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Investment Analysis and Financial Statements

Profit and Loss Account/Income Statement Revenues (or Sales) 100 Less:Cost of Goods Sold 75 Gross Margin /Gross Profit 25 Less: SG &A expenses 15 Operating Profit/EBIT 10 Less: Interest 5 EBT 5 Less: Taxes (@40%) 2 Earnings after tax/Net Income 3 PE Ratios Earnings are what the income statement calls net income Earnings per share (EPS) Return on Equity: NI (or earnings) divided by last year's book equity Sometimes people use this year's BE, but that makes less sense What can I do with earnings? Pay them out (Dividends) Reinvest them. If reinvested they are added to book equity P/E of 10: when you buy the stock, you pay $10 for every dollar of earnings the company generates GGM Suppose I reinvest a fixed proportion "b" of my earnings Plowback ratio or reinvestment ratio Then how much did I pay out as dividends this year? Next year? Hence, if price is at fair value and GGM applies then: Forward P/E: -Trailing P/E: Higher PE ratios Lower the r: - Lower beta - Lower rf Lower market risk premium Higher the dividend growth (or earnings growth, g is both) Lower the plowback ratio b Example In Dec 1999, companies "like" Texas Instruments (TXN) were trading at forward P/E ratios of 3 Suppose GGM applies Suppose beta= 1.2, so r=9% The payout ratio was known to be 0.13. What is the retention ratio b? What is the market's (implicit) estimate of Texas Instrument's growth rate?