Fin 449 week 2

XiaomingXu
10Firms.xlsx

Cash Flow Data (PEP example)

PEP CAT F HBI DRI CMG BLMN TGT KR WMT COST
10-k filing date 2/13/20 2/19/20 2/5/20 2/11/20 7/24/20 2/5/20 2/26/20 3/11/20 4/1/20 3/20/20 10/7/20
Year Ended… 12/28/19
Shares Outstanding 1,389,544,618
Michael Dimond: From 10-k, front page. Not in millions.
Figures in… millions
OpInc = Operating Profit 10,291
Michael Dimond: From Income Statement
Effective Tax Rate (t) 21%
Michael Dimond: Computed from Income Statement
NOPAT = OpInc x (1-t) 8,126
Michael Dimond: Computed
Net Operating Profit After Taxes
Dep & Amort Exp 2,432
Michael Dimond: From Statement of Cash Flows
OCF = NOPAT + Dep & Amort 10,558
Michael Dimond: Computed
Operating Cash Flow
ΔNOWC 1,575
Michael Dimond: From Balance Sheet
Change (this year minus previous year) in Net Operating Working Capital … CA - CL, but only the operating items
ΔGFA 3,973
Michael Dimond: From Balance Sheet & "Note 4 — Property, Plant and Equipment and Intangible Assets"
Change in Gross Fixed Assets … How Much Did the Company Pay For Long Term Operating Assets … Change in Net Fixed Assets, add Depreciation Expense
FCFF = OCF - ΔNOWC - ΔGFA 5,010
Michael Dimond: Computed
Free Cash Flow to the Firm = OCF minus Reinvestment Need
Interest Expense, net 935
Michael Dimond: From Income Statement
FCFF 5,010
Michael Dimond: From above
ΔDebt (253)
Michael Dimond: From Balance Sheet
This year minus previous year, ST and LT items which are debt
Int(1-t) 738
Michael Dimond: Computed
Interest After Taxes
PfdCF -
Michael Dimond: From Statement of Shareholders' Equity
Pfd = Preferred, PfdCF = Preferred Cash Flow… any Cash going out to Preferred Shareholders
FCFE = FCFF + ΔDebt - Int(1-t) - PfdCF 4,019 Free Cash Flow to Equity, Equity Cash Flow…going to Common Shareholders
FCFF 5,010
Michael Dimond: From above
Int(t) 197
Michael Dimond: Computed
Tax Benefit… comes from tax savings due to interest paid
UCF = FCFF + Int(t) 5,207
Michael Dimond: Computed
Unlevered Cash Flows, used in the Adjusted Present Value Method (APV Method)