how to return profits

to investors—all of these decisions and many more fall within corporate finance The financial manager

makes these decisions with the goal of maximizing the value of the business, which is determined in the

financial markets In this chapter and throughout the book, we will focus on this goal, provide you with the

tools to make financial management decisions, and show you how the financial markets provide funds to

a corporation and produce market prices that are key inputs to any financial manager’s investment

analysis.

University of Colorado, 2007

“Finance classes provide the tools you need to resolve complex financial problems—whether your career is in finance or not.”

PA Consulting Group

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1.1 Why Study Finance?

Finance and financial thinking are everywhere in our daily lives Consider your decision

to go to college You surely weighed alternatives, such as starting a full-time job ately, and then decided that college provided you with the greatest net benefit More andmore, individuals are taking charge of their personal finances with decisions such as:

immedi-Q When to start saving and how much to save for retirement

Q Whether a car loan or lease is more advantageous

Q Whether a particular stock is a good investment

Q How to evaluate the terms of a home mortgage

Our career paths have become less predictable and more dynamic In previous erations, it was common to work for one employer your entire career Today, that would

gen-be highly unusual Most of us will instead change jobs, and possibly even careers, manytimes With each new opportunity, we must weigh all the costs and benefits, financial andotherwise

Some financial decisions, such as whether to pay $2.00 for your morning coffee, aresimple, but most are more complex In your business career, you may face questions suchas:

Q Should your firm launch a new product?

Q Which supplier should your firm choose?

Q Should your firm produce a part of the product or outsource production?

Q Should your firm issue new stock or borrow money instead?

Q How can you raise money for your start-up firm?

In this book, you will learn how all of these decisions in your personal life and inside a

business are tied together by one powerful concept, the Valuation Principle The

Valuation Principle shows how to make the costs and benefits of a decision comparable sothat we can weigh them properly Learning to apply the Valuation Principle will give youthe skills to make the types of comparisons—among loan options, investments, and proj-ects—that will turn you into a knowledgeable, confident financial consumer and man-ager In each chapter you will hear from a former student—someone who opened a booklike this one not that long ago—who talks about his or her job and the critical rolefinance plays in it

From 2007 to 2009 we witnessed a credit freeze, a severe stock market decline, andthe failures of well-known financial institutions Attempts to understand these elements

of the crisis, their origins, and how they affect our businesses and personal finances havehighlighted the need for learning core financial principles and concepts

Whether you plan to major in finance or simply take this one course, you will findthe fundamental financial knowledge gained here to be essential in your personal andbusiness lives

1.2 The Four Types of Firms

We begin our study of corporate finance by examining the types of firms that financialmanagers run There are four major types of firms: sole proprietorships, partnerships,limited liability companies, and corporations We explain each organizational form inturn, but our primary focus is on the most important form—the corporation

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Sole Proprietorships

A sole proprietorship is a business owned and run by one person Sole proprietorships areusually very small with few, if any, employees Although they do not account for muchsales revenue in the economy, they are the most common type of firm in the world In

2007, an estimated 71% of businesses in the United States were sole proprietorships,although they generated only 5% of the revenue.1

We now consider the key features of a sole proprietorship

1. Sole proprietorships have the advantage of being straightforward to set up.Consequently, many new businesses use this organizational form

2. The principal limitation of a sole proprietorship is that there is no separationbetween the firm and the owner—the firm can have only one owner who runs thebusiness If there are other investors, they cannot hold an ownership stake in thefirm

3. The owner has unlimited personal liability for the firm’s debts That is, if the firmdefaults on any debt payment, the lender can (and will) require the owner to repaythe loan from personal assets An owner who cannot afford to repay a loan forwhich he or she is personably liable must declare personal bankruptcy

4. The life of a sole proprietorship is limited to the life of the owner It is also difficult

to transfer ownership of a sole proprietorship

For most growing businesses, the disadvantages of a sole proprietorship outweigh theadvantages As soon as the firm reaches the point at which it can borrow without theowner agreeing to be personally liable, the owners typically convert the business intoanother form Conversion also has other benefits that we will consider as we discuss theother forms below

Partnerships

A partnership is a business owned and run by more than one owner Key features includethe following:

1. All partners are liable for the firm’s debt That is, a lender can require any partner

to repay all the firm’s outstanding debts

2. The partnership ends in the event of the death or withdrawal of any single partner

3. Partners can avoid liquidation if the partnership agreement provides foralternatives such as a buyout of a deceased or withdrawn partner

Some old and established businesses remain as partnerships or sole proprietorships.Often these firms are the types of businesses in which the owners’ personal reputationsare the basis for the businesses For example, law firms, medical practices, and account-ing firms are frequently organized as partnerships For such enterprises, the partners’personal liability increases the confidence of the firm’s clients that the partners will strive

to maintain the firm’s reputation

A limited partnership is a partnership with two kinds of owners, general partners andlimited partners In this case, the general partners have the same rights and privileges aspartners in any general partnership—they are personally liable for the firm’s debt obliga-tions Limited partners, however, have limited liability—that is, their liability is limited

to their investment Their private property cannot be seized to pay off the firm’s ing debts Furthermore, the death or withdrawal of a limited partner does not dissolve the

outstand-1 U.S Census Bureau National Data Book.

sole proprietorship A

business owned and run

by one person.

partnership A business

owned and run by more

than one owner.

limited partnership A

partnership with two kinds

of owners, general

part-ners and limited partpart-ners.

limited liability When an

investor’s liability is

lim-ited to her investment.

