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, the number of shares used in Diluted EPS would equal ________.

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Explanation

Since the strike price of 36 on the warrants is less than the average stock price of 39, the warrants are dilutive. 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.