Diluted EPS Calculation for New Gestalt, Inc.

Diluted EPS Calculation

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Question

New Gestalt, Inc., a software firm had a net income of 1.7 million last year. It has 200,000 common shares and 300,000 convertible bonds with face value of 100 outstanding. The convertible bonds carry a coupon of 4% and can be converted one-for-one. The average stock price last year was 39 and the maximum price was 57. The effective interest rate on the convertible debt is 8%. New Gestalt issued 100,000 preferred shares with face value 100 and a coupon of 5% on March

31st of last year. Assume the convertible bonds are dilutive and that New Gestalt faces a 30% tax rate. Given the above, if New Gestalt had 300,000 warrants with a strike of 36 outstanding instead of the convertible bonds, its Diluted EPS would equal ________.

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A

For Diluted EPS with warrants, numerator = net income - preferred dividends = 1.7 million - 375,000 = 1,325,000. Using the Treasury stock method, the additional shares due to warrant exercise = 300,000*(1 - 36/39) = 23,077. Total number of shares used in Diluted EPS = 200,000 + 23,077 = 223,077. Therefore, Diluted

EPS = 1,325,000/223,077 = 5.94.