Trang 37

partnership, and a limited partner’s interest is transferable However, a limited partnerhas no management authority and cannot legally be involved in the managerial decisionmaking for the business.

Limited Liability Companies

A limited liability company (LLC) is like a limited partnership but without a general

part-ner That is, all the owners (referred to as members) have limited liability, but unlike

lim-ited partners, they can also run the business (as managing members) The LLC is arelatively new phenomenon in the United States The first state to pass a statute allowingthe creation of an LLC was Wyoming in 1977; the last was Hawaii in 1997 Internationally,companies with limited liability are much older and established LLCs first rose to promi-

nence in Germany over 100 years ago as a Gesellschaft mit beschränkter Haftung

(GmbH) and then in other European and Latin American countries An LLC is known inFrance as a Société à responsabilité limitée (SAR), and by similar names in Italy (SRL) andSpain (SL)

Corporations

A corporation is a legally defined, artificial being (a legal entity), separate from its ers As such, it has many of the legal powers that people have It can enter into contracts,acquire assets, and incur obligations, and it enjoys protection under the U.S Constitutionagainst the seizure of its property Because a corporation is a legal entity separate and dis-tinct from its owners, it is solely responsible for its own obligations Consequently, theowners of a corporation (or its employees, customers, etc.) are not liable for any obliga-tions the corporation enters into Similarly, the corporation is not liable for any personalobligations of its owners

own-In the same way that it is difficult to imagine modern business life without e-mail andcell phones, the corporation revolutionized the economy On February 2, 1819, the U.S.Supreme Court established the legal precedent that the property of a corporation, similar

to that of a person, is private and entitled to protection under the U.S Constitution.2Thisdecision led to dramatic growth in the number of U.S corporations from under 1,000 in

1830 to 50,000 in 1890 Today the corporate structure is ubiquitous, not only in theUnited States (where they are responsible for 85% of business revenue), but all over theworld

Formation of a Corporation A corporation must be legally formed, which means that thestate in which it is incorporated must formally give its consent to the incorporation bychartering it Setting up a corporation is therefore considerably more costly than setting

up a sole proprietorship The state of Delaware has a particularly attractive legal ment for corporations, so many corporations choose to incorporate there For jurisdic-tional purposes, a corporation is a citizen of the state in which it is incorporated Mostfirms hire lawyers to create a corporate charter that includes formal articles of incorpo-ration and a set of bylaws The corporate charter specifies the initial rules that govern howthe corporation is run

environ-Ownership of a Corporation There is no limit on the number of owners a corporationcan have Because most corporations have many owners, each owner owns only a fraction

of the corporation The entire ownership stake of a corporation is divided into sharesknown as stock The collection of all the outstanding shares of a corporation is known as

2 The case was Dartmouth vs Woodward and the full text of John Marshall’s decision can be found at

defined, artificial being,

separate from its owners.

stock The ownership or

equity of a corporation

divided into shares.

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equity The collection of

all the outstanding shares

of a corporation.

the equity of the corporation An owner of a share of stock in the corporation is known as

a shareholder, stockholder, or equity holder Shareholders are entitled to dividend ments; that is, payments made at the discretion of the corporation to its equity holders.Shareholders usually receive a share of the dividend payments that is proportional to theamount of stock they own For example, a shareholder who owns 25% of the firm’s shareswould be entitled to 25% of the total dividend payment

pay-An important feature of a corporation is that there is no limitation on who can ownits stock That is, an owner of a corporation need not have any special expertise or quali-fication This feature allows free and anonymous trade in the shares of the corporationand provides one of the most important advantages of organizing a firm as a corporation.Corporations can raise substantial amounts of capital because they can sell ownershipshares to anonymous outside investors

The availability of outside funding has enabled corporations to dominate the omy Let’s look at one of the world’s largest firms, Microsoft Corporation, as an example.Microsoft reported annual revenue of $58.4 billion over the 12 months from July 2008through June 2009 The total value of the company (the wealth in the company the own-ers collectively owned) as of April 2010 was $267.1 billion The company employed 93,000people Putting these numbers into perspective, treating the sales of $58.4 billion as grossdomestic product (GDP) in 2009 would rank Microsoft (just ahead of Ecuador) as the

econ-sixty-fifth richest country (out of more than 200).3Ecuador has almost 13.5 million ple, about 145 times as many people as employees at Microsoft Indeed, if the number ofMicrosoft employees were used as the “population” of the corporation, Microsoft wouldrank just above Seychelles as the eighteenth least-populous country on earth!

peo-Tax Implications for Corporate Entities

An important difference among the types of corporate organizational forms is the way theyare taxed Because a corporation is a separate legal entity, a corporation’s profits are sub-ject to taxation separate from its owners’ tax obligations In effect, shareholders of a cor-poration pay taxes twice First, the corporation pays tax on its profits, and then when theremaining profits are distributed to the shareholders, the shareholders pay their own per-

sonal income tax on this income This system is sometimes referred to as double taxation.

