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The Walt Disney Company

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The Walt Disney Company (DIS)

  1. Financial Accounting (Data source Annual Report and not Yahoo Finance).

1.Cash Flow from Assets = Cash Flow to Creditors + Cash Flow to Stockholders  

*All numbers in millions

Cash Flow from Assets  2015($)

Cash Flow to Investors 2015($)

Operating Cash Flow

11,089

Cash Flow Paid to Creditors

-25

  EBIT

13,751

  Interest

117

  Depreciation

2,354

  Net new borrowing

142

  Tax

5,016

Capital Spending

4,806

Cash Flow to Stockholders

8,337

  Ending Net Fixed asset

71,424

  Dividends Paid

3,063

  Begging Net Fixed asset

68,972

  Repurchase of stock

6,095

  Depreciation

2,354

  Common stock

821

Additions to NWC

-1,453

Total

7,736

Total

8,312

*CFFA = Operating cash flow – net capital spending – changes in net working capital

  • Net capital spending = ending fixed assets – beginning fixed assets +depreciation
  • Changes in NWC = ending NWC – beginning NWC

*Cash flow to creditors = interest paid – net new borrowing = interest paid – (ending long-term debt – beginning long-term debt)

  1. Du Pont Identity

ROE = Profit Margin (Profit/Sales) * Total Asset Turnover (Sales/Assets) * Equity Multiplier (Assets/Equity)

Year

2015

2014

2013

Profit Margin

0.16

0.15

0.14

Profit

8,382

7,501

6,136

Sales

52,465

48,813

45,041

Total Asset Turnover

0.59

0.58

0.55

Sales

52,465

48,813

45,041

Assets

88,182

84,141

81,241

Equity Multiplier

1.81

1.75

1.69

Assets

88,182

84,141

81,241

Equity

48,655

48,178

48,150

ROE

0.17

0.16

0.13

Comment on the changes in each DuPont identity:

The increase in ROE each year can be seen from the increase in all three of the DuPont identity (Profit margin, Asset turnover, equity multiplier) over the years, implying the operational efficiency, asset utilization and financial leverage has increased over the years.

  1. External Financing Need

Increase in Asset

88,182,000 *5%

4,409,100

Increase in Account Payable

7,844,000*5%

392,200

Increase in NI

8,382,000*1.05*RR

5,544,693

Retained Ratio

(8,382,000-3,063,000)/8,382,000

0.63

EFN

(1,527,793)

*5% Growth

  1. Internal Growth Rate

Internal growth rate = (ROA x b) / [1 – ROA x b]

Year

2015

2014

2013

Profit

8,382

7,501

6,136

Assets

88,182

84,141

81,241

ROA

0.10

0.09

0.08

Dividend Paid

3,063

1,508

1,324

b

0.63

0.80

0.78

Internal Growth Rate

6.42%

7.67%

6.30%

  1. Sustainable Growth Rate

Sustainable growth rate = (ROE x b) / [1 – ROE x b]=12.0%

*ROE=0.17, b=0.63

Year

2015

2014

2013

ROE

0.17

0.16

0.13

b

0.63

0.80

0.78

Sus. Growth Rate

12.09%

14.66%

11.35%

...

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