CFA Level 1: Cost of Retained Earnings Calculation

Cost of Retained Earnings Calculation

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Question

Consider the following information:

30-day treasury rate (Risk Free rate) 5.2%

Company XYZ Bond yield 12.2%

Beta 1.2 -

Risk Premium 4.5%

Credit Rating BBB -

Calculate Company XYZ's cost of retained earnings using the Bond-Yield-plus-Risk-Premium approach.

Answers

Explanations

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Explanation

To estimate a firm's cost of retained earnings using the Bond-Yield-plus-Risk-Premium approach, simply take the company's bond yield and add the risk premium.

In this case the cost of retained earnings = 12.2% + 4.5% = 16.7%.