3 World Development Indicators database, April 13, 2010 For quick reference tables on GDP, go to

made at the discretion of

the corporation to its

Solution

Q Plan

Earnings before taxes: $5.00 Corporate tax rate: 40% Personal dividend tax rate: 15%

To calculate the corporation’s earnings after taxes, first we subtract the taxes paid at the corporate level from the pre-tax earnings of $5.00 The taxes paid will be 40% (the corporate tax rate) of $5.00 Since all

of the after-corporate tax earnings will be paid to you as a dividend, you will pay taxes of 15% on that amount The amount leftover is what remains after all taxes are paid.

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S Corporations The corporate organizational structure is the only organizational ture subject to double taxation However, the U.S Internal Revenue Code exempts

struc-S corporations from double taxation because they elect subchapter struc-S tax treatment.Under subchapter S tax regulations, the firm’s profits (and losses) are not subject to cor-porate taxes, but instead are allocated directly to shareholders based on their ownershipshare The shareholders must include these profits as income on their individual taxreturns (even if no money is distributed to them) However, after the shareholders havepaid income taxes on these profits, no further tax is due

C Corporations The government places strict limitations on the qualifications for chapter S tax treatment In particular, the shareholders of such corporations must beindividuals who are U.S citizens or residents, and there can be no more than 100 of them.Because most corporations have no restrictions on who owns their shares or the number

sub-of shareholders, they cannot qualify for subchapter S treatment Thus, most corporationsare C corporations, which are corporations subject to corporate taxes

S corporations Those

corporations that elect

subchapter S tax

treat-ment and are exempted

by the U.S Internal

Revenue Service’s tax

code from double taxation.

C corporations

Corporations that have no

restrictions on who owns

their shares or the number

of shareholders; they

can-not qualify for subchapter

S treatment and are

sub-ject to direct taxation.

As we have discussed, there are four main types of firms: sole proprietorships, nerships (general and limited), limited liability companies, and corporations (“S” and

part-“C”) To help you see the differences among them, Table 1.1 compares and contrasts themain characteristics of each

Earnings before taxes: $5.00 Corporate tax rate: 0% Personal tax rate: 30%

In this case, the corporation pays no taxes It earned $5.00 per share In an S corporation, all income is treated as personal income to you, whether or not the corporation chooses to distribute or retain this cash.

As a result, you must pay a 30% tax rate on those earnings.

As a shareholder, you keep $2.55 of the original $5.00 in earnings; the remaining $2.00 + $0.45 = $2.45

is paid as taxes Thus, your total effective tax rate is 2.45/5 = 49%.

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4 Apple, Inc., Notice of 2010 Annual Meeting of Shareholders, January 12, 2010.

Corporate Taxation Around the World

In most countries, there is some relief from double taxation As of August 2010, thirty-one coun-

tries make up the Organization for Economic Co-operation and

Development (OECD), and of these countries, only Ireland and

Switzerland offer no relief from double taxation The United

States offers no relief on dividend income compared to other sources of income As of 2010 dividend income is taxed at the investor’s personal income tax rate A few countries, including Australia, Finland, Mexico, New Zealand, and Norway, offer com- plete relief by effectively not taxing dividend income.

Number of Owners

Liability for Firm’s Debts

Owners Manage the Firm

Ownership Change Dissolves Firm Taxation Sole

Proprietorship

Partnership Unlimited Yes; each partner

is liable for the entire amount

Limited Partnership

At least one general partner (GP), no limit

on limited partners (LP)

GP-Yes LP-No

GP-Yes LP-No

GP-Yes LP-No

Personal

Limited Liability Company

S Corporation At most 100 No No (but they

Different Types of Firms

1 What is a limited liability company (LLC)? How does it differ from a limited partnership?

2 What are the advantages and disadvantages of organizing a business as a corporation?

Concept

Check

As of January 2010, Apple, Inc had just under 906.8 million shares of stock held by 30,476

owners.4Because there are many owners of a corporation, each of whom can freely tradetheir stock, it is often not feasible for the owners of a corporation to have direct control

of the firm It falls to the financial manager to make the financial decisions of the ness for the stockholders Within the corporation, the financial manager has three maintasks:

busi-1. Make investment decisions

2. Make financing decisions

3. Manage short-term cash needs

We will discuss each of these in turn, along with the financial manager’s overarching goal

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