Minimum Expected Ending Value of Stock for Profitable Investment | CFA® Level 1 Exam Preparation

Calculate Minimum Expected Ending Value of Stock for Profitable Investment

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Question

Given that the beginning value on a stock is $530, expected earnings are $50, the dividend payout ratio is 40%, and the required rate of return is 14%, what is the minimum expected ending value of the stock that makes it a profitable investment?

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A. B. C. D. E.

B

Expected dividends equal 50 x 0.4 = $20. In order for a stock to be a good investment, its rate of return should be equal to or greater than the required rate of return. The minimum ending value that would make the stock investment in this question profitable is given by the equation (P2 + D) / P1 = 1 + k, where P2 is the ending value, P1 is the beginning value, D is the expected dividend, and k is the required rate return. Rearranging this yield P2 = ((k + 1) x P1) - D. In this question, the minimum ending value is (1.14 x 530) - 20 = $584.20.