Return on Assets, Equity, & Investments

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CPA Business Environment and Concepts (BEC) › Return on Assets, Equity, & Investments

Questions 1 - 6
1

A stock priced at $50 per share is expected to pay $5 in dividends and trade for $60 per share in one year. What is the expected return on this stock?

10%

25%

20%

30%

Explanation

The expected return is $15, which consists of $5 in dividends and the $10 increase in stock value from $50 to $60. A $15 return on a $50 investment yields a return of 30%.

2

An analyst is reviewing a company with no net earnings. If the analyst wants to use a price multiples approach to valuation rather than a DCF method, the analyst would most likely select:

P/E ratio projections

Return on residual P/E ratio

PEG ratio projections

Price-sales ratio projection

Explanation

Price-sales ratio projection approaches can provide meaningful information in the event that net earnings data is not available.

3

An investor wants to buy shares of XYZ Corporation. If the investor uses a zero growth model, a desired rate of return of 20%, and a dividend of $10, what was XYZ's price?

$100

$20

$2

$50

Explanation

Using a zero growth model, the price of a company's stock is equal to the dividend divided by the discount rate. P=D/R. In this case P=$10/20%. P=$50.

4

Which of the following transactions does not change the current ratio or total current assets?

A cash advance is made to a divisional office

Equipment is purchased with a three year note and a 10 percent cash down payment

Short term notes payable are retired with cash

A cash dividend is declared

Explanation

This does not change the current assets or the current ratio because the reduction of cash is offset by an increase in A/R.

5

The collection of A/R can be accelerated by the use of:

A lockbox system

Turnaround documents

Remittance advices

Bank drafts

Explanation

Lockbox systems are mailboxes in many locations where customers send payments. The bank checks these frequently.

6

The general formula for return on investment is calculated as:

Inflows/Outflows

Outflows/Inflows

Assets/Liabilities

Cash * Sales

Explanation

To calculate the return on something purchased, whether a stock, machine or employee, divide the cash inflows divided by the cash outflows.

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